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.

Stephan Maikkula is a CFA® charterholder and the sole advisor at Devil's Head Capital LLC, with seven years of prior experience at Macquarie. He currently serves as a business development consultant in a limited capacity outside of market hours. Devil's Head Capital provides discretionary portfolio management through customized strategies for institutions, pooled vehicles, and various other clients. The firm uses a bottom-up, systematic investment process that combines quantitative screening with fundamental and technical analysis, integrating a human-rights framework to assess global equities.

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.

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.

Brian Rudd is a financial advisor at Kickstart Financial Planning LLC in Parker, CO. He holds a Series 65 designation and has experience working at Anteriq, LLC and RTX. In addition to his advisory role, he operates a practice-management software business. Kickstart Financial Planning LLC provides financial planning and advisory services to individuals and families, with a focus on early-career professionals. The firm offers fee-for-service financial plans and investment consultation without managing client portfolios or using assets-under-management fees.

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.

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.

Troy Schield is the sole investment adviser representative and owner of Disciplined Wealth Management, LLC, where he has worked since 2006. He holds a Series 65 credential and has 30 years of industry experience. Disciplined Wealth Management provides wealth management services primarily to individuals and retirement accounts, along with subadvisory research and consultation services to other registered investment advisers and 401(k) plan sponsors. The firm uses a quantitative, rules-based approach with tactical models that adjust allocations across multiple asset groups, managing portfolios on a discretionary basis.

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.

Paul Orlino is a CFP® professional with 11 years of experience in the financial services industry. He is the principal and sole advisor at Opus Financial LLC, where he has worked since 2019. His prior experience includes roles at County Financial, Northwest Asset Management, Resources Investment Advisors, Northwestern Mutual Investment Services LLC, and Wells Fargo Clearing Service, LLC. In addition to his advisory work, he is also involved in insurance sales, dedicating approximately 20% of his time to this activity. Opus Financial LLC is an investment manager that provides discretionary asset management and portfolio monitoring for individuals, high-net-worth persons, trusts, and entities. The firm employs a blend of fundamental and technical analysis along with Monte Carlo planning techniques and options strategies to tailor portfolios to client objectives, with accounts reviewed quarterly and at least annually.

Wayne Hoffmann is a financial advisor at Silver Lake Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisors since 2008. Hoffmann serves as a volunteer on an endowment board and an asset-management board. Silver Lake Advisors, LLC is an independent, fee-based investment adviser managing approximately $57 million across a small, concentrated client base that includes individuals, trusts, pension plans, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis to create long-term asset allocations, using individual equities, bonds, mutual funds, ETFs, and selectively non-investment grade and high-yield debt, with quarterly portfolio reviews and discretionary rebalancing.

Kevin Starkey is a financial advisor with FTN Capital Management in Littleton, Colorado, holding a Series 66 designation and 15 years of industry experience. He founded FTN Capital Management in 2013 and has also worked with NewEdge Advisors, LLC since 2021. FTN Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and other business entities. The firm offers Micro Family Office services, including trustee coordination and private foundation oversight, and employs a range of investment strategies incorporating fundamental, technical, and cyclical analysis.