Derek Van Calligan is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Allodium Investment Consultants, LLC since 2019, following earlier roles at Sharkey, Howes & Javer and Ellenbecker Investment Group, Inc. Allodium Investment Consultants serves a diverse client base including individuals, foundations, pension plans, and charitable organizations, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passive investment strategies tailored to client objectives and conducts ongoing portfolio monitoring and quarterly reviews.

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 with eight years of industry experience, currently serving at EdgeRock Wealth Management in Denver, CO. His prior roles include positions at AE Wealth Management and Reverse Polish, LLC. Outside of his advisory work, he is involved as an owner and board member of an industrial and rock-slinging business. 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, financial planning, and consulting services, employing a combination of fundamental and technical analysis alongside strategic and tactical asset allocation.

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 at PCM Encore, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Advisors Asset Management, Inc., Nuveen Asset Management, LLC, Russell Investments, and Invesco Advisers, Inc. He is based in Denver, Colorado. PCM Encore serves individuals, high net worth households, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, consulting, discretionary portfolio management, and retirement-plan advisory services. The firm’s investment approach focuses on long-term, asset-allocation driven portfolios using diversified, low-cost mutual funds and ETFs, with selective active management and tax-aware strategies.

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.

Christopher Wiethe is a financial advisor with Guardian Wealth Partners, LLC, holding the CFP® and ChFC® designations and possessing 12 years of industry experience. His prior roles include positions at Park Avenue Investment Advisory, Facet Wealth, CliftonLarsonAllen Wealth Advisors, and Northwestern Mutual. Guardian Wealth Partners, LLC, operating as Park Avenue Investment Advisory, serves individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm provides discretionary investment management through model portfolios and third-party managers, fee-based financial planning, and retirement plan services.

Christine Wang is a CFP® professional with 13 years of industry experience. She currently serves as an advisor at Nilsine Partners, LLC and previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. prior to joining Nilsine Partners. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients with discretionary portfolio management, financial planning, and access to third-party managers. The firm is noted for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing access to alternative investment platforms.

James Owsley III is a financial advisor at Schaefer Financial Management, Inc. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining Schaefer Financial Management, he worked at The Anschutz Corporation and Deloitte Tax LLP. Schaefer Financial Management provides financial planning and investment management to individuals, trusts, and retirement-plan participants, managing approximately $1.115 billion in client assets. The firm employs a long-term, allocation-driven strategy with an emphasis on tax-sensitive implementation and operates on a fee-only basis without exercising portfolio discretion.

Terri Propp is a CFP® with 13 years of industry experience. She is currently with Global Wealth Strategies and Associates, LLC and previously worked at Colorado Wealth Group LLC and Gill Capital Partners. Global Wealth Strategies and Associates provides 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 tactical asset allocation and constructs tailored growth and fixed-income strategies, typically implementing portfolios on a discretionary basis while coordinating with outside advisors.

Quinn Marquez is a CFP® professional with three years of experience at A & I Wealth Management. Prior to joining the firm, Quinn worked in education at The University of Denver and San Ramon Valley High School. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm employs multiple model portfolios, combines in-house portfolio management with third-party managers, and uses a variety of analytical methods including technical and fundamental analysis.