Nickolas Minard is a financial advisor at Root Financial Partners in Denver, CO, with seven years of industry experience. He has worked at several firms, including Trajan Wealth, The Vanguard Group, Bank of America, Merrill, and Charles Schwab. Outside of his advisory duties, he is the founder and owner/operator of Prospira Holdings, LLC, a holding company, and Carson Management, LLC, which manages short-term rental properties. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming alongside its advisory services.

Dale Wolberg is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding a Series 65 designation and 14 years of industry experience. He has been with Redhawk Wealth Advisors since 2012 and also operates DTW Enterprises, LLC. Outside of advisory services, he works as an independent insurance agent and as a business services consultant assisting with payroll and human resource management. Redhawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Andrew Mulder is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His earlier roles include positions at Cornerstone CPA Group, Equitable Advisors, AXA Advisors, and Alps. Mulder is based in Denver, CO. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, employing strategic asset allocation through model portfolios and multidisciplinary planning supported by CliftonLarsonAllen LLP’s tax, estate, and risk professionals.

Norris Davis III is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. His prior work includes roles at LPL Financial LLC, Securities America, Inc., and Sterne Agee Investment Advisor Services, Inc. Outside of his advisory work, he has been employed as a Technology Coordinator at the Archdiocese of Denver since 2015. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm combines fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios based on client objectives, risk tolerance, and tax considerations.

Jacob Davis is a financial advisor at GHP Investment Advisors Inc with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and several other firms prior to joining GHP. Outside of finance, his background includes roles in hospitality and recreational services. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory and portfolio management services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team approach and fundamental analysis with a focus on longer-term equity and fixed-income holdings, and it offers additional services such as financial planning, consulting, and tax preparation through an affiliated family office.

Joseph Perna is a CFP® and CFA® with 18 years of industry experience. He has worked at Ritholtz Wealth Management since 2026 and previously held positions at Compound Planning, TMF Investments, and Motley Fool Wealth Management. He is based in Denver, CO. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays, structured products, and alternative investments when appropriate.

Matthew Sharkey is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and six years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Sharkey is also licensed as an insurance agent selling variable, life, accident, and health insurance products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Andrew Bourke is a financial advisor at Maia Wealth in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., Kernel Foods, and as a self-employed professional. Outside of finance, he works as a ski instructor at Jackson Hole Mountain Resort. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm employs a long-term investment strategy that incorporates fundamental, technical, and cyclical analysis, utilizing a mix of mutual funds, ETFs, individual securities, and third-party managers.

Amy King is a CFP® certificant with nine years of experience in financial advising, currently with RubinBrown Advisors LLC in Denver, CO, where she has worked since 2016. She holds a Series 65 license and has been associated with RubinBrown LLP concurrently. RubinBrown Advisors LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm manages approximately $3.86 billion in client assets and employs strategic asset allocation primarily through model portfolios, combining discretionary and non-discretionary management with tax-aware practices and technology integration.

Catalina Darnell is a financial advisor at Northwest Asset Management in Denver, CO. She holds a Series 65 credential and has recently begun her career in the industry, joining the firm in 2025. Prior to her advisory role, Catalina held various positions in the hospitality sector, including at Joey Restaurant Group and Emerald City Smoothie. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized management, planning, consulting, and tax preparation services.

Christopher Millius is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet Wealth since 2021. Prior to Facet, he worked at Ernst and Young from 2019 to 2021 and Prudential Advisors from 2017 to 2019. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual members across a wide range of wealth levels. The firm employs a holistic financial planning approach using its Total Financial Life Resources framework and focuses on technology-driven portfolio management with primarily ETF-based strategies.

Angela Lee is a PFS™ credentialed advisor with GHP Investment Advisors Inc in Denver, CO, where she has worked since 2020. She has five years of industry experience, including prior roles at Crowe LLP and GHP Horwath PC. Outside of her advisory role, she is president and shareholder of a cleaning services company and serves as secretary for a separate administrative services business. GHP Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm employs a team-based approach and uses fundamental analysis with a focus on longer-term equity and fixed-income investments, while also offering tax preparation services through an affiliated family office.

Heather Pacheco is a CFP® with 23 years of industry experience, currently serving as an advisor at The AmeriFlex Group. Her prior roles include positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, VOYA Financial Advisors, and Cooney Associates, where she remains involved as owner. She also serves as Treasurer for the Second Wind Fund and is an author and educator in the wealth management field. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Matthew Workman is a financial advisor with Apollon Wealth Management, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments and Moloney Securities. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations. The firm employs a combination of centrally managed and locally managed investment strategies, offering services that include financial planning, retirement advisory, and sub-advisory roles, managing approximately $11.6 billion in client assets.

Jeffery Peoples is a financial advisor with Geneos Wealth Management, Inc. in Denver, Colorado, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has worked at Geneos Wealth Management since 2008 and at G5 Financial Group since 2009. Outside of his advisory practice, he serves as president of Hi-Lin Water & Sanitation. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and access to third-party money managers for a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs various analytical strategies and offers multiple platform options, servicing over $5.5 billion in client assets.

Donald Fitzsimmons is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Key Investment Services, Bancwest Investment Services, and Guardian Life Insurance Company. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base ranging from individual and high-net-worth investors to municipalities and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Steven Gibson is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at firms including Agentic Retirement Consultants, Gibson Capital LLC, and Aegis Financial. Outside of advisory work, Mr. Gibson is involved in insurance sales and serves as a wholesaler for annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management, combining fundamental, technical, and cyclical analysis with a range of investment strategies tailored to client objectives.

Whitney Pappas is a financial advisor at Cornerstone Wealth with 14 years of industry experience. She holds the Series 65 and Series 66 designations. Her prior experience includes a decade at Personal Capital Advisors Corporation and roles at Empower Advisory Group and Compound Planning. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios composed of ETFs, mutual funds, stocks, and bonds, with investment decisions guided by a dedicated committee.

Jack Mc Caddon is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Maia Wealth, Colorado Wealth Group, Pruco Securities, and Northwestern Mutual. He is also a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes customized, risk-based model allocations using a range of investment strategies, including tax-aware direct indexing and alternative solutions, supported by partnerships with third-party sub-advisors and technology providers.

Jack Miskulin is a financial advisor at GHP Investment Advisors Inc in Denver, CO, holding a Series 65 designation with two years of industry experience. His work history includes roles at GHP Investment Advisors and previous positions in various service and corporate environments. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis with a long-term investment approach and sponsors private limited-partnership funds focused on international and Israeli securities.