Dennis Marshall is a financial advisor with Marshall Investment Management, LLC, based in Greenwood Village, CO. He holds the Series 63 and Series 65 credentials and has 28 years of industry experience. His work history includes over a decade at LPL Financial and Marshall Investment Management. Since 1999, he has taught pre-retirement human resources training courses for the federal government. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm provides discretionary and non-discretionary investment management through its Advisor Managed Portfolios platform, financial planning, consulting, and retirement plan advisory services, with an asset allocation approach tailored to client objectives and risk tolerance.

Daniel Barotz is a financial advisor at Focused Alpha, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2021. Outside of his advisory role, Barotz serves on the investment committee of Temple Emanuel and is involved as a partner and investor in several ventures, including a catering logistics business and technology companies focused on solar energy, educational AI platforms, and medication adherence systems. Focused Alpha, LLC is a registered investment adviser managing approximately $562 million for over 500 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach emphasizing tail-risk management and behaviorally informed decision rules, utilizing quantitative optimization, technical and fundamental analysis, and a diverse range of investment vehicles.

Erik Morin is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked exclusively with Northwestern Mutual entities since 2016, including Northwestern Mutual Wealth Management Company. Kingstone Capital Partners Texas, LLC offers discretionary investment management, financial planning, and pension consulting to a range of clients including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm combines bottom-up fundamental analysis with a top-down overlay and uses both direct equity holdings and ETFs, occasionally employing derivatives and quantitative risk controls as part of its investment approach.

David Baysinger is a CFP® professional with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, joining the firm in 2024 after working at WealthSource Partners, LLC and Frontier Wealth Management, LLC. Outside of his advisory role, he is an associate at Elsensohn & Associates P.C., a public accounting firm where he assists with bookkeeping, tax planning, and tax form preparation. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with a CPA firm providing standalone tax services.

Rodney Becker is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently with ValueWealth Services, LLC and has previously worked at DMK Advisor Group, Whipplewood Advisors, LLC, and First Financial Equity Corporation. Outside of his advisory work, he is involved in a family business, Rosco P Coltrane, LLC. ValueWealth Services, LLC is an SEC-registered advisory firm managing approximately $319 million for around 420 clients. The firm offers investment supervisory and portfolio management services along with financial planning, employing a multi-factor investment approach that includes fundamental, technical, and cyclical analysis.

Christopher Damen is a financial advisor at Cross State Financial Group LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross State Financial Group since 2017, with prior experience at Crown Capital Securities, L.P. and Wilbanks Securities, Inc. In addition to his advisory role, Damen is also licensed as an insurance agent involved in life, accident, health, and variable annuities sales. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and third-party adviser monitoring. The firm employs a combination of fundamental analysis and tactical asset allocation, managing approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Phil Jacobson is a financial advisor at Synergy Financial Partners, LLC in Denver, CO, holding the CFP® and ChFC® designations with 25 years of industry experience. He has worked at Synergy Financial Partners since 2019 and previously held positions at LPL Financial LLC and SII Investments Inc. Jacobson is also involved in fixed insurance sales as a part-time activity. Synergy Financial Partners serves individual and business clients with discretionary portfolio management and financial planning, emphasizing asset allocation through mutual funds, ETFs, and third-party model portfolios. The firm operates as a five-advisor team managing approximately $280 million and routinely directs custody and trading through LPL Financial.

Brian Goodstadt is a CFA® charterholder with 17 years of industry experience. He has been with Paragon Capital Management in Denver, CO since 2005, working as part of a four-advisor team. Paragon Capital Management provides investment management, financial planning, retirement plan advisory, and legacy-position services to individuals, families, trusts, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily using equities, mutual funds, and ETFs.

