Misha Schryer is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Headway Financial Solutions, Primerica Advisors, Wealth Strategies Group, and Guardian Life Insurance Co. Outside of his advisory role, Schryer serves as president of a local BNI chapter. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.

Adam Williams is a financial advisor at Financial Security Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Financial Security Management, he worked for Colfax Cruisers for eight years. Outside of his advisory role, he is involved with Sip and Spoke, a bicycle and coffee shop in Denver, where he handles purchasing operations. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in client assets. The firm offers investment management, financial planning, and retirement plan consulting, using asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary portfolio services.

Vitaliy Katsenelson is a CFA® charterholder with 25 years of industry experience. He has been with Investment Management Associates since 1997. Katsenelson writes a monthly column under contract to Institutional Investor and also contributes articles to other organizations and his personal website. Investment Management Associates is a small team managing approximately $573 million for individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs an active value investing approach focused on Quality, Valuation, and Growth, typically holding 20 to 30 stocks without using margin or shorting, but incorporating listed option strategies such as secured puts and covered calls.

Matthew Danaher is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Varra Financial, a team-based firm, and has previously worked at Charles Schwab, U.S. Bancorp Investments, U.S. Bank, and Wells Fargo. Varra Financial serves individual and high-net-worth clients, as well as charitable organizations and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring strategies to clients’ goals and risk tolerances, while primarily managing assets on a non-discretionary basis.

Ryan Cashman is a financial advisor with Mattern Capital Management, LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of finance, he is a member of All Stitched Up Guitars, LLC, a venture that repurposes guitars into bookshelves. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities with investment and wealth management, financial planning, and consulting services. The firm employs a mix of active and passive investment strategies across equities, fixed income, ETFs, and mutual funds, focusing on tax efficiency and cost-effectiveness while offering discretionary portfolio management and specialized services such as family office and concierge programs.

Parshad Singh is a CFP® professional with 17 years of experience in the financial advisory industry. He currently works at Centura Wealth Advisory and has previously held roles at CCG Wealth Management LLC, Moneta Group Investment Advisors, Mercer Global Advisors Inc., Singh Advisory, LLC, Financial Steward Associates, LLC, and LPL Financial. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets across several hundred client relationships, offering customized portfolios that include mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to independent managers.

George Von Eiff Jr. is a CFP® professional with 27 years of industry experience, currently serving at Edgerock Wealth Management. His prior roles include long-term tenure at TIAA and experience at LPL Financial LLC, First Interstate Bank, and Great Western Bank. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, offering discretionary portfolio management, financial planning, and educational services.

Maxwell Ross is a financial advisor at BAM Wealth Management LLC with six years of industry experience. He holds a Series 65 credential and has worked with BAM Advisory Group and CreativeOne Wealth, LLC. Ross is also licensed as an insurance agent and engages in life insurance and annuity sales. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm utilizes a combination of third-party model portfolios, boutique managers, and in-house analysis to deliver fee-based asset management and comprehensive financial planning.

Steven Lynds is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Gill Capital Partners, LLC in Denver, CO, and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and GWFS Equities. Outside of advisory work, he is a partial owner of a family LLC involved in commercial real estate holdings in the San Francisco Bay Area. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, and tax planning. The firm employs a range of investment strategies across multiple asset classes and supports its advisory work with proprietary and third-party technology platforms.

Jennifer Boyle is a Series 65-licensed financial advisor at Nilsine Partners, LLC with two years of industry experience. She previously worked at UMB Family Wealth, LLC and UMB Bank from 2013 to 2022. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm is notable for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing a private investments platform to approved investors.

Lindsay Rider is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Forty North Wealth, Lindsay worked at Aca Group, Panoramic Investment Advisors, and Compliance Resource Partners. Outside of advisory work, Lindsay provides regulatory compliance consulting to SEC-registered investment advisers through Integrated Compliance Advisors. Forty North Wealth serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, offering discretionary investment management and financial planning. The firm customizes portfolios using equities, ETFs, mutual funds, and fixed income, and utilizes multiple third-party platforms and separately managed accounts to implement and monitor client strategies.

John Anderson is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Normandy Capital Management since 2006, also affiliated with Normandy Insurance Services and Geneos Wealth Management. Normandy Capital Management serves individuals, pensions, trusts, estates, charities, and businesses, managing approximately $67.9 million in discretionary assets across roughly 180 clients. The firm employs an active, asset-allocation approach within written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services, including participant education and group enrollment meetings.

Amber Anderson is a Series 65-licensed advisor at Aspen Wealth Strategies, LLC with six years of industry experience. She previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Amber is also a partner in a window washing franchise, contributing bookkeeping support. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm emphasizes a long-term, fundamentals-driven investment process utilizing low-cost mutual funds and ETFs, supplemented by quantitative models and active trading where appropriate, and is notable for its documented use of derivatives and options within client accounts.

Hannah Steendam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ellevest since 2022. Prior to joining Ellevest, she worked for six years at Neuberger Berman. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers Personal Wealth Management and Private Wealth Management, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options tailored to individual client goals.

Charles Partheymuller is a CFP® certificant with nine years of industry experience. He has been with The Normandy Group, now Normandy Capital Management, LLC, for the past ten years. He holds the Series 65 designation and is based in Lakewood, Colorado. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and businesses. The firm uses an active asset-allocation approach guided by written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services to roughly 180 clients with approximately $67.9 million in discretionary assets.

Taylor Schuerman is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining the firm, Taylor held roles at Colorado State University and DoorDash. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm manages client portfolios with a long-term focus, utilizing diversified investments such as low-cost mutual funds and ETFs, and combines fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Derrick De Hays is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Q3 Advisors, LLC, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and The Huntington National Bank. Outside of financial advising, he is a yacht captain operating a sole proprietorship in Florida. Q3 Advisors provides financial planning and tax-focused consulting services primarily through fixed-fee engagements, offering various packaged programs without discretionary investment management. The firm emphasizes planning-level recommendations across retirement, tax, estate, insurance, and employee-benefit topics and collaborates with independent CPA firms for tax return preparation.

David Francis is a financial advisor at Townsend with 14 years of industry experience and holds a Series 66 designation. His prior work includes positions at The Leaders Group, Inc., Securities America, Inc., OSAIC, and Private Client Services. He is also a licensed notary public. Townsend is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for around 1,500 clients, offering services including financial planning, asset management, and retirement plan consultation, employing a combination of top-down macro and bottom-up fundamental investment analysis.

Rex Emery is a CFP® professional with 22 years of industry experience, currently serving at Legacy Wealth Partners, LLC. His prior experience includes roles at Aveo Capital Partners, LLC and DMK Advisor Group. Outside of his advisory duties, he is a co-owner of Project Black, LLC, an entity involved in private investments in pre-IPO companies, and he advises on features for an estate planning website, Get SNUG Inc. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services. The firm employs a tailored investment process using fundamental, technical, and cyclical analysis and works with sub-advisers for model management and trading support.

Shannon Graham is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining Impact Capital Partners in 2024, he worked at UBS Financial Services, Inc. for eight years and J.P. Morgan Securities for three years. 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 offers customized portfolio construction using diversified, low-cost funds combined with individual securities and options, employing various analytical approaches to monitor and adjust client accounts for primarily long-term objectives.