Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.

John Brentin is a financial advisor at Hurley Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Investments, he worked at PricewaterhouseCoopers, ServiceSource International, and Guild Education. Hurley Investments provides portfolio management to individual investors, including high-net-worth clients, as well as small businesses and non-profits. The firm combines fundamental and technical analysis with active management techniques, including systematic option hedging through monthly collar trades, to manage client accounts primarily on a discretionary basis.

Lindy Yoshida is a CFP® professional with five years at BSW Wealth Partners and a total of six years in the financial industry. Prior to joining BSW, she worked at Uncharted and was involved with the Boys and Girls Club of Greater Onslow County. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm uses a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Charles Prather IV is a CFP® professional with 30 years of industry experience, currently serving at WealthPLAN Partners in Westminster, CO. His work history includes roles at OSAIC, Securities America, Inc., LPL Financial, LLC, and multiple entities within WealthPLAN Partners. Outside of his advisory duties, he is involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm utilizes a "Strategy Diversification" investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Donald Byrne is a financial advisor with Black Swift Group, LLC in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Mission Capital, NYLIFE Securities LLC, New York Life Insurance Co., and Forty3North Consulting Group. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts and private limited-partnership funds. The firm employs a blended top-down and fundamental bottom-up investment process across fixed income, equities, and alternative investments, tailoring portfolios under discretionary authority to client objectives.

Cory Underwood is a CFP® and CFA® with 22 years of experience in the financial services industry. He currently works at Crusonia Wealth Advisors LLC and has held positions at several firms including Triad Hybrid Solutions, B. Riley Wealth Advisors Inc., and National Asset Management. Underwood serves as chair and past president of the Financial Planning Association’s Colorado chapter. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering a multi-disciplinary investment approach that includes discretionary portfolio management, standalone financial planning, and consulting. The firm integrates various asset classes and analysis methods, and is affiliated with a related CPA firm providing tax services.

Andrew Hanna is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Securities America Inc., Townsend & Associates, OSAIC, and Private Client Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, offering tailored financial planning and asset management services.

Benjamin Pitts is a financial advisor at Cypress Financial Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Tifin and Picwell, Inc. Outside of financial advising, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning company. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and institutional clients. The firm manages approximately $395 million in assets and utilizes a range of trading strategies, including derivatives and options, to build tailored portfolios under both discretionary and non-discretionary management.

Paul Rohr is a financial advisor at Gainline Financial Partners, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Wells Fargo Advisors from 2016 to 2023. Outside of his advisory role, he also works as a licensed insurance agent and serves as co-trustee for his father’s trust. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios that combine passive and active strategies and manages most of its assets through a wrap fee program.

Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Gary Wagner is a Series 65-licensed financial advisor with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. Prior to that, he was with Private Capital Management for seven years and operated Wagner Wealth Management for 16 years. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach utilizing equities, fixed income, ETFs, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Brandon Drespling is a financial advisor at Triumph Capital Management in Denver, CO, with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Brokerage Services before joining Triumph in 2016. Drespling also serves as the Treasurer and a board member of the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm’s investment approach incorporates fundamental, cyclical, and technical analysis, employing various asset classes and strategies tailored to client objectives.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.

Tracey John is a Series 65-licensed financial advisor with TRG Investment Advisors, LLC in Brattleboro, VT, where she has worked since 2022. She has two years of industry experience and previously spent 20 years at Vermont Country Deli. Outside of her financial advisory role, she serves on the boards of Brattleboro Savings and Loan and Brattleboro Development Credit Corp., volunteers with Project Feed The Thousands, and participates in the Harris Hill Ski Jump Committee. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, managing a significant portion of assets on a non-discretionary basis.

Brian Lichtenheld is a CFP® professional with six years of industry experience. He currently serves at BSW Wealth Partners and recently worked at Sequoia Financial Group. Prior to that, he spent ten years at Crestone Capital. BSW Wealth Partners serves a national client base including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm uses a top-down tactical asset allocation process and offers customized portfolios alongside coordinated tax, estate, insurance, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with a dedicated Visionary Impact Investing program.

Taylor Jay is a CFP® professional with nine years of industry experience, currently serving at Sharkey Howes & Javer Inc. in Denver, CO. Prior to joining Sharkey Howes & Javer, Taylor worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Sharkey Howes & Javer Inc. is a fee-only fiduciary firm with nine advisors managing over $1.1 billion for individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy overseen by an internal Investment Committee and offers financial planning, portfolio management, and employer retirement-plan services, including an online 401(k) solution.

Jonathan Amick is a CFP® with six years of industry experience, currently serving as a Private Client Services advisor at Townsend. He has worked at multiple firms, including SECURITIES AMERICA, Inc. and OSAIC, and previously operated Jonny Moneyseed, LLC, a handyman and rideshare services business. Townsend is an SEC-registered advisory firm with a team of 18 advisors serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion and offers financial planning, asset management, retirement plan consultation, and related services using both top-down macro and bottom-up fundamental analysis.

Julie Martinez is a CFP® with 16 years of industry experience. She is currently with BSW Wealth Partners in Boulder, CO, where she has worked since 2015, with a brief tenure at Sequoia Financial Group. Martinez also served at R3 Returns, LLC from 2018 to 2023. BSW Wealth Partners serves a national client base that includes individuals of varying net worth, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation strategy and offers a range of services such as comprehensive financial planning, portfolio management, and a dedicated Visionary Impact Investing program.

Bradley Conover is a CFP® professional with eight years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. His prior work includes roles at BOK Financial and its affiliates, as well as Dizzion Inc. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by an internal Investment Committee and offers employer-focused retirement plan services alongside ongoing portfolio management.

Kenneth Senour III is a CFP®-designated financial advisor at Legacy Wealth Partners, LLC with 11 years of industry experience. He previously worked at Aveo Capital Partners, Millennial Wealth Management, and Innovest Portfolio Solutions. Senour is also licensed as an insurance agent and dedicates part of his practice to fixed insurance products. Legacy Wealth Partners, LLC is a multi-advisor team providing financial planning, discretionary portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment approach that combines fundamental, technical, and cyclical analysis with model portfolios and third-party sub-advisers.