Richard Harrison is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Townsend, where he has worked since 2019, and has prior experience at TIAA-CREF and Securities America. Harrison is also involved with Townsend Retirement, a registered investment advisory firm. 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 using a combination of top-down macro and bottom-up fundamental analysis, with investment approaches that include dividend-growth and capital-appreciation strategies.

Brandon Kane is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He currently serves at Lakeridge Wealth Management LLC and has held roles at Private Client Services, FlanderMeyer Financial, MBA Financial Services, and Cetera Advisor Networks. Outside of his advisory work, he is the registered agent for the Prestige Basketball Club of Colorado, a not-for-profit basketball organization. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, using fundamentally driven portfolios with a range of investment vehicles and ongoing oversight.

Charles Barkmeier is a CFP®-certified financial advisor with six years of industry experience. He currently works at Gainline Financial Partners, LLC and has previously been employed by PKS Investments, Wells Fargo Advisors Financial Network, and KeyCorp. Barkmeier is also president of QuickTap Holdings Inc., a holding company. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset allocation strategies, managing approximately $273.1 million in client assets across discretionary and non-discretionary accounts.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

Dustin Troia is an advisor at Happiness in Retirement with a Series 65 credential and one year of industry experience. His prior work includes roles at Del-Sette Capital Management, South Platte Investments, Umoja Biopharma, and Juno Therapeutics/Celgene/Bristol Myers Squibb. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients through a five-person team, emphasizing a long-term investment approach using diversified, low-cost mutual funds and ETFs along with fundamental, technical, and cyclical analysis.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her career includes roles at Adasina Social Capital, Impact Investors, Inc., and Better World Investments, Inc. She returned to First Affirmative in 2025 after earlier work with the firm from 2016 to 2018. First Affirmative Financial Network serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutions through a nationwide network. The firm emphasizes values-aligned and faith-based investing, integrating environmental, social, and governance factors into portfolio construction and offering tailored solutions such as Values-Aligned Direct Indexing and proprietary model portfolios.

Cassidy Murphy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Fiduciary Financial Group, LLC since 2026 and previously held roles at Wealth Enhancement Advisory Services, Range Finance Inc, FinTrust Capital Advisors, and Bank of America. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm uses a research-driven investment approach incorporating fundamental, technical, and cyclical analysis, and offers integrated planning and asset management services across various investment vehicles.

Mark Bosley is a financial advisor at Townsend with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at TIAA and TIAA-CREF for 10 years prior to joining Townsend. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for about 1,500 clients, offering financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities and other investment products.

Mahone Tarrall is a financial advisor at Varra Financial with Series 63 and Series 65 licenses and 42 years of industry experience. His prior experience includes roles at Western Wealth Management LLC and LPL Financial, where he has been associated since 1994. Varra Financial serves individual and high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and pension/401(k) consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring portfolios to client goals and risk tolerances, with a predominantly non-discretionary asset base.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor 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 integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

Kirk Hemingway is a financial advisor at Scarecrow Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Ice O Matic and Hunter Douglas. Outside of advising, he serves as Director of Operations for Scarecrow Trading, a role involving operational duties for a signal-providing entity. Scarecrow Advisors is a small team managing approximately $74 million for individual and institutional clients, offering portfolio management and investment supervisory services. The firm employs fundamental, technical, and cyclical analysis along with proprietary models, incorporating both long-term strategic allocations and tactical shifts that may include advanced instruments such as inverse and leveraged funds.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.

John Strunc is a CFP® with five years of industry experience, currently serving as an advisor at Mountain Capital Investment Advisors Inc. He has worked with several firms including Cetera Advisors Network and MBA Wealth Management, Inc. Outside of his financial advisory career, he has been involved in baseball organizations such as Slammers Baseball South and Lightning Baseball since 2021. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth through diversified mutual funds and ETFs, using both fundamental and technical analysis.

Stephanie Mcelheny is a Certified Financial Planner® with 14 years of industry experience. She is currently with Aspen Wealth Strategies, LLC and has previously worked at Raymond James Financial Services and Hefren Tillotson, Inc. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations by managing roughly $312 million across diverse client relationships. The firm employs a long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and incorporates derivatives and options in client accounts for hedging and speculative purposes.

Jason Saul is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 designation and has been with the firm since 2024. He has over two decades of experience as an airline pilot for Frontier Airlines. 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 focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Lara Desotel is a Series 66-licensed financial advisor with 13 years of industry experience. She has been with Financial Plans & Strategies, Inc. since 2015. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm employs a tailored approach using both fundamental and technical analysis, discretionary portfolio management, and ongoing client reviews.

Kaitlin Bell is a CFP® professional with 15 years of industry experience currently serving at Townsend. Her career includes roles at Charles Schwab & Co., Inc., Securities America, Inc., and OSAIC. She is involved with Townsend Retirement Estate and Planning, an RIA based in Westminster, CO. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides customized financial planning, asset management, and retirement plan services using a combination of macro and fundamental analysis and offers educational seminars and quarterly newsletters for clients.

Theresa Thomas is a financial advisor with Townsend in Westminster, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Townsend Retirement Specialists since 2007 and previously with Securities America, Inc. from 2001 to 2024. 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, asset management, retirement plan consulting, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Matthew Danaher is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Varra Financial, a team-based firm, and has previously worked at Charles Schwab, U.S. Bancorp Investments, U.S. Bank, and Wells Fargo. Varra Financial serves individual and high-net-worth clients, as well as charitable organizations and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses modern portfolio theory and a long-term trading approach, tailoring strategies to clients’ goals and risk tolerances, while primarily managing assets on a non-discretionary basis.

Amber Anderson is a Series 65-licensed advisor at Aspen Wealth Strategies, LLC with six years of industry experience. She previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Amber is also a partner in a window washing franchise, contributing bookkeeping support. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm emphasizes a long-term, fundamentals-driven investment process utilizing low-cost mutual funds and ETFs, supplemented by quantitative models and active trading where appropriate, and is notable for its documented use of derivatives and options within client accounts.