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 at Sharkey Howes & Javer Inc with three years of industry experience. She previously worked at Transform Wealth LLC and Woody Creek Management Company LLC. Based in Denver, CO, she is part of a team of nine advisors. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs active asset-allocation strategies through an internal Investment Committee and offers comprehensive financial planning, portfolio management, and employer retirement-plan services.

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 20 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory role, he serves on the investment committee for Temple Emanuel and is an investor and advisory board member in several businesses, including EcoMark Solar and PackBack. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million, serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment approach with an emphasis on tail-risk management and quantitative optimization, offering discretionary portfolio management, financial planning, and 401(k) consulting.

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® professional with 20 years of experience in financial advising. He is currently with ValueWealth Services, LLC and previously worked at Edward Jones, First Financial Equity Corporation, DMK Advisor Group, and Whipplewood Advisors. 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 over $300 million for approximately 420 clients. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside a multi-factor model to develop investment plans, offering services that include ongoing portfolio management, financial planning, and sub-advisory support.

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.