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.

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 with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held positions at American Trust Investment Services, Forethought Financial, WestPark Capital Inc, and Applied Wealth Management, among others. Barringer is also owner of TSP Watchdog and the Federal Employee Retirement Center, and serves on the finance committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven, bottoms-up investment process with tailored strategies spanning multiple asset classes and uses derivatives for hedging and income 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 Series 63, 65, and 66 licenses and has worked with firms including UBS Financial Services and J.P. Morgan Securities. She has been with Arrowroot since 2017, contributing to the firm’s team of 14 advisors. Arrowroot Family Office serves individuals, families, and various institutional clients by offering wealth management, financial planning, multi-family office services, retirement-plan advisory, and select tax and administrative support. The firm focuses on asset allocation and uses a range of analytical tools to build diversified portfolios primarily consisting of ETFs and mutual funds, while actively managing and rebalancing client investments.

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 16 years of industry experience. He is currently an advisor at Darwin Wealth Management and also serves as Managing Partner of Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management is a registered investment adviser serving individuals, corporations, and other entities with portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies through both proprietary and third-party model portfolios, alongside a web-based advisory platform via Betterment for Advisors.

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.

Margaret Nugent is a financial advisor at Colorado Capital Management with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MAI Capital Management, Harbor Wealth Management, and Raymond James & Associates. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and retirement plans, managing approximately $638 million across roughly 234 client households. The firm focuses on long-term fundamental analysis, written investment policy statements, regular monitoring and reporting, and offers ESG investing options alongside use of third-party managers and institutional share classes.

Shaun Williams is a CFP® and CFA® with 10 years of industry experience. He is currently with Paragon Capital Management and has previously worked at Janus Management Holdings Corp and Janus Distributors LLC. Outside of his advisory role, he is a signatory on the operating and reserve accounts of the Timbergreen Townhouse Homeowners Association. Paragon Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm utilizes a blend of strategic and tactical asset allocation supported by a proprietary quantitative optimization model.

Kaitlin Bell is a CFP® professional with 15 years of industry experience currently serving at Townsend. Her career includes roles at Charles Schwab & Co., Inc., Securities America, Inc., and OSAIC. She is involved with Townsend Retirement Estate and Planning, an RIA based in Westminster, CO. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides customized financial planning, asset management, and retirement plan services using a combination of macro and fundamental analysis and offers educational seminars and quarterly newsletters for clients.

Theresa Thomas is a financial advisor with Townsend in Westminster, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Townsend Retirement Specialists since 2007 and previously with Securities America, Inc. from 2001 to 2024. 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 and offers financial planning, asset management, retirement plan consulting, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Xavier Lewis is a financial advisor at LotusGroup Advisors in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and National Planning Corporation. Outside of his advisory work, he serves as Vice President of the Cherry Creek Young Professional Board. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and access to private investments. The firm uses multiple asset-allocation strategies informed by third-party research and offers business valuation services through a Certified Exit Planning Advisor.

Kelly Freeman is a financial advisor at Mattern Capital Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked previously at Creative Planning, Mariner Holdings, and Travelers Insurance. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities by providing investment and wealth management, financial planning, and consulting services. The firm emphasizes tax-efficient, cost-effective asset allocations through both active and passive strategies and includes a range of third-party program relationships and family office services.

Liberty Streeter is a financial advisor at BAM Wealth Management LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining BAM, Liberty worked at Fidelity Investments and Ameriprise Financial, among other roles. 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 uses a combination of third-party model portfolios and boutique managers alongside in-house analysis to construct diversified, actively managed portfolios tailored to client needs.

John Winslow is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Gill & Associates Inc since 2003. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, comprehensive financial planning, portfolio management, qualified retirement plan design and advising, and tax planning through affiliated CPAs. The firm offers a range of services including held-away account supervision and institutional investment advisory, utilizing proprietary and third-party technology platforms to support portfolio implementation and review.

Mark O'Connor is a financial advisor with Hinds Financial Group Inc in Lakewood, CO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at firms including Cetera, Cambridge Financial Advisors, Honor Bound Advisors, and Ehlert Financial Group. Outside of his advisory role, he serves as treasurer of the High Country Newfoundland Club, a dog club based in Morrison, CO. Hinds Financial Group serves individual and high-net-worth clients as well as trusts, estates, and small businesses, providing discretionary portfolio management, mutual fund and third-party manager selection, and ongoing financial planning. The firm employs a risk-based, long-term investment approach guided by investor profiles and written policies, with portfolio management supported by Envestnet model portfolios and third-party managers.

Misha Schryer is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Headway Financial Solutions and Guardian Life. Outside of advising, he serves as president of a local BNI chapter. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a team-based approach to construct customized, primarily long-term portfolios utilizing a range of investment vehicles and maintains active third-party advisory and platform relationships.