Margaret Nickens is a CFP® with four years of industry experience, currently serving as a financial advisor at Elm3 Financial Group, LLC. She has worked at Elm3 since 2020 and previously held roles in the education sector. In addition to advising, she provides payroll services for Elm3 CPA, Tax and Accounting, assisting small businesses with tax, bookkeeping, and payroll functions. Elm3 Financial Group serves individuals, families—including high-net-worth clients—trusts, estates, and small businesses with discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach that combines macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading strategies.

Jerry Mcdonnell is a financial advisor at Keen Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CapitalPoint Financial Planning, LLC for the past 10 years. Keen Capital, LLC is an independent, fee-only wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with a focus on tax, estate, and special needs planning, utilizing a range of asset types and both discretionary and non-discretionary management approaches.

Amy Boyd is a CFP® and CFA® with 14 years of industry experience. She is the sole advisor at Ventana Private Wealth LLC, where she has worked since 2021. Prior to that, she held roles at Private Capital Management and Wagner Wealth Management. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages a small client base with a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a range of asset classes including mutual funds, ETFs, fixed income, equities, REITs, structured products, and private investment funds.

Scott Bennett is a CFP® with 16 years of industry experience, currently serving as an advisor at IWR Advisors. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is the founder and owner of Invest With Rules LLC, an investment research newsletter focused on institutional trading activity and trend analysis. IWR Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and project-based financial planning. The firm employs a combined fundamental and technical approach to asset allocation, managing approximately $50 million across fewer than 50 clients.

Scott Taylor is a financial advisor at Value Financial Advisers, Inc. in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Value Financial Advisers since 2012. Value Financial Advisers serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and wealth-preservation services. The firm employs a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

William Mason is a CFA® charterholder with 27 years of industry experience, currently serving at Value Financial Advisers, Inc. in Denver, CO, where he has worked since 1990. He holds the Series 63 designation and is part of a four-advisor team. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

Shawn O'Keefe is a financial advisor with Summit Wealth Strategies in Denver, Colorado, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Impact Partnership Wealth, Resources Investment Advisors, and RedHawk Wealth Advisors. In addition to advisory services, he manages insurance-related activities as an independent life insurance agent and is involved in marketing programs directed at financial advisors and insurance agents. Summit Wealth Strategies provides portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a mix of active and long-term trading techniques, including technical, fundamental, and quantitative analysis, and offers both discretionary and non-discretionary management services.

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gordian Investments, Foreside Fund Services, and Wakefield Advisors. Outside of his advisory role, he is involved with Levinate, LLC, a business he has been associated with since 2012. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages around $25 million in client assets across approximately 95 relationships, offering discretionary and non-discretionary portfolio management, customized investment strategies, and sub-advisory services.

Daniel Katz is a financial advisor with Steele Street Private Wealth Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at UBS Financial Services and Ffec Advisory Group LLC. He serves on the committee of CFA Society Colorado and holds board roles with Economic Literacy Colorado and the University of Colorado Boulder Economics Department; he is also treasurer of the Stanley British Primary School Parents Association. Steele Street Private Wealth Management advises individuals, high-net-worth clients, employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation through asset-liability matching and employs a blend of active and passive strategies, tax-aware investments, and private placements, managing approximately $187.5 million across about 111 client relationships.

Robert Fleck is a CFP® professional with 34 years of experience in financial advising. He is the owner and president of Lifestyle Financial Advisors, providing financial planning and wealth management services for high net worth clients since 2006. He also serves on the investment committee of the American Growth Fund, a mutual fund, in an uncompensated role. Additionally, Fleck has involvement in family real estate investment companies and holds corporate secretary positions with Progressive Development Associates, LLC and Wine Mountain, LLC. World Capital Advisors, LLC offers investment advice, asset management, and fee-based financial planning to individuals, trusts, retirement accounts, qualified pension and profit plans, and corporate entities. The firm uses a combination of fundamental, technical, and charting analyses and typically implements client strategies through third-party managers and advisory programs.

