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 financial advisor at freeGulliver, LLC with seven years of industry experience. He holds a Series 65 designation and has been with freeGulliver since 2018, including its predecessor entity. Outside of his advisory role, Mintz is a partner in Sweet Nola LLC, a retail food service business. freeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers customized portfolio management and financial planning, manages multiple private funds, and employs various investment strategies tailored to client objectives.

Dalyce Tinoco is a CFP® with 10 years of industry experience, currently serving at Class VI Family Office, LLC in Denver, CO. She has been affiliated with CVA Family Office since 2016. Dalyce is a member of the Entrepreneur Private Investment Club (EPIC), a network for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, emphasizing strategic planning around significant liquidity events. The firm employs a holistic, investment policy statement–driven approach that integrates discretionary portfolio management with comprehensive wealth planning and utilizes a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

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 at ONE Advisory Partners, LLC with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His previous work includes roles at Lido Advisors, Colorado Financial Management, Cetera Investment Services, and ANB Bank. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management. The firm offers globally diversified portfolios, ongoing portfolio monitoring, and a Virtual Family Office that coordinates planners, investment managers, tax professionals, and attorneys.

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.

Heather Holtzinger is a CFP® with 12 years of industry experience. She currently works at Rosecap Investment Advisors, LLC and has been associated with Grandview Investment Advisors, LLC for 14 years. Heather is in the process of winding down Grandview Capital, operating as Grandview Investment Advisors. Rosecap Investment Advisors serves individual and institutional clients, including families, trusts, and employer-sponsored retirement plans, offering discretionary asset management and standalone financial planning. The firm employs a goal-based investment approach focused on broad asset-class allocations and manages most assets on a discretionary basis.

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 Series 65-licensed advisor with Edgerock Wealth Management in Denver, CO, where he has worked since 2021. He has five years of industry experience and previously served five years as a district attorney in the 21st Judicial District. Outside of his advisory role, O'dell is actively involved in community organizations, serving as President of the Grand Junction Horizon Sunrise Rotary Club, Secretary of the Center for Children executive board, and as a board member of the Rocky Mountain Elk Foundation. 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 a mix of fundamental and technical analysis along with strategic and tactical asset allocation tailored to each client's goals and risk tolerance.

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 at 3EDGE Asset Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vigilant Distributors, Northern Lights Distributors, Wright Fund Management, Toews Corporation, and Weatherstone Capital Management. Outside of his advisory role, he is the founder of Solve It Bracket Apps, LLC, a company that designs and creates phone-based apps. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing, typically implementing strategies using ETFs and, in some cases, derivatives and borrowing for tactical exposure.

Craig Wear is a CFP® with 23 years of industry experience, currently serving at Q3 Advisors, LLC. His prior work includes roles at Reditus LLC, Eagle Mountain Advisors LLC, and founding his own advisory firms, Craig Wear Financial Group LLC and Craig G. Wear CFP Inc. Outside of advisory work, he manages a rental property business. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs emphasizing retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on fixed, pre-determined fees and does not manage investment portfolios or recommend specific securities.

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 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Spence Asset Management and Northwestern Mutual Wealth Management Company. Westwind Capital provides asset management and financial planning services to individuals, trusts, retirement plans, and pension plans through its FOCUS Program, using a disciplined investment approach with a mix of securities, mutual funds, ETFs, and customized strategies. The firm offers portfolio management for both individual and institutional clients, including specialized options strategies.

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.