Gregory Lessard is a financial advisor with Aspen Leaf Wealth Management, PBC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Leaf Financial Planning, LLC since 2012. Aspen Leaf Wealth Management, PBC provides fee-only discretionary investment management and integrated financial planning to individuals, families, trusts, and small-business retirement plans. The firm employs a strategic, asset-allocation approach using historical data, predominantly invests in ETFs with ESG screening, and operates as a Public Benefit Corporation and Certified B Corp.

Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He was previously associated with LPL Financial for more than 20 years before joining Graystone Partners Wealth Management in 2025. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach utilizes Modern Portfolio Theory and is tailored to client risk tolerance and investment objectives, typically employing mutual funds, ETFs, and individual equities.

Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.

Emily Biehler is a CFP® with 13 years of industry experience and currently serves as an advisor at Trailwise Financial Partners, LLC. She has previously worked at LPL Financial, Summit Wealth Group, and Commonwealth Financial Network. Outside of her advisory role, she is a notary public. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services including investment management, financial planning, and business transition consulting. The firm employs strategic asset allocation and uses a third-party risk-profiling tool to tailor portfolios, providing both one-time financial plans and ongoing managed accounts.

Joshua Torgerson is a financial advisor at nVest Advisors, LLC with two years of industry experience. He holds a Series 65 designation and serves as Lead Instructor and Examiner at DriveSafe Driving School. Prior to his advisory role, he worked in various positions including at TSA and Adams County 27-J Public Schools. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models, serving both direct clients and other registered investment advisers.

Matthew Fahrney is a CFP®-designated financial advisor with 21 years of industry experience. He has worked at Arbor Investment Management since 2018 and previously spent five years at Investment Professionals Inc. based in Lakewood, CO. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm uses a valuation-based, fundamentally driven approach, constructing diversified portfolios primarily from individual stocks and bonds, and offers extensive financial forecasting and specialized strategies including derivatives and options in separately managed accounts.

Betty Wang, CFP®, RICP®, TPCP®| Founder of BW Financial Planning Betty Wang is the founder of BW Financial Planning, a virtual financial planning firm dedicated to helping women across the U.S. achieve financial confidence. She believes that success isn’t just about numbers—it’s about creating a life of balance, fulfillment, and purpose. ⭐ Empowering Women Through Financial Clarity Betty’s mission is to help women make informed financial decisions so they can feel confident in every aspect of their lives—whether that means excelling in their careers or embracing a fulfilling retirement. 🤝 A Trusted Wealth Partner Clients turn to Betty for her expert financial guidance, deep listening skills, and approachable style, making her a trusted partner in their financial journey. 🙌 Featured Thought Leader Betty’s insights have been featured in The Wall Street Journal, Forbes, MarketWatch, Kiplinger’s, USA Today, and more. 🎙️ Host of Betty’s Smart Friends Podcast Through candid conversations with inspiring experts, Betty explores what true success looks like for women over 45—covering topics like health, relationships, personal growth, and passion projects. If you're looking for a transparent, supportive wealth partner to help you navigate your financial journey with confidence, let's connect!

Betsy Moszeter is a financial advisor at Reflection Asset Management with two years of industry experience. She holds the Series 65 designation and previously worked at Green Alpha Advisors LLC for ten years, followed by a brief tenure at Newday Funds, Inc. Reflection Asset Management provides discretionary portfolio management and consulting primarily to individual investors and serves as the adviser to two registered investment companies, including the Democratic Large Cap Core ETF and the Sphere 500 Climate Fund. The firm’s investment approach focuses on ESG and thematic U.S. equity strategies using a proprietary quantitative framework that evaluates social and environmental data across multiple pillars to construct optimized portfolios.

Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.

Jeremy Shevlin is a CFP® with 21 years of industry experience, currently serving as an advisor at Toro West Capital Advisors. His prior roles include positions at Aveo Capital Partners, Cresset Asset Management, Crestone Asset Management LLC, and Crestone Securities LLC. He is a general partner of Chaingate Capital LLC, a private fund advisor. Toro West Capital Advisors is an SEC-registered wealth management and family office adviser serving ultra-high net worth individuals, family offices, trusts, estates, and other entities. The firm provides tailored investment and wealth-planning services, combining passive and active strategies with an emphasis on fundamental analysis, external manager selection, ESG customization, and access to private partnerships and illiquid investments.

