Ryan Cook is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience and a Series 65 designation. He has worked at Triumph Capital Management since 2016 and previously held roles at Cetera Advisor Networks and Summit Financial Group. Outside of advising, he is involved in insurance activities through affiliated agencies and owns an LLC for tax planning and bill paying. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis across a range of investment strategies and maintains model-based programs along with access to third-party asset managers.

Timothy Kulick is a financial advisor with Denver PWM, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Vista Private Wealth Partners LLC since 2023 and previously spent 14 years at Symphonic Securities LLC and Symphonic Financial Advisors LLC. Outside of advisory work, he owns and operates Mitchell Kulick & Company P.C., a CPA firm. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, families, trusts, estates, and small institutions. The firm uses a combination of fundamental and technical analysis with strategic asset allocation and tax-aware management, supporting portfolios with mutual funds, ETFs, fixed income, alternative investments, and other instruments.

Sandra Hoover is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Legacy Wealth Partners, she spent 24 years at Leprino Foods and has operated Sandra Jean Coaching, LLC since 2024. Legacy Wealth Partners, LLC is a multi-advisor team managing roughly $646 million in discretionary assets, offering financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that includes the use of derivatives and borrowing within separately managed accounts and combines internal analysis with third-party sub-advisers.

Madeline Barconi is a CFP® and ChFC® professional with 10 years of industry experience. She has worked at Breakwater Capital Group since 2022 and previously held roles at Colorado Capital Management, Inc. and Fidelity Personal and Workplace Advisors. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to construct portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments, employing strategies such as options writing and margin transactions tailored to clients’ objectives and risk tolerance.

Deborah Duemling is a financial advisor with Normandy Capital Management, LLC in Denver, CO, holding a Series 65 designation and over 20 years of industry experience. She has been with Normandy Capital Management since 2009 and has worked as a CPA through her own practice since 1983. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis, and offers client education through seminars and group enrollment meetings.

Steven Rotello is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at firms including UBS Financial Services and A.G. Edwards & Sons. Outside of his advisory work, he serves as a committee member at Regis Jesuit High School and as a board member for the Ambleside School of Colorado Centennial. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and selected family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, constructing portfolios using a range of investment vehicles and conducting regular account monitoring.

Joseph Garry is a CFP® registered financial advisor at Denver Wealth Management, Inc. in Denver, CO, with two years of industry experience. Prior to joining Denver Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also a licensed insurance agent involved in the recommendation and implementation of insurance products. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process with customized portfolios primarily composed of low-cost mutual funds and ETFs, and it incorporates a proprietary investment scoring system in portfolio decisions.

Daniel Mayer is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, he hosts an educational finance and investment podcast. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and trusts. The firm’s investment approach integrates fundamental, cyclical, and technical analysis and utilizes a range of strategies and model portfolios tailored to client objectives.

Jade Holt is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. She is currently with LJI Wealth Management, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. She holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering tailored wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a diverse range of investment strategies and combines fundamental, quantitative, and technical analysis with third-party research.

Shannon Kirkpatrick is a financial advisor at Selective Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with eight years of industry experience. She is also the founder and executive director of Rekindling Ministries, where she leads teaching, content creation, and podcast hosting. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, operates across seven offices, and offers discretionary investment oversight with client-tailored financial planning.

Austyn Casale is a financial advisor at Gill Capital Partners, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Verdant Technologies, Campos EPC, Newmont Mining, Ernst & Young, and Texas Tech University. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, retirement plan advising, and tax planning. The firm uses a variety of investment strategies across public securities, real estate, private securities, and alternatives, supported by proprietary and third-party technology platforms.

Andrew Kelleher is a CFP® professional with 16 years of industry experience. He is currently with Denver PWM, LLC and has previously worked at Vista Private Wealth Partners, Charles Schwab Bank, Charles Schwab & Co., Lincoln Financial Distributors, and Jackson National Life Distributors. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of mutual funds, ETFs, fixed income, alternative investments, and other instruments using both fundamental and technical analysis, strategic asset allocation, and tax-aware management where practicable.

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.

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.