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 financial advisor at Gill Capital Partners, LLC in Denver, CO, holding CFP® and ChFC® designations with 11 years of industry experience. He has previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Outside of his 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 both individual and institutional clients, offering wealth management, financial planning, portfolio management, and specialized services such as qualified retirement plan advising and tax planning. The firm uses a range of analytical methods and proprietary technology platforms to implement investment strategies across various asset classes and serves a diverse client base including banks, credit unions, and municipal entities.

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 at Axos Invest, Inc with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and DC Centre. His current role at Axos Invest involves team-based portfolio management. Axos Invest serves retail individual clients via automated advisory services, offering discretionary management through model portfolios comprised mainly of mutual funds and ETFs, including thematic and digital-asset ETFs. The firm’s process uses an online questionnaire to guide asset allocation and supports customization alongside access to third-party model managers.

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 11 years of industry experience, currently serving as an advisor at A & I Wealth Management. His prior roles include positions at Geneos Wealth Management Inc and A & I Financial Services LLC. Outside of his advisory work, he acts as an independent contract agent for NHL players and represents various insurance carriers for fixed insurance business. A & I Wealth Management is a nine-advisor team managing over $460 million in assets for individual clients, retirement plans, trusts, and business entities. The firm offers customized investment programs using multiple model portfolios and third-party managers, with both discretionary and non-discretionary account options.

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 at Impact Capital Partners LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Inc. for eight years before joining Impact Capital Partners. 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 emphasizes customized portfolios using diversified, low-cost funds supplemented by individual securities and employs multiple analytical approaches to manage client accounts.

James Long is a financial advisor at Excel Financial, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Excel Financial and Moran & Long, LLC since 2009. Outside of financial advising, he is a partner at Moran and Long, a CPA firm based in Greenwood Village, Colorado. Excel Financial, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs tailored investment programs that combine fundamental, technical, and cyclical analysis.

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 for four years and spent seven years in a university setting. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis along with strategic asset-allocation to develop individualized investment strategies implemented primarily on a discretionary basis.

Thomas Thalman is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Colorado Financial Service Corporation and has prior experience at firms including Cambridge Investment Research and Federal Resource. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on either a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Thomas Riley is a CFA® charterholder with two years of experience at Alpha Capital Family Office, LLC and twelve years previously at Northern Trust. He holds a Series 63 license and is based in Greenwood Village, Colorado. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth individuals, families, trusts, and related entities. The firm manages diversified portfolios using a range of investment vehicles and offers additional services such as financial and tax coordination, estate planning, and consolidated reporting.

Marla Mason is a CFP® with 22 years of industry experience. She currently works at A & I Wealth Management, where she has been since 2023, and has prior experience with Presidential Brokerage Inc from 2003 to 2017. Mason also serves as a trustee for two ILIT trusts. A & I Wealth Management is a nine-advisor team managing approximately $422 million in discretionary assets and $41.6 million in non-discretionary assets. The firm serves individual clients, retirement plans, trusts, estates, and business entities, providing customized investment management and financial planning through multiple model portfolios and selective third-party managers.

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 24 years of experience in the financial industry. He is currently an advisor at Denver PWM, LLC, and has held prior 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, families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach and uses a mix of investment instruments with both fundamental and technical analysis, applying tax-aware management where practicable.