Thomas Brown is a financial advisor at Tandem Financial, LLC with a Series 65 credential and one year of industry experience. His previous work includes roles outside of finance, such as positions at the YMCA of the Rockies and Go Kickball. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans by providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs diversified asset allocation strategies and offers a formal retirement-plan practice with both advisory and discretionary services.

Bryson Braden is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Denver Wealth Management since 2016, LPL Financial since 2012, and Waddell & Reed from 2010 to 2012. Outside of advising, he hosts dogs through a home-based dog caregiving service and conducts investment-related speaking engagements. 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 employs a disciplined investment process emphasizing customized portfolios with low-cost mutual funds and ETFs and integrates a proprietary Summit Investment Process that includes ESG factors and both discretionary and algorithm-driven portfolio management.

Robert Straus is a financial advisor at Focused Alpha, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Schwab Wealth Advisory, Inc. and Icon Advisers, Inc. Outside of his advisory work, he is the founder and CEO of Polar Lights Publishing, LLC, where he is involved as a writer and speaker. Focused Alpha, LLC is an 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 public entities through a rules-based, behaviorally informed investment process emphasizing tail-risk management and emotion-free decision making.

Brian Givin is a financial advisor with Marshall Investment Management, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked at Fidelity Investments Institutional Services Company from 2000 to 2017 and has been with Marshall Investment Management and LPL Financial since 2019. Outside of advising, he has participated in the Amazon Flex delivery service. Marshall Investment Management serves individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates, offering discretionary and non-discretionary investment management through its Advisor Managed Portfolios (AMP) platform. The firm emphasizes asset allocation tailored to client objectives and manages all client accounts through its proprietary AMP Wrap Program.

Xavier Lewis is a financial advisor at LotusGroup Advisors in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and National Planning Corporation. Outside of his advisory work, he serves as Vice President of the Cherry Creek Young Professional Board. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and access to private investments. The firm uses multiple asset-allocation strategies informed by third-party research and offers business valuation services through a Certified Exit Planning Advisor.

John Winslow is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Gill & Associates Inc since 2003. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, comprehensive financial planning, portfolio management, qualified retirement plan design and advising, and tax planning through affiliated CPAs. The firm offers a range of services including held-away account supervision and institutional investment advisory, utilizing proprietary and third-party technology platforms to support portfolio implementation and review.

Robert Potter is a CFP® with 27 years of industry experience. He has been with Heirloom Wealth Management LLC since 2022 and previously operated Potter Financial Performance for nearly three decades. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates with a range of advisory services including discretionary investment management and financial planning. The firm employs a goal-based planning process and utilizes various investment vehicles and technology to manage approximately $1.1 billion for over 800 clients through a team of 18 advisors.

Vitaliy Katsenelson is a CFA® charterholder with 25 years of industry experience. He has been with Investment Management Associates since 1997. Katsenelson writes a monthly column under contract to Institutional Investor and also contributes articles to other organizations and his personal website. Investment Management Associates is a small team managing approximately $573 million for individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs an active value investing approach focused on Quality, Valuation, and Growth, typically holding 20 to 30 stocks without using margin or shorting, but incorporating listed option strategies such as secured puts and covered calls.

Parshad Singh is a CFP® professional with 17 years of experience in the financial advisory industry. He currently works at Centura Wealth Advisory and has previously held roles at CCG Wealth Management LLC, Moneta Group Investment Advisors, Mercer Global Advisors Inc., Singh Advisory, LLC, Financial Steward Associates, LLC, and LPL Financial. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets across several hundred client relationships, offering customized portfolios that include mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to independent managers.

George Von Eiff Jr. is a CFP® professional with 27 years of industry experience, currently serving at Edgerock Wealth Management. His prior roles include long-term tenure at TIAA and experience at LPL Financial LLC, First Interstate Bank, and Great Western Bank. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, offering discretionary portfolio management, financial planning, and educational services.

Stanley Sprinkle Jr. is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding 27 years of industry experience. He has been with Sprinkle Financial Consultants LLC and its affiliated firm Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a board member, vice president, and treasurer of the Anaconda Condominium Association and as director and president of the Copper Springs Lodge homeowners association. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Steven Lynds is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Gill Capital Partners, LLC in Denver, CO, and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and GWFS Equities. Outside of advisory work, he is a partial owner of a family LLC involved in commercial real estate holdings in the San Francisco Bay Area. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, and tax planning. The firm employs a range of investment strategies across multiple asset classes and supports its advisory work with proprietary and third-party technology platforms.

Jennifer Boyle is a Series 65-licensed financial advisor at Nilsine Partners, LLC with two years of industry experience. She previously worked at UMB Family Wealth, LLC and UMB Bank from 2013 to 2022. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm is notable for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing a private investments platform to approved investors.

Lindsay Rider is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Forty North Wealth, Lindsay worked at Aca Group, Panoramic Investment Advisors, and Compliance Resource Partners. Outside of advisory work, Lindsay provides regulatory compliance consulting to SEC-registered investment advisers through Integrated Compliance Advisors. Forty North Wealth serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, offering discretionary investment management and financial planning. The firm customizes portfolios using equities, ETFs, mutual funds, and fixed income, and utilizes multiple third-party platforms and separately managed accounts to implement and monitor client strategies.

Hunter Bremer is a financial advisor with Axos Invest, Inc and has nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and DC Centre. Bremer is part of a team-based advisory model at Axos Invest. Axos Invest serves retail individual clients through automated advisory services using model portfolios comprised mainly of mutual funds and ETFs, including thematic and digital-asset options. The firm employs a lifecycle-based asset allocation process supported by ongoing monitoring and discretionary portfolio management.

Edmund Robinson is a financial advisor at Lord and Richards Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategic Wealth Designers, LPL Financial, and Santander Securities. Robinson is based in Highlands Ranch, Colorado. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, investment policy statements, and ongoing portfolio monitoring. The firm employs diverse analytical methods and manages portfolios consisting of equities, fixed income, and ETFs under discretionary authority tailored to clients’ risk tolerance and time horizon.

Aimee Burke is a Series 65-licensed advisor at Heirloom Wealth Management LLC with one year of industry experience. Prior to joining Heirloom, she worked at PROS, Inc. for five years and EveryMundo for four years. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates, managing approximately $1.1 billion. The firm employs a goal-based planning approach and discretionary portfolio management across various asset classes, offering additional services such as donor-advised fund management and tax advisory through its affiliated entity.

Francois Giguere is a CFP® with 12 years of industry experience, currently serving at A & I Wealth Management. His work history includes roles at A & I Financial Services LLC and Geneos Wealth Management Inc. In addition to his advisory work, he acts as an independent contract agent for NHL players. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with sub-advisers and third-party managers, employing multiple analytical methods and offering ongoing planning and portfolio reviews.

Jonathan Miller is a financial advisor at Parsonex Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several affiliated firms, including Parsonex Securities, Inc., Avere Financial Group, LLC, and Liberty Partners Financial Services. Outside of advisory roles, Miller is involved in oil exploration through Apex Production Company LLC and serves as a producer and executive for Publish or Perish Movie, LLC. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers and sub-advisors, focusing on asset allocation, risk tolerance, and ongoing portfolio monitoring.

Shannon Graham is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining Impact Capital Partners in 2024, he worked at UBS Financial Services, Inc. for eight years and J.P. Morgan Securities for three years. Impact Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized portfolio construction using diversified, low-cost funds combined with individual securities and options, employing various analytical approaches to monitor and adjust client accounts for primarily long-term objectives.