Derrick Robinson is a CFP® professional with 22 years of industry experience. He has been with Robinson Capital Management LLC since 2007 and previously worked at Sargent Bickham & Associates. The firm serves individuals, family partnerships, trusts, foundations, and corporate clients, providing discretionary portfolio management alongside financial planning and consulting. Robinson Capital Management manages diversified portfolios using mutual funds, ETFs, and individual securities, employing a combination of fundamental and technical analysis under client-specific investment policy statements.

Grayson Hofferber is a financial advisor at Millennial Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Millennial Wealth Management since 2016. Outside of his advisory role, he owns a bookkeeping business, Millennial Bookkeeping, which he is in the process of transitioning to a new owner. Millennial Wealth Management provides portfolio management and financial planning services to individual clients, including both high-net-worth and non-HNW households, as well as employer retirement plans. The firm emphasizes a passive, low-cost investment approach using diversified portfolios of index funds and ETFs, and provides discretionary management through third-party money managers.

Johnny Goodhue is a financial advisor at APO Financial Services, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at APO Financial Services since 2019, with prior experience at Horter Investment Management LLC and Asset Protect One Inc. Outside of his advisory role, Goodhue serves as president of Asset Protect One, Inc., an insurance and annuity sales business. APO Financial Services, LLC serves individual, business, and pension clients, providing discretionary portfolio management, financial planning, and retirement-account advice. The firm customizes portfolios using fundamental, technical, and cyclical analysis and manages most accounts on a discretionary basis.

John Glasman is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Gilpin Wealth Management LLC since 2021 and previously worked at Peak Asset Management LLC for 15 years. In addition to his advisory role, he is a CPA who prepares tax returns for a limited number of family members and clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, employing customized portfolios that combine asset allocation, tactical adjustments, and both fundamental and technical analysis.

Michael Brannon is a financial advisor with APO Financial Services, LLC in Westminster, CO. He holds the Series 63 and Series 65 designations and has 15 years of industry experience. His prior firms include Edelman Financial Engines, LPL Financial, and CUSO Financial Services. APO Financial Services serves individuals, business entities, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and consulting services. The firm tailors portfolios to clients’ objectives using a variety of investment analyses and maintains ongoing monitoring and rebalancing.

Matthew Rillos is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Full Financial Inc. since 2024 and previously spent 16 years at Financial Counseling Associates Inc. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in assets for around 259 clients, offering discretionary portfolio management and planning in areas including retirement, education, tax, estate, and business needs.

John Jarvis Jr. is the sole advisor at J.W. Jarvis Investment Advisors in Golden, CO, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with his current firm since 2007 and has concurrent experience in insurance and with Raymond James Financial Services dating back to 2004. J.W. Jarvis Investment Advisors provides tailored investment advisory and portfolio management services primarily to individuals and families who are not high-net-worth clients. The firm focuses on direct securities and limited options strategies, employing a disciplined investment process that combines fundamental and sector analysis with risk management and regular account reviews.

Bryan Sullivan is a CFP® with 19 years of industry experience, currently serving at Cohesion Wealth Management, LLC since 2020. He also has experience with Asset Exchange and American Portfolios Financial Service, Inc., among other firms. Outside of investment advisory, he is involved in marketing through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, foundations, trusts, and institutional clients. The firm utilizes a diversified, values-based investment approach with tactical adjustments and offers specialized pension and plan consulting services uncommon for its size.

Christopher Lescarbeau is an advisor at CG Maton Advisory, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at StoneX Securities Inc. and Charles Schwab. CG Maton Advisory, Inc. is an investment manager serving pooled vehicles, institutional accounts, individuals, trusts, pensions, and business entities. The firm provides financial planning, discretionary and non-discretionary investment management, and access to third-party separately managed programs, employing a combination of fundamental, technical, and cyclical analysis with an emphasis on asset allocation and diversification.

Nicholas Wolverton is a CFP® and Series 65 registered advisor with 11 years of experience, currently serving at Peak Financial Management, Inc. since 2015. He operates out of Broomfield, Colorado, working alongside one other advisor at the firm. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm applies a Start to Finish Planning Program that integrates consulting, coaching, and investment management using fundamental analysis and an asset-allocation approach based on Modern Portfolio Theory.