Shawn O'Keefe is a financial advisor at Summit Wealth Strategies with 31 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked with several firms, including Impact Partnership Wealth, Resources Investment Advisors, and RedHawk Wealth Advisors. Outside of advisory work, he is involved in managing insurance and investment services through Summit Wealth Strategies and owns a marketing company. Summit Wealth Strategies provides portfolio management and financial planning primarily to individual and corporate clients. The firm uses a combination of active and long-term trading strategies supported by various analytical methods to build diversified portfolios across multiple asset classes.

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Daniel Katz is a financial advisor with Steele Street Private Wealth Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at UBS Financial Services and Ffec Advisory Group LLC. He serves on the committee of CFA Society Colorado and holds board roles with Economic Literacy Colorado and the University of Colorado Boulder Economics Department; he is also treasurer of the Stanley British Primary School Parents Association. Steele Street Private Wealth Management advises individuals, high-net-worth clients, employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation through asset-liability matching and employs a blend of active and passive strategies, tax-aware investments, and private placements, managing approximately $187.5 million across about 111 client relationships.

Adam Blumberg is a CFP® with 13 years of industry experience. He is co-founder and CEO of Interaxis, a business that educates financial professionals on digital assets, and also serves as a vice president with Private Circle, LLC, which offers family-office services to high-net-worth individuals. His prior roles include positions at Chart Wealth Management, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. Blumberg works with Protocol Wealth, LLC, a firm that advises a range of clients—including founders, early token holders, businesses, trusts, and decentralized autonomous organizations—on traditional and digital-asset portfolios. Protocol Wealth provides portfolio management, financial planning, and digital-asset advisory services, employing strategies such as staking, liquidity provision, derivatives, and rebalancing across crypto and traditional assets, with support for multi-party computation wallets and smart-contract vaults.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, retirement plans, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored asset-allocation approach combining passive and active strategies, and it places a particular emphasis on specialized financial planning such as divorce financial planning.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 designation with experience dating back to 2015. She has professional involvement with RG Financial LLC and PKS Enterprises LLC since 2015. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a tailored asset-allocation framework combining passive and active strategies and features a specialized focus on divorce financial planning supported by credentialed personnel.

Jason Leupold is a financial advisor at Protocol Wealth, LLC with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior work includes roles at Fidelity Digital Asset Management, Fidelity Investments, and Robert Baird & Co., among others, with experience across traditional and digital asset management. Protocol Wealth advises individuals, businesses, trusts, decentralized autonomous organizations, and protocol treasuries on managing both traditional and digital-asset portfolios. The firm offers portfolio management, financial planning, and digital-asset advisory services, incorporating strategies such as staking, liquidity provision, derivatives, and rebalancing, supported by technology including multi-party computation wallets and AI-assisted research.

Michael Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO, holding Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes positions at OneAmerica Securities, American United Life, Larimer Capital Corporation, and Cetera Advisors LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with approximately $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a mix of fundamental, technical, quantitative, and cyclical analysis, and may utilize options strategies for hedging.

Ian Gardenswartz is a financial advisor at IDG Advisors, LLC with 27 years of industry experience. He has been with IDG Advisors since 1999 and has maintained his own practice, Ian Gardenswartz & Assoc. PC, since 1985. Gardenswartz is also a certified public accountant. IDG Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, primarily on a non-discretionary basis, and offers tax-preparation services while assisting clients in selecting and implementing outside money managers.

James Boon is a financial advisor at Jupiter Wealth Management, LLC in Glendale, CO, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services and Tru Independence Asset Management before joining Jupiter Wealth Management in 2018. Jupiter Wealth Management serves individuals, high-net-worth clients, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $416.8 million across 92 client relationships. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and family office services through a wrap-fee program that incorporates fundamental, factor, quantitative, and optimization investment methods.

Ann Boon is a financial advisor at Jupiter Wealth Management, LLC with 31 years of industry experience. She holds the Series 63 designation and has worked previously at UBS Financial Services Inc. and tru Independence Asset Management, LLC. She has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management serves individuals, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $390 million in discretionary assets. The firm uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and operates a wrap fee program, providing family office services and concierge support through a small advisory team.

