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.

Steven Ellis is a financial advisor with Colorado Capital Management in Boulder, CO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Colorado Capital Management since 2000. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes a disciplined investment process that includes written investment policy statements, long-term fundamental analysis, and regular monitoring, offering both discretionary and non-discretionary management along with ESG investing options and third-party manager integration.

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.

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.

David Wolf is a financial advisor at BSW Wealth Partners in Boulder, CO, holding a Series 65 credential and bringing 19 years of industry experience. He has worked at BSW Wealth Partners since 2010 and previously spent time with R3 Returns, LLC and Sequoia Financial Group. Mr. Wolf serves on the advisory boards of Boulder Ventures, Renewal Funds, Ethic, and Schwab Advisor Services. BSW Wealth Partners serves a national clientele that includes individual and institutional investors, offering comprehensive financial planning, portfolio management, and impact investing strategies. The firm employs a top-down tactical asset allocation process and coordinates tax, estate, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with an emphasis on mission-aligned investing.

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.

Ashley Papa is a financial advisor with Black Swift Group, LLC in Boulder, CO, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. Before joining Black Swift Group in 2026, she worked at Digital Wealth Partners, Lido Advisors, M3 Family Office, IWP Family Office, and Bessemer Investor Services. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, and foundations. The firm employs a combination of top-down and fundamental bottom-up investment strategies, incorporating alternatives, derivatives, and leverage, and manages both separately managed accounts and private pooled funds with performance-based allocations and audited reporting.

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.

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.

Harold Croley is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Arizona State and Aidium Inc., among others. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, and foundations. The firm combines top-down index and sector strategies with bottom-up security selection, incorporates alternatives and private funds, and utilizes derivatives and leverage to tailor client portfolios.

Timothy Taggart is a financial advisor with Investment Research Corp in Denver, CO. He holds a Series 63 designation and has 40 years of industry experience. He has been associated with multiple firms including AGF Holdings and American Growth Financial Services since 2004. Outside of his advisory work, Taggart serves as a FINRA arbitrator and owns a carpentry business. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a range of investment strategies across various asset classes.

Tyler Hamilton is a financial advisor at Black Swift Group, LLC with six years of industry experience. He holds a Series 65 designation and previously operated Tyler Hamilton Training, LLC for ten years. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, foundations, and other entities. The firm manages roughly $694 million in discretionary assets and combines top-down and bottom-up investment approaches, employing derivatives, leverage, and tailored risk assessments. Black Swift also sponsors multiple private pooled vehicles and directs a portion of certain fund management fees to a nonprofit charity.

Krista Strohoffer is a CFP® and holds a Series 66 license with 25 years of experience in financial advising. She has worked at Sustainable Advisors Alliance LLC since 2021 and previously spent 13 years at Portfolio Resources Group, Inc. She is also associated with Principled Investing, LLC, where she has been involved since 2006. Sustainable Advisors Alliance provides investment management and financial planning services to individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies to align portfolios with clients’ goals and preferences.