Michael Querard is a financial advisor at Generational Wealth Advisors in Denver, CO, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with Generational Wealth Advisors since 2020 and is also associated with Generational Equity. Outside of his advisory role, he is the managing member of a private family LLC, McQ Capital LLC. Generational Wealth Advisors offers discretionary investment management, financial planning, and risk management services to individuals, trusts, foundations, pension plans, business entities, and charitable organizations. The firm employs a multi-team advisory model and emphasizes strategic asset allocation and diversification based on Modern Portfolio Theory, managing portfolios on a long-term, discretionary basis.

Benjamin Michalski is a financial advisor at Paragon Capital Management in Denver, CO, with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Merit Financial Group, LPL Financial, Tedstrom Wealth Advisors, and Transamerica Capital. Michalski also provides fixed insurance advice as a licensed agent. Paragon Capital Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and a proprietary quantitative optimization model, focusing on equities, corporate debt, mutual funds, and ETFs, and serves primarily larger, multi-generational separately managed accounts.

Amanda Arthur is a financial advisor at Heirloom Wealth Management LLC in Greenwood Village, CO, with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Heirloom Wealth Management since 2019, following prior roles at Creighton Retirement Partners and Kestra Financial Services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1 billion in assets. The firm employs a goal-based planning process and discretionary investment management across various asset classes while offering complementary tax-related services through its affiliated Heirloom Tax Solutions.

Austin Cooper is a financial advisor at Horizon Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Accelerated Wealth Advisors LLC and Concentrix. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for about 163 client relationships through a team of six advisors. The firm provides investment management, financial planning, and consulting services, focusing on retirement investing, income replacement, and financial independence.

Lowell Hansen is a CFP® professional with 19 years of experience in the financial industry. He has been with Schaefer Financial Management, Inc. since 2005. The firm provides comprehensive financial planning, investment management, and insurance-implementation services to individuals as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. Schaefer emphasizes long-term, asset-allocation strategies with a non-discretionary approach, focusing on tax-sensitive rebalancing and customized implementation options.

Elisabeth Podhaskie is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She holds Series 65 and Series 63 licenses. Her previous roles include positions at Harrison Gray Search, AutoDesk, Inspirato, and Alliance Bernstein. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds to implement portfolios.

Patrick Rudy is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at JPL Wealth Management, LLC, where he has been since 2023. Prior to this, he held positions at Goldman Sachs Personal Financial Management and United Capital. JPL Wealth Management serves individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages approximately $588 million in assets on a discretionary basis, using a diversified investment approach that incorporates ETFs, individual securities, mutual funds, independent managers, and alternative vehicles, with portfolios tailored to client risk profiles and monitored regularly.

Julia Getty is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. She previously worked at myCIO Wealth Partners, LLC and SEI Investments. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies around significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax-efficiency, and capital preservation.

Brandon Bineau is a CFP® with eight years of industry experience, currently serving at Owl Creek Wealth Partners since 2025. His prior roles include positions at Moneta Group Investment Advisors, CAPTRUST, J.P. Morgan, and Charles Schwab. Owl Creek Wealth Partners serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation approach to build customized portfolios and integrates financial planning with coordination among outside professionals.

Donald Hafner is a financial advisor at Forty North Wealth with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Panoramic Investment Advisors since 2017 and at SII Investments from 2002 to 2017. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, retirement plan consulting, and limited non-securities consulting, using tailored portfolios and a variety of investment tools and third-party platforms.

Camaron Barta is a CFP® professional with nine years of industry experience, currently serving as an advisor at BXM Wealth LLC. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab from 2016 to 2024. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients. The firm employs a blended investment approach combining passive core strategies with active tactical overlays and uses options strategies, tax-loss harvesting, and both discretionary and non-discretionary management.

Christopher Meyer is a financial advisor with Tandem Financial, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Innovest Portfolio Solutions and Meritor Capital, LLC before joining Tandem Financial. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management along with integrated financial planning. The firm employs diversified asset allocation and a range of investment strategies, including fundamental and technical analyses, and maintains a formal retirement-plan practice with ERISA advisory services.