Colin Richards is a financial advisor at Lord and Richards Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management and Brookstone Capital Management. Richards is also involved in nonprofit leadership as president of the Foundation for Global Education and Financial Independence University, and he serves as a pastor and elder at Inspire Church of Denver. Lord and Richards Wealth Management is a seven-advisor team that provides ongoing portfolio management and wealth services to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, and quantitative analysis within a discretionary investment approach, maintaining client assets primarily at Schwab Institutional.

Karley Fidani is a financial advisor at Fidelis Wealth Advisors and holds a Series 65 designation. She has two years of industry experience and has been with Fidelis Wealth Advisors since 2022. Prior to her current role, she worked at Club Pilates for one year. Fidelis Wealth Advisors is a five-person team managing approximately $210 million in client assets. The firm serves individuals, pension and profit-sharing plans, retirement plans, trusts, estates, charitable organizations, and corporations, using an asset-allocation driven investment approach that incorporates modern portfolio theory, fundamental and quantitative analysis, and technical inputs.

Jade Holt is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. She is currently with LJI Wealth Management, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. She holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering tailored wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a diverse range of investment strategies and combines fundamental, quantitative, and technical analysis with third-party research.

Matthew Selihar is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Princeton Global Asset Management LLC. His prior roles include positions at Colorado Wealth Group, Northwestern Mutual, Russell Investments, and BlackRock. He took a year for extended travel in 2023. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm’s approach combines fundamental analysis with macroeconomic and geopolitical considerations, tailoring portfolios to client-specific factors and utilizing third-party managers and technology platforms to manage assets efficiently.

David Stevens is a CFP® with 40 years of experience in the financial industry. He is currently with A & I Wealth Management and has prior experience at Geneos Wealth Management, Inc. and Irongate Financial Services. Stevens serves as trustee and co-trustee for several family trusts. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with recommendations of sub-advisers and third-party managers, employing various analytical methods and conducting ongoing portfolio reviews.

Julie Morgan is a financial advisor at A & I Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with A & I Wealth Management since 2023, alongside longstanding roles at A & I Financial Services LLC and Geneos Wealth Management Inc. Morgan is also an independent representative with various insurance carriers for fixed products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing a variety of analytical approaches and providing both discretionary and non-discretionary account options.

John Gillespie is a financial advisor with Gallacher Capital Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Gallacher Capital Management since 2010. His business activities include management and oversight services to Gallacher Capital Management through Gillespie Holdings, LLC, as well as investment management services via Gallacher Equity Management, LLC. Gallacher Capital Management provides integrated wealth management and investment services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a consultative investment approach that includes proprietary platforms and offers access to various investment vehicles, including private equity funds and real estate vehicles.

Jon Lontai is a financial advisor at Arcus Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he coaches junior mountain bike riders for the Avout Racing Team. Arcus Capital Partners provides investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in assets and utilizes both discretionary and non-discretionary approaches, including allocations to a broad range of investment vehicles and strategies.

Maureen Mackowski is an investment advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 credentials and over 46 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp and C2C Wealth Management, LLC. She is also a board member of LS BioPath, a company developing medical devices for breast cancer surgery. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis and long-term asset allocation approach that incorporates stocks, bonds, ETFs, and alternative investments tailored to clients’ risk profiles.

Derek Van Calligan is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Allodium Investment Consultants, LLC since 2019, following earlier roles at Sharkey, Howes & Javer and Ellenbecker Investment Group, Inc. Allodium Investment Consultants serves a diverse client base including individuals, foundations, pension plans, and charitable organizations, offering discretionary investment management, financial planning, and fiduciary consulting. The firm emphasizes low-cost, tax-advantaged, passive investment strategies tailored to client objectives and conducts ongoing portfolio monitoring and quarterly reviews.

