Matthew Pettera is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, CO, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He previously worked at Modern Capital Advisors and Farmers Financial Solutions LLC, and serves as a director for Legal Shield in a non-investment capacity. Parsonex Advisory Services provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations, employing a fundamental, value-oriented investment approach with a multi-manager strategy. The firm also sponsors the Sterling Fund, a pooled investment vehicle focused on conservative, long-term value investing.

Lloyd James is a financial advisor at Wellesley Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price and Calamos Advisors LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Gary Wagner is a Series 65-licensed financial advisor with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. Prior to that, he was with Private Capital Management for seven years and operated Wagner Wealth Management for 16 years. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach utilizing equities, fixed income, ETFs, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Adam Barringer is a CFP® with 13 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. He previously worked at Schwab Wealth Advisory for seven years and Charles Schwab for three years. BXM Wealth LLC offers portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach that combines passive cores with active, tactical overlays. The firm emphasizes documented client objectives, utilizes various analysis techniques, and incorporates options strategies and tax-loss harvesting as part of its advisory services.

Brian Frew is a financial advisor at BXM Wealth LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for over two decades. BXM Wealth 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 employs various strategies including options and tax-loss harvesting.

Cassidy Butler is a CFP® and holds a Series 66 license, with one year of industry experience. She is currently associated with A & I Wealth Management and Geneos Wealth Management, and has prior experience at Rehberg Law Group and in educational roles. Outside of advising, she serves as an education coordinator at Mission Hills Church. A & I Wealth Management is a nine-advisor team managing over $460 million in assets, serving individual clients, retirement plans, trusts, estates, and business entities. The firm offers customized asset management and financial planning using multiple model portfolios, third-party managers, and a variety of investment strategies, with both discretionary and non-discretionary account options.

Traci Sarmiento is a financial advisor at Gill Capital Partners, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Cherry Street Partners and Comprehensive Asset Management & Servicing, Inc. Gill Capital Partners serves individual and institutional clients, providing wealth management, investment supervisory services, financial and tax planning, retirement plan services, and fund advisory. The firm employs a discretionary investment approach guided by customized Investment Policy Statements and utilizes institutional technology and data providers to support portfolio management and reporting.

Stacey Frank is a Series 66 licensed advisor with 19 years of industry experience. She is currently with A & I Wealth Management and has worked at Geneos Wealth Management and A & I Financial Services LLC since 2005. Outside of advisory work, she serves on the board of Tall Tales Ranch. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm uses a combination of in-house portfolio management, third-party money managers, and multiple model portfolios to serve clients, including high-net-worth individuals.

Robert Eckart is a financial advisor at Investment Management Associates with a Series 65 credential. He has eight years of industry experience, including a prior role at Funding Circle before joining his current firm. Investment Management Associates provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $573 million across a few hundred accounts, employing an active value investing approach that incorporates Quality, Valuation, and Growth factors.

Brandon Drespling is a financial advisor at Triumph Capital Management in Denver, CO, with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Brokerage Services before joining Triumph in 2016. Drespling also serves as the Treasurer and a board member of the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm’s investment approach incorporates fundamental, cyclical, and technical analysis, employing various asset classes and strategies tailored to client objectives.

Anna Healy is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Impact Capital Partners LLC with 13 years of industry experience. She worked at UBS Financial Services for nine years prior to joining Impact Capital Partners. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Impact Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm builds customized portfolios using diversified, low-cost funds supplemented with individual securities and employs multiple analytical approaches to monitor and adjust client accounts.

Nicholas Burke is a financial advisor at Heirloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Heirloom Wealth Management since 2019, following 15 years at Jackson National Life Distributors LLC. Outside of his advisory role, he is an insurance agent licensed to sell life, health, and fixed annuities. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion across about 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, integrating tax services through its affiliate Heirloom Tax Solutions.

Jackson Potter is a CFP® professional with six years of industry experience. He has worked at Heirloom Wealth Management LLC since 2022 and previously held roles at Potter Financial Solutions, Summit Wealth Advocates, and Cornerstone Wealth Advisors. Heirloom Wealth Management advises a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and trusts, managing over $1 billion through a team of 18 advisors. The firm offers discretionary investment management, financial planning, and donor-advised fund management, applying a goal-based planning process and a risk quantification tool to implement diversified portfolios.

Tracey John is a Series 65-licensed financial advisor with TRG Investment Advisors, LLC in Brattleboro, VT, where she has worked since 2022. She has two years of industry experience and previously spent 20 years at Vermont Country Deli. Outside of her financial advisory role, she serves on the boards of Brattleboro Savings and Loan and Brattleboro Development Credit Corp., volunteers with Project Feed The Thousands, and participates in the Harris Hill Ski Jump Committee. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, managing a significant portion of assets on a non-discretionary basis.

Taylor Jay is a CFP® professional with nine years of industry experience, currently serving at Sharkey Howes & Javer Inc. in Denver, CO. Prior to joining Sharkey Howes & Javer, Taylor worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Sharkey Howes & Javer Inc. is a fee-only fiduciary firm with nine advisors managing over $1.1 billion for individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy overseen by an internal Investment Committee and offers financial planning, portfolio management, and employer retirement-plan services, including an online 401(k) solution.

Desiree Segler is a financial advisor at Heirloom Wealth Management LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and MS Howell & Co. Segler serves as an at-large board member for the Sage Singers, an elder choir in the Denver community, contributing about two hours per month. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion through a team of 18 advisors. The firm provides discretionary investment management, financial planning, tax advisory services, and uses a goal-based planning process combined with a strategic, diversified investment approach.

Robert Klaess is a financial advisor with Clear Creek Advisors in Denver, CO, holding a Series 65 license and 10 years of industry experience. He previously worked at Paradigm Group from 2009 to 2017 before joining Clear Creek Advisors. Klaess is also a licensed insurance agent and spends a significant portion of his time on insurance-related activities. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing investment programs through model portfolios managed by third-party subadvisors.

Bradley Conover is a CFP® professional with eight years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. His prior work includes roles at BOK Financial and its affiliates, as well as Dizzion Inc. 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 employs an actively managed, asset-allocation approach supported by an internal Investment Committee and offers employer-focused retirement plan services alongside ongoing portfolio management.

Deron Swaby is a CFP® professional with nine years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC in Greenwood Village, CO. His prior work includes roles at Charles Schwab and several other financial firms. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets through a team of 18 advisors. The firm offers discretionary investment management and financial planning services, utilizing a goal-based planning process and strategic portfolio allocations across various asset classes.

Sara Kohr is a CFP® professional with two years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. Prior to joining SHJ Wealth Advisors, she worked at Transform Wealth LLC and Woody Creek Management Company LLC. 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 employs an actively managed, asset-allocation approach developed by an internal committee and offers discretionary management across a range of investment vehicles, along with employer-focused retirement-plan services and client education programs.