Brian Mc Kinney is a CFP® with 14 years of industry experience, currently with Collective Wealth Partners, LLC since 2022. His prior roles include positions at GRID 202 Partners and Smart Money Group LLC. Outside of financial advising, he is a speaker engaged in various non-investment-related speaking engagements throughout the year and co-owns an insurance business specializing in life, disability, annuity, and long-term care products. Collective Wealth Partners is a wealth management firm that serves individuals, families, trusts, and small businesses with comprehensive financial planning and investment management. The firm offers customized portfolios and is notable for its financial-wellness programs and educational counseling aimed at women and minorities, along with business-focused services such as Fractional CFO offerings.

Kurt Leeney is a financial advisor at Infinium Investment Advisors, LLC with six years of industry experience. He has held roles at Plaisance Capital LLC and J.P. Morgan, including positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. He holds Series 63 and Series 65 designations. Infinium Investment Advisors serves individuals, high-net-worth clients, retirement plans, trusts, institutions, and estates with investment management, financial planning, and retirement-plan consulting. The firm employs a portfolio approach centered on asset allocation and modern portfolio theory, offering a range of investment options and integrating financial planning and participant education into its services.

Rebecca Kennedy is a CFP® with 21 years of industry experience. She has been with Impactfolio LLC since 2019 and previously operated Kennedy Financial Planning, LLC from 2013 to 2019. Outside of her advisory work, she manages a rental property business with her husband. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm uses a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis and provides discretionary investment management along with ongoing and project-based financial planning.

Andrew Kark is a CFP® and PFS™ with 10 years of industry experience, currently serving at M.Z. Kark & Associates, Inc. in Denver, CO. He has been with the firm since 1993 and is a principal and 20% owner of Israel Investment Advisors, an RIA managing a fund focused on publicly traded Israeli securities, where he primarily markets the fund to nonprofit Jewish institutions. M.Z. Kark & Associates serves individual clients, including trusts and business owners, managing approximately $305 million for about 155 clients. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and separately managed accounts, with an emphasis on long-term holdings and a policy that restricts trading to funds and managed account programs rather than individual securities.

Glenn Vanecek is a financial advisor with Bruce G. Allen Investments, LLC in Denver, Colorado, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at GWFS Equities, Fidelity Brokerage Services LLC, Cetera Advisors LLC, and J.P. Morgan Institutional Investments Inc. Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, family foundations, trusts, and employer retirement plans. The firm manages approximately $255 million in client assets and employs diversified portfolio construction rooted in Modern Portfolio Theory and asset allocation principles, integrating third-party tools such as MoneyGuide Pro and Black Diamond for reporting and performance tracking.

Casey Vader is a financial advisor at Steele Street Private Wealth Management in Denver, CO, with 27 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at Executive Wealth Planning Partners and First Financial Equity Corporation. Outside of his advisory work, Mr. Vader owns rental properties. Steele Street Private Wealth Management serves individuals, high-net-worth clients, and institutional accounts such as employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation, employing a combination of fundamental and technical analysis with both active and passive management, and provides specialized fiduciary and consulting services.

John Kopel is a financial advisor at Financial Counseling Associates, Inc. in Aurora, CO, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Financial Counseling Associates since 1993. Financial Counseling Associates provides investment advisory and financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $103.5 million for about 125 clients, focusing on diversified portfolios with no-load and low-transaction investments and conducts quarterly account reviews.

Martin Chedid is a financial advisor with MC Financial Management, Inc. in Aurora, Colorado. He holds a Series 63 designation and has 27 years of industry experience. He has been with MC Financial Management since 1996. MC Financial Management is a Colorado-registered investment adviser that primarily serves individual clients with portfolio management and financial planning services. The firm manages under $100 million in client assets and focuses on individualized discretionary portfolio management.

Gerard Oloughlin is a financial advisor at Larimer Capital Corporation with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Larimer Capital since 2010. Outside of his advisory role, he is involved in traditional life insurance sales and works seasonally in ski pass sales for Vail Corporation. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients who control privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop individualized investment policies and offers both discretionary and non-discretionary portfolio management, including access to third-party money managers and comprehensive financial planning.