Brian Robbins is a financial advisor with Robbins Wealth Management, LLC, holding a Series 65 designation and 15 years of industry experience. He has been managing his own advisory firm since 2010 and is also employed by Thomson Reuters Healthcare in a non-investment role. Robbins Wealth Management serves individual and high-net-worth clients with discretionary investment advisory and financial consulting services, specializing in options-based portfolio management and trading education. The firm emphasizes a research-driven, options-oriented investment approach focused on defined risk/reward strategies and tactical portfolio adjustments.

Gary Wayne is a financial advisor with Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Infinity Wealth Management for 10 years and owns Integrity Debt Solutions, LLC, a debt settlement company assisting consumers in Texas with unsecured debt reduction. Infinity Wealth Management provides personalized portfolio management primarily using mutual funds and variable annuities. The firm serves individual clients with a focus on asset allocation tailored to client-specific goals, risk tolerance, and time horizon, managing about $62.5 million in discretionary assets across roughly 695 client accounts.

Timothy Lawrence is a financial advisor at Millennium Portfolio Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Millennium since 2013. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold strategy focused on low-cost mutual funds and ETFs, utilizing Fama-French three-factor analysis to structure portfolios, and offers integrated tax compliance services to its advisory clients.

Richard Staves is a financial advisor at Roots First Wealth Management with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Roots First Wealth Management, he worked at firms including Geneos Wealth Management, Verity Asset Management, and Cherry Creek Wealth Management, where he also serves as president and owner of a tax preparation and consulting business. Additionally, Staves is a director at the nonprofit Social Security Education Center. Roots First Wealth Management serves primarily individual clients, offering discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm employs a diversified investment approach using fundamental and technical analysis and is known for providing public educational seminars and workshops.

James Beaudreau III is a financial advisor at Asset Strategies Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes eight years at Drury Hotels. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a combination of modern portfolio theory, asset-allocation techniques, and various analytical approaches, operating mainly on a non-discretionary basis with client approval required for trades.

Kevin England is a CFP® with 17 years of industry experience. He has worked at Tier One Wealth Management since 2022 and previously held roles at Sigma Planning Corporation and Sigma Financial Corporation. Outside of his advisory work, he is president of Fair Share Planning, LLC, and provides technology and marketing support through Tier One Tax, LLC. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a tax-efficient, actively managed investment approach using equities, ETFs, mutual funds, structured products, options, and select alternative investments.

Andrew Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Agemy Wealth Advisors since 2015 and has operated Agemy Financial Strategies, Inc., an insurance product sales business, since 1990. Outside of advising, he hosts a financial strategies radio show and serves as a board member of the Gospel Foundation of New England. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm combines asset allocation and fundamental analysis with artificial intelligence tools to support research and portfolio management.

Scott Altschul is a financial advisor at Conexus Capital Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Conexus since 2016. In addition to his advisory role, he is the managing member of Old School Wealth Management, a bookkeeping entity related to his firm’s ownership. Conexus Capital Management serves high-net-worth individuals, families, trusts, estates, and institutional clients with portfolio management, financial planning, and consulting. The firm employs a strategic asset allocation approach combining passive core holdings with actively managed satellites, incorporating both fundamental and technical research and offering access to alternative strategies for qualified investors.

Gregory Watson is a financial advisor at Cedarwood Wealth with 22 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. Prior to joining Cedarwood Wealth in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2025, and at Citigroup from 2014 to 2017. Outside of his financial advisory role, he is the Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design business. Cedarwood Wealth manages investment and planning relationships for individuals, including high-net-worth clients, family investment vehicles, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios using a mix of no-load funds, ETFs, individual securities, and selective limited partnership vehicles, employing fundamental analysis, modern portfolio theory, and cyclical analysis to guide asset allocation and rebalancing.

Andrew Klein is a financial advisor with Paramount Associates Wealth Management in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Niagara International Capital Limited and Waddell & Reed, Inc. since 2009. Paramount Associates provides investment management, financial planning, retirement-plan advisory, and consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm uses a comprehensive financial planning process and an economic-driven global asset allocation framework to construct diversified portfolios, including alternative and private investments, and offers both discretionary and non-discretionary account management with regular monitoring.

Geoffrey Gervasini is a financial advisor at Wakefield Asset Management, LLLP with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Wakefield firms since 2003. Wakefield Asset Management, LLLP is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs quantitative, model-driven domestic equity strategies combined with multi-asset solutions and offers sub-advisory services, managing approximately $371 million in regulatory assets under management.

