Jordan Ney is a financial advisor at Blue Water Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. He has worked at Blue Water Wealth since 2022 and previously held positions at Back Office Connection, Evestnet Tamarac, and Invesco Distributors, Inc. Blue Water Wealth is a team of 11 advisors serving individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management through its Coordinated Asset Management Program (CAMP). The firm incorporates Sustainable, Responsible & Impact (SRI/ESG) criteria alongside fundamental and technical analysis to build customized portfolios, managing approximately $473 million in discretionary assets.

Brea Howard is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and experience in the financial industry dating back to 2011. Prior to joining Heirloom Wealth Management in 2025, Howard worked at CrossFirst Bank (formerly Central Bank & Trust) from 2021 to 2025 and at BBVA from 2011 to 2021. Heirloom Wealth Management serves individuals, high-net-worth clients, employee-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, utilizing a goal-based planning process and a variety of investment strategies across multiple asset classes.

Jessi Andrews is a CFP® with 21 years of industry experience, currently serving at InterWealth Management, LLC since 2023. Prior to joining InterWealth, she worked at New Frontier Advisors LLC and SEI Investments in various roles from 2015 to 2023. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective tactical adjustments.

Harold Classick is a financial advisor at Denver PWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Denver Private Wealth Management and Vista Private Wealth Partners since 2014. Outside of his advisory role, he is a practicing CPA and owner of Classick Financial Services, where he prepares tax returns and provides tax-related services directly to clients. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of investment instruments and applies both fundamental and technical analysis, strategic asset allocation, and tax-aware management in their portfolios.

Jesse Bristow is a financial advisor with X Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Advisor Group. Outside of finance, he coaches youth baseball through Slammers Baseball. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios combining active and indexed strategies, along with wealth-management coordination and participant education for defined contribution plans.

Richard Hurley Jr. is a CFP® with 10 years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC since 2015. His prior experience includes roles at Independent Financial Partners and LPL Financial. He holds board membership with the American Lung Association of Colorado and acts as a trustee for multiple family and charitable trusts. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates, managing over $1 billion across approximately 829 clients. The firm offers discretionary investment management, financial planning, donor-advised fund management, and ERISA 3(21) retirement plan advisory services, with affiliated tax planning and preparation through Heirloom Tax Solutions.

Michel Swanson is a CFP® and Series 65-licensed advisor at Stordahl Capital Management, Inc. with five years of industry experience. Prior to joining Stordahl Capital Management, he worked at Diversified Asset Management and held teaching positions at the University of Colorado and Pikes Peak Community College. Stordahl Capital Management serves individuals, high-net-worth families, trusts, estates, and corporate clients with financial planning, retirement plan consulting, and discretionary portfolio management. The firm employs an evidence-based investment approach focused on strategic asset allocation, global diversification, and use of ETFs and mutual funds, managing approximately $676 million across a six-advisor team.

John Beaty is an advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 65 and Series 66 licenses with five years of industry experience. His prior work includes roles at Robinhood Financial, LLC, Robinhood Markets, Inc, and Raymond James & Associates. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering a range of services including wealth management, financial planning, portfolio management, and tax planning. The firm uses a proprietary Encompass framework along with third-party platforms and serves a diverse client base with discretionary and non-discretionary investment strategies.

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 at Lord and Richards with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, J.P. Morgan Securities, and JPMorgan Chase Bank over his career. Outside of financial services, he owns an online retail business, GrailP&S LLC. Lord and Richards Wealth Management, LLC manages portfolios for individuals and high-net-worth clients using a range of analytical methods and generally operates on a discretionary basis. The firm emphasizes documented client goals and risk tolerance, with asset custody primarily at Schwab Institutional.

John Downing is a financial advisor with Hinds Financial Group Inc in Lakewood, CO, holding a Series 66 designation and over 40 years of industry experience. His career includes long tenures at multiple firms, including Cetera Wealth Services and Minnesota Mutual. Outside of advisory work, he is president of The Down Court Group, Inc., which focuses on fixed insurance sales and service. Hinds Financial Group serves individual and high-net-worth clients as well as institutions such as trusts, estates, and small businesses. The firm provides discretionary portfolio management and financial planning, utilizing risk-based models and third-party managers with ongoing monitoring and rebalancing tailored through written investment policy statements.

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 with one year of industry experience. He holds a Series 65 designation and previously worked at Grand Prix Motorsports and Dick's Sporting Goods. Hauter also serves in the Air National Guard. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, using third-party tools and managers to align portfolios with client risk profiles.

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-licensed advisor with BAM Wealth Management LLC in Lakewood, CO, and has five years of industry experience. He has worked at several firms including BAM Advisory Group and CreativeOne Wealth, LLC. BAM Wealth Management serves 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 analysis to offer fee-based asset management and comprehensive financial planning through a team approach.

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.