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.

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.

Whitney Smith is a financial advisor at Capital Cities Investments with 17 years of industry experience. He holds the Series 66 designation and has been with Capital Cities Investments since 2015. Whitney also maintains an appointment with multiple insurance carriers as an advisor. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm offers discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs, employing a blend of active and passive strategies with regular portfolio monitoring.

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.

Jeffrey Larkin is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding a Series 63 designation and 32 years of industry experience. He has worked at Financial Security Management since 1995 and previously spent 18 years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for the Green Mountain High School boys lacrosse team. Financial Security Management, Inc. provides investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm employs asset-allocation strategies based on modern portfolio theory and offers discretionary and non-discretionary portfolio management alongside tax preparation, bookkeeping, and insurance services.

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 in Lakewood, CO, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining BAM Wealth Management, Liberty worked at Fidelity Investments and Ameriprise Financial. BAM Wealth Management serves primarily individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm combines third-party model portfolios and boutique managers with in-house suitability analysis, offering fee-based asset management and comprehensive financial planning through a team approach.

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 licenses and bringing 18 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC and has been with Hinds Financial Group since 2015. Outside of his advisory role, he serves as treasurer for the High Country Newfoundland Club, a dog club. Hinds Financial Group serves individual and high-net-worth clients as well as institutions including trusts, estates, and small businesses. The firm provides discretionary portfolio management and financial planning services, managing portfolios using long-term, risk-based models and third-party managers, with ongoing monitoring and rebalancing.

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 previously worked at Headway Financial Solutions, Primerica Advisors, Wealth Strategies Group, and Guardian Life Insurance Co. Outside of his advisory role, Schryer serves as president of a local BNI chapter. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.

Adam Williams is a financial advisor at Financial Security Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Financial Security Management, he worked for Colfax Cruisers for eight years. Outside of his advisory role, he is involved with Sip and Spoke, a bicycle and coffee shop in Denver, where he handles purchasing operations. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in client assets. The firm offers investment management, financial planning, and retirement plan consulting, using asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary portfolio services.

Matthew Danaher is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Varra Financial, a team-based firm, and has previously worked at Charles Schwab, U.S. Bancorp Investments, U.S. Bank, and Wells Fargo. Varra Financial serves individual and high-net-worth clients, as well as charitable organizations and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring strategies to clients’ goals and risk tolerances, while primarily managing assets on a non-discretionary basis.

Ryan Cashman is a financial advisor with Mattern Capital Management, LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of finance, he is a member of All Stitched Up Guitars, LLC, a venture that repurposes guitars into bookshelves. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities with investment and wealth management, financial planning, and consulting services. The firm employs a mix of active and passive investment strategies across equities, fixed income, ETFs, and mutual funds, focusing on tax efficiency and cost-effectiveness while offering discretionary portfolio management and specialized services such as family office and concierge programs.

Parshad Singh is a CFP® professional with 17 years of experience in the financial advisory industry. He currently works at Centura Wealth Advisory and has previously held roles at CCG Wealth Management LLC, Moneta Group Investment Advisors, Mercer Global Advisors Inc., Singh Advisory, LLC, Financial Steward Associates, LLC, and LPL Financial. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets across several hundred client relationships, offering customized portfolios that include mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to independent managers.

Maxwell Ross is a financial advisor at BAM Wealth Management LLC with six years of industry experience. He holds a Series 65 credential and has worked with BAM Advisory Group and CreativeOne Wealth, LLC. Ross is also licensed as an insurance agent and engages in life insurance and annuity sales. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm utilizes a combination of third-party model portfolios, boutique managers, and in-house analysis to deliver fee-based asset management and comprehensive financial planning.

Lindsay Rider is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Forty North Wealth, Lindsay worked at Aca Group, Panoramic Investment Advisors, and Compliance Resource Partners. Outside of advisory work, Lindsay provides regulatory compliance consulting to SEC-registered investment advisers through Integrated Compliance Advisors. Forty North Wealth serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, offering discretionary investment management and financial planning. The firm customizes portfolios using equities, ETFs, mutual funds, and fixed income, and utilizes multiple third-party platforms and separately managed accounts to implement and monitor client strategies.

John Anderson is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Normandy Capital Management since 2006, also affiliated with Normandy Insurance Services and Geneos Wealth Management. Normandy Capital Management serves individuals, pensions, trusts, estates, charities, and businesses, managing approximately $67.9 million in discretionary assets across roughly 180 clients. The firm employs an active, asset-allocation approach within written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services, including participant education and group enrollment meetings.

Amber Anderson is a Series 65-licensed advisor at Aspen Wealth Strategies, LLC with six years of industry experience. She previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Amber is also a partner in a window washing franchise, contributing bookkeeping support. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm emphasizes a long-term, fundamentals-driven investment process utilizing low-cost mutual funds and ETFs, supplemented by quantitative models and active trading where appropriate, and is notable for its documented use of derivatives and options within client accounts.