Troy Reeder is a financial advisor at MDRN Capital with 18 years of industry experience. His prior roles include positions at ATLAS Lifestyle Planning Group, Prudential Financial Planning Services, and Guardian Life Insurance. He serves as president of the board of directors for The Enclave at DTC Homeowners Association, a nonprofit organization in Englewood, CO. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs, focusing primarily on long-term investment strategies.

Christopher Pelley is a financial advisor with Everspire, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Berthel, Fisher & Company Financial Services, Purshe Kaplan Sterling Investments, and Apollon Wealth Management. Outside of investment advising, he is involved in insurance product sales and management through multiple related businesses. Everspire, the trade name of Aegis Wealth Group LLC, provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies, utilizes technology including AI-enabled tools, and offers services such as discretionary portfolio management, financial planning, and retirement-plan consulting.

Anna Bhai is a CFP® professional with four years of industry experience. She currently practices at Brooklyn FI, LLC and has previously worked at JPL Wealth Management, Dew Wealth Management, Private Capital Management, and Signature FD, LLC. Brooklyn FI serves individual and high-net-worth clients with household-level investment management, financial planning, and retirement account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and provides aggregated oversight of held-away accounts.

Elizabeth Raabe is a CFP® professional with 22 years of industry experience. She has been with Seneca Financial Advisors LLC since 2020 and previously worked at Frontier Wealth Management, LLC and Highwater Wealth Management LLC. She is based in Denver, CO, and holds Series 63 and Series 65 licenses. Seneca Financial Advisors advises individuals, high-net-worth households, trusts, estates, and business entities, offering comprehensive financial planning and investment services. The firm combines strategic asset allocation with a limited tactical overlay and integrates an in-house tax function, managing approximately $847 million in client assets.

Laura Isanuk is an investment advisor representative at Sustainable Advisors Alliance LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Sustainable Advisors Alliance since 2021. Additionally, she is licensed to sell insurance in Colorado. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and offers a range of strategies including direct indexing, active and passive management, and employee benefit plan advisory.

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.

Christopher Kolker is a CFP® with 26 years of industry experience and is currently a financial advisor at Triumph Capital Management. He previously worked at Bay Colony Advisors for nine years. He also serves as a Colorado State Senator, a role unrelated to his advisory work. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm utilizes a blend of fundamental, cyclical, and technical analysis across various asset classes and provides model-based programs alongside access to third-party asset managers.

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.

Dennis Engel is a financial advisor at Managed Asset Portfolios, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Managed Asset Portfolios and Catalyst Mutuals Fund Distributors since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles and separately managed accounts across various equity and fixed-income strategies.

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

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.

Thomas Mcandrews is a CFA® charterholder with seven years of industry experience. He has worked at Geometric Wealth Advisors, LLC since 2018 and previously at Oliver Wyman from 2014 to 2018. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification through discretionary management, financial planning, and integrated tax and estate planning services.

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers 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 combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

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.

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.