William Stordahl is a CFP® with 33 years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc., where he has worked since 2017. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for eight years. Stordahl Capital Management is an independent wealth management firm overseeing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions, employing an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and the use of ETFs and mutual funds.

Richard Stark is a CFA® charterholder with 26 years of industry experience. He joined Compass Capital Management Inc in 2025 after a 41-year tenure at Boulder Asset Management. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm employs fundamental research and valuation disciplines, focusing on mid-to-large-cap growth equities and a laddered intermediate-term fixed income strategy.

Scott Jensen is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 credential and one year of industry experience. He is also the owner and manager of Red Ivy Capital, LLC, an investment partnership, and owns an accounting firm, Kramer & Jensen, LLC. G&S Capital LLC provides discretionary investment management and financial planning services to individuals, trusts, businesses, and retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and utilizes a range of instruments including derivatives and options strategies in separately managed accounts.

Alexandra Boyles is a financial advisor with Alpha Capital Family Office, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Citigroup and JPMorgan Securities LLC, as well as a one-year tenure with the Dallas Cowboys Football Club. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, small businesses, and related family entities, providing investment management alongside comprehensive family office and wealth advisory services. The firm emphasizes discretionary portfolio management with regular reviews, employs third-party sub-advisers when appropriate, and offers coordinated estate, tax, and cash-flow planning support.

Matthew Tuft is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Forty North Wealth in Glendale, Colorado. His prior roles include positions at Panoramic Investment Advisors, Bank of America, Merrill Lynch, and Crump Life Insurance Services. He is a board member of Colorado Village Collaborative, a charitable organization focused on building safe outdoor spaces for people experiencing homelessness. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios based on client objectives and risk tolerance, and utilizes multiple third-party platforms and separately managed accounts for implementation and reporting.

Kemper Baum is a financial advisor with Financial Security Management, Inc., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Financial Security Management, he worked at The Wealth Conservancy, Elevations Credit Union, and First Corked, LLC, and served six years in the US Navy. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory 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 both discretionary and non-discretionary portfolio management along with a range of ancillary services.

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.

James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

Jeffrey Schaefer is a CFP® professional with 27 years of industry experience, currently serving at Schaefer Financial Management, Inc., where he has worked since 2001. He holds the Series 63 license and is based in Englewood, Colorado. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation strategies with an emphasis on tax-sensitive rebalancing and operates primarily on a non-discretionary basis, requiring client approval before executing trades.

William Brossman is a financial advisor at Clear Creek Advisors in Denver, CO, with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Catalyst Retirement Advisors and Kestra Investment Services. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Erik Krom is a financial advisor at Clear Creek Advisors in Denver, CO, with 13 years of industry experience. He holds a Series 65 designation and has worked at Clear Creek Advisors since 2017, following prior roles at Tfo Tdc, LLC and Paradigm Group. Outside of his advisory role, Krom is the president of Elk Advising, a CEO consulting firm he founded in 2023. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Henry Schaefer is a CFP® and Series 65-registered financial advisor with four years of industry experience. He has worked at Schaefer Financial Management, Inc. since 2021 and previously was employed at the University of Colorado for five years. Schaefer Financial Management, Inc. provides financial planning and investment management services to individuals, trusts, and retirement-plan participants, managing approximately $1.1 billion in client assets. The firm uses a long-term, allocation-driven approach based on modern portfolio theory and offers predominantly non-discretionary portfolio management tailored to client preferences.

Irene Apergis is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. She holds the Series 65, Series 66, and Series 63 designations and has been with Arrowroot since 2017, previously working at KLS Professional Advisors Group, LLC. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on customized asset allocation using analytical tools and offers discretionary and non-discretionary asset management with additional services such as financial planning and administrative support.

Alexander Staverosky is a Series 66 licensed advisor with six years of industry experience. He is currently with Ridgegate Advisors, LLC and has prior experience at AE Wealth Management, LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. Outside of his advisory role, Staverosky has worked in real estate brokerage and previously held positions with Lululemon and CubsQ BBQ. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Chad Christensen is a financial advisor at Semper Augustus Investments Group LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Semper Augustus since 1998. Semper Augustus provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, endowments, and other business entities. The firm employs a fundamentally driven, bottom-up investment approach focused on concentrated portfolios with a long-term orientation and uses derivatives, short sales, and leverage for certain accounts.

Dean Norsworthy is a financial advisor with Dodds Wealth, LLC in Greenwood Village, CO, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at LPL Financial and All-Phase Concrete Construction, Inc. He provides investment advisory and financial planning services through Dodds Wealth, an independent registered investment advisory firm. Dodds Wealth advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.

Olivia Stordahl is a CFP® with one year of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. She previously worked at Dimensional Fund Advisors and has a background that includes four years at the University of Arizona. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with a focus on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.

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.

Luke Terwilliger La Flam is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC in Greenwood Village, Colorado, where he has worked since 2025. He has one year of experience in the financial industry. Prior to joining Heirloom, he held positions with Slammers Baseball and the Cherry Creek School District. Heirloom Wealth Management advises individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach with discretionary portfolio management across various asset classes and integrates tax advisory services through its affiliated entity, Heirloom Tax Solutions.

George Smith is a financial advisor with Ridgegate Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, and has 20 years of industry experience. He has worked at Ridgegate Advisors since 2008 and is also involved in managing Ridgegate Tax, LLC and Gibborim Media, a marketing services firm. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers alternative investments subject to client approval and due diligence.