Jonathan Clements is a financial advisor at Brio Financial Group in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Franklin Templeton and BNY Mellon. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, standalone financial planning, retirement plan consulting, and referrals to third-party money managers. The firm offers asset management through a wrap fee program and provides a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Adrienne Schmidt is a financial advisor at Pacifica Capital Investments in Denver, CO, holding a Series 65 credential with two years of industry experience. She has been with Pacifica Capital Investments since 2024 and has over ten years of experience at Bow River Capital. Outside of advisory work, she serves as CFO and investor for Pacifica Capital Real Estate in Leander, TX. Pacifica Capital Investments provides discretionary investment management to individuals, pension plans, charities, corporations, and pooled investment vehicles, employing a concentrated, industry-focused equity approach that incorporates fundamental and cyclical analysis. The firm manages separate accounts as well as private real estate funds and single-purpose investment ventures.

Matthew Selihar is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. His prior roles include positions at Colorado Wealth Group, Northwestern Mutual, Russell Investments, and BlackRock. He took a year for extended travel in 2023. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm’s approach combines fundamental analysis with macroeconomic and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and technology platforms to manage assets efficiently.

Joseph Cella is a financial advisor at Mosaic Wealth with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at American Funds and Capital Group. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, portfolio management, financial planning, and select family-office services. The firm uses a customized, primarily long-term fiduciary approach, constructing portfolios with mutual funds, ETFs, individual securities, sub-advisers, and pooled private vehicles.

David Stevens is a CFP® with 40 years of experience in the financial industry. He is currently with A & I Wealth Management and has prior experience at Geneos Wealth Management, Inc. and Irongate Financial Services. Stevens serves as trustee and co-trustee for several family trusts. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with recommendations of sub-advisers and third-party managers, employing various analytical methods and conducting ongoing portfolio reviews.

Riley Govan is a financial advisor at Mattern Capital Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Synergy Capital, Gates Corporation, RBC Wealth Management, and Northwestern Mutual. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities. The firm offers investment and wealth management, financial planning, and consulting services, employing tax-efficient, cost-effective asset allocations using both active and passive strategies across a range of securities.

Andrew Dodds is a CFP® professional with 35 years of experience in the financial advisory industry. He is the principal advisor at Dodds Wealth, LLC, where he has worked since 2022, following a long tenure at LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

David Walker is a financial advisor with Lebenthal Global Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Lebenthal in 2017, he worked at Farmers Insurance Group and Farmers Financial Solutions. In addition to his advisory role, Walker dedicates part of his time to Walker Wealth Strategies, an independent LLC affiliated with insurance agencies, and works as a part-time career consultant and coach with LHH, Inc. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, offering customized portfolio management and financial planning services. The firm manages approximately $820 million in assets across a multi-advisor team and integrates advisory, brokerage, and insurance services.

Julie Morgan is a financial advisor at A & I Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with A & I Wealth Management since 2023, alongside longstanding roles at A & I Financial Services LLC and Geneos Wealth Management Inc. Morgan is also an independent representative with various insurance carriers for fixed products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing a variety of analytical approaches and providing both discretionary and non-discretionary account options.

Joshua Magnus is a financial advisor at Seros Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Authentic Counsel, Northwestern Mutual, and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent and manages a property management business. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, various financial planning options, and uses proprietary core models combined with tactical overlays to tailor portfolios to client objectives and risk tolerances.

Adam Way is a CFP® and ChFC® with 20 years of industry experience, currently serving at Global Wealth Strategies and Associates, LLC since 2021. His prior experience includes roles at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is a board member of Rachel's Challenge and the founder of Adam Way Racing, an organization supporting mountain biking enthusiasts. 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 tailors growth and fixed-income strategies to clients' objectives.

Christopher Baxter is a financial advisor at Alpha Capital Family Office, LLC in Greenwood Village, CO, holding a Series 65 designation with eight years of industry experience. He previously worked at Voya-ING for 16 years and was associated with Alpha Capital Management Group LLC before joining his current firm. Baxter is also the managing member of CM Capital, LLC and Ulster Circle Partners, entities related to ownership and tax structuring connected to Alpha Capital Family Office. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and small businesses, providing investment management alongside comprehensive family office and wealth advisory services. The firm offers discretionary portfolio management with diversified allocations and engages third-party sub-advisers while emphasizing due diligence and ongoing oversight.

Connor Law is a CFP® and Series 65-licensed advisor at Crusonia Wealth Advisors LLC with three years of industry experience. He previously worked at Sikich Capital Management and has experience in both financial services and professional baseball. Outside of his advisory role, he coaches Little League baseball for ages 9 to 18. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by combining discretionary portfolio management with financial planning and consulting. The firm uses a multi-disciplinary investment approach, including equities, fixed income, alternatives, and third-party managers, and is affiliated with a tax advisory practice offering standalone tax services.

Benjamin Warwick is a financial advisor with Tandem Financial, LLC and holds Series 63, 65, and 66 registrations. He has 30 years of industry experience and has worked at multiple firms including Advisors Preferred LLC, Aveo Capital Partners, and Family Wealth Management, LLC. He is also the CEO of Quantitative Equity Strategies, LLC, a position he has held since 2002. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a diversified asset allocation approach incorporating fundamental, technical, and charting analyses, with strategies that include options, short sales, margin, and alternative investments.

John Morton is a financial advisor at Frec with one year of industry experience. He holds a Series 65 designation and has previously worked at Realm, Better Place Forests, Glass Rice, and Spruce. Frec Advisers offers automated investment advisory services through its web and mobile platform, focusing on discretionary portfolio management that includes direct indexing, tax-loss harvesting, option hedging, and cash management. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering services primarily through automated software rather than traditional advisor-led interactions.

James O'Brien is a CFP® professional with 38 years of experience in the financial advisory industry. He has been with Gill Capital Partners, LLC since 2003, following a prior role at O'Brien Capital Management, Inc. from 2002 to 2005. Outside of advisory work, he owns and operates a hydroponic farm and a tax preparation business in Denver. Gill Capital Partners manages approximately $862 million for a diverse client base, providing wealth management, financial planning, portfolio management, and institutional advisory services. The firm utilizes a proprietary investment framework alongside third-party technology to implement individualized portfolios across multiple asset classes and also serves a broad range of institutional clients.

Mark Sessel is a financial advisor at IFG Advisors, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IFG Advisors since 2015. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, employing a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and exchange-traded funds.

Michael Caplan is a CFP® with 16 years of industry experience. He is a principal at Invictus Private Wealth, LLC in Denver, CO, where he has worked since 2022. Prior to Invictus, he spent eight years at UBS Financial Services Inc. Caplan is also involved in managing a holding company for restaurant investments. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and business entities, as well as retirement plan consulting for employers. The firm employs a discretionary, individualized approach to portfolio management that incorporates fundamental, technical, quantitative, sector, and qualitative analysis along with alternative strategies.

James Person is a financial advisor at Synergy Financial Partners, LLC with 53 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Synergy Financial Partners in 2019, he worked at LPL Financial LLC and SII Investments. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, employing model portfolios and third-party sub-advisers rather than in-house security-level analysis.

Alexandria Adamchak is a financial advisor at Capital Investment Counsel, LLC with 18 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Janus Henderson for nine years. Alexandria is based in Denver, CO. Capital Investment Counsel provides financial planning, consulting, and discretionary investment and wealth management to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and government entities. The firm employs a blend of fundamental, technical, cyclical, and behavioral analysis within a framework based on Modern Portfolio Theory to tailor investment strategies to clients’ risk tolerance and time horizon.