Paul Monax is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Agile Wealth LLC. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and has experience in various business ventures including Object Designs, LLC. Agile Wealth LLC provides financial planning and investment management services to individual clients, high-net-worth individuals, and small businesses. The firm focuses on goal-based portfolio construction, tax-aware strategies, and a mix of low-cost index ETFs and selected active funds, with offerings that include one-time comprehensive plans, subscription-based continuous planning, and tailored solutions for solopreneurs.

Frederick Cron is the sole advisor at Frederick H. Cron, an independent firm based in Englewood, CO. He holds a Series 63 designation and has 27 years of industry experience. He has been involved with Assist Investment Management Company, Inc. since 1998 and has operated his own firm since 1986. Frederick H. Cron provides comprehensive financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a buy/sell discipline with dynamic asset allocation and daily portfolio monitoring, emphasizing loss avoidance over tax minimization and occasionally using inverse or short index mutual funds as risk-management tools.

B. Dvorchak is a financial advisor at Dvorchak & Associates with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has worked with Equity Edge Wealth Advisors, LLC since 2005. In addition to advisory work, he is involved with NOVA STAR HOME MORTGAGE, INC. as a mortgage broker. Dvorchak & Associates is a state-registered independent investment adviser serving a small client base that includes individuals, corporations, trusts, and estates. The firm provides financial planning, investment counsel, and portfolio management using a combination of fundamental and technical analysis, with tailored discretionary portfolios and occasional client workshops.

John Fields is the sole advisor at Fields Asset Management LLC in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Calton & Associates, Inc. since 2006. In addition to his advisory role, he is an independent life insurance producer focusing on term insurance. Fields Asset Management LLC provides customized investment management primarily to individual clients and related entities, using discretionary strategies informed largely by technical analysis. The firm offers a range of investment approaches including option writing and short-selling, with ongoing monitoring and regular reporting.

Michael Johnson is the sole advisor at MCJ Capital Partners in Denver, CO, holding a Series 65 license and six years of industry experience. He is the founder and managing partner of Singleton Valuations, a business appraisal and strategic consulting firm, and also leads M.C. Johnson Enterprises, a general business consulting company. MCJ Capital Partners provides portfolio management services to institutional and individual clients, including high-net-worth individuals, corporations, and endowments. The firm employs a concentrated long/short equity strategy across U.S. and non-U.S. equities, utilizing fundamental and momentum analysis primarily through separately managed accounts.

Alexis Delulio is a financial advisor at Driven Wealth in Denver, CO, holding a Series 65 credential with one year of industry experience. Before founding Driven Wealth, Alexis worked at Silicon Valley Bank and Segall Bryant & Hamill and spent time engaged in extended international travel. Driven Wealth serves individuals, high-net-worth individuals, and families with investment management and comprehensive financial planning. The firm follows an evidence-based, long-term investment approach using low-cost ETFs and index funds, and offers a range of planning services including seminars, workshops, and access to third-party model strategies.

Allison Beckmann is a financial advisor at Liberated Financial based in Denver, CO, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior work includes roles at Money Concepts Capital Corp and NYLIFE Securities LLC. In addition to her advisory work, she is involved in teaching through Madecraft. Liberated Financial provides comprehensive financial planning and discretionary investment management for individual clients and business owners, incorporating goal-based planning, money-mindset coaching, and business-owner succession advice. The firm employs diversified portfolios based on modern portfolio theory, with quarterly reviews and tools such as expense trackers and Monte Carlo simulations to assist clients.

Patrick Mickelson is a financial advisor at Dendrite Capital, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Stonefield Investment Advisory, Inc. from 2014 to 2021. Dendrite Capital, LLC serves individuals, families, trusts, estates, small businesses, and qualified pension or profit-sharing plans, offering wealth management, integrated financial planning, and group retirement plan consulting. The firm follows a modern portfolio theory-based investment approach focused on strategic asset allocation and diversified ETFs, while also providing pension consulting and group retirement plan services.

Brae Holdridge is a CFP®-certified financial advisor at Someday Advisors with eight years of industry experience. His prior work includes roles at Standard Planning Company and California Resources Corporation. Based in Denver, CO, Holdridge has been with Someday Advisors since 2021. Someday Advisors provides financial planning, investment consultation, and portfolio management services to individuals and high-net-worth households. The firm employs a passive, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers client education through workshops and seminars.

Adrian Kowal is a financial advisor at Equity Financial Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services. In addition to his advisory role, Kowal is a licensed insurance agent and also works in rideshare and delivery services. Equity Financial Management is an independent firm serving individuals, high-net-worth clients, and business entities with discretionary and non-discretionary asset management. The firm uses fundamental analysis and modern portfolio theory to tailor investment programs to each client’s goals, time horizon, and risk tolerance.