Judson Cass is a CFP® with 24 years of industry experience, currently serving at A & I Wealth Management. He has worked with A & I Financial Services LLC and Geneos Wealth Management Inc. since 2012. Cass is also the owner of Judson Cass CFP LLC and acts as an independent representative with various insurance carriers for fixed insurance products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers asset management, third-party manager selection, comprehensive financial planning, and retirement plan consulting using a multi-model portfolio approach with discretionary and non-discretionary account options.

Quinn Marquez is a CFP® professional with three years of experience at A & I Wealth Management. Prior to joining the firm, Quinn worked in education at The University of Denver and San Ramon Valley High School. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm employs multiple model portfolios, combines in-house portfolio management with third-party managers, and uses a variety of analytical methods including technical and fundamental analysis.

Karine Beard is a CFP® with 44 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at WFG Investments Inc and Private Client Services. Clarus Wealth Advisors provides fee-based investment management and financial planning primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm offers a range of portfolios using a Modern Portfolio Theory framework combined with active overlays and conducts regular quarterly reviews.

Karl Frank is a CFP® with 22 years of industry experience, currently serving at A & I Wealth Management. He has been affiliated with A & I Financial Services LLC and Geneos Wealth Management Inc. since 2005. In addition to his advisory role, he is an author and holds ownership and membership positions in various business entities. A & I Wealth Management provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other entities. The firm combines in-house portfolio management with sub-adviser recommendations, employing multiple model portfolios and a range of analytical methods.

Trevor Jackson is a financial advisor with Future Capital Management Inc. He holds a Series 65 designation and has one year of industry experience. He has previously been affiliated with TJW Wealth, LLC since 2025 and has maintained roles at Five Rings Financial and TL Jackson, LLC since 2008. Outside of his advisory work, he is an insurance agent involved in selling life and annuity insurance through TL Jackson, LLC. Future Capital Management provides fee-based investment management primarily to individual investors while also serving pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm employs an active, tactical investment approach centered on proprietary model portfolios overseen by an internal Investment Committee and operates its own wrap fee program alongside recommending third-party managers.

Timothy Harker is a financial advisor at BXM Wealth LLC with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab for 13 years, as well as brief roles at PNC Wealth Management and CIG Asset Management. BXM Wealth LLC provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that combines passive core holdings with active tactical overlays. The firm manages approximately $231 million in assets for about 61 clients and emphasizes personalized, written Investment Policy Statements without using third-party sub-advisers.

Zachary Paul is a CFP® with 11 years of industry experience, currently serving at Fermata Advisors. He previously worked at Sonoma Wealth Advisors, LLC and Edward Jones, with six years at each firm. Outside of his advisory role, he is involved in insurance consulting and manages several rental properties. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services, employing a coaching-centered client relationship model and a variety of analytical approaches to inform portfolio allocations.

Mark Jaeger is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Brand Asset Management Group, Inc. and has held prior roles at Jackson Creek Investment Advisors, LLC, 361 Capital LLC, BRC Investment Management, LLC, Duff & Phelps Investment Management Co., and Capital West Asset Management LLC. In addition to his advisory work, Jaeger holds an active CPA license, though he is not actively soliciting accounting clients. Brand Asset Management Group provides discretionary investment advisory services to individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a multi-asset, multi-style, multi-manager approach and offers specialized services such as the Mosaic Wealth Management© turnkey program and family office support for high-net-worth clients.

Adam Barringer is a CFP® professional at BXM Wealth LLC with 13 years of experience in the financial industry. He previously worked at Schwab Wealth Advisory and Charles Schwab, accumulating 10 years of experience before joining BXM Wealth. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, using a blended investment approach that includes passive core holdings with active tactical overlays. The firm manages approximately $231 million in assets for about 61 clients and employs strategies such as options trading and tax-loss harvesting within a framework of documented investment policies.

Brian Frew is a financial advisor at BXM Wealth LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab bank and Charles Schwab for over 19 years combined, as well as Ameriprise for two years. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, managing approximately $231 million in assets. The firm uses a blended investment approach combining passive core strategies with active tactical overlays and offers both discretionary and non-discretionary management tailored to client preferences.