Ryan Hauter is a financial advisor at Creekmur Asset Management, LLC, holding a Series 65 designation. He has been with Creekmur since 2025 and has prior experience in diverse roles including Grand Prix Motorsports and the U.S. Air Force Air National Guard, where he has served since 2017. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles across multiple investment vehicles.

Kyle Brown is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO. He holds the Series 65 designation and has experience working at Greffex, Inc and SomaLogic, Inc prior to joining his current firm. His background also includes roles at the University of Colorado Denver and Levy Restaurants. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs customized growth and fixed-income strategies tailored to client objectives.

Clifford Mintz is a Series 65 licensed financial advisor at freeGulliver, LLC with seven years of industry experience. He has been with freeGulliver since 2018 and was previously self-employed and worked at RADoLO, LLC. In addition to his advisory role, he is a partner in Sweet Nola LLC, a retail food service business, and serves as a trustee of family-related trusts. FreeGulliver provides investment advisory and financial planning services to individuals, private investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, acts as manager and administrator for multiple private funds, and tailors investment strategies to client objectives, using a range of instruments including mutual funds, ETFs, and derivatives.

Dalyce Tinoco is a CFP® professional with nine years of experience in financial advising, currently serving at Class VI Family Office, LLC in Denver, Colorado. She has been associated with CVA Family Office for over a decade. Dalyce is a member of the Entrepreneur Private Investment Club (EPIC), participating in a network focused on private investment opportunities. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, emphasizing strategies around significant liquidity events. The firm employs a holistic, IPS-driven process that prioritizes strategic asset allocation, tax efficiency, and capital preservation while utilizing a range of investment vehicles and performing regular portfolio reviews.

Madeline Kleinman is a CFP® and Series 66 licensed advisor at Crusonia Wealth Advisors LLC in Denver, CO, with eight years of industry experience. Her prior roles include positions at Charles Schwab Bank and Private Capital Management, as well as involvement with Junior Achievement - Rocky Mountain. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach incorporating equities, fixed income, alternatives, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

William Snider is a financial advisor with One Advisory Partners, LLC in Highlands Ranch, CO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lido Advisors, Colorado Financial Management, Cetera Investment Services, and ANB Bank. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs modern portfolio theory principles, combining fundamental and technical analysis to guide globally diversified portfolios, which are generally managed on a discretionary basis with ongoing oversight.

Jerad Daniels is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining EdgeRock, he held roles at Charles Schwab, DeMarche Associates, and Missouri State University. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and model portfolio solutions, employing both fundamental and technical analysis alongside strategic and tactical asset allocation.

William Sneckner Jr. is a CFP® professional with seven years of industry experience. He is currently with Ridgegate Advisors, LLC and has held roles at Ridgegate Alternatives, AE Wealth Management, and Emerson Equity. Ridgegate Advisors LLC provides discretionary investment management and financial planning to individuals, high net-worth individuals, non-profits, and small businesses. The firm adopts a multi-strategy approach combining fundamental, technical, and cyclical analysis and offers both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Hayden Hawkey is a financial advisor at Beck Bode LLC holding a Series 65 designation. He has been with Beck Bode since 2023 and has prior experience working in professional hockey organizations, including the East Coast Hockey League and Sportivi Ghiaccio Cortina. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and tailored asset allocations based on client goals and risk tolerance.

Heather Holtzinger is a CFP® with 12 years of industry experience. She is affiliated with RoseCap Investment Advisors, LLC, a team of five advisors based in Denver, CO, and has worked at Grandview Investment Advisors, LLC since 2012. Heather is currently winding down her involvement with Grandview Capital dba Grandview Investment Advisors. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm employs a goal-based investment approach using broader asset classes and low-cost ETFs, and serves both private clients and employer-sponsored retirement plans.

Coleman Shwayder is a CFP® and holds a Series 66 license, currently serving as an advisor at 7Two with three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. 7Two provides financial planning, discretionary portfolio management, and investment consulting to individuals, families, institutions, and family offices. The firm combines fundamental and technical analysis with strategic asset allocation, utilizing a mix of low-cost mutual funds, ETFs, alternative investments, and individual securities.

John Ramsey is a financial advisor with Aptus Financial, LLC in Denver, CO. He holds a Series 65 credential and has one year of industry experience. Prior to joining Aptus Financial, he worked at TransUnion and SAS Institute. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, simple asset allocation, and client education through regular reviews and targeted programs.

Collin Schmidt is a CFP® with 13 years of industry experience, currently serving as an advisor at Crusonia Wealth Advisors LLC. He has previously worked at Private Capital Management and Wagner Wealth Management. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process using a range of investment vehicles and is affiliated with Crusonia Tax Advisors, offering standalone tax preparation services through certified public accountants.

Tyler O'dell is a financial advisor at Edgerock Wealth Management in Denver, CO, holding a Series 65 license with four years of industry experience. Prior to joining Edgerock in 2021, he worked for five years with the 21st Judicial District Attorney. Outside of his advisory role, O'dell serves as President of the Grand Junction Horizon Sunrise Rotary Club, is Secretary on the Executive Board of the Center for Children, and is a board member of the Rocky Mountain Elk Foundation. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individuals, retirement plans, corporations, and charitable organizations. The firm employs a mix of fundamental and technical analysis to create individualized investment strategies and offers services including discretionary portfolio management, financial planning, model portfolios, and educational resources.

David Swenson is a financial advisor at Ridgegate Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Swenson Wealth Advisors, and Spire Investment Partners. He is also an insurance agent with Ridgegate Insurance, LLC. Ridgegate Advisors, LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis and uses both long- and short-term trading strategies tailored to client goals and risk tolerance.

William Meyers Jr. is a CFP® with 14 years of industry experience, currently serving at Lord and Richards Wealth Management, LLC. He previously worked at Commonwealth Financial Network and Towers Wealth Management Inc, among other firms. Lord and Richards Wealth Management provides portfolio management and related wealth services to individuals and high-net-worth clients. The firm manages client accounts on a discretionary basis using a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory.

Derek Eichenwald is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 license and having 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Summit Financial Group. He serves as president and a board member for the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a blend of fundamental, cyclical, and technical analysis using various investment strategies and offers model-based programs alongside access to third-party managers.

Ryan Connolly is a financial advisor with 13 years of industry experience, currently with 3EDGE Asset Management, LP. He holds Series 63 and Series 65 designations and has worked at firms including Vigilant Distributors, Northern Lights Distributors, Wright Fund Management, Toews Corporation, and Weatherstone Capital Management. Outside of finance, he is the founder of Solve It Bracket Apps, LLC, a company focused on designing and creating phone-based apps. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

Benjamin Taggard is a financial advisor at TRG Investment Advisors, LLC with 28 years of industry experience. He holds the Series 63 designation and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Taggard is a partner in a property development firm focused on restoring a historic building affected by fire. TRG Investment Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, 529 account management, and retirement plan consulting using a range of asset allocation strategies while operating as a fiduciary.

Jonathan Stirling is a financial advisor at Westwind Capital with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spence Asset Management, Northwestern Mutual Wealth Management Company, Michael Kuhn, and Option One. Westwind Capital is a registered investment adviser managing approximately $796 million for individuals, high-net-worth clients, trusts, retirement and pension plans, and other institutional clients. The firm offers discretionary asset management through its FOCUS Program and financial planning services, employing a disciplined, long-term approach across multiple investment disciplines with a mix of individual securities, ETFs, funds, and customized options strategies.