Rachel Mcguire is a CFP® and CFA® charterholder with nine years of industry experience. She is currently with Crusonia Wealth Advisors LLC, where she has worked since 2025. Prior to that, she held positions at Private Capital Management, BOK Financial, and The Milestone Group Inc. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-disciplinary investment approach that includes various asset classes and strategies, and it is affiliated with a tax advisory practice offering standalone tax services.

Brett Stone is a CFP® with 29 years of industry experience, currently serving at Impact Capital Partners LLC since 2024. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved in a family food business startup, supporting his wife who is the CEO. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers fiduciary discretionary portfolio management using diversified, primarily low-cost investment strategies with a range of analytical methods tailored to client objectives.

Evan Barnes is a financial advisor at Traction Financial Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is a member of L.E.T.S LLC, a property ownership group in Highlands Ranch, CO. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and estate-planning coordination using third-party platforms.

Jonathan Kelley is a CFP® with 27 years of experience in financial planning and investment management. He is affiliated with Hinds Financial Group Inc, where he has worked since 2003, and has prior experience at Cetera and Centurion Hinds Investment Management Inc. In addition to his advisory role, he serves on a finance advisory committee for a local country club and provides administrative support for a parent-teacher association. Hinds Financial Group serves individual and high-net-worth clients as well as institutions including trusts, estates, and small businesses. The firm provides discretionary portfolio management and tailored financial planning, employing risk-based asset allocation models and ongoing portfolio monitoring.

Ryan Williams is a CFP® professional with 14 years of experience in the financial industry. He has worked at G&S Capital LLC since 2016 and is also a member of R L Squared, LLC, a real estate personal-use venture. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm employs tailored investment programs incorporating fundamental and technical analysis, asset allocation, and regularly monitored portfolios, with a notable emphasis on options and other derivative or structured products.

Ryan Csrnko is a CFP® professional with nine years of industry experience, currently associated with Crusonia Wealth Advisors LLC. His career includes roles at Ridgegate Advisors, Emerson Equity, and several other financial firms. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment process incorporating equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax preparation services.

Nicholas Schneider is a CFP® with 17 years of industry experience, currently affiliated with Forty North Wealth. His prior roles include positions at Panoramic Investment Advisors, The Prudential Insurance Co. of America, TIAA-CREF, and Physicians Investment Advisors. Outside of his advisory work, he is involved with Hafner & Associates, LLC, performing administrative work. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, offering discretionary investment management and financial planning services. The firm employs tailored investment strategies, typically managing accounts on a discretionary basis, and incorporates third-party managers and alternative investments as part of its approach.

Sara Keith is a financial advisor at Financial Security Management, Inc. with 12 years of industry experience. She has been with Financial Security Management since 2013 and previously worked at National Planning Corporation for four years. In addition to her advisory role, she prepares tax returns, dedicating approximately 25% of her time to tax preparation services. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing about $611.5 million in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary investment services.

Dylan Rauh is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and three years of industry experience. His career includes roles at CreativeOne Wealth, AXA Equitable, and BAM Advisory Group. Outside of advising, he has worked in various service roles and participated in junior hockey. 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 employs a combination of third-party model portfolios, boutique managers, and in-house analysis to create diversified investment strategies, and offers services including fee-based asset management and comprehensive financial planning.

Natalie Ford is a financial advisor at Dodds Wealth, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at LPL Financial and the University of Denver. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm uses an active, asset-allocation centered approach with equities, ETFs, and no-load mutual funds, managing roughly $706 million in assets.

Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC in Greenwood Village, CO, holding a Series 65 designation with five years of industry experience. His prior experience includes roles at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach and employs a range of analysis techniques to construct portfolios that include equities, fixed income, mutual funds, ETFs, options strategies, and alternative investments.

Chase Rojas is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, as well as work with PowerPoints LLC. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and employs a model portfolio approach with oversight of third-party subadvisors and a co-advisory arrangement.

Jeremy Fritsch is a Series 66-licensed financial advisor with two years of industry experience. He currently practices at BAM Wealth Management LLC, where he has worked since 2025. Prior to joining BAM, he held positions at CreativeOne Wealth, LLC and Equitable Advisors, LLC. BAM Wealth Management serves 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, employing a range of investment strategies including ETF and mutual fund allocations, unified managed accounts, and option-based hedging.

Gavin Forrest is a CFP® and Series 65-registered advisor at Schaefer Financial Management, Inc. He has been with the firm since 2023. Prior to joining Schaefer, he was a full-time student for eight years. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, asset-allocation-based investment strategies delivered primarily on a non-discretionary basis.

Michael Miller is a financial advisor with Rosel Wealth Management, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc., Fidelity Brokerage Services, LLC, and East Star LLC before joining Rosel Wealth Management. Rosel Wealth Management provides investment advisory and planning services to individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable organizations, offering customized portfolio management and comprehensive financial planning. The firm manages approximately $630 million in assets and employs a range of investment strategies, including derivatives and borrowing, with features such as a wrap-fee program and tax-preparation fee reimbursement.

Benjamin Krapfl is a financial advisor at Class VI Family Office, LLC with a Series 65 credential and two years of industry experience. Prior to joining Class VI, he worked at Bland & Associates and Axiom Law and spent four years at Creighton University. Class VI Family Office serves primarily business owners, executives, and entrepreneurs, focusing on wealth planning and investment management around significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation through diversified investment strategies.

Connor Zimmer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rooted Wealth Advisors. His career includes roles at Summit Wealth Group, Commonwealth Financial Network, and Diversified Asset Management, Inc. He also conducts fixed insurance sales, dedicating a small portion of his time to this activity. Rooted Wealth Advisors is a team-based firm managing approximately $409 million in discretionary assets, providing investment management and comprehensive financial planning services to individual and high-net-worth clients through a tailored, fundamental analysis-driven investment process.

Derrick Watson is a CFP® with 14 years of industry experience, currently serving at Stonebridge Capital Advisors LLC since 2015. He has also been associated with Bason Partners, LLC since 2013 and worked at Northern Lights Distributors, LLC from 2015 to 2021. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base that includes high-net-worth individuals, families, trusts, endowments, and institutional clients. The firm employs customized investment strategies based on fundamental analysis and long-term objectives, including equities, fixed income, options strategies, and coordinated advisory services across estate, tax, and retirement planning.

Cory Hassenstab is a CFP® professional at Sharkey Howes & Javer Inc with five years of industry experience. He has worked at firms including Empower Retirement and Fidelity Investments prior to his current role. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team of nine advisors manages over $1.1 billion using active asset-allocation strategies with a focus on fundamental and technical analysis, offering comprehensive financial planning and investment management services.

Matthew Knuth is a CFP® with five years of industry experience, currently serving as a financial advisor at Stordahl Capital Management, Inc. He previously worked at Valenta Capital Management, LLC, Nelson, Van Denburg & Campbell Wealth Management, LLC, and has held roles outside the financial sector including positions at Edina Country Club and United Way of the Midlands. Stordahl Capital Management provides financial planning, retirement plan consulting, and discretionary portfolio management to individuals, high-net-worth families, trusts, estates, and corporate clients. The firm employs an evidence-based investment approach focusing on strategic asset allocation, global diversification, and the use of ETFs and mutual funds, managing approximately $676 million in assets across a six-advisor team.