Eric Eisenhard is a financial advisor at Redwood Family Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and XO Wealth Management. Eisenhard is also a registered representative with Cabot Lodge Securities LLC. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, corporations, and other businesses. The firm offers tailored portfolio management and financial planning, employing a wide range of investment instruments and providing ongoing account monitoring and consultative guidance.

James Dawson is a CFP® with 27 years of industry experience. He is currently with Broadview Wealth Partners and has held roles at Raymond James Financial and the University of Colorado, where he also serves as an independent contractor. Dawson is the owner of Integrated Capital Management, an LLC used for expense management and incidental non-securities related revenue. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a combination of qualitative and quantitative analysis to manage approximately $304.7 million in discretionary assets across 310 client relationships.

Andrew Friedman is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with AJF Capital Management, Inc. since 1991 and has also worked at American Portfolios Financial Services and Cambridge Investment Research. AJF Capital Management provides investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework based on Modern Portfolio Theory and offers strategies including ESG-screened Sustainable Asset Management and actively managed portfolios.

Roberto Dechellis is a financial advisor with Bonsai Advisors LLC in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes 12 years at Allianz Life Financial Services and Allianz Life Insurance Company of North America. He has been with Bonsai Advisors LLC since 2021 and involved with Bonsai, LLC since 2019. Bonsai Advisors LLC offers discretionary portfolio management, comprehensive financial planning, and model-portfolio services to a select client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses proprietary software to document investment strategies and employs a broad range of asset classes, conducting periodic account reviews and utilizing third-party platforms for trade execution.

Rachel Barrett is a financial advisor at Barrett Wealth Connection LLC in Golden, CO. She holds a Series 65 designation and has been with the firm since 2020. Barrett Wealth Connection serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, with an emphasis on educational seminars offered at no charge.

Gregory Berry is a financial advisor at Conscious Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Principium Investments LLC and the Impact Hub Association prior to joining Conscious Capital in 2019. Berry serves as a board director for The Clocktower Project, a nonprofit focused on climate change awareness, and advises a venture capital fund in regenerative agriculture. He is also involved in business development for an alternative asset management firm and works as a relationship manager for an advisory firm serving ultra-high-net-worth clients. Conscious Capital Wealth Management provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm combines top-down macro analysis with bottom-up fundamental research, emphasizing long-term, value-based approaches while incorporating a range of investment vehicles and technologies.

Thomas Jennings is a CFP® with 15 years of industry experience, currently serving as an advisor at Keen Capital, LLC since 2017. Prior to joining Keen Capital, he worked at Key Private Bank from 2012 to 2017. Keen Capital, LLC is an independent, fee-only wealth management firm that serves individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning and investment management, employing a range of strategies that incorporate clients’ income needs, tax considerations, time horizons, and risk tolerances.

Molly Cooper is a CFP® professional with 13 years of experience in financial advising. She is currently with Higgins & Schmidt Wealth Strategies LLC in Denver, CO, where she has worked since 2014, including roles at LPL Financial LLC and Raymond James Financial Services. Cooper holds a Series 66 license and has experience as an investment-related insurance agent. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs a modern portfolio theory approach, implementing strategies across various investment vehicles and managing approximately $279 million in client assets.

Emmett Fehlau Barton is a CFP® certified financial advisor with two years of industry experience. He is associated with Sharper Image Financial Services, LLC and has held roles at several related firms including Foundation Financial Planning, LLC and TrueInsights CFO, LLC, where he provides outsourced CFO services. Emmett also participates in tax preparation and business management activities through affiliated companies in Erie, Colorado. Sharper Image Financial Services, LLC offers discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm customizes portfolios based on client goals and risk tolerances, employing diverse analytical approaches and occasionally using margin and derivative instruments within separately managed accounts.

Martin Erzinger is a financial advisor with Sanctuary Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with firms including Geneos Wealth Management and various Sanctuary entities since 2011. Erzinger serves on the boards of the Economic Club of Colorado and Central City Opera. Sanctuary Advisors provides ongoing portfolio management and financial advice to high-net-worth individuals, corporations, and endowments. The firm employs a multi-method analytical approach and operates on a non-discretionary basis, preparing individualized Investment Policy Statements and recommending diversified allocations across various asset classes.

