Dustin Troia is an advisor at Happiness in Retirement with a Series 65 credential and one year of industry experience. His prior work includes roles at Del-Sette Capital Management, South Platte Investments, Umoja Biopharma, and Juno Therapeutics/Celgene/Bristol Myers Squibb. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients through a five-person team, emphasizing a long-term investment approach using diversified, low-cost mutual funds and ETFs along with fundamental, technical, and cyclical analysis.

Amanda Depriest is a Certified Financial Planner® with eight years of industry experience. She is currently with Mattern Capital Management, LLC, where she has worked since 2025. Her prior experience includes positions at Robert W. Baird & Co. Incorporated, Wells Fargo Clearing, Aerotek, and Charles Schwab & Co., Inc. Mattern Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities. The firm offers investment and wealth management, financial planning, and consulting services with a focus on tax-efficient, cost-effective asset allocations using both active and passive strategies.

Jessica Pariser is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Galvin, Gaustad & Stein, LLC since 2018. Prior to joining GGS, she worked at The Vanguard Group from 2015 to 2018. Galvin, Gaustad & Stein is a registered investment adviser providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary services.

Lawrence Howes is a CFP® with 27 years of industry experience, currently serving at Sharkey, Howes & Javer Inc. in Denver, CO, where he has worked since 1990. He is part of a team of nine advisors at the firm. Sharkey, Howes & Javer provides fee-only investment management and comprehensive financial planning for individuals, high-net-worth clients, trustees, businesses, and pension plans. The firm employs an actively managed, asset-allocation investment approach supported by fundamental and technical analysis and offers employer-focused services including company retirement-plan administration and educational programs.

Stephen Tanner is a financial advisor with Forty North Wealth in Glendale, Colorado, holding a Series 65 designation and eight years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and has been president and sole shareholder of S.M. Tanner Inc., a tax preparation service, since 1994. In addition to his advisory work, he serves as the personal representative on an estate and manages a tax preparation business. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, developing tailored portfolios through a combination of fundamental, technical, and cyclical analysis and utilizing third-party platforms and sub-advisors when appropriate.

Jason Alderson is a CFP® with 10 years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has previously worked at Private Capital Management, Elbert Capital Management, Kestra Financial, and BOK Financial. Alderson serves on the boards of Shalom Park/Beth Israel Foundation for the Aged and The Lowry Foundation, functioning as treasurer for both organizations. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management and financial planning. The firm employs a multi-disciplinary investment process, incorporating various asset classes and strategies, and is affiliated with Crusonia Tax Advisors, providing additional tax preparation services.

Larry Jones is a financial advisor at OneAscent Family Offices with Series 65 credentials and two years of industry experience. He has served as a consultant on legal matters and business strategy for Pushplay Holdings, Limited, a company specializing in donation and live streaming software, since 2010. Prior to joining OneAscent, he worked at Corepoint Health. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of family office services, utilizing individualized asset allocation and multiple affiliated entities to support client needs.

Sean Swierczewski is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Class VI Family Office, LLC and has prior experience at CVA Family Office, LLC, Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and FactSet Research Systems, Inc. Outside of his advisory role, he owns and operates All Season Wash Co. LLC, a car detailing service. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies before, during, and after significant liquidity events. The firm employs a holistic, IPS-driven process that emphasizes strategic asset allocation, tax efficiency, and capital preservation through a range of investment vehicles.

Amy Betts is a financial advisor with Beam Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Securities America, Inc., and has been with Beam Wealth Advisors and its affiliated Benedetti, Gucer & Associates since 2013. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses by providing comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a multi-adviser platform with a focus on asset allocation, diversification, and portfolio theory, managing over $1.3 billion in client assets.

Cassidy Murphy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Fiduciary Financial Group, LLC since 2026 and previously held roles at Wealth Enhancement Advisory Services, Range Finance Inc, FinTrust Capital Advisors, and Bank of America. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm uses a research-driven investment approach incorporating fundamental, technical, and cyclical analysis, and offers integrated planning and asset management services across various investment vehicles.

Mark Bosley is a financial advisor at Townsend with Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Townsend and Private Client Services since 2025 and was previously employed at TIAA and TIAA-CREF from 2016 to 2025. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion for approximately 1,500 clients, offering tailored financial planning, asset management, retirement plan consultation, and services related to variable annuities using a combination of top-down and bottom-up investment approaches.

Louis Patierno Jr. is a CFP® and ChFC® with 34 years of experience in financial advisory. He is currently with Peak Planning Group, LLC, where he has worked since 2017, and previously held positions at Kingswood Capital Partners, LLC and Raymond James Financial. Outside of advisory work, he is involved with Attorneyterm.com, an insurance sales business he has operated since 2011. Peak Planning Group, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million using a primarily long-term, fundamentals-based approach with diversified portfolios of mutual funds, ETFs, and individual securities.

Gabriel Pardue is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC, based in Greenwood Village, CO. He has one year of industry experience and previously worked at Adamic Ranch, Fifth Third Bancorp, and Chevron. Heirloom Wealth Management serves individuals, high-net-worth clients, 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 strategic portfolio allocations.

William Coughlin is a financial advisor at Alpha Capital Family Office, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Citigroup, Goldman Sachs & Co., and Highland Capital Funds Distributor. He serves as a board director for the AbleLight Foundation, a nonprofit organization providing fiduciary guidance. Alpha Capital Family Office, LLC provides investment management, family office, and wealth advisory services to high-net-worth individuals, families, trusts, small businesses, and select institutional clients. The firm offers discretionary portfolio management with a range of investment options and comprehensive family office services including estate and succession coordination, business consulting, and philanthropic planning.

David Partheymuller is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Normandy Capital Management and related entities since 2006, as well as Geneos Wealth Management since 2007. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework informed by fundamental, technical, charting, and cyclical analysis, and emphasizes active management tailored to each client’s Investment Policy Statement.

Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.

Daniel Blair is a financial advisor at Horizon Wealth with 21 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at Emerson Equity LLC, Impact Partnership Wealth, Resources Investment Advisors, and Summit Wealth Strategies. Outside his advisory work, he manages a marketing firm that provides tax strategy services to other financial professionals. Horizon Wealth is an SEC-registered team investment adviser serving individuals, trusts, and corporations with investment management, financial planning, and limited consulting services. The firm employs a fiduciary, asset-allocation approach using equities, ETFs, mutual funds, and alternatives, supported by model managers and integrated tax planning.

Scott Steiner is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His background includes roles at LPL Financial, Cambridge Investment Research, and Osaic Wealth. Outside of advisory work, he is involved in insurance and benefits through Scott Steiner, Inc. and owns other business interests in real estate and wealth management consulting. Denver Wealth Management serves individual and high-net-worth clients as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a disciplined investment process combining modern portfolio theory and a proprietary scoring system to construct customized portfolios, employing both discretionary and algorithm-driven management approaches.

Edward Simon is a financial advisor at Nilsine Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fidelity Investments and JFG Wealth Management. Nilsine Partners provides investment advisory and financial planning services to individuals, trusts, retirement plans, and institutional clients, and manages portfolios using a range of securities and private investments. The firm combines household wealth management with adviser-level roles in private funds and pooled vehicles, offering services to a variety of client types including high-net-worth individuals.

Chapin Schott is a financial advisor at Clear Creek Advisors in Denver, CO, holding Series 63 and Series 66 designations with two years of industry experience. Prior to joining Clear Creek Advisors, he worked at Charles Schwab & Co., Inc., Tier One Wealth Management, and held positions outside the financial sector, including roles in automobile sales and education. 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 employs third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients, managing approximately $722 million in client assets.