Irene Apergis is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. She holds the Series 65, Series 66, and Series 63 designations and has been with Arrowroot since 2017, previously working at KLS Professional Advisors Group, LLC. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on customized asset allocation using analytical tools and offers discretionary and non-discretionary asset management with additional services such as financial planning and administrative support.

Nicholas Rotello is a CFA® charterholder with 10 years of industry experience. He is currently with 7Two, a firm where he has worked since 2024, and previously held roles at Innovest Portfolio Solutions and Seven Two Partners. 7Two provides investment advisory, financial planning, and consulting services to a range of clients including individuals, high-net-worth families, trusts, businesses, and family offices. The firm combines fundamental and technical analysis to construct portfolios using various investment vehicles and manages both discretionary accounts and private pooled investment vehicles.

Michael Sorrentino is a CFA® charterholder with 15 years of industry experience. He is currently with Darwin Wealth Management and also holds a managing partner position at Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios, third-party money managers, and automated advice platforms, managing approximately $617 million in client assets across a diverse range of asset types.

Dean Norsworthy is a financial advisor with Dodds Wealth, LLC in Greenwood Village, CO, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at LPL Financial and All-Phase Concrete Construction, Inc. He provides investment advisory and financial planning services through Dodds Wealth, an independent registered investment advisory firm. Dodds Wealth advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.

Timothy Taggart is a financial advisor with Investment Research Corp in Denver, CO. He holds a Series 63 designation and has 40 years of industry experience. He has been associated with multiple firms including AGF Holdings and American Growth Financial Services since 2004. Outside of his advisory work, Taggart serves as a FINRA arbitrator and owns a carpentry business. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a range of investment strategies across various asset classes.

Olivia Stordahl is a CFP® with one year of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. She previously worked at Dimensional Fund Advisors and has a background that includes four years at the University of Arizona. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with a focus on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.

Shaun Williams is a CFP® and CFA® with 10 years of industry experience. He is currently with Paragon Capital Management and has previously worked at Janus Management Holdings Corp and Janus Distributors LLC. Outside of his advisory role, he is a signatory on the operating and reserve accounts of the Timbergreen Townhouse Homeowners Association. Paragon Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm utilizes a blend of strategic and tactical asset allocation supported by a proprietary quantitative optimization model.

Whitney Smith is a financial advisor at Capital Cities Investments with 17 years of industry experience. He holds the Series 66 designation and has been with Capital Cities Investments since 2015. Whitney also maintains an appointment with multiple insurance carriers as an advisor. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans. The firm offers discretionary portfolio management, modular financial planning, pension consulting, and access to automated investment programs, employing a blend of active and passive strategies with regular portfolio monitoring.

Luke Terwilliger La Flam is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC in Greenwood Village, Colorado, where he has worked since 2025. He has one year of experience in the financial industry. Prior to joining Heirloom, he held positions with Slammers Baseball and the Cherry Creek School District. Heirloom Wealth Management advises individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach with discretionary portfolio management across various asset classes and integrates tax advisory services through its affiliated entity, Heirloom Tax Solutions.

David Wolf is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 65 credential with 12 years of industry experience. He has worked at Gill Capital Partners since 2017 and previously at Synergy Wealth Advisors from 2013 to 2017. In addition to his advisory role, he is president of Wolf Asset Management Corp., a family office and consulting firm he founded in 1992. Gill Capital Partners serves individual and institutional clients by providing wealth management, financial planning, tax services, retirement plan support, and fund advisory services. The firm employs a discretionary portfolio management approach guided by tailored Investment Policy Statements and utilizes a range of analytical methods and technology platforms to support client objectives.

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.

Kaitlin Bell is a CFP® professional with 15 years of industry experience currently serving at Townsend. Her career includes roles at Charles Schwab & Co., Inc., Securities America, Inc., and OSAIC. She is involved with Townsend Retirement Estate and Planning, an RIA based in Westminster, CO. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides customized financial planning, asset management, and retirement plan services using a combination of macro and fundamental analysis and offers educational seminars and quarterly newsletters for clients.

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.

Theresa Thomas is a financial advisor with Townsend in Westminster, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Townsend Retirement Specialists since 2007 and previously with Securities America, Inc. from 2001 to 2024. 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 approximately $1.52 billion and offers financial planning, asset management, retirement plan consulting, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

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.

Jeffrey Larkin is a financial advisor with Financial Security Management, Inc. in Lakewood, CO, holding a Series 63 designation and 32 years of industry experience. He has worked at Financial Security Management since 1995 and previously spent 18 years with National Planning Corporation. Outside of his advisory role, he serves as an assistant coach for the Green Mountain High School boys lacrosse team. Financial Security Management, Inc. provides investment management, financial planning, retirement plan advisory, and consulting services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm employs asset-allocation strategies based on modern portfolio theory and offers discretionary and non-discretionary portfolio management alongside tax preparation, bookkeeping, and insurance services.

Kelly Freeman is a financial advisor at Mattern Capital Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked previously at Creative Planning, Mariner Holdings, and Travelers Insurance. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities by providing investment and wealth management, financial planning, and consulting services. The firm emphasizes tax-efficient, cost-effective asset allocations through both active and passive strategies and includes a range of third-party program relationships and family office services.

Liberty Streeter is a financial advisor at BAM Wealth Management LLC in Lakewood, CO, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining BAM Wealth Management, Liberty worked at Fidelity Investments and Ameriprise Financial. 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, offering fee-based asset management and comprehensive financial planning through a team approach.