Steven Lynds is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Gill Capital Partners, LLC in Denver, CO, and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and GWFS Equities. Outside of 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 individual and institutional clients, offering services including wealth management, financial planning, portfolio management, and tax planning. The firm employs a range of investment strategies across multiple asset classes and supports its advisory work with proprietary and third-party technology platforms.

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.

Amber Anderson is a Series 65-licensed advisor at Aspen Wealth Strategies, LLC with six years of industry experience. She previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Amber is also a partner in a window washing franchise, contributing bookkeeping support. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm emphasizes a long-term, fundamentals-driven investment process utilizing low-cost mutual funds and ETFs, supplemented by quantitative models and active trading where appropriate, and is notable for its documented use of derivatives and options within client accounts.

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.

Hunter Bremer is a financial advisor with Axos Invest, Inc and has nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and DC Centre. Bremer is part of a team-based advisory model at Axos Invest. Axos Invest serves retail individual clients through automated advisory services using model portfolios comprised mainly of mutual funds and ETFs, including thematic and digital-asset options. The firm employs a lifecycle-based asset allocation process supported by ongoing monitoring and discretionary portfolio management.

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.

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 12 years of industry experience, currently serving at A & I Wealth Management. His work history includes roles at A & I Financial Services LLC and Geneos Wealth Management Inc. In addition to his advisory work, he acts as an independent contract agent for NHL players. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with sub-advisers and third-party managers, employing multiple analytical methods and offering ongoing planning and portfolio reviews.

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 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 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. 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.

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 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.

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.