Scott Steiner is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His background includes roles at LPL Financial, Cambridge Investment Research, and Osaic Wealth. Outside of advisory work, he is involved in insurance and benefits through Scott Steiner, Inc. and owns other business interests in real estate and wealth management consulting. Denver Wealth Management serves individual and high-net-worth clients as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a disciplined investment process combining modern portfolio theory and a proprietary scoring system to construct customized portfolios, employing both discretionary and algorithm-driven management approaches.

Edward Simon is a financial advisor at Nilsine Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fidelity Investments and JFG Wealth Management. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, and manages portfolios using a range of securities and private investments. The firm combines household wealth management with adviser-level roles in private funds and pooled vehicles, offering services to a variety of client types including high-net-worth individuals.

Chapin Schott is a financial advisor at Clear Creek Advisors in Denver, CO, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining Clear Creek Advisors, he worked at Charles Schwab & Co., Inc., Tier One Wealth Management, and held positions outside the financial sector, including roles in automobile sales and education. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients, managing approximately $722 million in client assets.

Adam Herman is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has six years of industry experience. Prior to joining Global Wealth Strategies and Associates in 2021, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, Goodway Group Holdings, Inc., and Centro Media, Inc. Outside of advising, he owns Scratch Capital, LLC, a marketing services business. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Greg Segal is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he assists family members with managing an irrevocable life insurance trust. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management using diversified strategies that include low-cost mutual funds, ETFs, and other investments, employing various analytical methods and risk management tools.

John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.

Luke Fick is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Fidelity Investments and FirstBank of Colorado. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, financial planning, portfolio management, retirement plan advising, and tax preparation services. The firm employs a range of investment strategies supported by proprietary and third-party technology platforms and offers both discretionary and non-discretionary portfolio management.

Kristin Schoenfelder is a CFP® with 15 years of industry experience. She is a Vice President and 15% owner of Marshall Investment Management, LLC and has worked there since 2015, concurrently maintaining a role at LPL Financial. Schoenfelder also serves as a notary public for the state of Colorado. 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, along with financial planning, consulting, and retirement plan advisory services.

Kirsten Hollander is a CFP® professional at Schaefer Financial Management, Inc. with 23 years of industry experience. She has been with Schaefer Financial Management since 2007. Outside of her advisory role, she serves as the bookkeeper for her spouse’s construction management company. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, asset-allocation investment strategies, operating primarily on a non-discretionary basis with customized, tax-sensitive portfolio management.

Eric Jacobs is a financial advisor at Global Wealth Strategies and Associates, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Jacobs serves as the vice president on the board of directors for the ALS Association Rocky Mountain Chapter. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific trading restrictions.

Ryan Jercinovic is a CFP® with 18 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2026. He spent 13 years at Schwab Wealth Advisory Inc and 19 years at Charles Schwab. Outside of his advisory role, he is actively involved in managing rental properties owned through Jercinovic Holdings LLC. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach with passive cores and active tactical overlays. The firm emphasizes customized written Investment Policy Statements and offers both discretionary and non-discretionary management, with a client base characterized by relatively large average account sizes.

William Stordahl is a CFP® with 33 years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc., where he has worked since 2017. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for eight years. Stordahl Capital Management is an independent wealth management firm overseeing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions, employing an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and the use of ETFs and mutual funds.

Scott Jensen is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 credential and one year of industry experience. He is also the owner and manager of Red Ivy Capital, LLC, an investment partnership, and owns an accounting firm, Kramer & Jensen, LLC. G&S Capital LLC provides discretionary investment management and financial planning services to individuals, trusts, businesses, and retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and utilizes a range of instruments including derivatives and options strategies in separately managed accounts.

Alexandra Boyles is a financial advisor with Alpha Capital Family Office, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Citigroup and JPMorgan Securities LLC, as well as a one-year tenure with the Dallas Cowboys Football Club. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, small businesses, and related family entities, providing investment management alongside comprehensive family office and wealth advisory services. The firm emphasizes discretionary portfolio management with regular reviews, employs third-party sub-advisers when appropriate, and offers coordinated estate, tax, and cash-flow planning support.

Sanchi Ranyal is a CFP® with three years of industry experience, currently serving as a financial advisor at Fruitful Advisory, LLC in Denver, CO. Prior to joining Fruitful, Sanchi worked at Accretive Wealth Management from 2020 to 2025. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients who maintain an active membership with Fruitful, Inc. The firm focuses on personalized financial planning through a client-specific “Money Map” and emphasizes passive, low-cost investment strategies primarily involving exchange-traded funds and index funds.

Matthew Tuft is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Forty North Wealth in Glendale, Colorado. His prior roles include positions at Panoramic Investment Advisors, Bank of America, Merrill Lynch, and Crump Life Insurance Services. He is a board member of Colorado Village Collaborative, a charitable organization focused on building safe outdoor spaces for people experiencing homelessness. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios based on client objectives and risk tolerance, and utilizes multiple third-party platforms and separately managed accounts for implementation and reporting.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.

Meghan Ide is a financial advisor at Crusonia Wealth Advisors LLC in Denver, CO, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Private Capital Management, Auric Capital Partners, Merrill, Northern Trust, and William Blair & Company. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

John Strunc is a CFP® with five years of industry experience, currently serving as an advisor at Mountain Capital Investment Advisors Inc. He has worked with several firms including Cetera Advisors Network and MBA Wealth Management, Inc. Outside of his financial advisory career, he has been involved in baseball organizations such as Slammers Baseball South and Lightning Baseball since 2021. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth through diversified mutual funds and ETFs, using both fundamental and technical analysis.