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.

George Smith is a financial advisor with Ridgegate Advisors, LLC, holding the ChFC® designation and Series 65 and 63 licenses, and has 20 years of industry experience. He has worked at Ridgegate Advisors since 2008 and is also involved in managing Ridgegate Tax, LLC and Gibborim Media, a marketing services firm. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers alternative investments subject to client approval and due diligence.

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.

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.

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.

John Winslow is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Gill & Associates Inc since 2003. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, comprehensive financial planning, portfolio management, qualified retirement plan design and advising, and tax planning through affiliated CPAs. The firm offers a range of services including held-away account supervision and institutional investment advisory, utilizing proprietary and third-party technology platforms to support portfolio implementation and review.

Robert Potter is a CFP® with 27 years of industry experience. He has been with Heirloom Wealth Management LLC since 2022 and previously operated Potter Financial Performance for nearly three decades. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates with a range of advisory services including discretionary investment management and financial planning. The firm employs a goal-based planning process and utilizes various investment vehicles and technology to manage approximately $1.1 billion for over 800 clients through a team of 18 advisors.

Mark O'Connor is a financial advisor with Hinds Financial Group Inc in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC and has been with Hinds Financial Group since 2015. Outside of his advisory role, he serves as treasurer for the High Country Newfoundland Club, a dog club. 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 financial planning services, managing portfolios using long-term, risk-based models and third-party managers, with ongoing monitoring and rebalancing.

Misha Schryer is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Headway Financial Solutions, Primerica Advisors, Wealth Strategies Group, and Guardian Life Insurance Co. Outside of his advisory role, Schryer serves as president of a local BNI chapter. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.