David Mcconico is a financial advisor at Golden Eagle Capital Advisors, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 1990. Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high-net-worth clients as well as employer retirement plan sponsors. The firm combines fundamental and technical analysis in its investment process and offers both discretionary and non-discretionary advisory solutions, with a notable cross-border orientation and affiliated dealer relationships.

Sean Sprinkle is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding the PFS™ designation and Series 65 license. He has 27 years of industry experience and has been with Sprinkle Financial Consultants and its affiliated firm, Sprinkle & Associates LLC, since 1995. Outside of his advisory role, he manages Trinity Resources LLC, an oil and gas extraction business, where he handles accounting, tax compliance, and evaluates potential investments. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process incorporating low-cost mutual funds and ETFs, alongside proprietary scoring and algorithm-driven portfolio programs.

Kyle O'Dell is a financial advisor with Edgerock Wealth Management in Denver, CO, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at several firms, including Secure Wealth Strategies, Inc. and Corecap Advisors. Outside of investment advising, he owns and operates a marketing business associated with the Edgerock brand. Edgerock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model portfolio selection. The firm employs a combination of fundamental and technical analysis with strategic and tactical asset allocation, managing most accounts on a discretionary basis and providing educational resources such as newsletters and workshops.

Spencer Wynant is a CERTIFIED FINANCIAL PLANNER™ professional at Peak Planning Group, LLC with 13 years of industry experience. He has worked at Peak Planning Group since 2017 and previously was employed at Raymond James Financial Services Advisors Inc. from 2016 to 2017. Outside of his advisory role, Wynant is a proprietor of a personal investment club with two college friends focused on real estate and brokerage account investments. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million across several hundred accounts using a primarily long-term, fundamentals-based investment approach with diversified portfolios of low-cost mutual funds, ETFs, and individual securities when appropriate.

Cooper Benedict is a financial advisor with Heirloom Wealth Management LLC in Greenwood Village, CO. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Heirloom, he worked at Enterprise Bank and Trust and attended DePauw University. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets. The firm offers discretionary investment management and financial planning through a team-based approach, using a goal-based planning process and a range of investment vehicles including equities, ETFs, and alternative mutual funds.

April Horace is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 license and 14 years of industry experience. She previously worked at Ashton Thomas Private Wealth, Alpha Capital Management, and Dynamic Wealth Advisors. Outside of her advisory role, she is involved in commercial real estate development as an owner and manager of S&H Development and a member of Interwest, LLC. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm integrates fundamental and technical analysis with asset allocation and employs derivative and structured-product strategies as part of its tailored investment programs.

Andrew Stenzel is a Series 66 licensed advisor at Lord and Richards with 13 years of industry experience. His prior roles include positions at Edward Jones, Waddell & Reed, and LPL Financial. Lord and Richards Wealth Management, LLC is a team-based firm providing portfolio management and wealth services to individuals and high-net-worth clients. The firm manages approximately $128.8 million across over 1,200 clients, employing a combination of fundamental, technical, and quantitative approaches within a discretionary investment framework.

Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.

Douglas Terry is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Alhambra Investment Management LLC since 2011. He also has a 25-year tenure with ABT Holdings LLC. Alhambra Investment Management serves individual and high-net-worth clients, as well as charitable and corporate accounts, providing discretionary and non-discretionary investment management along with coordinated financial planning, tax, and estate planning services. The firm uses a team-based approach and employs a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to create customized portfolios aligned with client risk tolerances.

Robert Foss Jr. is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with EdgeRock Wealth Management and EdgeRock Capital since 2020. Prior to this, he held roles at AE Wealth Management, Reverse Polish, LLC, and worked with the Foss Family trust. Outside of his advisory work, he is a managing member and board member of an industrial and rock slinging business, Reverse Polish Industrials, LLC. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations with discretionary portfolio management, financial planning, and model-portfolio selection. The firm integrates fundamental and technical analysis with strategic and tactical asset allocation and value investing, and offers tax planning services through an affiliated entity.

Melissa Mc Gowan is a CFP® professional with 8 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. She has been with the firm since 2011. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team manages over $1.1 billion across approximately 868 client relationships, employing active asset-allocation strategies and offering services including financial planning, portfolio management, and an online 401(k) platform.

James Peters is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Cetera Advisor Networks and Summit Financial Group. Outside of advisory services, he is an insurance agent offering fixed, long-term care, and disability insurance through an affiliated agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, and institutions. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Judson Cass is a CFP® with 24 years of industry experience, currently serving at A & I Wealth Management. He has worked with A & I Financial Services LLC and Geneos Wealth Management Inc. since 2012. Cass is also the owner of Judson Cass CFP LLC and acts as an independent representative with various insurance carriers for fixed insurance 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 asset management, third-party manager selection, comprehensive financial planning, and retirement plan consulting using a multi-model portfolio approach with discretionary and non-discretionary account options.

Daric Olson is a financial advisor with PCM Encore, LLC in Denver, CO, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Invesco Advisers, Inc., Russell Investments, Nuveen Asset Management, and Advisors Asset Management. PCM Encore provides investment management, financial planning, family-office, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $2.0 billion in client assets using a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and strategic asset allocation.

Christian West is a CFP® with 17 years of industry experience, currently serving at Rigden Capital Strategies since 2025. His prior roles include positions at Risemint, Charles Schwab & Co. Inc., and TD Ameritrade. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to client goals and risk tolerance, using fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Lorie Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently part of Tandem Financial, LLC, where she has worked since 2025. Prior to that, she held roles at Purshe Kaplan Sterling Investments, Fidelis Wealth Advisors, Northwest Asset Management, and Gwfs Equities. Outside of her advisory work, Jones hosts a podcast through her ownership of Fearless Female LLC, where she interviews individuals about their careers. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, providing investment management and comprehensive financial planning. The firm uses diversified asset allocation, a combination of fundamental and technical analyses, and offers both discretionary and non-discretionary services, including a formal retirement-plan advisory practice and the use of alternative investment instruments.

David Holland is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and Great West Financial. Outside of his advisory role, Holland owns Holland Business Consulting, LLC, which provides CPA and tax preparation services. Global Wealth Strategies and Associates offers 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 asset allocation and integrates tailored growth and fixed-income strategies, often coordinating with outside professionals to meet client objectives.

Daniel Carreno is a financial advisor at Natural Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fred Alger & Company and Ethos ESG. He is also involved with O-Six Impact Partners, LLC. Natural Investments is a values-focused advisory firm providing financial planning and portfolio management primarily for individuals, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and long-term strategies using socially responsible investments, operating under a public-benefit structure with a unique ownership model.

Emily Dyer Wolfe is a CFP® with five years of industry experience currently serving at Rigden Capital Strategies. Her career includes roles at Glendale Babcock, Northwestern Mutual Investment Services, and Modern Woodmen of America. She also operates a sole proprietorship focused on insurance services. Rigden Capital Strategies is a team advisory firm managing approximately $169 million for individuals, high-net-worth clients, trusts, and retirement plans. The firm provides discretionary asset management, ERISA plan services, and financial planning, utilizing turnkey platforms and a range of investment strategies to align portfolios with client objectives.