Jeffrey Arnold is a Certified Financial Planner® with 19 years of industry experience. He has worked at IMPACTfolio LLC since 2017 and previously at G&S Capital LLC from 2014 to 2017. He holds Series 63 and Series 65 licenses and is based in Denver, Colorado. IMPACTfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm manages approximately $289 million across about 126 relationships, using a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis, with discretionary account management and a retainer-based advisory approach.

Mckenna Bolger is a financial advisor at Summit Wealth Strategies in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, Bolger worked at Whole Foods Market and previously held a position at Tasty Harmony. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual and corporate clients. The firm combines multiple analytical approaches with active and long-term trading strategies to build diversified portfolios tailored to client objectives.

Stelianos Elenis is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Highpass Asset Management LLC since 2018 and previously worked at BKD, LLP for eleven years. Outside of his advisory role, he prepares tax returns for family members as a Certified Public Accountant. Highpass Asset Management provides discretionary investment management and comprehensive wealth planning services to high-net-worth clients, including families, pension plans, and trusts. The firm uses a diversified investment approach incorporating ETFs, equities, mutual funds, and occasionally options and private placements, with portfolio management tailored to client risk tolerance.

Melina Maslehati is a ChFC® credentialed financial advisor with six years of industry experience. She is the principal of Seed Money Consulting, where she has worked since 2016. Prior to that, she has been employed at the Farm Credit Administration since 2006. Seed Money Consulting is an independent RIA that provides fee-based financial planning and discretionary investment management primarily to non-high-net-worth individual clients. The firm also offers tax preparation and small-business consulting services, operating a unified wrap fee program with a single third-party custodian.

Adam Carr is a financial advisor at Cornbelt Financial, LLC in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at JFThompson (Leyenda Capital Partners LLC), Great West Financial, and ALPS a DST Company. Cornbelt Financial serves individual clients and small service-based business owners, providing discretionary portfolio management, financial planning, tax preparation, and business services such as bookkeeping and payroll. The firm employs a combined top-down and bottom-up investment approach using fundamental, technical, and quantitative methods, with an emphasis on tax efficiency and regular risk analysis.

Debbie Freeman is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. She has been with Peak Financial Advisors in Denver, CO since 2005. Peak Financial Advisors serves individuals, trusts, estates, and small business clients, offering fee-only portfolio management and financial planning. The firm integrates accounting expertise into its advisory services, providing tax preparation and planning alongside discretionary investment management tailored through a financial-planning-led process.

Steven Weber is a financial advisor at Stonebridge Financial Solutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 2002. Outside of advisory services, he is involved full-time in commission-based life insurance. Stonebridge Financial Solutions serves individual and high-net-worth clients as well as employer retirement plans, providing discretionary portfolio management, customized financial planning, and third-party money manager selection. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions across a diversified range of asset types.

Rem Bashari is a Series 65-licensed financial advisor with 18 years of industry experience, currently practicing at IDG Advisors, LLC in Denver, CO. He has been associated with Ian D. Gardenswartz & Associates since 2002. In addition to his advisory work, he owns CPA Mortgage LLC, a mortgage loan origination business. IDG Advisors, LLC is an independent, sole-practitioner registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, tax-preparation support, and assistance with selecting outside money managers, managing client assets primarily on a non-discretionary basis.

Adam Carmel is a CFP® with 43 years of experience in the financial services industry. He has been with Larimer Capital Corporation since 1986, following a brief period at Avior Wealth Management, LLC. Based in Denver, CO, he holds a Series 63 license. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients controlling privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop and implement individualized investment policies and offers both discretionary and non-discretionary portfolio management.

Jeffrey Brown is a financial advisor at Shearwater Capital with 27 years of industry experience and holds the CFA® designation and Series 65 license. He has served as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine since 2011. Brown has been with Shearwater Capital since 1999. Shearwater Capital manages approximately $427 million for about 180 clients, primarily individuals, families, high net worth clients, qualified retirement plans, and trusts. The firm employs a scientific, long-term investment approach focused on global diversification, tax efficiency, and low-cost passive funds, offering customized investment policy statements and discretionary portfolio management.

Daniel Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Agemy Wealth Advisors since 2016 and is also a partner and Vice President of Operations at Agemy Financial Strategies, where he oversees operations and client service related to retirement planning, annuities, and life insurance. In addition, he hosts a radio show focusing on financial strategies and owns Numuin Capital, LLC, a venture involved in bitcoin and digital asset mining. Agemy Wealth Advisors, LLC provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm uses asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, to build customized portfolios and conducts regular portfolio reviews.

