Pierce Aichinger is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 credential with three years of industry experience. Prior to joining EdgeRock, he worked at Nora's Retro for four years and spent seven years in a university setting. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis along with strategic asset-allocation to develop individualized investment strategies implemented primarily on a discretionary basis.

Thomas Thalman is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Colorado Financial Service Corporation and has prior experience at firms including Cambridge Investment Research and Federal Resource. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on either a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Thomas Riley is a CFA® charterholder with two years of experience at Alpha Capital Family Office, LLC. He previously worked for twelve years at Northern Trust. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and related entities, providing investment management along with comprehensive family office and wealth advisory services, including estate, tax coordination, and cash-flow planning support. The firm employs discretionary portfolio management with regular reviews and uses third-party sub-advisers and independent managers when appropriate.

John Rockeman II is a financial advisor at Mountain Capital Investment Advisors Inc with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Capital since 2019. Outside of his advisory role, he is a commercial pilot for Frontier Airlines, where he has been employed since 2001. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Luke Mc Caslin is a CFP® with 11 years of experience in the financial industry. He currently works at Class VI Family Office, LLC and has previously held positions at CVA Family Office, BANK OF THE WEST, BancWest Investment Services, and Wells Fargo affiliates. He is a member of the Entrepreneur Private Investment Club, which provides a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning around significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation.

Shea Winkeller is a financial advisor at Triumph Capital Management in Denver, CO, with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Winkeller is also licensed as an insurance agent through Triumph Capital, LLC, where he provides fixed and long-term care insurance solutions. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individual investors, families, small businesses, and institutional clients. The firm employs a multifaceted investment approach using fundamental, cyclical, and technical analysis and manages both model-based and personalized portfolios across various asset classes.

Matthew Dupree is a CFA® charterholder with 25 years of industry experience. He is currently with Denver PWM, LLC, a team of seven advisors based in Denver, CO. His prior experience includes roles at Hilltop Investment Advisors, Inc., A3 Financial Investments, LLC, and Southern Sky Capital, LLC. He also consults on managerial accounting matters for a privately held software company. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using a mix of investment instruments, fundamental and technical analysis, strategic asset allocation, and tax-aware management.

Jake Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Capital Investment Counsel, LLC. Prior to joining Capital Investment Counsel, he worked at Schaefer Financial Management and was involved with Tickets for Less LLC. He holds a Series 65 license and is based in Denver, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and combines various analytical methods to construct tailored investment portfolios across multiple strategies.

Sharon Evans is a financial advisor with Marshall Investment Management, LLC, holding a Series 66 designation and over 25 years of industry experience. She has been with Marshall Investment Management and affiliated with LPL Financial since 2015. Outside of her advisory role, Evans serves as a Notary Public for the State of Colorado. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm manages discretionary and non-discretionary investment portfolios with a focus on asset allocation across a diverse range of securities and alternative investments and sponsors its own Advisor Managed Portfolios (AMP) Wrap Program.

Michael Davis is a financial advisor at Forty North Wealth in Castle Rock, CO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and previously spent 15 years at Sii Investments. Outside of advisory work, he is involved in the structured settlements industry through the sale of fixed insurance products. Forty North Wealth serves individual and high-net-worth clients, retirement plans, institutions, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan consulting. The firm develops tailored portfolios using equities, ETFs, mutual funds, and fixed income, employing multiple analysis methods and third-party platforms for implementation and reporting.

R Scott Bills is a CFP® professional with 20 years of industry experience. He has worked at Nilsine Partners, LLC since 2021 and previously held roles at Bank of America, N.A. and Merrill. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform that provides feeder and master fund opportunities to approved investors.

Lambert Bunker is a financial advisor at Quartz Partners Investment Management with 13 years of industry experience. He holds a Series 65 designation and previously worked at Athenainvest Advisors LLC for 16 years before joining Quartz Partners. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management through separately managed accounts, model portfolios, and digital platforms. The firm combines top-down macro analysis with bottom-up stock selection and maintains ongoing portfolio monitoring and rebalancing through an investment committee.

Kevin Goldin is a financial advisor with Focused Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Goldin is also the CEO of Goldin Wealth Management, an advisory business based in Denver. Focused Alpha, LLC is a SEC-registered advisory firm managing approximately $664 million for a multi-advisor team. The firm serves individuals, high-net-worth clients, trusts, corporations, retirement plans, and certain public entities, employing a rules-based, behaviorally informed investment process that combines quantitative optimization and technical analysis to construct portfolios.

Jordan Ney is a financial advisor at Blue Water Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. He has worked at Blue Water Wealth since 2022 and previously held positions at Back Office Connection, Evestnet Tamarac, and Invesco Distributors, Inc. Blue Water Wealth is a team of 11 advisors serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental and technical analysis to build customized portfolios, managing approximately $473 million in discretionary assets.

Brea Howard is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and experience in the financial industry dating back to 2011. Prior to joining Heirloom Wealth Management in 2025, Howard worked at CrossFirst Bank (formerly Central Bank & Trust) from 2021 to 2025 and at BBVA from 2011 to 2021. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, utilizing a goal-based planning process and a variety of investment strategies across multiple asset classes.

Jessi Andrews is a CFP® with 21 years of industry experience, currently serving at InterWealth Management, LLC since 2023. Prior to joining InterWealth, she worked at New Frontier Advisors LLC and SEI Investments in various roles from 2015 to 2023. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective tactical adjustments.

Adrian Hovey is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Clear Capital Management LP, where he has worked since 2025, following six years at Edward Jones. Outside of his advisory role, Hovey provides thesis guidance to MBA students at Cornell University and Queen’s University and serves as a registered agent and advisor for a retail company specializing in glove manufacturing. Clear Capital Management LP offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies tailored to client needs.

Harold Classick is a financial advisor at Denver PWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Denver Private Wealth Management and Vista Private Wealth Partners since 2014. Outside of his advisory role, he is a practicing CPA and owner of Classick Financial Services, where he prepares tax returns and provides tax-related services directly to clients. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of investment instruments and applies both fundamental and technical analysis, strategic asset allocation, and tax-aware management in their portfolios.

Michael Pollard is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 credential and five years of industry experience. He has been with Mountain Capital since 2020 and concurrently works as an instructor pilot for United Airlines, a role he has held since 2013. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Richard Hurley Jr. is a CFP® with 10 years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC since 2015. His prior experience includes roles at Independent Financial Partners and LPL Financial. He holds board membership with the American Lung Association of Colorado and acts as a trustee for multiple family and charitable trusts. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1 billion across approximately 829 clients. The firm offers discretionary investment management, financial planning, donor-advised fund management, and ERISA 3(21) retirement plan advisory services, with affiliated tax planning and preparation through Heirloom Tax Solutions.