Bradley Noland is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Louis Henry Wealth Management LLC in Denver, CO, where he has worked since 2023. Prior to this, he held roles at Private Capital Management and Wagner Wealth Management. Louis Henry Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $84 million in assets across about 25 client relationships, employing a goal-oriented bucket strategy and a combination of fundamental, quantitative, and technical analysis to construct diversified portfolios.

Kirk Peterson is the sole advisor at Peterson Financial Services LLC in Denver, CO, holding a Series 63 designation with 27 years of industry experience. He has worked at The Crosby Group Ind. since 1986. Peterson also maintains a licensed insurance practice as part of his service offerings. Peterson Financial Services provides investment portfolio management, financial planning, and insurance services primarily to individual clients and retirement plans, while also managing non-retirement corporate accounts and trusts. The firm focuses on mainstream liquid investments and manages most accounts on a discretionary basis, using a combination of fundamental and technical analysis without third-party managers or wrap programs.

Justin Lee Kay is the sole advisor at JKAY Securities Corporation, an independent registered investment adviser based in Lakewood, Colorado. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Since 2012, he has been managing portfolios through his own firm, Jkay Capital. JKAY Securities serves individual and high-net-worth clients by providing ongoing portfolio management and supervisory services. The firm creates individualized Investment Policy Statements and implements discretionary management across a range of securities, using a blend of charting, fundamental, technical, and cyclical analysis with typical investment horizons of 6 to 9 months.

Justin Arnold is a CFP® with 17 years of industry experience and is the sole advisor at Washpark Capital, LLC in Denver, CO. He has led Washpark Capital since 2015. Washpark Capital provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, focusing on retirement income transition and distribution planning. The firm employs a blend of fundamental analysis and Modern Portfolio Theory to construct diversified, long-term model portfolios, often using lower-cost funds that incorporate ESG metrics.

Emmanuel Eliason is a CFP® professional with four years of industry experience, currently operating Eliason Wealth Management LLC in Centennial, CO. He has been self-employed since 2007 and works as a business consultant for small businesses in addition to his advisory role. Eliason Wealth Management LLC provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs an investment approach based on evidence-based research and modern portfolio theory, offering both passive and active strategies alongside pension consulting and a subscription newsletter.

Paula Fleming is a CFA® charterholder and holds a Series 63 license with six years of experience in the financial industry. She has worked at Next Chapter Financial, LLC since 2020 and previously held positions at Janus Henderson Investors and ArrowMark Partners. Next Chapter Financial, LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm uses client-specific investment policies and a combination of fundamental, cyclical analysis, and modern portfolio theory to construct portfolios, often incorporating both passive and active strategies, and also manages allocations to outside managers through a formalized selection and supervision process.

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.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.

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.

Tyler Peterson is a financial advisor at Kindred Financial LLC in Lakewood, CO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Kindred Financial and its predecessor entity since 2013. Kindred Financial LLC provides portfolio management and financial planning services to individuals, corporations, and a small number of institutional clients, including insurance companies and retirement plans. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary management, with a client base that notably includes insurance and retirement-plan clients.

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.

Dorothea Moore is a CFA charterholder with 27 years of industry experience. She has worked at PVG Asset Management Corporation and William C. Rahmig DBA High Country Investors since 1989 and has led her own practice since 1993. Her firm provides discretionary investment management and limited consulting services to individuals, trusts, estates, pension and profit-sharing plans, and closely held entities. The firm employs a long-term, asset-allocation driven approach that integrates fundamental, technical, and quantitative analysis with cycle discipline, typically managing accounts on a discretionary basis while occasionally using option strategies to generate income and mitigate downside risk.

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.