Anthony Lopiccolo is a CFA® charterholder with 16 years of experience in the financial industry. He is currently with Custos Family Office LLC, where he has worked since 2018. Prior to that, he held positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is a member of Mow Time Partners, LLC, an unrelated business, and is a notary public in the State of Colorado. Custos Family Office provides investment management, financial planning, retirement-plan advisory, and consulting services for individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm employs a risk-focused investment approach that emphasizes asset allocation and uses a variety of investment vehicles, including equities, ETFs, mutual funds, and private investments.

Anne Sechler is a financial advisor at Bruce G. Allen Investments, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bruce G. Allen Investments since 2017, concurrently serving at M.S. Howells & Co. since the same year. Prior to that, she spent seven years at Nations Financial Group, Inc. Bruce G. Allen Investments provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, foundations, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using a range of securities and incorporates ESG holdings upon client request, supported by third-party risk and reporting tools.

Scott Preston is a CFP® certificant with 18 years of industry experience, currently serving as a financial advisor at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Fidelity. Outside of his advisory work, Preston is actively involved in coaching mountain biking teams and volunteering with the Utah NICA League and Wasatch High School’s mountain bike program. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management and comprehensive financial planning. The firm constructs multi-decade investment portfolios emphasizing equities and fixed income, utilizing a mix of fundamental, technical, and quantitative analysis and managing approximately $265 million in discretionary assets.

Steven Bowes is a CFP® professional with 12 years of experience in financial advising. He is currently with Evergreen Private Wealth and has worked previously at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Merrill. Outside of his advisory work, he owns and manages a residential rental property through a property manager. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm constructs portfolios for long-term objectives using equities, fixed income, and a variety of investment strategies, operating a wrap fee program with a focus on fiduciary responsibility.

Paul Rosell is a financial advisor at Advanced Investments with five years of industry experience. He holds a Series 65 designation and previously worked at AllHealth Network for eight years and Nyansa Learning Corporation for six years. Advanced Investments serves individuals, including high-net-worth clients, small businesses, and retirement plans by providing fee-based financial planning, discretionary portfolio management, education planning, and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies like buy-and-hold and dollar-cost averaging, and also offers insurance, real estate sales, and mortgage services.

Daniel Newman is a CFP® and ChFC® professional with 19 years of industry experience. He is currently with Noble Wealth Management P.B.C., where he has worked since 2022, and also serves as a project manager for Business Transition Group, focusing on business exit planning. His prior experience includes roles at Northwestern Mutual Investment Management and T. Rowe Price Advisory Services. Noble Wealth Management P.B.C. provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a top-down investment approach emphasizing tactical asset allocation and uses fundamental, technical, and quantitative analysis in its process.

John Trujillo II is a CFP® professional with 10 years of industry experience, currently working at West End Wealth Management, LLC since 2015. He serves on the Board of Directors and Foundation at Arapahoe Community College as president and is the owner of Trujillo Pottery, LLC, where he creates and sells pottery. He is also a member of the Investment Committee for the Women's Foundation of Colorado. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, managing approximately $170 million across 53 clients. The firm combines fundamental, cyclical, and technical analysis with Modern Portfolio Theory to build customized portfolios, primarily using mutual funds, ETFs, and individual securities.

Jerry Gruber is a ChFC® with 42 years of industry experience, currently affiliated with Progress Alliance Investment Services in Englewood, CO. His prior experience includes positions at Ameriprise Financial Services Inc., DFPG Investments, Inc., and National Planning Corporation. Outside of advisory work, he holds leadership roles in consulting firms, serving as Director of Marketing at NEOPP Consulting and President of Rocky Mountain Financial Consultants, Inc. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, along with pension plans, charitable organizations, and other small entities. The firm emphasizes tailored account objectives based on client suitability and manages accounts mostly on a discretionary basis, often utilizing third-party managers and a mix of active and passive investment strategies.

David Bolenbaugh is a financial advisor at Bolhan Wealth with a Series 65 designation and one year of experience in advisory services. He has been involved with BolHan CPAs Inc since 2013. Bolhan Wealth provides financial planning and portfolio management for individuals and business entities, offering services such as investment planning, retirement and insurance planning, and coordination of tax concerns. The firm employs a mix of investment methods and coordinates advisory work with its affiliated CPA practice.