Xavier Lewis is a financial advisor at LotusGroup Advisors in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial and National Planning Corporation. Outside of his advisory work, he serves as Vice President of the Cherry Creek Young Professional Board. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and access to private investments. The firm uses multiple asset-allocation strategies informed by third-party research and offers business valuation services through a Certified Exit Planning Advisor.

John Winslow is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Gill & Associates Inc since 2003. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, comprehensive financial planning, portfolio management, qualified retirement plan design and advising, and tax planning through affiliated CPAs. The firm offers a range of services including held-away account supervision and institutional investment advisory, utilizing proprietary and third-party technology platforms to support portfolio implementation and review.

Lindsay Rider is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Forty North Wealth, Lindsay worked at Aca Group, Panoramic Investment Advisors, and Compliance Resource Partners. Outside of advisory work, Lindsay provides regulatory compliance consulting to SEC-registered investment advisers through Integrated Compliance Advisors. Forty North Wealth serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, offering discretionary investment management and financial planning. The firm customizes portfolios using equities, ETFs, mutual funds, and fixed income, and utilizes multiple third-party platforms and separately managed accounts to implement and monitor client strategies.

Luke Mc Caslin is a CFP® with 11 years of experience in the financial industry. He currently works at Class VI Family Office, LLC and has previously held positions at CVA Family Office, BANK OF THE WEST, BancWest Investment Services, and Wells Fargo affiliates. He is a member of the Entrepreneur Private Investment Club, which provides a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning around significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation.

Michael Davis is a financial advisor at Forty North Wealth in Castle Rock, CO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and previously spent 15 years at Sii Investments. Outside of advisory work, he is involved in the structured settlements industry through the sale of fixed insurance products. Forty North Wealth serves individual and high-net-worth clients, retirement plans, institutions, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan consulting. The firm develops tailored portfolios using equities, ETFs, mutual funds, and fixed income, employing multiple analysis methods and third-party platforms for implementation and reporting.

Harold Classick is a financial advisor at Denver PWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Denver Private Wealth Management and Vista Private Wealth Partners since 2014. Outside of his advisory role, he is a practicing CPA and owner of Classick Financial Services, where he prepares tax returns and provides tax-related services directly to clients. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of investment instruments and applies both fundamental and technical analysis, strategic asset allocation, and tax-aware management in their portfolios.

Terri Hinrichs is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Global Wealth Strategies and Associates, LLC. She has been with the firm since 2021. Outside of her advisory role, she acts as an insurance agent for various carriers and serves as a trustee to a family irrevocable trust. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to a range of individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Samuel Issermoyer is a CFP® and CFA® with four years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked for one year. Prior to this, he held roles at Valeo Financial Advisors, Regions Bank, and Wells Fargo. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm uses a multi-disciplinary investment approach incorporating equities, fixed income, alternative investments, and third-party managers, and it is affiliated with Crusonia Tax Advisors for standalone tax services.

Kyle Brown is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO. He holds the Series 65 designation and has experience working at Greffex, Inc and SomaLogic, Inc prior to joining his current firm. His background also includes roles at the University of Colorado Denver and Levy Restaurants. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs customized growth and fixed-income strategies tailored to client objectives.

Clifford Mintz is a financial advisor at freeGulliver, LLC with seven years of industry experience. He holds a Series 65 designation and has been with freeGulliver since 2018, including its predecessor entity. Outside of his advisory role, Mintz is a partner in Sweet Nola LLC, a retail food service business. freeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers customized portfolio management and financial planning, manages multiple private funds, and employs various investment strategies tailored to client objectives.

Dalyce Tinoco is a CFP® with 10 years of industry experience, currently serving at Class VI Family Office, LLC in Denver, CO. She has been affiliated with CVA Family Office since 2016. Dalyce is a member of the Entrepreneur Private Investment Club (EPIC), a network for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, emphasizing strategic planning around significant liquidity events. The firm employs a holistic, investment policy statement–driven approach that integrates discretionary portfolio management with comprehensive wealth planning and utilizes a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Madeline Kleinman is a CFP® and Series 66 licensed advisor at Crusonia Wealth Advisors LLC in Denver, CO, with eight years of industry experience. Her prior roles include positions at Charles Schwab Bank and Private Capital Management, as well as involvement with Junior Achievement - Rocky Mountain. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach incorporating equities, fixed income, alternatives, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Coleman Shwayder is a CFP® and holds a Series 66 license, currently serving as an advisor at 7Two with three years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. 7Two provides financial planning, discretionary portfolio management, and investment consulting to individuals, families, institutions, and family offices. The firm combines fundamental and technical analysis with strategic asset allocation, utilizing a mix of low-cost mutual funds, ETFs, alternative investments, and individual securities.

Collin Schmidt is a CFP® with 13 years of industry experience, currently serving as an advisor at Crusonia Wealth Advisors LLC. He has previously worked at Private Capital Management and Wagner Wealth Management. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process using a range of investment vehicles and is affiliated with Crusonia Tax Advisors, offering standalone tax preparation services through certified public accountants.

Rachel Mcguire is a CFP® and CFA® charterholder with nine years of industry experience. She is currently with Crusonia Wealth Advisors LLC, where she has worked since 2025. Prior to that, she held positions at Private Capital Management, BOK Financial, and The Milestone Group Inc. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-disciplinary investment approach that includes various asset classes and strategies, and it is affiliated with a tax advisory practice offering standalone tax services.

Ryan Csrnko is a CFP® professional with nine years of industry experience, currently associated with Crusonia Wealth Advisors LLC. His career includes roles at Ridgegate Advisors, Emerson Equity, and several other financial firms. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment process incorporating equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax preparation services.

Dennis Engel is a financial advisor at Managed Asset Portfolios, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Managed Asset Portfolios and Catalyst Mutuals Fund Distributors since 2016. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental value research approach and actively manages pooled investment vehicles and separately managed accounts across various equity and fixed-income strategies.

Nicholas Schneider is a CFP® with 17 years of industry experience, currently affiliated with Forty North Wealth. His prior roles include positions at Panoramic Investment Advisors, The Prudential Insurance Co. of America, TIAA-CREF, and Physicians Investment Advisors. Outside of his advisory work, he is involved with Hafner & Associates, LLC, performing administrative work. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, offering discretionary investment management and financial planning services. The firm employs tailored investment strategies, typically managing accounts on a discretionary basis, and incorporates third-party managers and alternative investments as part of its approach.

Benjamin Krapfl is a financial advisor at Class VI Family Office, LLC with a Series 65 credential and two years of industry experience. Prior to joining Class VI, he worked at Bland & Associates and Axiom Law and spent four years at Creighton University. Class VI Family Office serves primarily business owners, executives, and entrepreneurs, focusing on wealth planning and investment management around significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation through diversified investment strategies.

Cory Hassenstab is a CFP® professional at Sharkey Howes & Javer Inc with five years of industry experience. He has worked at firms including Empower Retirement and Fidelity Investments prior to his current role. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team of nine advisors manages over $1.1 billion using active asset-allocation strategies with a focus on fundamental and technical analysis, offering comprehensive financial planning and investment management services.