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.

Keith Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premier Wealth Solutions since 2011. The firm serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. Premier Wealth Solutions manages approximately $14.1 million for a small client base, focusing on tailored investment strategies primarily based on fundamental analysis and a buy-and-hold approach while allowing for shorter-term trading when appropriate.

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.

Jeffrey Bullock is a financial advisor with Cedarwood Wealth in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at JP Morgan securities LLC and J.P. Morgan Chase Bank, NA. Outside of his advisory work, he is involved as an investor and partial owner of a family investment company focused on dental centers and operates a small business coaching venture targeting construction industry owners. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, and charitable organizations, overseeing approximately $213 million in assets across 111 client relationships. The firm employs a customized investment approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, offering both discretionary and non-discretionary management along with comprehensive financial planning services.

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.

Aaron Leatherwood is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He has worked at firms including Destiny Capital Corporation, Destiny Capital Securities Corp, and Schwab Private Client Investment Advisors. He is an adjunct professor at the College for Financial Planning and serves on the board of Spark the Change Colorado, a nonprofit supporting elderly community members and those with mental illness. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth management through a single wrap-fee program. The firm’s investment decisions follow a written Investment Policy Statement and involve fundamental analysis across various asset classes, with all client assets managed within its wrap program.

Michael Haines is a financial advisor with Essential Investment Partners, LLC, holding a Series 65 designation and 22 years of industry experience. He has worked at Essential Investment Partners since 2019 and concurrently at Maurer & Associates Capital Management since 2014, as well as at Christom, LLC since 1999. Outside of advisory roles, he is involved with Christom LLC property rental activities. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm that provides customized portfolio management and consulting services to individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on an earnings-growth–driven U.S. mid/large-cap equity strategy combined with diversified investment vehicles and emphasizes documented performance disclosure and regular client reporting.

John Brant is a financial advisor at BZ Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 65 designation and previously founded Branzan Investment Advisors, Inc., where he has worked since 2002. Outside of his advisory role, he manages several family investment companies and serves as trustee for multiple charitable and life insurance trusts. BZ Wealth Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on a long-term, asset-allocation driven investment approach using low-cost mutual funds, ETFs, and other investment vehicles tailored to client needs.

John Brant Jr. is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at BZ Wealth Advisors, LLC, where he has worked since 2025, following a concurrent 15-year tenure at Branzan Investment Advisors, Inc. He is involved in managing investments in illiquid alternative assets through several private ventures. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach using primarily low-cost mutual funds and ETFs, supplemented as appropriate with individual securities, independent managers, and alternative investments.

John Ferguson is a financial advisor with Sky Ridge Wealth Management LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and The Western Wealth Group, Inc. He is based in Mt. Crested Butte, Colorado. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management with a blend of technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in managed accounts and maintains a small client base to allow for frequent portfolio reviews and close oversight.

Matthew Arber is a Series 65-licensed advisor with 13 years of industry experience. He currently works at Wealthbuilders Investments and has previous experience at Keller Williams Real Estate International, Gateway Clinical, and Churchill Management Group. WealthBuilders Investments is an SEC-registered advisory firm managing approximately $172.6 million for a diverse client base, including individuals, high-net-worth clients, trusts, family offices, endowments, businesses, and charitable organizations. The firm offers customized portfolio solutions with a long-term focus, integrating fundamental, technical, and cyclical analysis alongside Biblically Responsible Investing principles.

Toni Vaughan is a financial advisor at Spark Asset Management Group with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including BTS Asset Management, TK Consultants, and Synergy Investment Group. Spark Asset Management Group is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on tactical asset allocation using trend-following algorithms combined with technical and fundamental research, primarily employing ETFs, mutual funds, and sub-accounts, while also offering strategic and specialty portfolios tailored to client objectives.

Craig Rottman is a financial advisor at Financial Strategies Group with 22 years of industry experience. He holds a Series 66 designation and has worked with firms including Aurora Securities Inc. and Secure Asset Management. Outside of finance, he serves on the RCSC Certification Committee, overseeing seminary candidates seeking ordination in the RCA. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans, providing portfolio management and financial planning services. The firm employs firm-developed model portfolios based on Modern Portfolio Theory, primarily investing in mutual funds and ETFs.

Jason Irving is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. before joining Irving Planning & Investments, Ltd. in 2020. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes fundamental analysis to select investments and manages portfolios on a discretionary basis, implementing asset-allocation strategies across multiple asset classes primarily through mutual funds and ETFs.

Andrea Blackwelder is a CFP® and ChFC® with 19 years of industry experience. She has been with Wisdom Wealth Strategies since 2009. In addition to her financial advisory role, she is a commissioned notary for the state of Colorado and an independent insurance agent. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis with active, Core + Satellite, and passive strategies to build customized portfolios, and also offers tax return preparation and coordination of investment supervisory services.

Andrew Kark is a CFP® and PFS™ with 10 years of industry experience, currently serving at M.Z. Kark & Associates, Inc. in Denver, CO. He has been with the firm since 1993 and is a principal and 20% owner of Israel Investment Advisors, an RIA managing a fund focused on publicly traded Israeli securities, where he primarily markets the fund to nonprofit Jewish institutions. M.Z. Kark & Associates serves individual clients, including trusts and business owners, managing approximately $305 million for about 155 clients. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and separately managed accounts, with an emphasis on long-term holdings and a policy that restricts trading to funds and managed account programs rather than individual securities.

David Hanyzewski is a financial advisor at Bolhan Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at BolHan CPAs, Wipfli, and Bauerle CPAs. Hanyzewski’s background includes significant involvement in accounting through his CPA affiliations. Bolhan Wealth provides financial planning and portfolio management services to individuals and business entities, integrating investment, retirement, insurance, and tax planning. The firm coordinates advisory services with its affiliated CPA practice and employs a multifaceted investment approach using fundamental, quantitative, and technical analysis, with options for both discretionary and non-discretionary management.