Mark Mogle is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Mogle Financial Solutions, an independent firm he founded in 2026. Prior to establishing his own practice, he worked at Paller Financial Services, Virtue Capital Management, Legacy Financial, and Jack Nadel International. Mogle Financial Solutions serves high-net-worth families with investable assets above $500,000, offering discretionary asset management and financial planning contingent on investment management engagement. The firm uses a blended active and passive investment approach tailored to client objectives and employs proprietary and third-party model portfolios while providing portfolio monitoring and investor behavior coaching.

Robert Dixon II is the sole advisor at Vero Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has managed Vero Advisors since 2011 and also works as an English teacher at Valor Christian High School. Vero Advisors, LLC provides ongoing discretionary portfolio management and investment supervisory services primarily to individuals and trusts. The firm employs a “core and explore” investment approach that combines a diversified, annually rebalanced core portfolio with a smaller sleeve using various analysis and trading strategies, and serves an atypical client mix that includes institutional as well as non-retail categories.

Eduardo Rondon is a financial advisor at Shadowfax Investments LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Arbiter Investments LLC and Space Exploration Technologies (SpaceX). Outside of advising, he is employed as a Senior Propulsion Analyst at Ursa Major Technologies, where he is involved in the design and structural analysis of rocket engines. Shadowfax Investments provides discretionary portfolio management and financial planning to individual investors, employing a value-oriented, fundamental-analysis approach with relatively concentrated portfolios. The firm uses derivatives, margin, and performance-based compensation for certain clients, with an emphasis on low-cost execution through a single custodian.

Keith Sprincz is the principal of Sprincz Advisory Group, LLC in Littleton, Colorado, holding the ChFC® designation and a Series 65 license with 13 years of industry experience. He has been involved with Sprincz Financial Group, LLC since 2013 and has over 29 years of experience with Sprincz & Associates, Inc., where he also serves as president. In addition to his advisory work, he operates as a licensed insurance broker. Sprincz Advisory Group provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to tailor portfolios and employs custodial platforms, model marketplaces, and third-party money managers, including strategies that incorporate options overlays.

John Freemire is a CFP® professional with 11 years of industry experience. He is the sole advisor at Briardale Wealth LLC, an independent advisory firm he joined in 2026. His previous roles include positions at Mercer Global Advisors, TMF Investments, Motley Fool Wealth Management, and Fidelity. Briardale Wealth LLC provides comprehensive financial planning and discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm follows a planning-first process, utilizes model portfolios with passive, Modern Portfolio Theory-based allocations, and delegates portfolio implementation to third-party managers while retaining discretionary authority.

William Palmer is a CFP® professional with 17 years of experience in financial advising. He has led William Palmer Associates, LLC since its founding in 2012. The firm provides discretionary investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, and small businesses. William Palmer Associates applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified passive funds and tailored asset allocations supported by written investment policies and Monte Carlo analysis. The firm combines retail wealth management with employee benefit and pension consulting services, integrating third-party model portfolios and sub-advisors, which is uncommon among similarly sized independent advisory practices.

Christopher Bahnsen is a financial advisor with Montgomery Financial Planning LLC in Arvada, CO. He holds a Series 65 designation and has recent financial planning credentials from the College for Financial Planning. His prior work experience includes roles at Anthem, Hitachi Digital Services, and Apple & Arrow Sales. Montgomery Financial Planning, LLC provides fee-only financial planning services to individuals and families, offering tiered engagements from basic plans to complex pre-retirement and business succession coordination. The firm emphasizes diversified, long-term investment approaches and operates with flat-fee and hourly billing structures rather than asset-based fees.

Glenn Edwards is a financial advisor at Alpine Financial Advisers, LLC in Golden, Colorado, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Alpine Financial Advisers since 2007, operating as the sole advisor at the firm. Alpine Financial Advisers serves individual clients by providing comprehensive financial planning and discretionary portfolio management focused on retirement, education, and estate goals. The firm uses a documented six-step planning process supported by a licensed, internet-accessible platform, applying Modern Portfolio Theory combined with tactical asset allocation across diversified global asset classes.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

Craig Jacobson is the sole advisor at Roads Capital LLC, an independent investment advisory firm based in Denver, CO. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. Jacobson founded Roads Capital in 2010 and has maintained his role there since. Roads Capital provides discretionary portfolio management to individual clients through separately managed accounts, focusing on tailored portfolio construction with publicly traded securities. The firm's investment approach emphasizes value-based, fundamental analysis and typically employs relatively concentrated equity positions within client guidelines.