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.

Thomas Mullinix is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Ameritas Advisory Services, Foundational Financial Partners, and C & R Brokerage, Inc. Outside of advisory work, he is involved in real estate sales and leasing through C & R Brokerage, Inc. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.

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.

Andrew Feldman is a financial advisor at Legacy Wealth Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, LLC and DMK Advisor Group, Inc. Feldman is also a licensed insurance agent involved in fixed insurance products. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, retirement consulting, and insurance brokerage services using proprietary models and third-party sub-advisers.

Charles Hawes is a CFP® professional with 25 years of industry experience. He has worked at TIAA Institutional & Individual Services, LLC from 2000 to 2024 before joining Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm combines fundamental, modern portfolio theory, quantitative, and technical analysis in its investment approach and customizes strategies to each client’s goals and risk tolerance.

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 as an advisor at OWL Creek Wealth Partners. His prior roles include positions at Moneta Group Investment Advisors, CapFinancial Partners LLC (CAPTRUST), JP Morgan Chase Bank, and Charles Schwab. OWL Creek Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a top-down, macroeconomic asset-allocation approach to create customized portfolios and employs AI and machine-learning tools to enhance reporting and workflow automation.

Donald Hafner is a financial advisor at Forty North Wealth in Glendale, Colorado, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Panoramic Investment Advisors from 2017 to 2026 and SII Investments from 2002 to 2017. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, providing discretionary investment management, financial planning, retirement plan advisory, and third-party manager selection. The firm tailors allocations based on client risk tolerance and objectives and uses third-party platforms for reporting and planning, while also maintaining a formal relationship for tax and accounting services.

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.

Cory Robinson 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 at firms including Cetera Advisor Networks and Summit Financial Group. In addition to advisory services, he is also an insurance agent with Triumph Capital, LLC, offering fixed, long-term care, and disability insurance. 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 trusts. The firm uses a combination of fundamental, cyclical, and technical analysis with a range of investment strategies and model-based programs.

Adam Miculka is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 65 license with three years of industry experience. He has been with Clear Creek Advisors since 2021. Prior to his advisory role, he worked at the University of Colorado Boulder from 2017 to 2021. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and uses third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients.