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.

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.

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.

Kenneth Denicolo is a financial advisor at Legacy Edge Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2006. Denicolo joined Legacy Edge Advisors in 2024. Legacy Edge Advisors serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management, financial planning, and a sponsored wrap-fee program. The firm tailors investment strategies to client goals and risk tolerance, employing a combination of fundamental, quantitative, and technical analysis across a range of asset classes and investment styles.

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.

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.

Brandon Deckard is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His prior experience includes roles at SHJ Wealth Advisors, Fidelity Investments, Raymond James Financial Services, and The Vanguard Group. Q3 Advisors offers financial planning and tax-focused consulting services to individuals through structured programs, emphasizing written deliverables related to retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on a fixed-fee basis without managing client investment portfolios or recommending specific securities.

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.

Evan Barnes is a financial advisor at Traction Financial Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is a member of L.E.T.S LLC, a property ownership group in Highlands Ranch, CO. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and estate-planning coordination using third-party platforms.

Jonathan Kelley is a CFP® with 27 years of experience in financial planning and investment management. He is affiliated with Hinds Financial Group Inc, where he has worked since 2003, and has prior experience at Cetera and Centurion Hinds Investment Management Inc. In addition to his advisory role, he serves on a finance advisory committee for a local country club and provides administrative support for a parent-teacher association. Hinds Financial Group serves individual and high-net-worth clients as well as institutions including trusts, estates, and small businesses. The firm provides discretionary portfolio management and tailored financial planning, employing risk-based asset allocation models and ongoing portfolio monitoring.

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.

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.

Sara Keith is a financial advisor at Financial Security Management, Inc. with 12 years of industry experience. She has been with Financial Security Management since 2013 and previously worked at National Planning Corporation for four years. In addition to her advisory role, she prepares tax returns, dedicating approximately 25% of her time to tax preparation services. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing about $611.5 million in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary investment services.

Dylan Rauh is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and three years of industry experience. His career includes roles at CreativeOne Wealth, AXA Equitable, and BAM Advisory Group. Outside of advising, he has worked in various service roles and participated in junior hockey. BAM Wealth Management serves primarily individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm employs a combination of third-party model portfolios, boutique managers, and in-house analysis to create diversified investment strategies, and offers services including fee-based asset management and comprehensive financial planning.

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.