Nathan Dutzmann is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Round Table Investment Strategies, LLC and also has experience at Torren Management, Dimensional Fund Advisors, and Aspen Partners. Dutzmann owns Functional Financial, LLC, a single-member entity used for his contract income but not offering public services. Round Table Investment Strategies provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and it is notable for its affiliation with an in-house accounting practice and a range of non-investment services such as retirement and career coaching.

Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2023 to 2026 and at PFM Asset Management from 2016 to 2019. Outside of finance, he was involved with Sexy Pizza from 2023 to 2024. Perla Wealth LLC is a two-advisor investment management firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services primarily through the Wealth.com platform. The firm uses proprietary investment models combining fundamental, technical, quantitative, and economic analysis tailored to client needs and integrates technology tools including AI-enhanced CRM software in its service approach.

Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC in Denver, CO, holding a Series 66 designation with nine years of industry experience. His work history includes roles at 3Summit Funds, LLC, Gordian Investments, LLC, and Foreside Fund Services. 3Summit serves individuals, charitable organizations, companies, other advisers, and retirement plan sponsors by providing portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm integrates formal accounting and bookkeeping practices into its advisory business and applies a range of investment strategies including charting, cyclical, fundamental, modern portfolio theory, and quantitative analysis.

Nicholas Swanson is a financial advisor at MCM Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Savvy, Empower Advisory Group, and Personal Capital Advisors Corporation. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers a proprietary options overlay platform for clients who select that strategy.

Robert Fleck is a CFP® with 35 years of experience in financial advising. He is affiliated with World Capital Advisors, LLC and has previously worked with Investment Research Corporation and 1717 Capital Management Company. Fleck is the owner and president of Lifestyle Financial Advisors, a firm specializing in financial planning and wealth management for high net worth clients. He also serves on the investment committee of the American Growth Fund. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, retirement accounts, trusts, estates, and small businesses. The firm primarily uses third-party advisory programs and custodial platforms to implement client strategies and reviews accounts annually while offering consolidated reporting.

John Brunkan is a financial advisor with Innovative Financial, LLC, holding a Series 65 designation and over 20 years of industry experience, including a 23-year tenure at Wells Fargo & Co. He joined Innovative Financial in 2026 and has been with the firm since. Innovative Financial serves both individual and institutional clients by providing integrated wealth management that includes ongoing financial planning and discretionary portfolio management. The firm’s investment approach utilizes Modern Portfolio Theory and the Fama–French multi-factor framework, focusing on globally diversified portfolios built primarily with no-load mutual funds and exchange-traded funds.

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.

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.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, Gill Capital Partners, Curian Capital, LLC, and Edward Jones. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on early-career professionals and clients experiencing rapid wealth events such as IPOs or complex equity compensation. The firm combines discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across various asset classes.

Caleb Rillos is a Series 65-credentialed advisor at Full Financial Inc. with no prior industry experience. His background includes service in the United States Space Force and participation as a University of Florida football player. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages roughly $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews aligned to clients’ risk tolerance and time horizons.

Adam Van Wert is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with J.F. Williams Co., Inc. since 2019 and previously worked at IWP Wealth Management, First National Bank of Colorado, and Colorado State University. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, trusts, charitable organizations, and small businesses. The firm employs tailored investment policy statements using 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 factors.

Alice Regan is a financial advisor with SummitPoint Capital Management in Littleton, CO. She holds a Series 65 credential and has one year of industry experience. Prior to joining SummitPoint, she worked at Sageview Advisory Group and FiComm Partners. SummitPoint Capital Management serves individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations, managing approximately $132.5 million in client assets. The firm employs a combination of fundamental and quantitative analysis with strategic and tactical asset allocation, offering discretionary investment management and financial planning services.

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.

Joshua Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding a Series 65 credential. He has been with Full Financial since 2025 and has no prior industry experience before joining the firm. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews to align with clients’ risk tolerance and goals.

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.

Scott Spangler is a financial advisor at High Country Capital Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with High Country Capital Management since 2017, following a year at Carden Capital. Outside of his advisory role, he is a licensed insurance broker. High Country Capital Management provides financial planning, asset allocation, and investment management services to individuals, business owners, corporate plans, trusts, foundations, and other institutions. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework to build diversified portfolios and offers both ongoing management and consulting engagements.

Keith Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premier Wealth Solutions since 2011. The firm serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. Premier Wealth Solutions manages approximately $14.1 million for a small client base, focusing on tailored investment strategies primarily based on fundamental analysis and a buy-and-hold approach while allowing for shorter-term trading when appropriate.

Meghan Lynch is a financial advisor at Lynch Financial Group in Denver, CO, holding a Series 65 license with one year of industry experience. Prior to joining the firm, she worked at Terumo Blood and Cell Technologies for six years and at Sandoz/Novartis for nine years. Lynch Financial Group serves individuals, including high-net-worth clients, providing portfolio management and financial planning through a two-advisor team managing approximately $7.6 million. The firm emphasizes passive portfolio construction with tailored asset allocation and risk tolerance assessments, supplemented by fundamental analysis and regular portfolio monitoring.

Matthew Hickey is a financial advisor at Capital Asset Management, LLC in Denver, Colorado, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Hickey serves as president of a homeowners association and is a board member of a nonprofit focused on waterfowl hunting. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, emphasizing fundamental analysis and multi-year investment horizons. The firm offers model-based mutual fund and ETF strategies alongside custom managed accounts and serves retirement plans in a limited-scope ERISA 3(21) fiduciary capacity.

Jeffrey Bullock is a financial advisor with Cedarwood Wealth in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at JP Morgan securities LLC and J.P. Morgan Chase Bank, NA. Outside of his advisory work, he is involved as an investor and partial owner of a family investment company focused on dental centers and operates a small business coaching venture targeting construction industry owners. Cedarwood Wealth manages investment and planning relationships for individuals, families, retirement plans, trusts, and charitable organizations, overseeing approximately $213 million in assets across 111 client relationships. The firm employs a customized investment approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, offering both discretionary and non-discretionary management along with comprehensive financial planning services.