Chris Rebich is a financial advisor at Toro West Capital Advisors with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Aveo Capital Partners, LLC for nine years. Outside of his advisory role, he is involved operationally with O'Connor Development, overseeing tenant relations and property management. Toro West Capital Advisors provides investment advisory and family-office wealth planning services to ultra-high net worth individuals, families, trusts, estates, family offices, non-profit entities, and other business entities. The firm employs a combination of passive and active strategies across public and private investments, tailoring portfolios to client objectives and ESG preferences while offering a family-office style range of services.

Margaret Nickens is a CFP® with four years of industry experience, currently serving as a financial advisor at Elm3 Financial Group, LLC. She has worked at Elm3 since 2020 and previously held roles in the education sector. In addition to advising, she provides payroll services for Elm3 CPA, Tax and Accounting, assisting small businesses with tax, bookkeeping, and payroll functions. Elm3 Financial Group serves individuals, families—including high-net-worth clients—trusts, estates, and small businesses with discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach that combines macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading strategies.

Jerry Mcdonnell is a financial advisor at Keen Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CapitalPoint Financial Planning, LLC for the past 10 years. Keen Capital, LLC is an independent, fee-only wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with a focus on tax, estate, and special needs planning, utilizing a range of asset types and both discretionary and non-discretionary management approaches.

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Jonathan White is a CFP® with 15 years of experience in the financial services industry. He is currently with White Hawk Wealth Management and previously worked at Western Wealth Management, LLC, LPL Financial, and Edward Jones. White Hawk Wealth Management advises individuals, businesses, and families, providing integrated wealth management that combines investment management with financial planning. The firm constructs portfolios tailored to client objectives using a variety of analytical approaches and investment vehicles.

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.

Robert Persichitte is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Delagify Financial. His prior roles include work at Metropolitan State University of Denver and the City and County of Denver. Delagify Financial provides comprehensive financial planning, investment analysis, and consulting services to individuals, trusts, estates, and business entities. The firm emphasizes a planning-first approach with one-time planning products, assessments, and consultations, and is noted for its affiliation with accounting services and educational seminars.

Kevin Malloy is a financial advisor at Focus Point Capital LLC with a Series 65 designation and one year of industry experience. He has been associated with Focus Point Capital and FPF Wealth LLC since 2026 and has been involved with End5 Insights LLC since 2013. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, functioning mainly as a subadviser or third-party portfolio manager. The firm offers discretionary management and non-discretionary model portfolios through strategies that emphasize standardized approaches using ETFs and proprietary risk frameworks.

Kevin Campbell is a financial advisor at Focus Point Capital LLC with 24 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at several firms, including James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients by providing discretionary management and non-discretionary model portfolios, focusing on multi-asset and concentrated equity strategies implemented through ETFs and proprietary risk frameworks.

Ty Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has been with Peak Financial Management, Inc. since 2020 and previously worked at Modern Wingman LLC and Colorado Christian University. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $109 million in assets and integrates consulting, coaching, and investment management through its “Start to Finish Planning Program,” employing a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory.

Carlie Campuzano is a financial advisor at Millennial Wealth Management, LLC in Broomfield, CO, holding a Series 65 designation. She has been with Millennial Wealth Management since 2026 and has prior experience working for the City of Aurora and Kimley-Horn & Associates. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans, favoring a passive, low-cost investment approach using diversified portfolios of index funds and ETFs alongside selected outside managers. The firm operates with a small team and employs multiple institutional platforms to centralize portfolio implementation and held-away account management.

Carol Johnson is a CFP® professional with nine years of experience in financial advising. She has worked at Prudent Man Investment Management since 2018, following prior roles at Atlantic Trust and Retirement Planning Specialist. Johnson holds Series 63 and Series 65 licenses. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional funds and emphasizes after-tax returns.

Kristopher Kelley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Legacy Ridge Capital Management, LLC. He worked at Janus Capital Group from 2008 to 2017 before joining Legacy Ridge in 2018. Outside of his advisory role, he has ownership interests in private businesses, including a car wash and a powersports dealership in Wyoming. Legacy Ridge Capital Management provides discretionary portfolio management to individual and high-net-worth investors, trusts, pension and profit-sharing plans, and business entities. The firm employs a research-driven, bottom-up investment approach with an owner’s mindset, combining long-term holdings with focused short positions and risk management strategies.

Skyler Gillespie is a financial advisor with CayDen Wealth Management holding a CFP® designation and Series 65 license. Gillespie has been with the firm since 2026 and has prior experience at several related firms, including CayDen Financial Inc. Outside of financial advising, Gillespie has been involved with bookkeeping and tax-related services. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates accounting and tax preparation services through an affiliated business and emphasizes passive portfolio construction using index funds and ETFs tailored to client risk profiles.

Shane Dennehy is a CFP® and ChFC® with 12 years of industry experience. He currently works at CayDen Wealth Management and has held roles at Daniel Alexander Capital Inc and Charles Schwab. Outside of his advisory role, he co-owns a consulting business, CayDen Consulting. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index mutual funds and ETFs, and provides integrated tax and bookkeeping services through an affiliated accounting business.

Jarrett Sharp is a Series 65 licensed advisor with Sharper Image Financial Services, LLC in Erie, Colorado, with four years of industry experience. He has held roles at multiple affiliated companies, including Sharper Image Tax Service, LLC, where he serves as Lead Tax Preparer, and TrueInsights CFO, LLC, where he acts as Lead Fractional CFO. Sharp is also the Founder and CEO of Sharper Image Holdings, Inc. Sharper Image Financial Services provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs a variety of analytical approaches and offers project-based investment consulting as well as public educational seminars and workshops.

Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He was previously associated with LPL Financial for more than 20 years before joining Graystone Partners Wealth Management in 2025. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach utilizes Modern Portfolio Theory and is tailored to client risk tolerance and investment objectives, typically employing mutual funds, ETFs, and individual equities.

Amy Bloom is a Series 65-licensed financial advisor with Bloom Financial, LLC and has seven years of industry experience. She is also involved with Bloom Life, LLC, an insurance-related business where she serves as an agent. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to clients’ goals and risk tolerance.

Michael Sikora is a financial advisor at Bighorn Wealth Management in Westminster, CO, with 38 years of industry experience. He holds the Series 63 license and has been with Bighorn Wealth Management since 2009, previously working with LPL Financial and Osaic FA, Inc. Outside his advisory role, he operates a non-investment S Corporation. Bighorn Wealth Management offers comprehensive financial planning and consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on delivering written financial plans emphasizing asset allocation and long-term purchase strategies, without managing client assets or accepting discretionary authority.

Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.