Mark O'Connor is a financial advisor with Hinds Financial Group Inc in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC and has been with Hinds Financial Group since 2015. Outside of his advisory role, he serves as treasurer for the High Country Newfoundland Club, a dog club. 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 financial planning services, managing portfolios using long-term, risk-based models and third-party managers, with ongoing monitoring and rebalancing.

Misha Schryer is a financial advisor at Bull Harbor Capital LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Headway Financial Solutions, Primerica Advisors, Wealth Strategies Group, and Guardian Life Insurance Co. Outside of his advisory role, Schryer serves as president of a local BNI chapter. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and offers portfolio management primarily on a discretionary basis.

Adam Williams is a financial advisor at Financial Security Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Financial Security Management, he worked for Colfax Cruisers for eight years. Outside of his advisory role, he is involved with Sip and Spoke, a bicycle and coffee shop in Denver, where he handles purchasing operations. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in client assets. The firm offers investment management, financial planning, and retirement plan consulting, using asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary portfolio services.

Vitaliy Katsenelson is a CFA® charterholder with 25 years of industry experience. He has been with Investment Management Associates since 1997. Katsenelson writes a monthly column under contract to Institutional Investor and also contributes articles to other organizations and his personal website. Investment Management Associates is a small team managing approximately $573 million for individuals, high-net-worth clients, foundations, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs an active value investing approach focused on Quality, Valuation, and Growth, typically holding 20 to 30 stocks without using margin or shorting, but incorporating listed option strategies such as secured puts and covered calls.

Ryan Cashman is a financial advisor with Mattern Capital Management, LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of finance, he is a member of All Stitched Up Guitars, LLC, a venture that repurposes guitars into bookshelves. Mattern Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, corporations, and other business entities with investment and wealth management, financial planning, and consulting services. The firm employs a mix of active and passive investment strategies across equities, fixed income, ETFs, and mutual funds, focusing on tax efficiency and cost-effectiveness while offering discretionary portfolio management and specialized services such as family office and concierge programs.

Parshad Singh is a CFP® professional with 17 years of experience in the financial advisory industry. He currently works at Centura Wealth Advisory and has previously held roles at CCG Wealth Management LLC, Moneta Group Investment Advisors, Mercer Global Advisors Inc., Singh Advisory, LLC, Financial Steward Associates, LLC, and LPL Financial. Centura Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, consulting, investment management, and retirement plan advisory services. The firm manages approximately $769 million in regulatory assets across several hundred client relationships, offering customized portfolios that include mutual funds, ETFs, alternative and privately placed investments, structured products, and allocations to independent managers.

George Von Eiff Jr. is a CFP® professional with 27 years of industry experience, currently serving at Edgerock Wealth Management. His prior roles include long-term tenure at TIAA and experience at LPL Financial LLC, First Interstate Bank, and Great Western Bank. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, offering discretionary portfolio management, financial planning, and educational services.

Stanley Sprinkle Jr. is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding 27 years of industry experience. He has been with Sprinkle Financial Consultants LLC and its affiliated firm Sprinkle & Associates LLC since 1994. Outside of his advisory role, he serves as a board member, vice president, and treasurer of the Anaconda Condominium Association and as director and president of the Copper Springs Lodge homeowners association. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Randy Anderson is a CFP® professional with 23 years of industry experience. He is currently with Traction Financial Partners in Littleton, CO, and has previously worked at LPL Financial and Equitable Advisors. He serves as Chair of the Board of Directors for the Arapahoe Community College Foundation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm employs a core-satellite investment approach that focuses on strategic ETF allocations combined with tactical satellite investments, and it provides educational workshops and coordinates estate-planning support through third-party platforms.

Maxwell Ross is a financial advisor at BAM Wealth Management LLC with six years of industry experience. He holds a Series 65 credential and has worked with BAM Advisory Group and CreativeOne Wealth, LLC. Ross is also licensed as an insurance agent and engages in life insurance and annuity sales. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm utilizes a combination of third-party model portfolios, boutique managers, and in-house analysis to deliver fee-based asset management and comprehensive financial planning.

