Michele Pensa is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Infinity Wealth Management since 2005, including through its current iteration since 2017. In addition to her advisory role, Pensa serves as an affiliate faculty instructor at Metro State University of Denver. Infinity Wealth Management provides individualized portfolio management primarily for individual and high-net-worth clients, focusing on asset allocation tailored to clients’ goals, risk tolerance, and time horizon. The firm uses mutual funds, ETFs, and variable annuities, offers both discretionary and non-discretionary management, and conducts regular account reviews and rebalancing.

Douglas Klein is a financial advisor at Peak Financial Guidance LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Edward Jones and Prudential Advisors. Before his financial services career, he was involved with Faith Presbyterian Church for 25 years. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering both discretionary and non-discretionary portfolio management and financial planning with no minimum account size. The firm’s investment approach is tailored to clients’ objectives, time horizon, and risk tolerance, incorporating various strategies and regularly reviewing accounts.

Brian Miller is a financial advisor at FIT Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with FIT Asset Management, LLC since 2015. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, while also providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm uses a proprietary FIT Scoring System combining fundamental and technical analysis to guide investment decisions and discloses the use of borrowing and derivatives in its strategies.

Adam Blumberg is a CFP® with 13 years of industry experience. He is co-founder and CEO of Interaxis, a business that educates financial professionals on digital assets, and also serves as a vice president with Private Circle, LLC, which offers family-office services to high-net-worth individuals. His prior roles include positions at Chart Wealth Management, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. Blumberg works with Protocol Wealth, LLC, a firm that advises a range of clients—including founders, early token holders, businesses, trusts, and decentralized autonomous organizations—on traditional and digital-asset portfolios. Protocol Wealth provides portfolio management, financial planning, and digital-asset advisory services, employing strategies such as staking, liquidity provision, derivatives, and rebalancing across crypto and traditional assets, with support for multi-party computation wallets and smart-contract vaults.

Philip Luccock is a CFP® with 23 years of industry experience and has been with Financially Speaking, Inc. since 1991. He holds a Series 63 license and is a partner in a real estate business outside of his advisory work. Financially Speaking, Inc. is a small, fee-only firm serving individuals, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management. The firm employs an active trading approach focused on loss avoidance and tactical asset allocation, primarily serving mid- to upper-income households rather than high-net-worth clients.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, retirement plans, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored asset-allocation approach combining passive and active strategies, and it places a particular emphasis on specialized financial planning such as divorce financial planning.

Anant Mehta is a financial advisor at Peak Financial Guidance LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Peak Financial Guidance in 2021, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Mehta also operates ASM Financial, Inc., an S corporation involved in life and health insurance sales. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm integrates various investment strategies and includes financial planning as part of its asset management services.

Dustin Schick is a CFP® with eight years of industry experience currently serving at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners and Fidelity Brokerage Services LLC, as well as experience as an independent advisor. He previously worked at Air Methods Corporation before entering the financial services industry. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment strategies, utilizing a range of analysis methods and investment vehicles under discretionary authority.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 designation with experience dating back to 2015. She has professional involvement with RG Financial LLC and PKS Enterprises LLC since 2015. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a tailored asset-allocation framework combining passive and active strategies and features a specialized focus on divorce financial planning supported by credentialed personnel.

Brian Lockhart is a financial advisor with Peak Capital Management, LLC in Greenwood Village, CO, holding a Series 63 designation and 31 years of industry experience. He has been with Peak Capital Management since 2006 and is also affiliated with Shepherd Kaplan Krochuk LLC. Outside of his advisory role, Mr. Lockhart serves as an unpaid director for Newdea, a nonprofit focused on economic development in the developing world, and as an unpaid board member for NanoDX, Inc., a medical device company. Peak Capital Management provides investment management, financial planning, and sub-advisory services to a diverse client base, including individuals, pension plans, charitable institutions, and businesses. The firm employs an absolute-return, risk-focused investment philosophy that aligns client risk profiles with tactical, diversified model portfolios.

Jonathan Zeschin is a CFP® professional with 24 years of experience in the financial industry. He has been with Essential Investment Partners, LLC since 2009 and also operates JZ Partners LLC. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm serving individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on customized portfolio management centered on an earnings-growth–driven U.S. mid/large-cap equity strategy, with client portfolios guided by individually developed Investment Policy Statements.

Noelle Diak is a financial advisor at Oatley & Diak, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has operated her firm since 2003. Outside of her advisory work, she runs a home daycare. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses. The firm focuses on customized portfolios for higher-asset households, utilizing individual securities and funds with a strategic asset allocation approach based on fundamental analysis and manager research.

Nathaniel Mc Harg is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Noble Wealth Management P.B.C. He has held roles at multiple firms, including Northwestern Mutual and Chris Rhyme, and has worked as a senior analyst for The Business Transition Group. Mc Harg also has experience with the University of Denver Athletic Department. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework with fundamental, technical, and quantitative analysis.

Jason Leupold is a financial advisor at Protocol Wealth, LLC with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior work includes roles at Fidelity Digital Asset Management, Fidelity Investments, and Robert Baird & Co., among others, with experience across traditional and digital asset management. Protocol Wealth advises individuals, businesses, trusts, decentralized autonomous organizations, and protocol treasuries on managing both traditional and digital-asset portfolios. The firm offers portfolio management, financial planning, and digital-asset advisory services, incorporating strategies such as staking, liquidity provision, derivatives, and rebalancing, supported by technology including multi-party computation wallets and AI-assisted research.

Michael Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO, holding Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes positions at OneAmerica Securities, American United Life, Larimer Capital Corporation, and Cetera Advisors LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with approximately $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a mix of fundamental, technical, quantitative, and cyclical analysis, and may utilize options strategies for hedging.

Ian Gardenswartz is a financial advisor at IDG Advisors, LLC with 27 years of industry experience. He has been with IDG Advisors since 1999 and has maintained his own practice, Ian Gardenswartz & Assoc. PC, since 1985. Gardenswartz is also a certified public accountant. IDG Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, primarily on a non-discretionary basis, and offers tax-preparation services while assisting clients in selecting and implementing outside money managers.

James Boon is a financial advisor at Jupiter Wealth Management, LLC in Glendale, CO, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS Financial Services and Tru Independence Asset Management before joining Jupiter Wealth Management in 2018. Jupiter Wealth Management serves individuals, high-net-worth clients, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $416.8 million across 92 client relationships. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and family office services through a wrap-fee program that incorporates fundamental, factor, quantitative, and optimization investment methods.

Jodie Wilson is a financial advisor at Evergreen Private Wealth with two years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Evergreen, she worked at Charles Schwab and has additional experience with Think 360 Arts for Learning and the University of Denver. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment objectives and employs a range of analytical approaches while acting as both sponsor and portfolio manager of a wrap fee program.

Justina Welch is a CFP® with 26 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. She holds Series 63 and Series 65 licenses and operates out of Denver, CO. Integrity Wealth Solutions LLC serves individual and family clients, including high-net-worth households, retirement plans, and nonprofit entities, providing comprehensive financial planning and portfolio management. The firm employs an allocation-driven investment approach based on the Efficient Market Hypothesis, emphasizing diversification and primarily passive strategies with selective active management.

Ann Boon is a financial advisor at Jupiter Wealth Management, LLC with 31 years of industry experience. She holds the Series 63 designation and has worked previously at UBS Financial Services Inc. and tru Independence Asset Management, LLC. She has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management serves individuals, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $390 million in discretionary assets. The firm uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and operates a wrap fee program, providing family office services and concierge support through a small advisory team.