James Booth is a financial advisor at Legacy Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory role, he is a United Airlines pilot and a seasonal ski instructor for Alterra Mountain Company. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities by providing 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 third-party sub-advisers for model management and trading.

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.

Chad Harmon is a financial advisor at A & I Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has worked with A & I Financial Services LLC and Geneos Wealth Management Inc since 2010. Outside of his advisory roles, he is the owner of Harmon LLC and a member of Pufferfish LLC. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm utilizes multiple model portfolios, combines in-house management with sub-adviser recommendations, and employs various analysis methods, including technical and fundamental approaches.

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.

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.

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.

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.

Michel Swanson is a CFP® and Series 65-licensed advisor at Stordahl Capital Management, Inc. with five years of industry experience. Prior to joining Stordahl Capital Management, he worked at Diversified Asset Management and held teaching positions at the University of Colorado and Pikes Peak Community College. Stordahl Capital Management serves individuals, high-net-worth families, trusts, estates, and corporate clients with financial planning, retirement plan consulting, and discretionary portfolio management. The firm employs an evidence-based investment approach focused on strategic asset allocation, global diversification, and use of ETFs and mutual funds, managing approximately $676 million across a six-advisor team.

John Beaty is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 65 and Series 66 designations with five years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Raymond James & Associates. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, retirement plan advising, and tax planning through affiliated CPAs. The firm employs a variety of analytical strategies across multiple asset classes and integrates proprietary and third-party technology platforms to support its advisory services.

John Dodds is a CFP® with nine years of industry experience. He is currently a financial advisor at Dodds Wealth, LLC, where he has worked since 2022. Prior to that, he was associated with LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth, LLC advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment process using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons while offering both discretionary and non-discretionary account management.

Mickale Gilbert is a financial advisor with Lord and Richards and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Charles Schwab Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his financial career, he is the owner of GrailP&S LLC, an e-commerce business unrelated to financial services. Lord and Richards Wealth Management, LLC offers portfolio management and wealth services primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages client accounts on a discretionary basis with assets custodied at Schwab Institutional.

John Downing is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Hinds Financial Group Inc. and Minnesota Mutual. Outside of advisory work, he serves as president of The Down Court Group, Inc., focusing on fixed insurance sales and service. Cetera is an SEC-registered adviser that supports a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.

Terri Hinrichs is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Global Wealth Strategies and Associates, LLC. She has been with the firm since 2021. Outside of her advisory role, she acts as an insurance agent for various carriers and serves as a trustee to a family irrevocable trust. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to a range of individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Samuel Issermoyer is a CFP® and CFA® with four years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked for one year. Prior to this, he held roles at Valeo Financial Advisors, Regions Bank, and Wells Fargo. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm uses a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and third-party managers, and it is affiliated with Crusonia Tax Advisors for standalone tax services.

Ryan Hauter is a financial advisor at Creekmur Asset Management, LLC, holding a Series 65 designation. He has been with Creekmur since 2025 and has prior experience in diverse roles including Grand Prix Motorsports and the U.S. Air Force Air National Guard, where he has served since 2017. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles across multiple investment vehicles.

Kyle Brown is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO. He holds the Series 65 designation and has experience working at Greffex, Inc and SomaLogic, Inc prior to joining his current firm. His background also includes roles at the University of Colorado Denver and Levy Restaurants. Global Wealth Strategies and Associates provides 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 tactical asset allocation and constructs customized growth and fixed-income strategies tailored to client objectives.

Clifford Mintz is a financial advisor at freeGulliver, LLC with seven years of industry experience. He holds a Series 65 designation and has been with freeGulliver since 2018, including its predecessor entity. Outside of his advisory role, Mintz is a partner in Sweet Nola LLC, a retail food service business. freeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers customized portfolio management and financial planning, manages multiple private funds, and employs various investment strategies tailored to client objectives.