Shane Smith is a CFA® charterholder and the sole advisor at Foothills Investments, L.L.C. in Lakewood, CO, with one year of industry experience. Prior to founding Foothills Investments, he held roles at Foothills Accountants, the IRS, AMG National Trust Bank, and other financial firms. Foothills Investments provides portfolio analysis, financial planning, and investment management services to individuals, trusts, estates, corporations, and other business entities. The firm integrates tax-aware and tax-advantaged considerations into its investment approach and offers educational seminars along with specialized planning packages addressing corporate tax issues and retirement plans.

William Byk is a financial advisor at Stableford Capital Partners in Denver, Colorado, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Vida Capital and Optas, LLC. Stableford Capital Partners provides fee-based, discretionary investment management to a diverse client base including individuals, trusts, and institutional clients. The firm employs a tactical allocation strategy, using fundamental and cyclical analysis to tailor portfolios across various asset classes such as listed securities, fixed income, options, and private equity.

Brian Minturn is a financial advisor at Norton Barkley Asset Management in Denver, Colorado, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Norton Barkley since 2000. Norton Barkley Asset Management provides discretionary portfolio management and financial planning for individuals, high-net-worth households, trusts, family offices, and institutional clients including ERISA profit-sharing plans and foundations. The firm uses a financial planning process to develop tailored asset-allocation strategies implemented through individual securities and funds, combining fundamental research with technical analysis and portfolio-optimization tools.

Luke Nagell is a financial advisor at Gallatin River Capital LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously at firms including Goldman Sachs Personal Financial Management and JPL Wealth Management. Gallatin River Capital provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, integrating formal financial planning with portfolio management.

Frederick Ravid is a financial advisor at MoneyGrow.com® in Denver, CO, with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Since 1994, he has been associated with Chartered Financial Services, Inc. Outside of his advisory work, he curates a blog for ProOrganic.org, which focuses on organic and local food production and gardening. MoneyGrow.com® provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, corporations, and plan trustees. The firm offers family-office style services and uses a sector-rotation investment approach with a conservative tilt, favoring ETFs and quarterly portfolio adjustments.

James Elliott is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the sole advisor at Alpine Crest Private Wealth LLC, having previously worked at Aspen Grove Capital, LLC for eleven years. Alpine Crest Private Wealth LLC is an independent, fee-only firm that serves individuals and high-net-worth clients with investment management and financial planning. The firm advises across traditional and alternative investments, including private equity, hedge funds, and potential cryptocurrency exposure, combining passive and active strategies aligned with modern portfolio theory.

Jeffrey Hoag is the sole advisor at Three Circles Capital Management, LLC, an independent firm based in Denver, CO. He holds a Series 65 credential and has 20 years of industry experience, including over two decades with his current firm. Hoag serves on the boards of Compass Bank of Colorado and ACI Electronics, a distributor of electronic components. Three Circles Capital Management provides discretionary portfolio management for individuals, trusts, corporations, and banking institutions, managing both separate accounts and a private pooled investment vehicle. The firm uses a proprietary analytical process to select global equity investments based on value, growth, and momentum, employing long and short positions as well as options strategies to manage risk and generate income.

Gabe Luna is the sole advisor at LUNA Investment Services Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at LUNA Investment Services since 2012 and concurrently at Axa Advisors, LLC since 2011. LUNA Investment Services provides discretionary asset management and financial planning services primarily to individual clients, employing a tactical investment approach focused on global mutual fund managers with low turnover and risk aversion, combined with fundamental and technical stock analysis. The firm manages accounts under discretionary authority while allowing clients to retain proxy voting rights.

John Newell is the principal and sole advisor at Newell Financial Services in Greenwood Village, Colorado. He holds the ChFC® designation and Series 63 and 65 licenses, with over 25 years of experience in financial services, including roles at LPL Financial and Raymond James Financial. Outside of his advisory work, he has maintained ownership of Newpo, LLC since 2006. Newell Financial Services provides portfolio management to individuals, pension and profit-sharing plans, and businesses. The firm uses a combination of fundamental and technical analysis alongside strategic asset allocation to construct and monitor portfolios, employing both long-term and short-term trading strategies as market conditions dictate.

Audrey has enjoyed a successful 30 year career in the corporate world as a business leader and executive coach. After going through her own divorce and moving to Colorado, she started a nonprofit to help educate and empower women in the divorce process. Helping these women has been so personally fulfilling, Audrey decided to leave her corporate position and create a high touch financial planning firm focused on helping women and their families navigate the financial aspects of their busy, messy and exciting lives. She enjoys helping her clients plan and strategize on how to recover financially from a divorce or losing a spouse to death, figure out how to afford college for the kids and save for a well deserved retirement. Audrey’s is a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Her background includes an accounting degree and an MBA from Northwestern’s Kellogg School of Management. She worked in finance and operations for GE and GE Capital for 15 years; and in management consulting at Accenture and smaller NYC firm for 10 plus years. She has three teen children, her oldest is currently attending University of Colorado in Boulder, plus twins in high school. She is the founder and Board President of the Colorado nonprofit, Blue Iris. In her free time Audrey enjoys hiking with her dog, trying fun new restaurants in Denver, reading (always too many books going at the same time) and movies. She is active her children's school and attending their sporting events.

