Matthew Dupree is a CFA® charterholder with 25 years of industry experience. He is currently with Denver PWM, LLC, a team of seven advisors based in Denver, CO. His prior experience includes roles at Hilltop Investment Advisors, Inc., A3 Financial Investments, LLC, and Southern Sky Capital, LLC. He also consults on managerial accounting matters for a privately held software company. 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 team-based wealth management approach using a mix of investment instruments, fundamental and technical analysis, strategic asset allocation, and tax-aware management.

James Booth is a financial advisor at Legacy Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory role, he is a United Airlines pilot and a seasonal ski instructor for Alterra Mountain Company. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services. The firm employs a tailored investment process using fundamental, technical, and cyclical analysis and works with third-party sub-advisers for model management and trading.

Jake Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Capital Investment Counsel, LLC. Prior to joining Capital Investment Counsel, he worked at Schaefer Financial Management and was involved with Tickets for Less LLC. He holds a Series 65 license and is based in Denver, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and combines various analytical methods to construct tailored investment portfolios across multiple strategies.

Michael Davis is a financial advisor at Forty North Wealth in Castle Rock, CO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and previously spent 15 years at Sii Investments. Outside of advisory work, he is involved in the structured settlements industry through the sale of fixed insurance products. Forty North Wealth serves individual and high-net-worth clients, retirement plans, institutions, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan consulting. The firm develops tailored portfolios using equities, ETFs, mutual funds, and fixed income, employing multiple analysis methods and third-party platforms for implementation and reporting.

Jordan Ney is a financial advisor at Blue Water Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. He has worked at Blue Water Wealth since 2022 and previously held positions at Back Office Connection, Evestnet Tamarac, and Invesco Distributors, Inc. Blue Water Wealth is a team of 11 advisors serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental and technical analysis to build customized portfolios, managing approximately $473 million in discretionary assets.

Jessi Andrews is a CFP® with 21 years of industry experience, currently serving at InterWealth Management, LLC since 2023. Prior to joining InterWealth, she worked at New Frontier Advisors LLC and SEI Investments in various roles from 2015 to 2023. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective tactical adjustments.

Adrian Hovey is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Clear Capital Management LP, where he has worked since 2025, following six years at Edward Jones. Outside of his advisory role, Hovey provides thesis guidance to MBA students at Cornell University and Queen’s University and serves as a registered agent and advisor for a retail company specializing in glove manufacturing. Clear Capital Management LP offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies tailored to client needs.

Harold Classick is a financial advisor at Denver PWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Denver Private Wealth Management and Vista Private Wealth Partners since 2014. Outside of his advisory role, he is a practicing CPA and owner of Classick Financial Services, where he prepares tax returns and provides tax-related services directly to clients. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of investment instruments and applies both fundamental and technical analysis, strategic asset allocation, and tax-aware management in their portfolios.

Jesse Bristow is a financial advisor with X Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Advisor Group. Outside of finance, he coaches youth baseball through Slammers Baseball. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios combining active and indexed strategies, along with wealth-management coordination and participant education for defined contribution plans.

Michael Pollard is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 credential and five years of industry experience. He has been with Mountain Capital since 2020 and concurrently works as an instructor pilot for United Airlines, a role he has held since 2013. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

John Beaty is an advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 65 and Series 66 licenses with five years of industry experience. His prior work includes roles at Robinhood Financial, LLC, Robinhood Markets, Inc, and Raymond James & Associates. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering a range of services including wealth management, financial planning, portfolio management, and tax planning. The firm uses a proprietary Encompass framework along with third-party platforms and serves a diverse client base with discretionary and non-discretionary investment strategies.

John Downing is a financial advisor with Hinds Financial Group Inc in Lakewood, CO, holding a Series 66 designation and over 40 years of industry experience. His career includes long tenures at multiple firms, including Cetera Wealth Services and Minnesota Mutual. Outside of advisory work, he is president of The Down Court Group, Inc., which focuses on fixed insurance sales and service. Hinds Financial Group serves individual and high-net-worth clients as well as institutions such as trusts, estates, and small businesses. The firm provides discretionary portfolio management and financial planning, utilizing risk-based models and third-party managers with ongoing monitoring and rebalancing tailored through written investment policy statements.

Terri Hinrichs is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Global Wealth Strategies and Associates, LLC. She has been with the firm since 2021. Outside of her advisory role, she acts as an insurance agent for various carriers and serves as a trustee to a family irrevocable trust. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to a range of individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Samuel Issermoyer is a CFP® and CFA® with four years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked for one year. Prior to this, he held roles at Valeo Financial Advisors, Regions Bank, and Wells Fargo. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm uses a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and third-party managers, and it is affiliated with Crusonia Tax Advisors for standalone tax services.

Jarrod Musick is a CFP® professional with 15 years of experience, currently serving at Destiny Capital Corporation since 2011. He holds the Series 66 designation and is the majority owner of Destiny Holdings, the parent company of Destiny Capital Corporation, where he also serves as President and Secretary of the board. Outside of his advisory role, he is the author of *The Abundant Entrepreneur* and owns Victory Fit, a gym in Centennial, Colorado, where he oversees financial and business strategy. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm manages approximately $382 million across 260 clients through an eight-advisor team and offers discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines strategic asset allocation with tactical adjustments, incorporating quantitative, fundamental, and ESG analyses.

Drew Hayworth is a CFA® charterholder with 31 years of industry experience. He is currently with Townsend in Westminster, CO, and has held positions at firms including Madison Street Partners and Highgate Securities Investments. He also serves as a senior investment analyst for Townsend & Associates, focusing on security selection, portfolio construction, and trading. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and provides tailored financial planning and asset management using a combination of macro and fundamental analysis across various investment vehicles.

Kyle Brown is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO. He holds the Series 65 designation and has experience working at Greffex, Inc and SomaLogic, Inc prior to joining his current firm. His background also includes roles at the University of Colorado Denver and Levy Restaurants. 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 customized growth and fixed-income strategies tailored to client objectives.

Shawn Kelly is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 25 years of industry experience. He has worked with Townsend Retirement Specialists since 2008 and has experience at Securities America, Inc. and OSAIC. Outside of his advisory role, he is a general partner in a family-owned limited partnership that owns a lake house. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion across about 1,500 clients, offering tailored financial planning, discretionary and non-discretionary asset management, and retirement plan consultation. Their investment process employs a combination of macro and fundamental analysis, with strategies including dividend growth, capital appreciation, covered-call writing, and tactical cash positioning.

Clifford Mintz is a financial advisor at freeGulliver, LLC with seven years of industry experience. He holds a Series 65 designation and has been with freeGulliver since 2018, including its predecessor entity. Outside of his advisory role, Mintz is a partner in Sweet Nola LLC, a retail food service business. freeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers customized portfolio management and financial planning, manages multiple private funds, and employs various investment strategies tailored to client objectives.

John Goltermann is a CFA® charterholder with 29 years of industry experience. He currently works at Townsend, a team of 18 advisors, and has held positions at Obermeyer Wood Investment Counsel, Highgate Securities Investments LLC, and Securities America, Inc. He is based in Westminster, CO. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion across 1,500 clients, offering tailored financial planning and asset management with a range of investment approaches including dividend-growth and capital-appreciation strategies.