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 is currently an advisor at Townsend, where he has worked for four years. His prior experience includes roles at Obermeyer Wood Investment Counsel and Highgate Securities Investments LLC. 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 using a mix of top-down macro and bottom-up fundamental analysis, offering customized financial planning and asset management services.

Dalyce Tinoco is a CFP® with 10 years of industry experience, currently serving at Class VI Family Office, LLC in Denver, CO. She has been affiliated with CVA Family Office since 2016. Dalyce is a member of the Entrepreneur Private Investment Club (EPIC), a network for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, emphasizing strategic planning around significant liquidity events. The firm employs a holistic, investment policy statement–driven approach that integrates discretionary portfolio management with comprehensive wealth planning and utilizes a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Jack Walker is a Series 65-credentialed advisor with four years of industry experience. He is currently with BAM Wealth Management LLC and has prior experience at CreativeOne Wealth, LLC and Risemint Capital Advisors. Previously, he was affiliated with the University of Colorado Boulder for seven years. BAM Wealth Management primarily serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm uses a combination of third-party model portfolios, boutique managers, and in-house analysis employing methods such as modern portfolio theory, quantitative and fundamental analysis to create tailored investment strategies.

Madeline Kleinman is a CFP® and Series 66 licensed advisor at Crusonia Wealth Advisors LLC in Denver, CO, with eight years of industry experience. Her prior roles include positions at Charles Schwab Bank and Private Capital Management, as well as involvement with Junior Achievement - Rocky Mountain. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach incorporating equities, fixed income, alternatives, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Conner Murray is a financial advisor at Mountain Capital Investment Advisors Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Capital since 2021. His prior experience includes roles at JPM Institutional Investments Inc and JPM Investment Management from 2018 to 2021, as well as Jackson National Life Distributors LLC from 2016 to 2018. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth using low-cost, diversified funds, individual securities, and ongoing portfolio monitoring.

Brian Quint is a CFP® and Series 65-registered advisor with Mountain Capital Investment Advisors Inc, where he has worked since 2020. He has five years of industry experience and previously worked at Ace Hotel for seven years. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm emphasizes 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.

Heather Holtzinger is a CFP® with 12 years of industry experience. She currently works at Rosecap Investment Advisors, LLC and has been associated with Grandview Investment Advisors, LLC for 14 years. Heather is in the process of winding down Grandview Capital, operating as Grandview Investment Advisors. Rosecap Investment Advisors serves individual and institutional clients, including families, trusts, and employer-sponsored retirement plans, offering discretionary asset management and standalone financial planning. The firm employs a goal-based investment approach focused on broad asset-class allocations and manages most assets on a discretionary basis.

Coleman Shwayder is a CFP® and holds a Series 66 license, currently serving as an advisor at 7Two with three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. 7Two provides financial planning, discretionary portfolio management, and investment consulting to individuals, families, institutions, and family offices. The firm combines fundamental and technical analysis with strategic asset allocation, utilizing a mix of low-cost mutual funds, ETFs, alternative investments, and individual securities.

John Ramsey is a financial advisor with Aptus Financial, LLC in Denver, CO. He holds a Series 65 credential and has one year of industry experience. Prior to joining Aptus Financial, he worked at TransUnion and SAS Institute. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, and client education through regular reviews and targeted programs.

Collin Schmidt is a CFP® with 13 years of industry experience, currently serving as an advisor at Crusonia Wealth Advisors LLC. He has previously worked at Private Capital Management and Wagner Wealth Management. 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 employs a multi-disciplinary investment process using a range of investment vehicles and is affiliated with Crusonia Tax Advisors, offering standalone tax preparation services through certified public accountants.

David Afraimi is a financial advisor at BAM Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at CreativeOne Wealth, LLC and Client One Securities, LLC. Afraimi is also the owner of BAM Advisory Group, where he oversees sales of fixed, indexed, and life insurance products. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm employs a combination of third-party model portfolios, boutique managers, and in-house analysis to offer fee-based asset management and comprehensive financial planning.

Steven Carlisle is a CFP® professional with 11 years of experience in financial advising. He is currently with Townsend and has previously worked at Private Client Services, OSAIC, Townsend & Associates, Inc., and Securities America Inc. Carlisle serves as a co-trustee of the Janet L. Oldham Trust, which oversees a farm in Iowa. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and variable annuity services, utilizing a combination of top-down macro and bottom-up fundamental analysis tailored to individual client needs.

Savannah Chacon is a CFP® and ChFC® affiliated with Mountain Capital Investment Advisors Inc, with nine years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Mutual of Omaha Investor Services, Inc. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term investment strategies using low-cost, diversified mutual funds and ETFs, combining fundamental and technical analysis with ongoing portfolio monitoring.

Greg Graham is a CFP® and ChFC® with 26 years of industry experience. He currently works at Townsend in Westminster, CO, where he has been since 2026. Prior to Townsend, he spent 15 years at Tiaa and TIAA-CREF. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm employs a team of 18 advisors managing approximately $1.52 billion, offering tailored financial planning and asset management using a combination of top-down macro and bottom-up fundamental analysis.

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Craig Wear is a CFP® with 23 years of industry experience, currently serving at Q3 Advisors, LLC. His prior work includes roles at Reditus LLC, Eagle Mountain Advisors LLC, and founding his own advisory firms, Craig Wear Financial Group LLC and Craig G. Wear CFP Inc. Outside of advisory work, he manages a rental property business. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs emphasizing retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on fixed, pre-determined fees and does not manage investment portfolios or recommend specific securities.

Benjamin Taggard is a financial advisor at TRG Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Taggard is a partner in a property development firm focused on restoring a historic building affected by fire. TRG Investment Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, 529 account management, and retirement plan consulting using a range of asset allocation strategies while operating as a fiduciary.

Kenneth Denicolo is a financial advisor at Legacy Edge Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2006. Denicolo joined Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm tailors investment strategies to client goals and risk tolerance, employing a combination of fundamental, quantitative, and technical analysis across a range of asset classes and investment styles.