Adam Herman is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has six years of industry experience. Prior to joining Global Wealth Strategies and Associates in 2021, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, Goodway Group Holdings, Inc., and Centro Media, Inc. Outside of advising, he owns Scratch Capital, LLC, a marketing services business. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.

Keith Nicholson is a CFP® professional with eight years of experience in the financial services industry. He is the sole advisor at Hinds Financial Group Inc and has prior experience with firms including Cetera and Collier Financial. Keith is also licensed to sell fixed insurance products such as life, annuities, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions like trusts, estates, and small businesses. The firm provides discretionary portfolio management and financial planning tailored through an Investor Profile and a written Statement of Investment Policy, managing portfolios primarily on a long-term, asset-allocation basis using risk-based models and third-party managers.

Eric Jacobs is a financial advisor at Global Wealth Strategies and Associates, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Jacobs serves as the vice president on the board of directors for the ALS Association Rocky Mountain Chapter. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific trading restrictions.

Mahone Tarrall is a financial advisor at Varra Financial with Series 63 and Series 65 licenses and 42 years of industry experience. His prior experience includes roles at Western Wealth Management LLC and LPL Financial, where he has been associated since 1994. Varra Financial serves individual and high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and pension/401(k) consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring portfolios to client goals and risk tolerances, with a predominantly non-discretionary asset base.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

Sanchi Ranyal is a CFP® with three years of industry experience, currently serving as a financial advisor at Fruitful Advisory, LLC in Denver, CO. Prior to joining Fruitful, Sanchi worked at Accretive Wealth Management from 2020 to 2025. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients who maintain an active membership with Fruitful, Inc. The firm focuses on personalized financial planning through a client-specific “Money Map” and emphasizes passive, low-cost investment strategies primarily involving exchange-traded funds and index funds.

Matthew Tuft is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Forty North Wealth in Glendale, Colorado. His prior roles include positions at Panoramic Investment Advisors, Bank of America, Merrill Lynch, and Crump Life Insurance Services. He is a board member of Colorado Village Collaborative, a charitable organization focused on building safe outdoor spaces for people experiencing homelessness. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios based on client objectives and risk tolerance, and utilizes multiple third-party platforms and separately managed accounts for implementation and reporting.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.

Kemper Baum is a financial advisor with Financial Security Management, Inc., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Financial Security Management, he worked at The Wealth Conservancy, Elevations Credit Union, and First Corked, LLC, and served six years in the US Navy. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm employs asset-allocation strategies based on modern portfolio theory and offers both discretionary and non-discretionary portfolio management along with a range of ancillary services.

Meghan Ide is a financial advisor at Crusonia Wealth Advisors LLC in Denver, CO, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Private Capital Management, Auric Capital Partners, Merrill, Northern Trust, and William Blair & Company. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

John Strunc is a CFP® with five years of industry experience, currently serving as an advisor at Mountain Capital Investment Advisors Inc. He has worked with several firms including Cetera Advisors Network and MBA Wealth Management, Inc. Outside of his financial advisory career, he has been involved in baseball organizations such as Slammers Baseball South and Lightning Baseball since 2021. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth through diversified mutual funds and ETFs, using both fundamental and technical analysis.

Jamal Schlensog is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BAM Wealth Management, he worked at Fidelity Investments. BAM Wealth Management primarily serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm offers fee-based discretionary asset management and comprehensive financial planning, utilizing a combination of third-party model portfolios, boutique managers, and in-house suitability analysis.

Stephanie Mcelheny is a Certified Financial Planner® with 14 years of industry experience. She is currently with Aspen Wealth Strategies, LLC and has previously worked at Raymond James Financial Services and Hefren Tillotson, Inc. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations by managing roughly $312 million across diverse client relationships. The firm employs a long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and incorporates derivatives and options in client accounts for hedging and speculative purposes.

Jason Saul is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 designation and has been with the firm since 2024. He has over two decades of experience as an airline pilot for Frontier Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Scot Barringer is a financial advisor at Chicago Capital Management Advisors, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services, WestPark Capital Inc, and Applied Wealth Management. He is the owner of the Federal Employee Retirement Center and serves on the Finance Committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning services using a bottoms-up fundamental screening process and integrates third-party managers and various investment strategies.

Jenny Ly is a financial advisor at Clean Yield Asset Management in Denver, CO, holding a Series 65 designation. She has been with Clean Yield since 2023 and previously worked at Sandhill Investment Management from 2019 to 2023. Before her finance career, she was involved with Cara Mia Pet Resort and the University at Buffalo. Clean Yield Asset Management manages discretionary investment portfolios for individuals, trusts, foundations, and institutions using a team-based investment process with a fiduciary standard. The firm emphasizes socially responsible investing through integrated financial analysis and environmental and social screens, managing approximately $571 million in client assets.

Irene Apergis is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. She holds the Series 65, Series 66, and Series 63 designations and has been with Arrowroot since 2017, previously working at KLS Professional Advisors Group, LLC. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on customized asset allocation using analytical tools and offers discretionary and non-discretionary asset management with additional services such as financial planning and administrative support.

Nicholas Rotello is a CFA® charterholder with 10 years of industry experience. He is currently with 7Two, a firm where he has worked since 2024, and previously held roles at Innovest Portfolio Solutions and Seven Two Partners. 7Two provides investment advisory, financial planning, and consulting services to a range of clients including individuals, high-net-worth families, trusts, businesses, and family offices. The firm combines fundamental and technical analysis to construct portfolios using various investment vehicles and manages both discretionary accounts and private pooled investment vehicles.

Michael Sorrentino is a CFA® charterholder with 15 years of industry experience. He is currently with Darwin Wealth Management and also holds a managing partner position at Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios, third-party money managers, and automated advice platforms, managing approximately $617 million in client assets across a diverse range of asset types.