Kemper Baum is a financial advisor with Financial Security Management, Inc., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Financial Security Management, he worked at The Wealth Conservancy, Elevations Credit Union, and First Corked, LLC, and served six years in the US Navy. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm employs asset-allocation strategies based on modern portfolio theory and offers both discretionary and non-discretionary portfolio management along with a range of ancillary services.

Meghan Ide is a financial advisor at Crusonia Wealth Advisors LLC in Denver, CO, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Private Capital Management, Auric Capital Partners, Merrill, Northern Trust, and William Blair & Company. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

Jamal Schlensog is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BAM Wealth Management, he worked at Fidelity Investments. BAM Wealth Management primarily serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm offers fee-based discretionary asset management and comprehensive financial planning, utilizing a combination of third-party model portfolios, boutique managers, and in-house suitability analysis.

Jeffrey Schaefer is a CFP® professional with 27 years of industry experience, currently serving at Schaefer Financial Management, Inc., where he has worked since 2001. He holds the Series 63 license and is based in Englewood, Colorado. 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 focuses on long-term, asset-allocation strategies with an emphasis on tax-sensitive rebalancing and operates primarily on a non-discretionary basis, requiring client approval before executing trades.

Stephanie Mcelheny is a Certified Financial Planner® with 14 years of industry experience. She is currently with Aspen Wealth Strategies, LLC and has previously worked at Raymond James Financial Services and Hefren Tillotson, Inc. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations by managing roughly $312 million across diverse client relationships. The firm employs a long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and incorporates derivatives and options in client accounts for hedging and speculative purposes.

William Brossman is a financial advisor at Clear Creek Advisors in Denver, CO, with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Catalyst Retirement Advisors and Kestra Investment Services. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Scot Barringer is a financial advisor at Chicago Capital Management Advisors, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services, WestPark Capital Inc, and Applied Wealth Management. He is the owner of the Federal Employee Retirement Center and serves on the Finance Committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning services using a bottoms-up fundamental screening process and integrates third-party managers and various investment strategies.

Erik Krom is a financial advisor at Clear Creek Advisors in Denver, CO, with 13 years of industry experience. He holds a Series 65 designation and has worked at Clear Creek Advisors since 2017, following prior roles at Tfo Tdc, LLC and Paradigm Group. Outside of his advisory role, Krom is the president of Elk Advising, a CEO consulting firm he founded in 2023. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Jenny Ly is a financial advisor at Clean Yield Asset Management in Denver, CO, holding a Series 65 designation. She has been with Clean Yield since 2023 and previously worked at Sandhill Investment Management from 2019 to 2023. Before her finance career, she was involved with Cara Mia Pet Resort and the University at Buffalo. Clean Yield Asset Management manages discretionary investment portfolios for individuals, trusts, foundations, and institutions using a team-based investment process with a fiduciary standard. The firm emphasizes socially responsible investing through integrated financial analysis and environmental and social screens, managing approximately $571 million in client assets.

Henry Schaefer is a CFP® and Series 65-registered financial advisor with four years of industry experience. He has worked at Schaefer Financial Management, Inc. since 2021 and previously was employed at the University of Colorado for five years. Schaefer Financial Management, Inc. provides financial planning and investment management services to individuals, trusts, and retirement-plan participants, managing approximately $1.1 billion in client assets. The firm uses a long-term, allocation-driven approach based on modern portfolio theory and offers predominantly non-discretionary portfolio management tailored to client preferences.

Irene Apergis is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. She holds the Series 65, Series 66, and Series 63 designations and has been with Arrowroot since 2017, previously working at KLS Professional Advisors Group, LLC. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients including individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm focuses on customized asset allocation using analytical tools and offers discretionary and non-discretionary asset management with additional services such as financial planning and administrative support.

Nicholas Rotello is a CFA® charterholder with 10 years of industry experience. He is currently with 7Two, a firm where he has worked since 2024, and previously held roles at Innovest Portfolio Solutions and Seven Two Partners. 7Two provides investment advisory, financial planning, and consulting services to a range of clients including individuals, high-net-worth families, trusts, businesses, and family offices. The firm combines fundamental and technical analysis to construct portfolios using various investment vehicles and manages both discretionary accounts and private pooled investment vehicles.

Alexander Staverosky is a Series 66 licensed advisor with six years of industry experience. He is currently with Ridgegate Advisors, LLC and has prior experience at AE Wealth Management, LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank. Outside of his advisory role, Staverosky has worked in real estate brokerage and previously held positions with Lululemon and CubsQ BBQ. Ridgegate Advisors LLC provides discretionary investment management and financial planning services to individuals, high net-worth clients, non-profits, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, offering both long- and short-term trading strategies tailored to client objectives and risk tolerance.

Michael Sorrentino is a CFA® charterholder with 15 years of industry experience. He is currently with Darwin Wealth Management and also holds a managing partner position at Darwin Insurance Group. His prior roles include positions at Innovation Partners LLC, Farther Finance Advisors, and Global Financial Private Capital. Darwin Wealth Management serves individuals, high net worth clients, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and pension plan services. The firm employs model portfolios, third-party money managers, and automated advice platforms, managing approximately $617 million in client assets across a diverse range of asset types.

Chad Christensen is a financial advisor at Semper Augustus Investments Group LLC with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Semper Augustus since 1998. Semper Augustus provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, endowments, and other business entities. The firm employs a fundamentally driven, bottom-up investment approach focused on concentrated portfolios with a long-term orientation and uses derivatives, short sales, and leverage for certain accounts.

Dean Norsworthy is a financial advisor with Dodds Wealth, LLC in Greenwood Village, CO, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at LPL Financial and All-Phase Concrete Construction, Inc. He provides investment advisory and financial planning services through Dodds Wealth, an independent registered investment advisory firm. Dodds Wealth advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.

Timothy Taggart is a financial advisor with Investment Research Corp in Denver, CO. He holds a Series 63 designation and has 40 years of industry experience. He has been associated with multiple firms including AGF Holdings and American Growth Financial Services since 2004. Outside of his advisory work, Taggart serves as a FINRA arbitrator and owns a carpentry business. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a range of investment strategies across various asset classes.

Olivia Stordahl is a CFP® with one year of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. She previously worked at Dimensional Fund Advisors and has a background that includes four years at the University of Arizona. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with a focus on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.

Shaun Williams is a CFP® and CFA® with 10 years of industry experience. He is currently with Paragon Capital Management and has previously worked at Janus Management Holdings Corp and Janus Distributors LLC. Outside of his advisory role, he is a signatory on the operating and reserve accounts of the Timbergreen Townhouse Homeowners Association. Paragon Capital Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm utilizes a blend of strategic and tactical asset allocation supported by a proprietary quantitative optimization model.