Karlton Childress is a CFP® with 23 years of industry experience and has been with Sharkey, Howes & Javer Inc. since 2000. He is based in Denver, CO, and holds the Series 66 designation. Sharkey, Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm uses an actively managed, asset-allocation investment approach and offers employer-focused services alongside ongoing portfolio management.

Connor Crockett is a financial advisor at Kozak & Tripp Private Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Kozak & Tripp, his work history includes roles outside the financial sector and ongoing student status since 2014. Kozak & Tripp Private Asset Management offers discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, corporations, and plan sponsors. The firm emphasizes active portfolio management using Modern Portfolio Theory metrics and integrates planning coordination with clients’ other advisors.

Coleman Benson is a CFP® with eight years of experience in the financial services industry. He is currently with Ridgegate Advisors, LLC and has previously worked with AE Wealth Management, LLC and Emerson Equity LLC. His background includes roles in investment advisory, securities sales, and insurance. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm integrates fundamental, technical, and cyclical analysis and employs both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Adam Woodworth is a financial advisor at Colorado Financial Service Corporation with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF Individual and Institutional Services and Fidelity Brokerage Services. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, providing customized financial planning, consulting, and portfolio management. The firm offers both discretionary and non-discretionary account management, utilizing advisor and third-party research, and operates as both an investment adviser and a broker-dealer.

Elizabeth Wilder is a Series 66-licensed financial advisor at Heirloom Wealth Management LLC with two years of industry experience. Her prior roles include positions at UBS Financial Services, Jeffco Public Schools, and WealthPLAN Partners. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1.1 billion across a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, using a goal-based planning process and strategic portfolio allocations.

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.

Brennan Pate is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has worked at LPL Financial and Dodds Wealth Management Group before joining Dodds Wealth, LLC, where he currently serves as an advisor. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing roughly $706 million in assets.

Timothy Harker is a financial advisor at BXM Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Charles Schwab Bank for 13 years. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines a passive core with active tactical overlays. The firm manages approximately $231 million in assets across about 61 clients and does not charge separately for financial planning.

Zachary Paul is a CFP® with 11 years of industry experience, currently serving at Fermata Advisors. He previously worked at Sonoma Wealth Advisors, LLC and Edward Jones, with six years at each firm. Outside of his advisory role, he is involved in insurance consulting and manages several rental properties. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services, employing a coaching-centered client relationship model and a variety of analytical approaches to inform portfolio allocations.

Matthew Curley is a financial advisor at Xcelsior Advisor Partners LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W Baird & Company for 18 years. Curley also serves as CEO and wealth advisor at Excelsior Capital Group and is registered with The Leaders Group to facilitate a limited amount of brokerage business focused on variable annuities. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory to manage discretionary portfolios, financial planning, and retirement-plan consulting, utilizing both proprietary and third-party investment platforms.

Andrea Searle is a CFP® professional with 20 years of industry experience, currently serving at Schaefer Financial Management, Inc. since 2001. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages residential real estate investments with her husband. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, tax-sensitive asset allocation and operates primarily on a non-discretionary basis.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

James Carr is a financial advisor at Keystone Global Partners LLC in Denver, CO, holding Series 65 and Series 66 designations with 13 years of industry experience. He has been with Keystone Global Partners since 2010. Keystone Global Partners provides comprehensive wealth and investment management, financial planning, family office services, and exit advisory to affluent individuals, families, charitable organizations, and institutions. The firm manages over $580 million in assets and focuses on large, complex relationships supported by an integrated family-office approach and a formal Investment Committee guiding diversified portfolio construction.

David Goldstone is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Condor Capital Management since 2016, with a brief two-year tenure at Backend Benchmarking, and prior experience at First National Bank of Omaha. He is currently based in Denver, CO, and is part of an 18-advisor team at Condor Capital Wealth Management. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a wide range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.

John Weidner is a financial advisor with Investment Research Corp in Mesa, AZ, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience and has worked at World Capital Brokerage, Pioneer Mutual Life, Weidner Financial Group, and Provident Mutual. He is president of Weidner Financial Group, Inc., an insurance services firm. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a fundamental approach to security analysis and offers both discretionary and non-discretionary management, including municipal securities and investment company services.

Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.

Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.

Scott Sprinkle is a CFP® and PFS™ with 27 years of experience in financial advisory services. He has worked at Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a manager of Trinity Resources LLC, which evaluates investments in oil and gas extraction interests, and is a member of the investment committee for the Colorado Society of CPAs. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies, managing approximately $870 million in assets with a team of four advisors.

Luke Horner is an advisor at Denver Wealth Management, Inc. in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Denver Wealth Management and LPL Financial in 2025, he worked at ICAT and Marcus and Millichap, and has a background that includes roles in education and service industries. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering both discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm manages over $529 million in assets with an 11-person team and employs a proprietary investment framework incorporating ESG considerations as part of its fundamental analysis.

Daniel Willis is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation. He has one year of industry experience and has previously worked in roles including Movement Gyms and Hapa Sushi Bar & Grill. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and educational communications, employing a combination of fundamental and technical analysis alongside strategic asset allocation.