Andy McClaflin is a financial advisor with Aspen Wealth Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with firms including Raymond James Financial Services and Aspen Wealth Planning LLC. Outside of his advisory role, McClaflin is involved in business ownership as CEO of RAR Ltd. and Standard Equine LLC, which focuses on equine training and sales. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a combination of fundamental research and proprietary quantitative algorithms to build diversified portfolios using mutual funds, ETFs, and alternative investments, with a notable emphasis on the use of derivatives in separately managed accounts.

Jamar Anderson is a financial advisor at Triumph Capital Management in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Summit Wealth Group, and Charles Schwab. In addition to his advisory role, Anderson is a licensed life insurance agent, engaging in insurance sales aligned with client goals. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, and other entities. The firm employs a blend of fundamental, cyclical, and technical analysis and provides access to model-based programs and third-party asset managers.

Grant Bugner is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Asset Management, LLC. His prior experience includes four years at MorganRosel Wealth Management and roles in various industries such as mining and brewing. He is Board President of the Listen Foundation, which supports children who are deaf and hard of hearing and their families, and creates personal finance video content under the name "moneymentorGrant." Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of fundamental, technical, and qualitative analyses in its generally long-term investment approach.

Sonya Gillis is a financial advisor with Gainline Financial Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Advisors and Animal Health Care Denver. Outside of her advisory role, she serves as a foster coordinator for Lifeline Puppy Rescue in Brighton, Colorado. Gainline Financial Partners offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios blending passive and active strategies, and manages a significant portion of assets in wrap accounts.

Summer Vaughan is a CFP®, ChFC®, and Series 66-registered advisor with seven years of industry experience. She is currently with Gainline Financial Partners, LLC and previously worked at Fidelity Investments, First Command Financial Planning, Edward Jones, and American Honda Finance Corporation. Gainline Financial Partners serves a diverse client base including individuals, high-net-worth clients, trusts, qualified retirement plans, and institutional clients. The firm uses diversified, multi-style portfolios combining passive and active strategies, and manages a significant portion of its assets through wrap fee programs.

Timothy Mccain is a financial advisor at SEM Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Distribution Systems, Inc. since 2004. Outside of his advisory role, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and management for small to mid-sized financial service firms. SEM Wealth Management is a registered investment adviser that offers discretionary investment supervisory services and financial planning primarily to individuals, retirement plans, and trusts, utilizing quantitative and technical model-driven strategies implemented across various platforms.

Zachary Rhodes is a financial advisor at Mountain Capital Investment Advisors Inc with one year of industry experience. He holds a Series 65 designation and previously worked at Buck Wealth Strategies, LLC and Udemy. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across more than 1,100 client relationships, offering customized investment approaches focused on long-term strategies with diversified mutual funds, ETFs, and selective individual stocks and bonds.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC in Louisville, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Peak Asset Management in 2022, she worked at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and comprehensive financial planning, using client-specific investment policy statements and a range of strategies including individual securities and mutual funds/ETFs.

Tiffany Brown is a CFP® professional at Townsend with 24 years of industry experience. She has been with Townsend & Associates, Inc. since 2009 and previously worked at Securities America, Inc. from 2008 to 2024. She holds the Series 66 designation and operates from Westminster, CO. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities, using a combination of top-down macro and bottom-up fundamental investment approaches.

Gina Varra is a financial advisor with Varra Wealth Management LLC in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at LPL Financial LLC and National Planning Corporation. Varra Wealth Management LLC is a team advisory firm serving individuals, including high-net-worth clients, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and standalone financial planning, applying modern portfolio theory with a long-term trading approach.

Cameron Dunford is a financial advisor with LPL Financial based in Louisville, Colorado, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Oppenheimer Funds Inc. for seven years before joining LPL Financial and Varra Wealth Management LLC in 2018. Outside of his advisory role, he is involved with 3 L's LLC, a home-based business entity not related to investments. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment strategies.

John Lynch is a financial advisor at Worth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Lynch Financial Group LLC, Wealth Watch Advisors LLC, and Royal Funds Management LLC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party managers while maintaining oversight and due diligence.

Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.

Michelle Burns is a financial advisor at Mountain Capital Investment Advisors Inc in Westminster, CO, holding a Series 65 designation with seven years of industry experience. She has been with Mountain Capital Investment Advisors since 2011. In addition to her advisory role, she works as a staff accountant for Mountain Capital CPAs in Denver. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm employs a long-term investment approach, using diversified portfolios that emphasize low-cost mutual funds and ETFs, combined with fundamental and technical analysis tailored to client goals and risk tolerance.

Blake Wilson is a financial advisor at Aspen Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the Federal Deposit Insurance Corporation. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million. The firm employs a long-term, fundamentals-driven investment approach that incorporates low-cost mutual funds and ETFs, individual securities, derivatives, and options to align with client objectives and market conditions.

Terry Robinette is a financial advisor with Peak Asset Management, LLC in Louisville, CO, holding 26 years of industry experience. He has been with Peak Asset Management since 2012. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, retirement-plan advisory services, and separately managed municipal bond accounts, employing a client-specific investment policy statement and a mix of fundamental, technical, and qualitative analysis.

James Peters is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has worked with several firms, including Cetera Advisor Networks and Summit Financial Group. Outside of advisory services, he is an insurance agent offering fixed, long-term care, and disability insurance through an affiliated agency. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, small businesses, and institutions. The firm utilizes a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Cade Hengel is a financial advisor at Aspen Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services in various capacities prior to joining Aspen Wealth Strategies in 2020. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations with approximately $312 million under management. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, alternatives, and options, alongside proprietary quantitative models.

Robin Carlin is a financial advisor at Townsend with a Series 65 designation and one year of industry experience. Prior to joining Townsend, Robin worked at Gallacher Capital Management and held roles in media and nonprofit organizations, including the Mississippi Wildlife Federation. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm provides tailored financial planning and asset management services, using a combination of top-down and bottom-up investment strategies across various asset classes.

Ralph Rigler is a CFP® professional with eight years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His prior experience includes roles at Core Wealth Management, TIAA-CREF, Creative Planning, Exencial Wealth Advisors, and JPMorgan Securities. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee, planning-level engagements without managing investment portfolios or recommending specific securities. The firm serves individual clients with offerings such as Roth conversion strategies and comprehensive financial plans, and coordinates with independent CPA firms for tax return preparation.