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 credentials and has worked at firms including AE Wealth Management, Corecap Advisors, and Secure Wealth Strategies. O’Dell is also the owner of a marketing business related to Edgerock Wealth Management. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm combines fundamental and technical analysis with strategic asset allocation and value investing, managing accounts primarily on a discretionary basis and providing additional services such as tax planning through an affiliated entity.

Spencer Wynant is a CFP® with 14 years of experience in financial advisory services. He has been with Peak Planning Group, LLC since 2017 and previously worked at Raymond James Financial Services and Aspen Wealth Management. Outside of his advisory role, he co-owns a private investment club, DASKU LLC, with college friends. Peak Planning Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates, managing approximately $710 million in assets. The firm uses a long-term, fundamentals-based investment approach focused on diversified portfolios of low-cost mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary management alongside financial planning and consulting.

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 CFP® professional at Allodium Investment Consultants, LLC with eight years of industry experience. He has worked at Allodium since 2019 and previously held roles at Sharkey, Howes & Javer and Ellenbecker Investment Group. Allodium Investment Consultants serves individuals, foundations, pension plans, trusts, and other entities with discretionary investment management, financial planning, and fiduciary consulting. The firm focuses on low-cost, tax-advantaged, passively oriented investments tailored to clients’ goals and offers both traditional and digital portfolio services.

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.

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 and holds a Series 65 license with eight years of industry experience. He has been with EdgeRock Wealth Management and EdgeRock Capital since 2020. Prior to this, he held roles at AE Wealth Management, Reverse Polish, LLC, and worked with the Foss Family trust. Outside of his advisory work, he is a managing member and board member of an industrial and rock slinging business, Reverse Polish Industrials, LLC. EdgeRock Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations with discretionary portfolio management, financial planning, and model-portfolio selection. The firm integrates fundamental and technical analysis with strategic and tactical asset allocation and value investing, and offers tax planning services through an affiliated entity.

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.

Melissa Mc Gowan is a CFP® professional with 8 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. She has been with the firm since 2011. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team manages over $1.1 billion across approximately 868 client relationships, employing active asset-allocation strategies and offering services including financial planning, portfolio management, and an online 401(k) platform.

James Peters is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Cetera Advisor Networks and Summit Financial Group. Outside of advisory services, he is an insurance agent offering fixed, long-term care, and disability insurance through an affiliated agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, and institutions. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Judson Cass is a CFP® professional at A & I Wealth Management with 24 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and TD Ameritrade. He also owns Judson Cass CFP LLC. A & I Wealth Management offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, and retirement plan sponsors, using a combination of fundamental, technical, and cyclical analysis while implementing client mandates through third-party managers and model portfolios.

Daric Olson is a financial advisor at PCM Encore, LLC in Denver, CO, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Advisors Asset Management, Inc., Members Trust Company, Nuveen Asset Management, LLC, Russell Investments, and Invesco Advisers, Inc. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering family office services, comprehensive wealth management, financial planning, retirement plan advisory, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction and strategic asset allocation, combining passive, low-cost funds with selective active management and tax-aware strategies.

Cade Hengel is a financial advisor at Aspen Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services in various capacities prior to joining Aspen Wealth Strategies in 2020. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations with approximately $312 million under management. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, alternatives, and options, alongside proprietary quantitative models.

Christian West is a CFP® with 17 years of industry experience, currently serving at Rigden Capital Strategies since 2025. His prior roles include positions at Risemint, Charles Schwab & Co. Inc., and TD Ameritrade. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to client goals and risk tolerance, using fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Lorie Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently part of Tandem Financial, LLC, where she has worked since 2025. Prior to that, she held roles at Purshe Kaplan Sterling Investments, Fidelis Wealth Advisors, Northwest Asset Management, and Gwfs Equities. Outside of her advisory work, Jones hosts a podcast through her ownership of Fearless Female LLC, where she interviews individuals about their careers. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, providing investment management and comprehensive financial planning. The firm uses diversified asset allocation, a combination of fundamental and technical analyses, and offers both discretionary and non-discretionary services, including a formal retirement-plan advisory practice and the use of alternative investment instruments.

David Holland is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and Great West Financial. Outside of his advisory role, Holland owns Holland Business Consulting, LLC, which provides CPA and tax preparation services. Global Wealth Strategies and Associates offers 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 asset allocation and integrates tailored growth and fixed-income strategies, often coordinating with outside professionals to meet client objectives.

Daniel Carreno is a financial advisor with Natural Investments in Denver, CO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at Fred Alger & Company and several specialized firms focused on impact and ESG investing. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments and integrates client values into financial planning and portfolio management.