Christopher Ofsthun is a financial advisor at Next Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Next Capital Management since 2010, with a brief period away from the firm between 2018 and 2020. Next Capital Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, retirement plans, charitable organizations, business entities, and insurance companies, including sub-advisory services for private placement life insurance assets. The firm offers tailored asset allocation strategies and a range of investment options including mutual funds, ETFs, individual equities, and structured products.

Timothy Waters is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera Advisor Networks and Summit Financial Group. Waters is also an insurance agent with Triumph Capital, LLC, where he assists in placing insurance policies aligned with clients’ financial plans. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Vincent Polivka is a financial advisor with Vanguard Capital in Denver, CO, holding a Series 63 designation and 37 years of industry experience. He has worked at Vanguard Capital since 1999 and Vanguard Capital Wealth Advisors since 2016. Vanguard Capital is a team of five advisors managing discretionary investment portfolios primarily for individual and high-net-worth clients. The firm integrates financial planning with investment management, focusing on diversification, risk management, and medium- to long-term holding periods, while also offering consulting services related to estate planning, insurance, and retirement plan rollovers.

Tammi Ellis is a Series 65-credentialed advisor at Forty North Wealth with three years of industry experience. She previously worked at Fidelity National Title Insurance and First American Title Insurance before joining Panoramic Investment Advisors, now operating as Forty North Wealth. Ellis also serves as a compliance consultant for Integrated Compliance Advisors, LTD. Forty North Wealth advises individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations. The firm offers discretionary investment management and financial planning services, tailoring allocations based on client interviews and ongoing risk assessments.

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.

Zachary Stewart is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, CO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at Modern Capital Advisors, Fidelity Brokerage Services LLC, and Northwestern Mutual. He is employed by Parsonex Enterprises, Inc., the parent company of Parsonex Advisory Services and its affiliated entities. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach with a fundamental, value-oriented stock selection process and sponsors the Sterling Fund, a pooled vehicle managed with a conservative, long-term value discipline.

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 Series 66 licensed advisor with 17 years of industry experience. He is currently with Forty North Wealth and has previously worked at Panoramic Investment Advisors and SII Investments, Inc. He is also the owner of Tanner and Company, which provides tax preparation services. 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 offers discretionary investment management, financial planning, retirement plan consulting, and participant education, using tailored portfolios and multiple third-party platforms to implement and monitor client investments.

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.

Karl Frank is a CFP® with 22 years of industry experience, currently serving at A & I Wealth Management. He has been affiliated with A & I Financial Services LLC and Geneos Wealth Management Inc. since 2005. In addition to his advisory role, he is an author and holds ownership and membership positions in various business entities. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with sub-adviser recommendations, employing multiple model portfolios and a range of analytical methods.

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 13 years of industry experience, currently serving as an advisor at G&S Capital LLC since 2019. His prior work includes roles at Waters Edge Design, Scenic Wealth Management, and Northstar Realty Securities. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models, and is notable for its documented use of derivatives and options strategies in separately managed accounts.

Christopher Kozak is a financial advisor at Kozak & Tripp Private Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC and Igc, LLC. Kozak & Tripp Private Asset Management provides investment management, financial planning, consulting, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm employs an active portfolio management approach using Modern Portfolio Theory metrics, fundamental and technical analysis, and integrates planning coordination with clients’ other advisors.

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.

Matthew Daugherty is a financial advisor with Colorado Financial Service Corporation in Centennial, CO. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2016, he worked at MDD Enterprises LLC. He is a managing partner at Skunk Works LLC, a consulting business focused on plant-based products. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, providing financial planning, consulting, and portfolio management. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on both discretionary and non-discretionary bases.

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.

Christopher Rogers is a financial advisor with Ridgegate Advisors, LLC in Englewood, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Ridgegate Alternatives, Emerson Equity LLC, AE Wealth Management, and Jackson National Life Distributors. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, non-profits, and small businesses, often serving clients with a negotiable $500,000 minimum. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies under discretionary authority.

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. with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC and Cambridge Investment Research Advisors. Prior to his advisory roles, Lane has experience working at U.S. Bank and Colorado Mesa University. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a trademarked Plan, Quality, Capture & Collect framework and the Summit Investment Process™, which incorporates ESG factors in its fundamental analysis.