Hannah Steendam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ellevest since 2022. Prior to joining Ellevest, she worked for six years at Neuberger Berman. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers Personal Wealth Management and Private Wealth Management, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options tailored to individual client goals.

Charles Partheymuller is a CFP® certificant with nine years of industry experience. He has been with The Normandy Group, now Normandy Capital Management, LLC, for the past ten years. He holds the Series 65 designation and is based in Lakewood, Colorado. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and businesses. The firm uses an active asset-allocation approach guided by written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services to roughly 180 clients with approximately $67.9 million in discretionary assets.

Taylor Schuerman is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining the firm, Taylor held roles at Colorado State University and DoorDash. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm manages client portfolios with a long-term focus, utilizing diversified investments such as low-cost mutual funds and ETFs, and combines fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Derrick De Hays is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Q3 Advisors, LLC, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and The Huntington National Bank. Outside of financial advising, he is a yacht captain operating a sole proprietorship in Florida. Q3 Advisors provides financial planning and tax-focused consulting services primarily through fixed-fee engagements, offering various packaged programs without discretionary investment management. The firm emphasizes planning-level recommendations across retirement, tax, estate, insurance, and employee-benefit topics and collaborates with independent CPA firms for tax return preparation.

David Francis is a financial advisor at Townsend with 14 years of industry experience and holds a Series 66 designation. His prior work includes positions at The Leaders Group, Inc., Securities America, Inc., OSAIC, and Private Client Services. He is also a licensed notary public. Townsend is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for around 1,500 clients, offering services including financial planning, asset management, and retirement plan consultation, employing a combination of top-down macro and bottom-up fundamental investment analysis.

Rex Emery is a CFP® professional with 22 years of industry experience, currently serving at Legacy Wealth Partners, LLC. His prior experience includes roles at Aveo Capital Partners, LLC and DMK Advisor Group. Outside of his advisory duties, he is a co-owner of Project Black, LLC, an entity involved in private investments in pre-IPO companies, and he advises on features for an estate planning website, Get SNUG Inc. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, offering 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 sub-advisers for model management and trading support.

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.

Pierce Aichinger is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 credential with three years of industry experience. Prior to joining EdgeRock, he worked at Nora's Retro and spent seven years in academia. EdgeRock Wealth Management serves individual and high-net-worth clients as well as retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm employs a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, and includes digital assets and crypto funds in its investment universe.

Thomas Riley is a CFA® charterholder with two years of experience at Alpha Capital Family Office, LLC. He previously worked for twelve years at Northern Trust. Alpha Capital Family Office serves high-net-worth individuals, families, trusts, and related entities, providing investment management along with comprehensive family office and wealth advisory services, including estate, tax coordination, and cash-flow planning support. The firm employs discretionary portfolio management with regular reviews and uses third-party sub-advisers and independent managers when appropriate.

Nicholas Donakowski is a financial advisor with BAM Wealth Management LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Fidelity Investments. He is also involved with BAM Advisory Group, where he provides planning and client service support. BAM Wealth Management serves primarily individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm combines third-party model portfolios and boutique managers with in-house suitability analysis to construct diversified, ETF- and mutual fund-based allocations and employs various specialized investment strategies within tailored plans.

John Rockeman II is a financial advisor at Mountain Capital Investment Advisors Inc with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Mountain Capital since 2019. Outside of finance, he is a commercial pilot for Frontier Airlines, a role he has held for over 25 years. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million and offers customized investment strategies focused on long-term approaches using diversified mutual funds, ETFs, and selected individual securities.

Luke Mc Caslin is a CFP® with 11 years of experience in the financial industry. He currently works at Class VI Family Office, LLC and has previously held positions at CVA Family Office, BANK OF THE WEST, BancWest Investment Services, and Wells Fargo affiliates. He is a member of the Entrepreneur Private Investment Club, which provides a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning around significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation.

Shea Winkeller is a financial advisor at Triumph Capital Management in Denver, CO, with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Winkeller is also licensed as an insurance agent through Triumph Capital, LLC, where he provides fixed and long-term care insurance solutions. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individual investors, families, small businesses, and institutional clients. The firm employs a multifaceted investment approach using fundamental, cyclical, and technical analysis and manages both model-based and personalized portfolios across various asset classes.

Matthew Dupree is a CFA® charterholder with 25 years of industry experience. He is currently with Denver PWM, LLC, a team of seven advisors based in Denver, CO. His prior experience includes roles at Hilltop Investment Advisors, Inc., A3 Financial Investments, LLC, and Southern Sky Capital, LLC. He also consults on managerial accounting matters for a privately held software company. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using a mix of investment instruments, fundamental and technical analysis, strategic asset allocation, and tax-aware management.

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.

Ryan Patterson is a financial advisor at Indivisible Partners in Golden, CO, holding a Series 65 designation. He has one year of industry experience, with prior roles including positions at HSBC and Ride Wealth Partners, as well as consulting work through DieCastRyan Consulting. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework overseen by an investment committee and offers a range of investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments.

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.