Brian Rettig is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Denver Private Wealth Management and Vista Private Wealth Partners LLC since 2017 and previously worked at The Institute for Wealth Management from 2014 to 2017. He also conducts business under Denver Private Wealth Management to market his advisory services. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using fundamental and technical analysis, strategic asset allocation, and tax-aware management practices.

Melissa Wagner is a financial advisor with Legacy Wealth Partners, LLC in Lakewood, CO, holding a Series 66 designation and having 21 years of industry experience. Her prior roles include positions at DMK Advisors, Aveo Capital Partners, and Equitable Advisors. Outside of advisory work, she is the owner of Red Rocks Planning Group, LLC, a consulting firm in the gas and diesel industry. Legacy Wealth Partners, LLC is a multi-advisor team providing financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach incorporating fundamental, technical, and cyclical analysis, with investment strategies that include derivatives and borrowing within separately managed accounts.

Lauren Procknow is a financial advisor at Stordahl Capital Management, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC and experience in the retail sector. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with global diversification and tax-aware portfolio construction, managing approximately $612 million in client assets across seven model strategies.

Marc Bennett is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has three years of industry experience. Prior to joining Global Wealth Strategies, he worked at Equitable Advisors, LLC and held roles outside of finance, including at Lucid (Hearing Lab Technology). Outside of advising, he coordinates a project database for Gray Hawk Land Solutions. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm manages approximately $457 million across 921 clients using a top-down, macro-environmental approach to tactical asset allocation supported by sub-advisers and direct indexing strategies.

David Mcconico is a financial advisor at Golden Eagle Capital Advisors, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 1990. Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high-net-worth clients as well as employer retirement plan sponsors. The firm combines fundamental and technical analysis in its investment process and offers both discretionary and non-discretionary advisory solutions, with a notable cross-border orientation and affiliated dealer relationships.

Matthew Medeiros is a financial advisor with The Institute in Denver, CO, holding a Series 63 designation and 27 years of industry experience. He has worked at RMIN Securities since 2005 and has been affiliated with the Institute for Wealth since 2003. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team approach combining fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets, including private pooled vehicles.

Sean Sprinkle is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding the PFS™ designation and Series 65 license. He has 27 years of industry experience and has been with Sprinkle Financial Consultants and its affiliated firm, Sprinkle & Associates LLC, since 1995. Outside of his advisory role, he manages Trinity Resources LLC, an oil and gas extraction business, where he handles accounting, tax compliance, and evaluates potential investments. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process incorporating low-cost mutual funds and ETFs, alongside proprietary scoring and algorithm-driven portfolio programs.

Kyle O'Dell is a financial advisor at EdgeRock Wealth Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Corecap Advisors, and Secure Wealth Strategies. Outside of advisory work, he owns a marketing business that supports EdgeRock Wealth Management. 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, financial planning, model portfolios, and access to independent managers, employing a blend of fundamental and technical analysis alongside strategic and tactical asset allocation.

Spencer Wynant is a CERTIFIED FINANCIAL PLANNER™ professional at Peak Planning Group, LLC with 13 years of industry experience. He has worked at Peak Planning Group since 2017 and previously was employed at Raymond James Financial Services Advisors Inc. from 2016 to 2017. Outside of his advisory role, Wynant is a proprietor of a personal investment club with two college friends focused on real estate and brokerage account investments. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million across several hundred accounts using a primarily long-term, fundamentals-based investment approach with diversified portfolios of low-cost mutual funds, ETFs, and individual securities when appropriate.

Cooper Benedict is a financial advisor with Heirloom Wealth Management LLC in Greenwood Village, CO. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Heirloom, he worked at Enterprise Bank and Trust and attended DePauw University. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets. The firm offers discretionary investment management and financial planning through a team-based approach, using a goal-based planning process and a range of investment vehicles including equities, ETFs, and alternative mutual funds.

Maureen Mackowski is an investment advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 credentials and over 46 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp and C2C Wealth Management, LLC. She is also a board member of LS BioPath, a company developing medical devices for breast cancer surgery. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis and long-term asset allocation approach that incorporates stocks, bonds, ETFs, and alternative investments tailored to clients’ risk profiles.

Derek Van Calligan is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Allodium Investment Consultants, LLC since 2019, following earlier roles at Sharkey, Howes & Javer and Ellenbecker Investment Group, Inc. Allodium Investment Consultants serves a diverse client base including individuals, foundations, pension plans, and charitable organizations, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passive investment strategies tailored to client objectives and conducts ongoing portfolio monitoring and quarterly reviews.

April Horace is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 license and 14 years of industry experience. She previously worked at Ashton Thomas Private Wealth, Alpha Capital Management, and Dynamic Wealth Advisors. Outside of her advisory role, she is involved in commercial real estate development as an owner and manager of S&H Development and a member of Interwest, LLC. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm integrates fundamental and technical analysis with asset allocation and employs derivative and structured-product strategies as part of its tailored investment programs.

Mckenzie Ebbesen is a CFP® and Series 63-licensed financial advisor with 17 years of industry experience. She has worked at Bason Asset Management since 2018 and previously held roles at HighTower Securities, Kaplan Financial, M.J. Smith & Associates, and Raymond James Financial Services. Bason Asset Management provides portfolio management and financial planning services to individuals, families, retirement plans, foundations, endowments, and other nonprofit organizations. The firm follows a passive investment philosophy focused on custom portfolios built primarily with mutual funds and ETFs, and offers fiduciary services for ERISA retirement plans.

Andrew Stenzel is a Series 66 licensed advisor at Lord and Richards with 13 years of industry experience. His prior roles include positions at Edward Jones, Waddell & Reed, and LPL Financial. Lord and Richards Wealth Management, LLC is a team-based firm providing portfolio management and wealth services to individuals and high-net-worth clients. The firm manages approximately $128.8 million across over 1,200 clients, employing a combination of fundamental, technical, and quantitative approaches within a discretionary investment framework.

Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.

Douglas Terry is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Alhambra Investment Management LLC since 2011. He also has a 25-year tenure with ABT Holdings LLC. Alhambra Investment Management serves individual and high-net-worth clients, as well as charitable and corporate accounts, providing discretionary and non-discretionary investment management along with coordinated financial planning, tax, and estate planning services. The firm uses a team-based approach and employs a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to create customized portfolios aligned with client risk tolerances.

Robert Foss Jr. is a CFA® charterholder with eight years of industry experience, currently serving at EdgeRock Wealth Management in Denver, CO. His prior roles include positions at AE Wealth Management and Reverse Polish, LLC. Outside of his advisory work, he is involved as an owner and board member of an industrial and rock-slinging business. 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, financial planning, and consulting services, employing a combination of fundamental and technical analysis alongside strategic and tactical asset allocation.

Blake Wilson is a financial advisor at Aspen Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the Federal Deposit Insurance Corporation. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million. The firm employs a long-term, fundamentals-driven investment approach that incorporates low-cost mutual funds and ETFs, individual securities, derivatives, and options to align with client objectives and market conditions.