Steven Lynds is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Gill Capital Partners, LLC in Denver, CO, and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and GWFS Equities. Outside of advisory work, he is a partial owner of a family LLC involved in commercial real estate holdings in the San Francisco Bay Area. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, and tax planning. The firm employs a range of investment strategies across multiple asset classes and supports its advisory work with proprietary and third-party technology platforms.

Jennifer Boyle is a Series 65-licensed financial advisor at Nilsine Partners, LLC with two years of industry experience. She previously worked at UMB Family Wealth, LLC and UMB Bank from 2013 to 2022. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm is notable for its role as an investment adviser to feeder and master funds, actively managing model portfolios and providing a private investments platform to approved investors.

Lindsay Rider is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Forty North Wealth, Lindsay worked at Aca Group, Panoramic Investment Advisors, and Compliance Resource Partners. Outside of advisory work, Lindsay provides regulatory compliance consulting to SEC-registered investment advisers through Integrated Compliance Advisors. Forty North Wealth serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, offering discretionary investment management and financial planning. The firm customizes portfolios using equities, ETFs, mutual funds, and fixed income, and utilizes multiple third-party platforms and separately managed accounts to implement and monitor client strategies.

John Anderson is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Normandy Capital Management since 2006, also affiliated with Normandy Insurance Services and Geneos Wealth Management. Normandy Capital Management serves individuals, pensions, trusts, estates, charities, and businesses, managing approximately $67.9 million in discretionary assets across roughly 180 clients. The firm employs an active, asset-allocation approach within written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services, including participant education and group enrollment meetings.

Amber Anderson is a Series 65-licensed advisor at Aspen Wealth Strategies, LLC with six years of industry experience. She previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Amber is also a partner in a window washing franchise, contributing bookkeeping support. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm emphasizes a long-term, fundamentals-driven investment process utilizing low-cost mutual funds and ETFs, supplemented by quantitative models and active trading where appropriate, and is notable for its documented use of derivatives and options within client accounts.

Hannah Steendam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ellevest since 2022. Prior to joining Ellevest, she worked for six years at Neuberger Berman. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers Personal Wealth Management and Private Wealth Management, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options tailored to individual client goals.

Charles Partheymuller is a CFP® certificant with nine years of industry experience. He has been with The Normandy Group, now Normandy Capital Management, LLC, for the past ten years. He holds the Series 65 designation and is based in Lakewood, Colorado. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and businesses. The firm uses an active asset-allocation approach guided by written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services to roughly 180 clients with approximately $67.9 million in discretionary assets.

Hunter Bremer is a financial advisor with Axos Invest, Inc and has nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and DC Centre. Bremer is part of a team-based advisory model at Axos Invest. Axos Invest serves retail individual clients through automated advisory services using model portfolios comprised mainly of mutual funds and ETFs, including thematic and digital-asset options. The firm employs a lifecycle-based asset allocation process supported by ongoing monitoring and discretionary portfolio management.

Derrick De Hays is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Q3 Advisors, LLC, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and The Huntington National Bank. Outside of financial advising, he is a yacht captain operating a sole proprietorship in Florida. Q3 Advisors provides financial planning and tax-focused consulting services primarily through fixed-fee engagements, offering various packaged programs without discretionary investment management. The firm emphasizes planning-level recommendations across retirement, tax, estate, insurance, and employee-benefit topics and collaborates with independent CPA firms for tax return preparation.

Edmund Robinson is a financial advisor at Lord and Richards Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategic Wealth Designers, LPL Financial, and Santander Securities. Robinson is based in Highlands Ranch, Colorado. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, investment policy statements, and ongoing portfolio monitoring. The firm employs diverse analytical methods and manages portfolios consisting of equities, fixed income, and ETFs under discretionary authority tailored to clients’ risk tolerance and time horizon.