Jonathan Miller is a financial advisor at Parsonex Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several affiliated firms, including Parsonex Securities, Inc., Avere Financial Group, LLC, and Liberty Partners Financial Services. Outside of advisory roles, Miller is involved in oil exploration through Apex Production Company LLC and serves as a producer and executive for Publish or Perish Movie, LLC. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers and sub-advisors, focusing on asset allocation, risk tolerance, and ongoing portfolio monitoring.

Shannon Graham is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining Impact Capital Partners in 2024, he worked at UBS Financial Services, Inc. for eight years and J.P. Morgan Securities for three years. Impact Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized portfolio construction using diversified, low-cost funds combined with individual securities and options, employing various analytical approaches to monitor and adjust client accounts for primarily long-term objectives.

Mona Feeley is a financial advisor at WhippleWood Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at WhippleWood Advisors since 2016. Prior to her advisory role, she was a partner at WhippleWood CPAs, her primary occupation, from 1999 to 2025. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations. The firm integrates tax and estate consulting with portfolio management, using a goals- and risk-based approach supported by an internal investment policy committee and proprietary frameworks for larger clients.

Pierce Aichinger is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 credential with three years of industry experience. Prior to joining EdgeRock, he worked at Nora's Retro and spent seven years in academia. EdgeRock Wealth Management serves individual and high-net-worth clients as well as retirement plans, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and model-portfolio selection. The firm employs a combination of fundamental and technical analysis alongside strategic and tactical asset allocation, and includes digital assets and crypto funds in its investment universe.

Thomas Thalman is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Colorado Financial Service Corporation and has prior experience at firms including Cambridge Investment Research and Federal Resource. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on either a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Thomas Riley is a CFA® charterholder with two years of experience at Alpha Capital Family Office, LLC. He previously worked for twelve years at Northern Trust. Alpha Capital Family Office provides investment management, family office, and wealth advisory services to high-net-worth individuals, families, trusts, small businesses, and certain institutional clients. The firm uses discretionary portfolio management with allocations across mutual funds, ETFs, individual equities, and fixed income, and offers comprehensive family office services including estate and succession coordination and philanthropic planning.

Marla Mason is a CFP® with 23 years of industry experience, currently serving as an advisor at A & I Wealth Management. Her prior experience includes roles at Presidential Brokerage Inc and Ameriprise, among others. She is also an independent contractor for various insurance carriers. A & I Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, and plan sponsors. The firm uses a combination of fundamental, technical, trend-following, and cyclical analysis, often implementing client mandates through third-party model portfolios and managers.

Nicholas Donakowski is a financial advisor with BAM Wealth Management LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Fidelity Investments. He is also involved with BAM Advisory Group, where he provides planning and client service support. 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 combines third-party model portfolios and boutique managers with in-house suitability analysis to construct diversified, ETF- and mutual fund-based allocations and employs various specialized investment strategies within tailored plans.

Caspian Campaigne is a financial advisor at Blue Heron Capital with a Series 65 designation and one year of industry experience. Prior to joining Blue Heron Capital, Caspian was a student for ten years. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation centered approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing approximately $102.2 million across roughly 205 client accounts.

Luke Mc Caslin is a CFP® with 11 years of experience in the financial industry. He currently works at Class VI Family Office, LLC and has previously held positions at CVA Family Office, BANK OF THE WEST, BancWest Investment Services, and Wells Fargo affiliates. He is a member of the Entrepreneur Private Investment Club, which provides a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning around significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation.

Shea Winkeller is a financial advisor at Triumph Capital Management in Denver, CO, with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. Winkeller is also licensed as an insurance agent through Triumph Capital, LLC, where he provides fixed and long-term care insurance solutions. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individual investors, families, small businesses, and institutional clients. The firm employs a multifaceted investment approach using fundamental, cyclical, and technical analysis and manages both model-based and personalized portfolios across various asset classes.

Matthew Dupree is a CFA® charterholder with 25 years of industry experience. He is currently with Denver PWM, LLC, a team of seven advisors based in Denver, CO. His prior experience includes roles at Hilltop Investment Advisors, Inc., A3 Financial Investments, LLC, and Southern Sky Capital, LLC. He also consults on managerial accounting matters for a privately held software company. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using a mix of investment instruments, fundamental and technical analysis, strategic asset allocation, and tax-aware management.

James Booth is a financial advisor at Legacy Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory role, he is a United Airlines pilot and a seasonal ski instructor for Alterra Mountain Company. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services. The firm employs a tailored investment process using fundamental, technical, and cyclical analysis and works with third-party sub-advisers for model management and trading.

Ryan Patterson is a financial advisor at Indivisible Partners in Golden, CO, holding a Series 65 designation. He has one year of industry experience, with prior roles including positions at HSBC and Ride Wealth Partners, as well as consulting work through DieCastRyan Consulting. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework overseen by an investment committee and offers a range of investment approaches tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Jake Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Capital Investment Counsel, LLC. Prior to joining Capital Investment Counsel, he worked at Schaefer Financial Management and was involved with Tickets for Less LLC. He holds a Series 65 license and is based in Denver, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation framework grounded in Modern Portfolio Theory and combines various analytical methods to construct tailored investment portfolios across multiple strategies.

Sharon Evans is a financial advisor with Marshall Investment Management, LLC, holding a Series 66 designation and over 25 years of industry experience. She has been with Marshall Investment Management and affiliated with LPL Financial since 2015. Outside of her advisory role, Evans serves as a Notary Public for the State of Colorado. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm manages discretionary and non-discretionary investment portfolios with a focus on asset allocation across a diverse range of securities and alternative investments and sponsors its own Advisor Managed Portfolios (AMP) Wrap Program.

Michael Davis is a financial advisor at Forty North Wealth in Castle Rock, CO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and previously spent 15 years at Sii Investments. Outside of advisory work, he is involved in the structured settlements industry through the sale of fixed insurance products. Forty North Wealth serves individual and high-net-worth clients, retirement plans, institutions, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan consulting. The firm develops tailored portfolios using equities, ETFs, mutual funds, and fixed income, employing multiple analysis methods and third-party platforms for implementation and reporting.

R Scott Bills is a CFP® professional with 20 years of industry experience. He has worked at Nilsine Partners, LLC since 2021 and previously held roles at Bank of America, N.A. and Merrill. Nilsine Partners advises individuals, trusts, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, and access to third-party managers. The firm also manages private investment vehicles and operates a private investments platform that provides feeder and master fund opportunities to approved investors.

Chad Harmon is a financial advisor at A & I Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Equitable Advisors and Geneos Wealth Management. Outside of his advisory role, he is the owner of Harmon LLC and a member of Pufferfish LLC. A & I Wealth Management serves individuals, trusts, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, trend-following, and cyclical analysis, often implementing client mandates through third-party model portfolios and managers.

Kevin Goldin is a financial advisor with Focused Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Goldin is also the CEO of Goldin Wealth Management, an advisory business based in Denver. Focused Alpha, LLC is a SEC-registered advisory firm managing approximately $664 million for a multi-advisor team. The firm serves individuals, high-net-worth clients, trusts, corporations, retirement plans, and certain public entities, employing a rules-based, behaviorally informed investment process that combines quantitative optimization and technical analysis to construct portfolios.