Nicholas Rose is a CFP® with 11 years of experience in the financial services industry. He is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial LLC and Commonwealth Financial Network. Rose is also the managing member of NOVATRAK, LLC, a company that develops proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services such as investment management, financial planning, and business transition consulting. The firm employs a strategic asset allocation approach and utilizes third-party risk-profiling tools to tailor portfolios, with a notable focus on business-transition advisory services.

Jonathan White is a CFP® with 15 years of experience in the financial services industry. He is currently with White Hawk Wealth Management and previously worked at Western Wealth Management, LLC, LPL Financial, and Edward Jones. White Hawk Wealth Management advises individuals, businesses, and families, providing integrated wealth management that combines investment management with financial planning. The firm constructs portfolios tailored to client objectives using a variety of analytical approaches and investment vehicles.

Daniel Misken is a financial advisor at Catey, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner of Misken Benefit Group since 1999, providing consulting on insurance products and pensions. Catey, Inc. offers discretionary investment management primarily to high-net-worth individuals, as well as business and institutional clients. The firm employs a blended growth and value investment approach that incorporates technical momentum, earnings-estimate revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

Adam Blumberg is a CFP® professional with 13 years of industry experience, currently affiliated with Protocol Wealth, LLC in Denver, CO. He is the co-founder and CEO of Interaxis, a business focused on educating financial professionals about digital assets, and also serves as a vice president at Private Circle, LLC, which provides family-office services to high-net-worth individuals. His prior experience includes roles at Chart Wealth Management, LLC and Cambridge Investment Research. Protocol Wealth serves individual and institutional clients, including cryptocurrency founders, DAOs, and trusts, offering wealth management, financial planning, and portfolio management of both traditional and digital assets. The firm integrates traditional and crypto-focused investment strategies, employs AI-supported research and reporting under human oversight, and offers flexible fee structures and modern payment options such as cryptocurrency.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as an advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, and Gill Capital Partners. Based in Denver, CO, she holds the Series 66 designation. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on life stage segmentation to assist early-career professionals and clients experiencing rapid wealth events. The firm integrates discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across equities, fixed income, mutual funds, and ETFs.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC in Denver, CO, holding a Series 66 designation with seven years of industry experience. He previously worked at Edward Jones for five years and has additional experience at Synergy BIS and DeWolff Boberg & Associates. Regista Financial Strategies provides investment management, financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employer plan sponsors. The firm combines asset-allocation and Modern Portfolio Theory principles with both passive and active strategies, utilizing institutional platforms and custom portfolio construction, alongside the option of alternative investments.

Adam Van Wert is a CFP® professional with eight years of industry experience, currently serving at J.F. Williams Co., Inc. in Denver, Colorado since 2019. Prior to joining J.F. Williams, he worked at IWP Wealth Management and the First National Bank of Colorado. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing all client assets on a non-discretionary basis with an emphasis on understanding clients’ life transitions and behavioral drivers.

Jason Leupold is a financial advisor at Protocol Wealth, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Fidelity Digital Asset Management, Fidelity Investments, and other firms focused on digital assets and investment management. He is also involved with Offchain Global, a role he has held for two years. Protocol Wealth serves individual and institutional clients, including cryptocurrency founders and DAOs, providing wealth management, financial planning, and portfolio management of traditional and digital assets. The firm combines fundamental and macro analysis with specialized crypto research and employs a co-intelligence model integrating AI tools with human oversight.

James Brady is a financial advisor at Scope Wealth Management in Denver, CO, holding a Series 65 designation. He has eight years of experience at CBRE and prior to that, eight years at Cushman & Wakefield. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates, primarily serving non–high-net-worth clients. The firm employs a core-satellite investment approach combining low-cost passive core holdings with proprietary, value-oriented satellite positions, and utilizes active option and leverage strategies within separately managed accounts.