Dennis Engel is a financial advisor at Managed Asset Portfolios, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Managed Asset Portfolios and Catalyst Mutuals Fund Distributors since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles and separately managed accounts across various equity and fixed-income strategies.

James Barnum is a financial advisor at Bright Road Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Bright Road since 2022. Outside of his advisory role, Barnum serves as a firefighter/medic for the City of Aurora. Bright Road Wealth Management serves individual and high-net-worth clients, participant-directed retirement plans, trusts, and business entities by offering portfolio management, financial planning, and retirement-plan consulting. The firm uses fundamental analysis and long-term trading strategies, including options, to manage portfolios tailored to clients' risk profiles.

Nicholas Schneider is a CFP® with 17 years of industry experience, currently affiliated with Forty North Wealth. His prior roles include positions at Panoramic Investment Advisors, The Prudential Insurance Co. of America, TIAA-CREF, and Physicians Investment Advisors. Outside of his advisory work, he is involved with Hafner & Associates, LLC, performing administrative work. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, offering discretionary investment management and financial planning services. The firm employs tailored investment strategies, typically managing accounts on a discretionary basis, and incorporates third-party managers and alternative investments as part of its approach.

Brent Mcgibbon is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Triumph Capital Management since 2021 and previously spent six years at Naples Asset Management Company, LLC. He is also a board member of the Rocky Mountain Jaguar Club. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and utilizes various asset classes and investment strategies tailored to client objectives.

Sara Keith is a financial advisor at Financial Security Management, Inc. with 12 years of industry experience. She has been with Financial Security Management since 2013 and previously worked at National Planning Corporation for four years. In addition to her advisory role, she prepares tax returns, dedicating approximately 25% of her time to tax preparation services. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing about $611.5 million in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary investment services.

Dylan Rauh is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and three years of industry experience. His career includes roles at CreativeOne Wealth, AXA Equitable, and BAM Advisory Group. Outside of advising, he has worked in various service roles and participated in junior hockey. 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 employs a combination of third-party model portfolios, boutique managers, and in-house analysis to create diversified investment strategies, and offers services including fee-based asset management and comprehensive financial planning.

Natalie Ford is a financial advisor at Dodds Wealth, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at LPL Financial and the University of Denver. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm uses an active, asset-allocation centered approach with equities, ETFs, and no-load mutual funds, managing roughly $706 million in assets.

Justin Ferraccio is a financial advisor at SevenBridge Financial Group, LLC in Greenwood Village, CO, holding a Series 65 designation with five years of industry experience. His prior experience includes roles at P2Bi and Midtown Consulting Group. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a core-satellite, primarily long-term investment approach and employs a range of analysis techniques to construct portfolios that include equities, fixed income, mutual funds, ETFs, options strategies, and alternative investments.

Chase Rojas is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, as well as work with PowerPoints LLC. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and employs a model portfolio approach with oversight of third-party subadvisors and a co-advisory arrangement.

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.

Michael Miller is a financial advisor with Rosel Wealth Management, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc., Fidelity Brokerage Services, LLC, and East Star LLC before joining Rosel Wealth Management. Rosel Wealth Management provides investment advisory and planning services to individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable organizations, offering customized portfolio management and comprehensive financial planning. The firm manages approximately $630 million in assets and employs a range of investment strategies, including derivatives and borrowing, with features such as a wrap-fee program and tax-preparation fee reimbursement.

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.

Carol Griffin is an investment advisor representative at Parsonex Advisory Services, Inc. with 22 years of industry experience. She has been with Parsonex Advisory Services since 2017 and affiliated entities since 2007. Outside of her advisory role, she leads a local networking group and assists clients with living trust referrals through Estate Docs Pro. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, evaluating third-party managers based on historical performance and client risk tolerance, and offers discretionary managed accounts with ongoing monitoring and annual reviews.

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.