Kevin Ferm is a financial advisor with 21 years of industry experience, currently with 345 Investment Advisory, LLC and Centaurus Financial, Inc. He holds a Series 66 credential and has previously worked at Equitable Advisors and Axa Advisors, Llc. Outside of his advisory roles, he has various outside insurance appointments. 345 Investment Advisory is an SEC-registered firm that offers discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants, focusing on plan-linked and institutional-style accounts. The firm employs a mix of proprietary and third-party model portfolios and sub-advisers, using fundamental and technical analysis alongside strategies such as direct indexing, options, and alternative investments.

I help business owners, executives and retirees protect and grow their assets through financial planning and investment management. I provide comprehensive wealth planning to protect what you've earned, grow your assets, and enjoy your lifestyle. I'm passionate about helping business leaders and owners create a plan to convert their illiquid business and equity interests into a lifestyle they love. For over fourteen years I've worked with business owners and executives to help them reach their goals, reduce their risks, and invest appropriately so they have a clear path towards financial security and retirement. Our comprehensive planning addresses taxes, planning for when you will step away from or sell your business, strategies to deal with concentrated and illiquid equity, investment planning, retirement, insurance needs, and estate planning. We also help parents and grandparents with education planning. Prior to founding Summit Hill I helped lead the Rocky Mountain Region for a national Trust Bank. I am a Certified Financial Planner (r) and Chartered Financial Analyst charterholder. I studied Philosophy and Economics at Columbia University. I'm passionate about helping to make our world a better place and am honored to serve on the board of Arma Dei Academy. I also enjoy the outdoors through cycling, mountain biking, camping, and kayaking.

Wallace Darling is a financial advisor at Hansen & Associates Financial Group Inc. with a Series 65 credential and three years of industry experience. He previously managed Darling Wealth Management, LLC and has over a decade of experience with Lakewood Hills Investments, LLC. Outside of his advisory role, Darling is involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. Hansen & Associates Financial Group provides asset management, financial planning, and retirement consulting services to individuals, businesses, and plan sponsors. The firm uses a Tactical Asset Allocation approach with a proprietary algorithm focused on ETFs, emphasizing risk control and individualized portfolio management.

Andrew Niedermeier is a financial advisor at Bernard Wealth Management Corp. with nine years of industry experience. He holds the Series 66 designation and has worked at Bernard Wealth Management since 2019 and Charles Schwab from 2006 to 2018. Outside of advising, he is a partner in Standy Properties LLC, a real estate investment and property management business. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations, managing approximately $314 million in client assets. The firm offers discretionary portfolio management and financial planning services, utilizing model portfolios that combine mutual funds, ETFs, and select individual stocks aligned with client risk profiles and goals.

Joel Cavaliere is a CFP® with six years of industry experience, currently serving as a financial advisor at Blue Heron Capital in Englewood, Colorado. He previously worked at Brookstone Capital Management and held various roles at Colorado State University and Northwestern Mutual. In addition to his advisory work, he is licensed as a life and health insurance agent through an affiliated agency. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting services to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation focused approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing client portfolios primarily on a discretionary basis.

Linda Gardner is a financial advisor at Blue Heron Capital with 15 years of industry experience. She holds a Series 65 designation and has worked at Blue Heron Capital since 2003, with a 13-year tenure at Brookstone Capital Management in between. Gardner is also a co-owner and insurance agent for life and health insurance through Blue Heron Capital's affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused approach that customizes portfolios using third-party tools and model managers, and it operates its own wrap fee program while offering financial planning and consulting services.

Ethan Braid is a CFA® charterholder with 24 years of industry experience. He has been with Highpass Asset Management LLC since 2011. The firm provides discretionary investment management along with financial planning and wealth management services to high-net-worth families, individuals, pension and profit-sharing plans, and trusts and estates. Highpass Asset Management typically requires a $1,000,000 minimum and employs a diversified investment approach using ETFs, individual equities, mutual funds, and occasionally options and derivatives.

Aaron Anderson is a CFP® and ChFC® credentialed advisor with 17 years of industry experience. He has worked at FIT Asset Management since 2018 and previously at Private Capital Management LLC from 2015 to 2018. Anderson also serves as a part-time lecturer in financial planning at the University of Colorado. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a proprietary scoring system combining fundamental and technical analysis and offers consulting and separately managed account services to other advisors and institutions.

Connie Terrell is a financial advisor with Asset Strategies Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at TransUnion for nine years and at nTHRIVE for one year. She has been with Asset Strategies Group since 2009. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a blend of asset-allocation techniques with technical, fundamental, quantitative, and cyclical analysis, operating mainly on a non-discretionary basis and offering client-driven investment restrictions and hourly consulting engagements.