Chris Rebich is a financial advisor at Toro West Capital Advisors with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Aveo Capital Partners, LLC for nine years. Outside of advising, he is involved with O'Connor Development, where he manages tenant relations and property oversight. Toro West Capital Advisors provides investment advisory and family-office wealth planning services to ultra-high net worth clients, including individuals, families, trusts, and non-profit entities. The firm employs a blend of passive and active strategies tailored to client objectives, incorporating both public and private investments with a family-office style approach.

Spencer Tracy is a financial advisor at Principium Investments LLC in Boulder, CO, holding a Series 65 designation with four years of industry experience. He has been with Principium Investments since 2019, following an extended period as a student. Principium Investments is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an actively managed allocation process across proprietary risk profiles, combining ETFs, individual stocks, and mutual funds, and provides services including investment management, financial planning, estate and philanthropic planning, and consulting.

Margaret Nickens is a CFP® with four years of industry experience, currently serving as a financial advisor at Elm3 Financial Group, LLC. She has worked at Elm3 since 2020 and previously held roles in the education sector. In addition to advising, she provides payroll services for Elm3 CPA, Tax and Accounting, assisting small businesses with tax, bookkeeping, and payroll functions. Elm3 Financial Group serves individuals, families—including high-net-worth clients—trusts, estates, and small businesses with discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach that combines macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading strategies.

John Morris is a financial advisor with Seraphim Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Seraphim since 2014 and previously was with Young America Capital from 2020 to 2024. Outside of his advisory role, Mr. Morris serves as Senior Vice President and Regional Manager for The Gottesman Company, a business broker specializing in mid-market mergers and acquisitions, and consults for Dynamic Alternative Finance LLC, a business loan and financing firm. Seraphim Capital Management provides discretionary portfolio management and financial advisory services to individuals, retirement plans, family offices, trusts, foundations, and hedge funds. The firm combines diversified stock and fixed income portfolios with a specialist event-driven strategy and distinguishes itself through performance-based compensation for qualified clients and the use of borrowing and derivatives within separately managed accounts.

Tron Welch is a CFP® with 24 years of industry experience and currently serves at Welch Financial Planning, LLC. His prior experience includes roles at WealthPLAN Partners and Cambridge Investment Research Advisors. Outside of advisory work, he volunteers as a Membership Lead for Team Rubicon, assisting in training and disaster relief efforts. Welch Financial Planning advises individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm employs a “Bucket System” for asset allocation and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Jerry Mcdonnell is a financial advisor at Keen Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CapitalPoint Financial Planning, LLC for the past 10 years. Keen Capital, LLC is an independent, fee-only wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with a focus on tax, estate, and special needs planning, utilizing a range of asset types and both discretionary and non-discretionary management approaches.

Kirsten Roeber is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Silverpeak Wealth Advisors since 2018 and previously spent seven years at Colorado Capital MGT Inc. Silverpeak Wealth Advisors provides discretionary portfolio management to individual and high-net-worth clients, employing long-term, model-based strategies grounded in fundamental analysis and modern portfolio theory. The firm offers customized allocations and access to complex investment solutions, including private equity, hedge-style managers, and non-traded real estate vehicles.

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC in Denver, CO, holding a Series 66 designation with nine years of industry experience. His career includes roles at 3Summit Funds, Gordian Investments, and Foreside Fund Services. 3Summit Investment Management serves individuals, charitable organizations, retirement plan sponsors, and other advisers by providing customized portfolio management and financial planning. The firm uses a variety of investment methods and integrates bookkeeping and financial reporting services for small-business clients, combining investment management with plan consulting and accounting support.

Nicholas Swanson is a financial advisor at MCM Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Savvy, Empower Advisory Group, and Personal Capital Advisors Corporation. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers a proprietary options overlay platform for clients who select that strategy.