Andrea Searle is a CFP® professional with 20 years of industry experience, currently serving at Schaefer Financial Management, Inc. since 2001. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages residential real estate investments with her husband. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, tax-sensitive asset allocation and operates primarily on a non-discretionary basis.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

James Carr is a financial advisor at Keystone Global Partners LLC in Denver, CO, holding Series 65 and Series 66 designations with 13 years of industry experience. He has been with Keystone Global Partners since 2010. Keystone Global Partners provides comprehensive wealth and investment management, financial planning, family office services, and exit advisory to affluent individuals, families, charitable organizations, and institutions. The firm manages over $580 million in assets and focuses on large, complex relationships supported by an integrated family-office approach and a formal Investment Committee guiding diversified portfolio construction.

David Goldstone is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Condor Capital Management since 2016, with a brief two-year tenure at Backend Benchmarking, and prior experience at First National Bank of Omaha. He is currently based in Denver, CO, and is part of an 18-advisor team at Condor Capital Wealth Management. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers fee-only investment programs with a wide range of strategies and employs AI tools to support adviser analysis while maintaining human oversight.

John Weidner is a financial advisor with Investment Research Corp in Mesa, AZ, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience and has worked at World Capital Brokerage, Pioneer Mutual Life, Weidner Financial Group, and Provident Mutual. He is president of Weidner Financial Group, Inc., an insurance services firm. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a fundamental approach to security analysis and offers both discretionary and non-discretionary management, including municipal securities and investment company services.

Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.

John Brentin is a financial advisor at Hurley Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Investments, he worked at PricewaterhouseCoopers, ServiceSource International, and Guild Education. Hurley Investments provides portfolio management to individual investors, including high-net-worth clients, as well as small businesses and non-profits. The firm combines fundamental and technical analysis with active management techniques, including systematic option hedging through monthly collar trades, to manage client accounts primarily on a discretionary basis.

Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.

Cory Underwood is a CFP® and CFA® with 22 years of experience in the financial services industry. He currently works at Crusonia Wealth Advisors LLC and has held positions at several firms including Triad Hybrid Solutions, B. Riley Wealth Advisors Inc., and National Asset Management. Underwood serves as chair and past president of the Financial Planning Association’s Colorado chapter. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering a multi-disciplinary investment approach that includes discretionary portfolio management, standalone financial planning, and consulting. The firm integrates various asset classes and analysis methods, and is affiliated with a related CPA firm providing tax services.

Scott Sprinkle is a CFP® and PFS™ with 27 years of experience in financial advisory services. He has worked at Sprinkle Financial Consultants LLC and Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a manager of Trinity Resources LLC, which evaluates investments in oil and gas extraction interests, and is a member of the investment committee for the Colorado Society of CPAs. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting primarily to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies, managing approximately $870 million in assets with a team of four advisors.

Richard Whipple Jr. is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked with WhippleWood Advisors since 2016. Prior to this, he was associated with Whipplewood CPAs for over four decades. Besides advising, he is a licensed insurance agent offering fixed and health insurance products. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a goals- and risk-based investment approach, integrating tax and estate consulting, and coordinates closely with its affiliated accounting practice.

Luke Horner is a financial advisor with Denver Wealth Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at LPL Financial, ICAT, Marcus and Millichap, and roles outside finance such as teaching at Houston Baptist University and Midway High School. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans with financial planning and portfolio management services. The firm uses a disciplined process called Plan, Quality, Capture & Collect, incorporating modern portfolio theory, annual rebalancing, and low-cost mutual funds and ETFs, alongside a proprietary Summit Investment Process that evaluates investment opportunities across multiple variables including ESG factors.

Daniel Willis is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation. He has one year of industry experience and has previously worked in roles including Movement Gyms and Hapa Sushi Bar & Grill. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and educational communications, employing a combination of fundamental and technical analysis alongside strategic asset allocation.

Matthew Pettera is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, CO, holding Series 65 and Series 63 credentials and having 11 years of industry experience. He previously worked at Modern Capital Advisors and Farmers Financial Solutions LLC, and serves as a director for Legal Shield in a non-investment capacity. Parsonex Advisory Services provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations, employing a fundamental, value-oriented investment approach with a multi-manager strategy. The firm also sponsors the Sterling Fund, a pooled investment vehicle focused on conservative, long-term value investing.

Lloyd James is a financial advisor at Wellesley Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price and Calamos Advisors LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Gary Wagner is a Series 65-licensed financial advisor with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. Prior to that, he was with Private Capital Management for seven years and operated Wagner Wealth Management for 16 years. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach utilizing equities, fixed income, ETFs, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Adam Barringer is a CFP® with 13 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2024. He previously worked at Schwab Wealth Advisory for seven years and Charles Schwab for three years. BXM Wealth LLC offers portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach that combines passive cores with active, tactical overlays. The firm emphasizes documented client objectives, utilizes various analysis techniques, and incorporates options strategies and tax-loss harvesting as part of its advisory services.

Brian Frew is a financial advisor at BXM Wealth LLC with 24 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for over two decades. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines a passive core with active tactical overlays. The firm manages approximately $231 million in assets across about 61 clients and employs various strategies including options and tax-loss harvesting.

Cassidy Butler is a CFP® and holds a Series 66 license, with one year of industry experience. She is currently associated with A & I Wealth Management and Geneos Wealth Management, and has prior experience at Rehberg Law Group and in educational roles. Outside of advising, she serves as an education coordinator at Mission Hills Church. A & I Wealth Management is a nine-advisor team managing over $460 million in assets, serving individual clients, retirement plans, trusts, estates, and business entities. The firm offers customized asset management and financial planning using multiple model portfolios, third-party managers, and a variety of investment strategies, with both discretionary and non-discretionary account options.

Traci Sarmiento is a financial advisor at Gill Capital Partners, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Cherry Street Partners and Comprehensive Asset Management & Servicing, Inc. Gill Capital Partners serves individual and institutional clients, providing wealth management, investment supervisory services, financial and tax planning, retirement plan services, and fund advisory. The firm employs a discretionary investment approach guided by customized Investment Policy Statements and utilizes institutional technology and data providers to support portfolio management and reporting.