Brian Midtbo is a financial advisor with StrongHaven Capital LLC in Centennial, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at The Wealth Consulting Group, LPL Financial LLC, and 13th & Downing. Outside of his advisory work, he has experience in entrepreneurial ventures dating back to 2012. StrongHaven Capital LLC serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, family office, and wealth management services. The firm emphasizes customized portfolio construction focused on capital preservation and diversification across various asset classes, with ongoing monitoring of client accounts and selected independent managers.

Roger Clendenning is a financial advisor at Pine Cone Capital with 23 years of industry experience. He holds the Series 66 designation and has been with Pine Cone Capital since 2003. Pine Cone Capital provides discretionary asset and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, corporations, and business owners. The firm combines fundamental and technical analysis to assign clients to targeted asset-allocation models, employs a variety of investment instruments, and manages most accounts on a discretionary basis.

Craig Johnston is a financial advisor with Fiduciary Counsel, Inc. in Aurora, Colorado. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 1999, he has worked at Foresight Management Co. Inc. Outside of advisory work, he is involved in managing automated teller machines that generate residual income for his firm. Fiduciary Counsel, Inc. provides investment supervisory and portfolio management services to individuals, families, trusts, and business entities, along with financial planning, tax planning, and tax-return preparation. The firm utilizes third-party technology and managers, including Envestnet and Dimensional Fund Advisors, and combines in-house tax services with advisory work, supporting both discretionary and non-discretionary management relationships.

Brett Hickman is a Series 65-licensed financial advisor with VSI Capital Group, bringing over 11 years of industry experience including a prior role at Janus Henderson Investors. He is also employed by the U.S. Department of State in a non-investment-related capacity. VSI Capital Group is an independent, fee-only firm offering wealth management, investment management, and financial planning services to individuals, high-net-worth clients, corporations, and other advisers. The firm’s approach combines Modern Portfolio Theory with both passive and active strategies, providing discretionary portfolio management and regular reviews, along with complementary seminars and speaking engagements on investment and personal finance topics.

Benjamin Klesinger is a financial advisor at Helping Hand Financial, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of advisory work, he serves as president of Klesinger Consulting, LLC, providing occasional business consulting focused on IT-related financial planning and analysis. Helping Hand Financial, LLC offers comprehensive financial planning and discretionary portfolio management to individuals and business entities, including high-net-worth clients. The firm focuses on individualized plans, asset allocation, and fundamental analysis, utilizing proprietary model portfolios and third-party sub-advisers while maintaining discretionary trading authority.

Paul Monax is a CFP® with 11 years of industry experience and is the principal advisor at Agile Wealth LLC, an independent firm based in Littleton, CO. His previous experience includes roles at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., as well as entrepreneurial work with Object Designs, LLC. Outside of advisory services, he performs seasonal tax-preparation work. Agile Wealth serves individual clients, high-net-worth individuals, and small businesses by providing financial planning and investment management services. The firm’s approach focuses on goal-based portfolio construction, tax-aware asset location, and a combination of low-cost index ETFs and selected active funds, with an emphasis on fee-for-service planning products and tailored offerings for solopreneurs.

Christopher Redmon is a financial advisor at Sorensen Financial Management with Series 63 and 65 credentials and four years of industry experience. Prior to joining Sorensen Financial Management in 2021, he worked as an associate brokerage service representative and held various roles in other industries. Outside of finance, he is a singer-songwriter involved in a performing fine arts business called Bear and the Beasts. Sorensen Financial Management is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs fundamental analysis to guide investment decisions and offers personalized planning services alongside educational seminars and client communications.

Frederick Cron is the sole advisor at Frederick H. Cron, an independent firm based in Englewood, CO. He holds a Series 63 designation and has 27 years of industry experience. He has been involved with Assist Investment Management Company, Inc. since 1998 and has operated his own firm since 1986. Frederick H. Cron provides comprehensive financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a buy/sell discipline with dynamic asset allocation and daily portfolio monitoring, emphasizing loss avoidance over tax minimization and occasionally using inverse or short index mutual funds as risk-management tools.

Brandon Collier is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and over 21 years of industry experience. He has operated Collier Financial, Inc., an independent registered investment advisor firm, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment tools.

John Fields is the sole advisor at Fields Asset Management LLC in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Calton & Associates, Inc. since 2006. In addition to his advisory role, he is an independent life insurance producer focusing on term insurance. Fields Asset Management LLC provides customized investment management primarily to individual clients and related entities, using discretionary strategies informed largely by technical analysis. The firm offers a range of investment approaches including option writing and short-selling, with ongoing monitoring and regular reporting.

