Jeremy Fritsch is a Series 66-licensed financial advisor with two years of industry experience. He currently practices at BAM Wealth Management LLC, where he has worked since 2025. Prior to joining BAM, he held positions at CreativeOne Wealth, LLC and Equitable Advisors, 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 suitability analysis, employing a range of investment strategies including ETF and mutual fund allocations, unified managed accounts, and option-based hedging.

Gavin Forrest is a CFP® and Series 65-registered advisor at Schaefer Financial Management, Inc. He has been with the firm since 2023. Prior to joining Schaefer, he was a full-time student for eight years. 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 emphasizes long-term, asset-allocation-based investment strategies delivered primarily on a non-discretionary basis.

Kristen Goodman is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Ellevest in Denver, CO since 2020. Prior to joining Ellevest, she worked at J.P. Morgan Private Bank from 2015 to 2020. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored wealth management solutions, emphasizing strategic asset allocation, tax-minimization techniques, and values-aligned investment options.

Benjamin Krapfl is a financial advisor at Class VI Family Office, LLC with a Series 65 credential and two years of industry experience. Prior to joining Class VI, he worked at Bland & Associates and Axiom Law and spent four years at Creighton University. Class VI Family Office serves primarily business owners, executives, and entrepreneurs, focusing on wealth planning and investment management around significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation through diversified investment strategies.

Connor Zimmer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Rooted Wealth Advisors. His career includes roles at Summit Wealth Group, Commonwealth Financial Network, and Diversified Asset Management, Inc. He also conducts fixed insurance sales, dedicating a small portion of his time to this activity. Rooted Wealth Advisors is a team-based firm managing approximately $409 million in discretionary assets, providing investment management and comprehensive financial planning services to individual and high-net-worth clients through a tailored, fundamental analysis-driven investment process.

Derrick Watson is a CFP® with 14 years of industry experience, currently serving at Stonebridge Capital Advisors LLC since 2015. He has also been associated with Bason Partners, LLC since 2013 and worked at Northern Lights Distributors, LLC from 2015 to 2021. Stonebridge Capital Advisors manages over $2.5 billion in client assets, providing discretionary and non-discretionary investment management and private wealth services to a diverse client base that includes high-net-worth individuals, families, trusts, endowments, and institutional clients. The firm employs customized investment strategies based on fundamental analysis and long-term objectives, including equities, fixed income, options strategies, and coordinated advisory services across estate, tax, and retirement planning.

Cory Hassenstab is a CFP® professional at Sharkey Howes & Javer Inc with five years of industry experience. He has worked at firms including Empower Retirement and Fidelity Investments prior to his current role. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team of nine advisors manages over $1.1 billion using active asset-allocation strategies with a focus on fundamental and technical analysis, offering comprehensive financial planning and investment management services.

Matthew Knuth is a CFP® with five years of industry experience, currently serving as a financial advisor at Stordahl Capital Management, Inc. He previously worked at Valenta Capital Management, LLC, Nelson, Van Denburg & Campbell Wealth Management, LLC, and has held roles outside the financial sector including positions at Edina Country Club and United Way of the Midlands. Stordahl Capital Management provides financial planning, retirement plan consulting, and discretionary portfolio management to individuals, high-net-worth families, trusts, estates, and corporate clients. The firm employs an evidence-based investment approach focusing on strategic asset allocation, global diversification, and the use of ETFs and mutual funds, managing approximately $676 million in assets across a six-advisor team.

Matthew Rosenberg is a Series 65-licensed advisor with 15 years of industry experience. He has worked at Rosenberg Capital Advisors since 2008, accumulating 18 years of career experience. Outside of his advisory work, he operates M. Rosenberg Consulting, LLC, a small business focused on consulting and real estate services. RoseCap Investment Advisors, LLC serves individual and institutional clients, including families, trusts, businesses, and retirement plans, providing discretionary asset management and financial planning. The firm employs goal-based investment strategies centered on broad asset-class allocations, primarily using ETFs, and offers both higher-touch and lower-cost service tiers.

Rebecca Aardal is a CFP® professional at Schaefer Financial Management, Inc. in Centennial, CO, with 18 years of industry experience. She has been with Schaefer Financial Management since 2003. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes long-term, asset-allocation-based investment strategies with a focus on tax-sensitive rebalancing and operates primarily on a non-discretionary basis.

Brendon Smith is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop financial plans and implement investment strategies aimed at growing wealth for current and future generations. He focuses on empowering clients to make informed and effective financial decisions. Prior to joining Fidelity Investments in 2022, Brendon served as a Regional Advisor Consultant at Columbia Threadneedle Investments from 2019 to 2022. He also worked as a Sales Specialist at Morgan Stanley from 2018 to 2019. Outside of his professional work, Brendon enjoys activities such as attending concerts, hiking, skiing, traveling, spending time at the beach, and following football.

Joshua Deloach is a CFP®-designated financial advisor with 11 years of industry experience. He has worked at Nilsine Partners, LLC since 2021 and previously spent seven years at Bank of America N.A. and Merrill. 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 access to private investment platforms.

Zachary Bouck is a financial advisor at Denver Wealth Management, Inc. in Denver, CO, with 18 years of industry experience. He holds a Series 66 designation and has worked at Providence Capital Partners Inc./Denver Wealth Management since 2016, as well as LPL Financial, LLC since 2012 and Waddell & Reed from 2008 to 2012. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process incorporating both discretionary management and an algorithm-driven guided portfolios program, focusing on customized portfolios implemented with low-cost mutual funds and ETFs.

Justin Soucie is a CFP® with 21 years of industry experience and has been with G&S Capital LLC since 2014. He holds the Series 66 designation and is based in Denver, CO. Outside of his advisory role, he is a business partner in a real estate rental venture. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans, utilizing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models. The firm is noted for its use of derivatives and options strategies within separately managed accounts and offers a broad range of investment instruments while maintaining an investment committee and operational arrangements uncommon among similarly sized teams.

Dina Zwerin Boivin is a financial advisor with BOK Financial Securities, Inc. She holds the Series 66 designation and has two years of industry experience. Her prior work includes roles at Pulte Financial Services and Cherry Creek Mortgage. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and maintains a municipal-advisor registration as part of its broader bank-affiliated structure.

Michael Baum is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has six years of experience in the industry, including roles at Mutual of Omaha and OneShare Health. Baum also works as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Ali Barghelame is a financial advisor with Western Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has been associated with Massmutual Life Insurance Company since 2008. Outside of his advisory work, he is an owner and co-distributor of a nutritional supplements business. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management and financial planning through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple advisory programs.

Tyler Walbridge is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Vanguard from 2017 to 2021 before joining Strategic Wealth Investment Group, LLC in 2021. Walbridge is based in Denver, CO, and holds a Series 63 license. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, also serving corporations and business entities. The firm employs both proprietary and third-party model portfolios, using a range of analytical methods, and retains overall responsibility for client suitability while sometimes delegating trading to third parties.

Christopher Pataky is a financial advisor at Capital Investment Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Charles Schwab. He is the owner of CP Sales Services, LLC, a passive business entity unrelated to investment activities. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform combining standardized asset-allocation models, actively managed sleeves, and ETF-based portfolios, supplemented by in-house specialists and access to private investment solutions and pension consulting services.

Gregory Beal is a financial advisor with Western Wealth Management LLC based in Golden, CO. He holds the CFP® designation and Series 66 license and has 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Morgan Stanley, and Advised Asset Group, LLC. Western Wealth Management serves a broad client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party and LPL-sponsored investment programs.