Matthew Mcdonnell is a financial advisor at Blue Duck Wealth with Series 65 and Series 66 designations and three years of industry experience. His prior work includes roles at LPL Financial LLC and Fidelity Investments. Outside of his advisory work, he operates GMAT Ninja Tutoring LLC. Blue Duck Wealth is a fee-only registered investment adviser serving individuals, families, and business owners. The firm combines passive and active investment strategies grounded in modern portfolio theory and frequently incorporates third-party managers and custodial platform strategies in its client portfolios.

Andrew Bowden is the sole principal and a Series 65-registered advisor at Merels Capital in Denver, CO. He has been with Merels Capital since 2025 and concurrently maintains a security consulting role at Coalfire, where he has worked since 2018. Prior to that, he was employed at CNS Group from 2015 to 2018. Merels Capital is a registered investment adviser that provides investment management and financial planning services to individuals, including high-net-worth clients. The firm’s approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing both passive and active investment vehicles to align with client goals and risk tolerance.

Sheryl Conklin is a CFP® with nine years of industry experience and is the sole advisor at Conklin Financial Planning. She has worked in financial planning and coaching roles since 2008, including operating under her own business names and roles at Origin Financial and Zeiders Enterprises. Outside of advising, she provides financial coaching through her RetireWise Coaching business. Conklin Financial Planning is an independent, fee-only registered investment adviser serving individual clients with modular or comprehensive financial planning, investment consultation, coaching, and educational workshops. The firm emphasizes passive, low-cost index strategies with long-term buy-and-hold and periodic rebalancing, and it does not provide ongoing portfolio management or custody of client assets.

Michael Abbate is the principal of Dynamic Lifestyle Planning Group in Aurora, CO, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Abbate has worked with several advisory firms, including Atlas Lifestyle Planning Group LLC and Dynamic Wealth Partners, LLC. Dynamic Lifestyle Planning Group is an independent registered investment adviser providing discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses fundamental analysis and modern portfolio theory in constructing portfolios and incorporates third-party managers alongside their in-house services.

Judy Mchale is a CFP® professional with 18 years of industry experience and the principal advisor at Moneyfull, an independent firm based in Denver, CO. She has led Moneyfull since 2013. Outside of advising, she operates a licensed health insurance agency, Healthfull, LLC, enrolling clients in health insurance plans on a commission basis. Moneyfull serves individual clients, including high-net-worth individuals, providing comprehensive financial planning, investment management, and implementation support. The firm employs a risk-first managed-volatility approach, using diversified allocations to mutual funds, ETFs, and selected third-party managers, and offers specialized programs such as budgeting services and a solopreneur training system.

Garrett Brookes is a CFA® charterholder with 16 years of industry experience. He is the principal of Slingshot Financial, an independent firm based in Denver, CO. His prior work includes positions at Oppenheimerfunds and GLOBALT Investments. Garrett is involved in institutional business development and investor relations as part of his role at Slingshot Financial. Slingshot Financial provides consulting and institutional sales services to asset managers and financial technology companies, while also offering discretionary investment management to both non-high-net-worth and high-net-worth individual clients. The firm applies Modern Portfolio Theory alongside fundamental, technical, and macroeconomic analysis to construct portfolios using a mix of passive and active strategies.

George Sugden is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has operated Sugden Wealth Management, LLC, an independent registered investment adviser based in Denver, Colorado, since 2012. Sugden Wealth Management serves individual and high-net-worth clients with non-discretionary portfolio management, financial planning, and advisory services for held-away retirement accounts. The firm employs a Modern Portfolio Theory approach focused on long-term allocation and diversification, primarily manages assets on a non-discretionary basis, and utilizes options strategies such as collars in separately managed accounts.

Wyatt O’Rourke is a financial advisor at Basilic LLC in Denver, CO, holding a Series 66 designation with two years of industry experience. He has worked at several firms, including OneAmerica Securities, American United Life, and Mission Peak Capital. Outside of his advisory role, he is a co-founder and consultant for Meera Capital, a business strategy firm. Basilic provides portfolio management, financial planning, pension consulting, and specialized Bitcoin financial services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs modern portfolio theory and quantitative, fundamental, and technical analysis across traditional and alternative investments, and partners with third parties for digital-asset custody and trading services.

Andrew Davis is a CFP® professional with 12 years of experience in financial planning and advisory services. He is the sole advisor at Seamless Financial Planning, an independent firm based in Littleton, CO. Prior to his current role, he worked at The Baldwin Group, LLC and The Prestige Journal, LLC. Seamless Financial Planning serves individuals, high-net-worth clients, and other advisers by offering financial planning and discretionary portfolio management. The firm employs a passive, index-oriented investment strategy using low-cost index mutual funds and ETFs, focusing on a small number of larger client relationships.

Gregory Anderson is a CFP® with 38 years of industry experience and has been the sole advisor at GranderSon Wealth Management Group Inc since 2005. He holds a Series 63 license and is based in Denver, CO. GranderSon Wealth Management Group Inc serves private individuals, trusts, estates, small businesses, and participant-directed pension and profit-sharing plans, providing fee-based financial planning and investment management. The firm constructs diversified portfolios using a range of strategies aligned with written Investment Policy Statements and manages roughly $22 million for more than 250 clients, including institutional pension and profit-sharing plans.