Matthew Daugherty is a financial advisor with Colorado Financial Service Corporation in Centennial, CO. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2016, he worked at MDD Enterprises LLC. He is a managing partner at Skunk Works LLC, a consulting business focused on plant-based products. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, providing financial planning, consulting, and portfolio management. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on both discretionary and non-discretionary bases.

Christopher Rogers is a financial advisor with Ridgegate Advisors, LLC in Englewood, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Ridgegate Alternatives, Emerson Equity LLC, AE Wealth Management, and Jackson National Life Distributors. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, often serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies under discretionary authority.

Ryan Mckown is a Series 66-licensed financial advisor with two years of industry experience, currently with EdgeRock Wealth Management in Denver, CO. His prior experience includes roles at Fidelity Investments and Tributary Real Estate. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and technical analysis along with strategic asset allocation.

Isreal Lane is a financial advisor at Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation with one year of industry experience. His work history includes positions at LPL Financial LLC, Cambridge Investment Research Advisors, and U.S. Bank. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined process involving customized portfolios, annual rebalancing, and a proprietary investment scoring system, managing over half a billion in assets across approximately a thousand client relationships.

Karlton Childress is a CFP® with 23 years of industry experience and has been with Sharkey, Howes & Javer Inc. since 2000. He is based in Denver, CO, and holds the Series 66 designation. 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 uses an actively managed, asset-allocation investment approach and offers employer-focused services alongside ongoing portfolio management.

Connor Crockett is a financial advisor at Kozak & Tripp Private Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Kozak & Tripp, his work history includes roles outside the financial sector and ongoing student status since 2014. Kozak & Tripp Private Asset Management offers discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm emphasizes active portfolio management using Modern Portfolio Theory metrics and integrates planning coordination with clients’ other advisors.

Coleman Benson is a CFP® professional with eight years of industry experience, currently serving at Crusonia Wealth Advisors LLC. His prior roles include positions at Ridgegate Advisors, Ridgegate Alternatives, Emerson Equity, and AE Wealth Management. Benson’s background includes a mix of advisory and securities-related responsibilities across several firms. Crusonia Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm’s investment approach integrates discretionary portfolio management with a multi-disciplinary process involving equities, fixed income, alternative investments, and the use of derivatives strategies.

Adam Woodworth is a financial advisor at Colorado Financial Service Corporation with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF Individual and Institutional Services and Fidelity Brokerage Services. Outside of his advisory role, Woodworth is a property owner in Denver. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and legal entities by providing financial planning, consulting, and portfolio management. The firm offers customized portfolios using a range of investment products and operates as both an investment adviser and broker-dealer, also providing insurance services.

Trevor Jackson is a financial advisor with Future Capital Management Inc. in Castle Rock, CO. He holds a Series 65 designation and has 1 year of industry experience. In addition to his advisory role, he is involved in insurance sales through TL Jackson, LLC, where he sells life and annuity insurance. Future Capital Management is a Colorado-registered advisory firm with a seven-advisor team serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary, fee-based investment management primarily through a wrap-fee program, along with proprietary model portfolios, financial planning, and qualified retirement plan consulting, supported by an internal Investment Committee that uses active, tactical asset allocation strategies.

Elizabeth Wilder is a Series 66-licensed financial advisor at Heirloom Wealth Management LLC with two years of industry experience. Her prior roles include positions at UBS Financial Services, Jeffco Public Schools, and WealthPLAN Partners. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1.1 billion across a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, using a goal-based planning process and strategic portfolio allocations.

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.

Brennan Pate is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has worked at LPL Financial and Dodds Wealth Management Group before joining Dodds Wealth, LLC, where he currently serves as an advisor. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing roughly $706 million in assets.

Timothy Harker is a financial advisor at BXM Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for 13 years. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines a passive core with active tactical overlays. The firm manages approximately $231 million in assets across about 61 clients and does not charge separately for financial planning.

Zachary Paul is a CFP® with 11 years of industry experience, currently serving at Fermata Advisors. He previously worked at Sonoma Wealth Advisors, LLC and Edward Jones, with six years at each firm. Outside of his advisory role, he is involved in insurance consulting and manages several rental properties. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services, employing a coaching-centered client relationship model and a variety of analytical approaches to inform portfolio allocations.

Christopher Conmy is a financial advisor at Alpha Capital Family Office, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Aaron Wealth Advisors, Carson Group, Cetera Advisor Networks, LPL Financial, and Pillar Financial Advisors. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, disability, annuities, and long-term care insurance. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and small businesses by providing investment management alongside comprehensive family office and wealth advisory services. The firm offers discretionary portfolio management with regular reviews and incorporates third-party managers and alternative investments with ongoing oversight.

Andrea Searle is a CFP® professional with 20 years of industry experience, currently serving at Schaefer Financial Management, Inc. since 2001. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages residential real estate investments with her husband. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, tax-sensitive asset allocation and operates primarily on a non-discretionary basis.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

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.

Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.

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.