John Dodds is a CFP® with nine years of industry experience. He is currently a financial advisor at Dodds Wealth, LLC, where he has worked since 2022. Prior to that, he was associated with LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth, LLC advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment process using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons while offering both discretionary and non-discretionary account management.

Mickale Gilbert is a financial advisor with Lord and Richards and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Charles Schwab Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his financial career, he is the owner of GrailP&S LLC, an e-commerce business unrelated to financial services. Lord and Richards Wealth Management, LLC offers portfolio management and wealth services primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages client accounts on a discretionary basis with assets custodied at Schwab Institutional.

John Downing is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Hinds Financial Group Inc. and Minnesota Mutual. Outside of advisory work, he serves as president of The Down Court Group, Inc., focusing on fixed insurance sales and service. Cetera is an SEC-registered adviser that supports a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.

Terri Hinrichs is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Global Wealth Strategies and Associates, LLC. She has been with the firm since 2021. Outside of her advisory role, she acts as an insurance agent for various carriers and serves as a trustee to a family irrevocable trust. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to a range of individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Samuel Issermoyer is a CFP® and CFA® with four years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked for one year. Prior to this, he held roles at Valeo Financial Advisors, Regions Bank, and Wells Fargo. 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 uses a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and third-party managers, and it is affiliated with Crusonia Tax Advisors for standalone tax services.

Jarrod Musick is a CFP® professional with 15 years of experience, currently serving at Destiny Capital Corporation since 2011. He holds the Series 66 designation and is the majority owner of Destiny Holdings, the parent company of Destiny Capital Corporation, where he also serves as President and Secretary of the board. Outside of his advisory role, he is the author of *The Abundant Entrepreneur* and owns Victory Fit, a gym in Centennial, Colorado, where he oversees financial and business strategy. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm manages approximately $382 million across 260 clients through an eight-advisor team and offers discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines strategic asset allocation with tactical adjustments, incorporating quantitative, fundamental, and ESG analyses.

Ryan Hauter is a financial advisor at Creekmur Asset Management, LLC, holding a Series 65 designation. He has been with Creekmur since 2025 and has prior experience in diverse roles including Grand Prix Motorsports and the U.S. Air Force Air National Guard, where he has served since 2017. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles across multiple investment vehicles.

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.

Jack Walker is a Series 65-credentialed advisor with four years of industry experience. He is currently with BAM Wealth Management LLC and has prior experience at CreativeOne Wealth, LLC and Risemint Capital Advisors. Previously, he was affiliated with the University of Colorado Boulder for seven years. 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 uses a combination of third-party model portfolios, boutique managers, and in-house analysis employing methods such as modern portfolio theory, quantitative and fundamental analysis to create tailored investment strategies.

Ronald New Jr. is a financial advisor at WhippleWood Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 31 years of industry experience. His prior roles include positions at Capital Peak, LLC, Worth Street, LLC, Moreton Capital Markets, and Capital Markets Consulting. He serves on the Board of Directors and as Committee Chair for the Risk Management Association - Rocky Mountain Chapter and is a member of the Investment Advisory Committee for the City and County of Denver, as well as Committee Chair for the University of Colorado Business Economic Outlook Forum and Financial Activities Committee. WhippleWood Advisors provides investment management and financial planning services to individuals, high-net-worth clients, estates, trusts, and charitable organizations, employing a goals- and risk-based approach with core/satellite portfolio construction. The firm integrates tax and estate consulting with portfolio management and maintains close coordination with an affiliated accounting practice.

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.

Joseph Hubbard is a CFP® with 27 years of industry experience, currently serving at Whipplewood Advisors, LLC since 2020. He previously worked at First Financial Equity Corporation for 10 years and has been self-employed since 1992. Hubbard is also a licensed CPA who provides tax preparation services to a small number of clients. Whipplewood Advisors, LLC manages approximately $288 million for individuals, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management alongside comprehensive financial, tax, and estate planning. The firm employs a goals-based, core/satellite investment approach and integrates investment, planning, and tax strategies into its portfolio management.

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.

Hayden Hawkey is a financial advisor at Beck Bode LLC holding a Series 65 designation. He has been with Beck Bode since 2023 and has prior experience working in professional hockey organizations, including the East Coast Hockey League and Sportivi Ghiaccio Cortina. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and tailored asset allocations based on client goals 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.