Brett Bills is a financial advisor at Nilsine Partners, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Nilsine Partners serves individuals, trusts, pension plans, and corporate clients by providing discretionary portfolio management, financial planning, and access to third-party managers. The firm also advises private investment vehicles and operates a platform offering feeder and master fund opportunities to qualified investors.

Wendy Dudley is a CFP® and ChFC® affiliated with SmartPath Advisors in Littleton, CO, with one year of industry experience. Prior to joining SmartPath Advisors, she worked at Wealthcare Coaching, Falcon Wealth Planning, L2 Brands, and Wells Fargo in various roles. SmartPath Advisors offers limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements and high-net-worth clients. The firm emphasizes a passive investing approach using diversification and low-cost index funds and does not manage client assets or charge fees based on assets under management.

Jay Ratterman is a CFA® charterholder with seven years at Paragon Capital Management and nine years of prior experience at ANB Bank. He is based in Denver, CO. Paragon Capital Management, Ltd. provides investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

William Tanner is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Panoramic Investment Advisors and SII Investments, Inc., and is the owner of Tanner and Company, which provides tax preparation services. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, offering discretionary investment management, financial planning, and consulting. The firm utilizes third-party managers and platforms to support tailored investment strategies and reporting.

Ronald Cavill is a CFP® professional with 55 years of experience in the financial industry. He is currently with Marshall Investment Management, LLC and has been there since 2016, alongside concurrent work with LPL Financial and his own firm, Cavill & Company, which he has operated since 1975. Outside of investment advisory, he serves as a board member of Turning Point, a nonprofit supporting women during pregnancy. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios platform, tailoring portfolios across a broad range of asset classes to client objectives and risk tolerance.

Aaron Seeman is a financial advisor at Nilsine Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an agent involved in the sales of fixed and traditional insurance products. Nilsine Partners advises individuals—including high-net-worth clients—trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm manages model portfolios using a combination of internal allocations and external platforms, and it serves as an investment adviser to feeder and master funds, providing services to institutional investors and family offices.

Louis Harris is a CFP® with 14 years of industry experience, currently serving as a financial advisor at G&S Capital LLC since 2019. His prior experience includes roles at Waters Edge Design, Scenic Wealth Management, and Northstar Realty Securities. 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 a distinctive use of options and other derivative strategies in client portfolios.

Henry Pramov is a financial advisor at Westbourne Investments, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Westbourne since 2012. In addition to his advisory role, he serves as a Senior Account Executive in procurement software sales at SAP Americas, Inc. Westbourne Investments provides investment management and financial planning services to individuals, pension/profit-sharing plans, and institutions. The firm manages discretionary portfolios using a mix of ETFs and individual stocks, incorporating options strategies and a combination of top-down and bottom-up investment analysis.

Amy Warrender is a CFP® and Series 66 licensed advisor with nine years of industry experience, currently with Crusonia Wealth Advisors LLC. She previously worked at Private Capital Management, Creative Planning, and TIAA-CREF. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-disciplinary investment process utilizing various asset classes and analytical approaches, and it is affiliated with a tax advisory practice that provides standalone tax preparation services.

Khwan Hathai is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. Currently with Origin Investment Advisory LLC, he has held roles at Motley Fool Wealth Management, JP Morgan Securities, and Morgan Stanley. In addition to his advisory work, Hathai is the owner and financial therapist of Epiphany Financial Therapy, a financial education and coaching business based in Denver. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services primarily to individual retail clients via a subscription model and employer-sponsored programs. The firm utilizes Modern Portfolio Theory combined with behavioral-finance adjustments and an AI-driven approach to deliver discretionary and personalized investment solutions.

Ryan Mckown is a Series 66-licensed financial advisor with two years of industry experience, currently with EdgeRock Wealth Management in Denver, CO. His prior experience includes roles at Fidelity Investments and Tributary Real Estate. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and technical analysis along with strategic asset allocation.

Isreal Lane is a financial advisor at Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation with one year of industry experience. His work history includes positions at LPL Financial LLC, Cambridge Investment Research Advisors, and U.S. Bank. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined process involving customized portfolios, annual rebalancing, and a proprietary investment scoring system, managing over half a billion in assets across approximately a thousand client relationships.

Karlton Childress is a CFP® with 23 years of industry experience and has been with Sharkey, Howes & Javer Inc. since 2000. He is based in Denver, CO, and holds the Series 66 designation. Sharkey, Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm uses an actively managed, asset-allocation investment approach and offers employer-focused services alongside ongoing portfolio management.

Coleman Benson is a CFP® professional with eight years of industry experience, currently serving at Crusonia Wealth Advisors LLC. His prior roles include positions at Ridgegate Advisors, Ridgegate Alternatives, Emerson Equity, and AE Wealth Management. Benson’s background includes a mix of advisory and securities-related responsibilities across several firms. Crusonia Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm’s investment approach integrates discretionary portfolio management with a multi-disciplinary process involving equities, fixed income, alternative investments, and the use of derivatives strategies.

Elizabeth Wilder is a Series 66-licensed financial advisor at Heirloom Wealth Management LLC with two years of industry experience. Her prior roles include positions at UBS Financial Services, Jeffco Public Schools, and WealthPLAN Partners. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1.1 billion across a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, using a goal-based planning process and strategic portfolio allocations.

Adam Allgaier is a CFP® with five years of industry experience currently serving at Mountain Capital Investment Advisors Inc. He has been with the firm since 2020 and also works as a pilot and first officer for United Airlines. 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 manages approximately $929 million across about 1,191 client relationships and offers customized investment strategies focusing on long-term growth through low-cost, diversified funds, with ongoing portfolio monitoring and fiduciary advice for ERISA and IRA accounts.

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.

Brennan Pate is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has worked at LPL Financial and Dodds Wealth Management Group before joining Dodds Wealth, LLC, where he currently serves as an advisor. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing roughly $706 million in assets.

Kellie Beiers is a financial advisor at Aspen Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Chasefield Capital for seven years before joining Aspen Wealth Strategies. 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 employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and offers a distinctive use of derivatives and options within client accounts.

Matthew Curley is a financial advisor with Xcelsior Advisor Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Robert W Baird & Company and Citigroup Global Markets. He is also CEO and wealth advisor at Excelsior Capital Group and registered with The Leader Group to provide limited brokerage services. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, employing both bespoke and model portfolios while providing access to alternative and private investments.