Dustin Troia is an advisor at Happiness in Retirement with a Series 65 credential and one year of industry experience. His prior work includes roles at Del-Sette Capital Management, South Platte Investments, Umoja Biopharma, and Juno Therapeutics/Celgene/Bristol Myers Squibb. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients through a five-person team, emphasizing a long-term investment approach using diversified, low-cost mutual funds and ETFs along with fundamental, technical, and cyclical analysis.

Amanda Depriest is a CFP® professional at Mattern Capital Management, LLC with eight years of industry experience. She previously worked at Robert W. Baird & Co. Incorporated, Wells Fargo Clearing, Aerotek, and Charles Schwab & Co., Inc. Amanda holds Series 66 and Series 63 licenses. 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, focusing on tax-efficient, cost-effective asset allocations that combine active and passive strategies across multiple asset classes.

Jessica Pariser is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Galvin, Gaustad & Stein, LLC since 2018. Prior to joining GGS, she worked at The Vanguard Group from 2015 to 2018. Galvin, Gaustad & Stein is a registered investment adviser providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary services.

Lawrence Howes is a CFP® with 27 years of industry experience, currently serving at Sharkey, Howes & Javer Inc. in Denver, CO, where he has worked since 1990. He is part of a team of nine advisors at the firm. Sharkey, Howes & Javer provides fee-only investment management and comprehensive financial planning for individuals, high-net-worth clients, trustees, businesses, and pension plans. The firm employs an actively managed, asset-allocation investment approach supported by fundamental and technical analysis and offers employer-focused services including company retirement-plan administration and educational programs.

Stephen Tanner is a financial advisor with Forty North Wealth in Glendale, Colorado, holding a Series 65 designation and eight years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and has been president and sole shareholder of S.M. Tanner Inc., a tax preparation service, since 1994. In addition to his advisory work, he serves as the personal representative on an estate and manages a tax preparation business. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, developing tailored portfolios through a combination of fundamental, technical, and cyclical analysis and utilizing third-party platforms and sub-advisors when appropriate.

Jason Alderson is a CFP® with 10 years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has previously worked at Private Capital Management, Elbert Capital Management, Kestra Financial, and BOK Financial. Alderson serves on the boards of Shalom Park/Beth Israel Foundation for the Aged and The Lowry Foundation, functioning as treasurer for both organizations. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management and financial planning. The firm employs a multi-disciplinary investment process, incorporating various asset classes and strategies, and is affiliated with Crusonia Tax Advisors, providing additional tax preparation services.

Larry Jones is a Series 65-registered advisor at OneAscent Family Offices with one year of industry experience. He has a consulting role with Pushplay Holdings, Limited, a company specializing in donation and live streaming software, where he advises on legal matters and business strategy. He previously worked at Corepoint Health for one year. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers both discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios through individualized asset-allocation guidelines and multiple affiliated entities.

Sean Swierczewski is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Class VI Family Office, LLC and has prior experience at CVA Family Office, LLC, Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and FactSet Research Systems, Inc. Outside of his advisory role, he owns and operates All Season Wash Co. LLC, a car detailing service. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies before, during, and after significant liquidity events. The firm employs a holistic, IPS-driven process that emphasizes strategic asset allocation, tax efficiency, and capital preservation through a range of investment vehicles.

Amy Betts is a financial advisor with Beam Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Securities America, Inc., and has been with Beam Wealth Advisors and its affiliated Benedetti, Gucer & Associates since 2013. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a multi-adviser platform with a focus on asset allocation, diversification, and portfolio theory, managing over $1.3 billion in client assets.

Cassidy Murphy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Fiduciary Financial Group, LLC since 2026 and previously held roles at Wealth Enhancement Advisory Services, Range Finance Inc, FinTrust Capital Advisors, and Bank of America. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm uses a research-driven investment approach incorporating fundamental, technical, and cyclical analysis, and offers integrated planning and asset management services across various investment vehicles.

Mark Bosley is a financial advisor at Townsend with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at TIAA and TIAA-CREF for 10 years prior to joining Townsend. 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 for about 1,500 clients, offering financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities and other investment products.

David Partheymuller is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Normandy Capital Management and related entities since 2006, as well as Geneos Wealth Management since 2007. 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 informed by fundamental, technical, charting, and cyclical analysis, and emphasizes active management tailored to each client’s Investment Policy Statement.

Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.

Daniel Blair is a financial advisor with Horizon Wealth in Denver, CO, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Emerson Equity LLC, Impact Partnership Wealth, Resources Investment Advisors, and Summit Wealth Strategies. Outside of advising, he manages Horizon Wealth Marketing Group, LLC, which provides marketing products and services for other financial professionals. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for about 163 clients through a team of six advisors. The firm offers investment management, financial planning, and consulting services to individuals and high-net-worth clients, focusing on diversified, tax-aware portfolios and coordinating with other client advisors.

Scott Steiner is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His background includes roles at LPL Financial, Cambridge Investment Research, and Osaic Wealth. Outside of advisory work, he is involved in insurance and benefits through Scott Steiner, Inc. and owns other business interests in real estate and wealth management consulting. Denver Wealth Management serves individual and high-net-worth clients as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a disciplined investment process combining modern portfolio theory and a proprietary scoring system to construct customized portfolios, employing both discretionary and algorithm-driven management approaches.

Edward Simon is a financial advisor at Nilsine Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fidelity Investments and JFG Wealth Management. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, and manages portfolios using a range of securities and private investments. The firm combines household wealth management with adviser-level roles in private funds and pooled vehicles, offering services to a variety of client types including high-net-worth individuals.

Chapin Schott is a financial advisor at Clear Creek Advisors in Denver, CO, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining Clear Creek Advisors, he worked at Charles Schwab & Co., Inc., Tier One Wealth Management, and held positions outside the financial sector, including roles in automobile sales and education. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients, managing approximately $722 million in client assets.

Adam Herman is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has six years of industry experience. Prior to joining Global Wealth Strategies and Associates in 2021, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, Goodway Group Holdings, Inc., and Centro Media, Inc. Outside of advising, he owns Scratch Capital, LLC, a marketing services business. 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, often coordinating with outside advisors and accommodating client-specific restrictions.

Greg Segal is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he assists family members with managing an irrevocable life insurance trust. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management using diversified strategies that include low-cost mutual funds, ETFs, and other investments, employing various analytical methods and risk management tools.

John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.