Michael Johnson is a financial advisor at MCJ Capital Partners with five years of industry experience. He holds a Series 65 designation and is the founder and managing partner of Singleton Valuations, a valuation advisory firm serving privately owned companies and individuals. Johnson is also the founder and CEO of M.C. Johnson Enterprises, a general business consulting company. MCJ Capital Partners provides portfolio management services to institutional and individual clients, including high-net-worth individuals, corporations, and endowments. The firm employs a concentrated long/short equity strategy across various market caps and geographies, combining fundamental and momentum analysis.

Alexis Delulio is a financial advisor at Driven Wealth in Denver, CO, holding a Series 65 credential with one year of industry experience. Before founding Driven Wealth, Alexis worked at Silicon Valley Bank and Segall Bryant & Hamill and spent time engaged in extended international travel. Driven Wealth serves individuals, high-net-worth individuals, and families with investment management and comprehensive financial planning. The firm follows an evidence-based, long-term investment approach using low-cost ETFs and index funds, and offers a range of planning services including seminars, workshops, and access to third-party model strategies.

Allison Beckmann is a financial advisor at Liberated Financial based in Denver, CO, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior work includes roles at Money Concepts Capital Corp and NYLIFE Securities LLC. In addition to her advisory work, she is involved in teaching through Madecraft. Liberated Financial provides comprehensive financial planning and discretionary investment management for individual clients and business owners, incorporating goal-based planning, money-mindset coaching, and business-owner succession advice. The firm employs diversified portfolios based on modern portfolio theory, with quarterly reviews and tools such as expense trackers and Monte Carlo simulations to assist clients.

Brae Holdridge is a CFP®-certified financial advisor at Someday Advisors with eight years of industry experience. His prior work includes roles at Standard Planning Company and California Resources Corporation. Based in Denver, CO, Holdridge has been with Someday Advisors since 2021. Someday Advisors provides financial planning, investment consultation, and portfolio management services to individuals and high-net-worth households. The firm employs a passive, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers client education through workshops and seminars.

Adrian Kowal is a financial advisor at Equity Financial Management in Denver, CO, with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of advising, Kowal is also an insurance agent and participates in gig-economy driving. Equity Financial Management is an independent, single-adviser registered investment adviser serving individuals, high-net-worth clients, and business entities. The firm provides discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance, using a combination of fundamental analysis and modern portfolio theory.

Mark Mogle is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Mogle Financial Solutions, an independent firm he founded in 2026. Prior to establishing his own practice, he worked at Paller Financial Services, Virtue Capital Management, Legacy Financial, and Jack Nadel International. Mogle Financial Solutions serves high-net-worth families with investable assets above $500,000, offering discretionary asset management and financial planning contingent on investment management engagement. The firm uses a blended active and passive investment approach tailored to client objectives and employs proprietary and third-party model portfolios while providing portfolio monitoring and investor behavior coaching.

Robert Dixon II is the sole advisor at Vero Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has managed Vero Advisors since 2011 and also works as an English teacher at Valor Christian High School. Vero Advisors, LLC provides ongoing discretionary portfolio management and investment supervisory services primarily to individuals and trusts. The firm employs a “core and explore” investment approach that combines a diversified, annually rebalanced core portfolio with a smaller sleeve using various analysis and trading strategies, and serves an atypical client mix that includes institutional as well as non-retail categories.

Eduardo Rondon is a financial advisor at Shadowfax Investments LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Arbiter Investments LLC and Space Exploration Technologies (SpaceX). Outside of advising, he is employed as a Senior Propulsion Analyst at Ursa Major Technologies, where he is involved in the design and structural analysis of rocket engines. Shadowfax Investments provides discretionary portfolio management and financial planning to individual investors, employing a value-oriented, fundamental-analysis approach with relatively concentrated portfolios. The firm uses derivatives, margin, and performance-based compensation for certain clients, with an emphasis on low-cost execution through a single custodian.

Keith Sprincz is the principal of Sprincz Advisory Group, LLC in Littleton, Colorado, holding the ChFC® designation and a Series 65 license with 13 years of industry experience. He has been involved with Sprincz Financial Group, LLC since 2013 and has over 29 years of experience with Sprincz & Associates, Inc., where he also serves as president. In addition to his advisory work, he operates as a licensed insurance broker. Sprincz Advisory Group provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to tailor portfolios and employs custodial platforms, model marketplaces, and third-party money managers, including strategies that incorporate options overlays.

Larry Burns is a financial advisor at Dream Catcher Financial Services, LLC in Centennial, CO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burch & Company, Inc. since 2003 alongside operating Dream Catcher Financial Services since 2001. In addition to advising, he is licensed as a life and health insurance agent. Dream Catcher Financial Services primarily serves individual investors seeking diversification through alternative investments and proprietary money-management models. The firm manages a small number of client accounts using multiple defined strategies, including mutual funds and alternative investments, with portfolios tailored to clients’ risk tolerance.