Katelyn Meuse is a CFP® certificant and Series 63 license holder with three years of industry experience. She currently advises clients at Arete Wealth Strategists, having previously worked at Northwestern Mutual Wealth Management Company and Segall Bryant and Hamill LLC. Outside of advisory work, she has experience working in the restaurant industry as a server. Arete Wealth Strategists serves individual, high-net-worth clients, and small businesses, providing comprehensive financial planning, portfolio management, retirement plan consulting, and education-savings account management. The firm employs a combination of active, Core+Satellite, and passive investment strategies, utilizing technology-assisted tools with human review, and offers tailored service tiers along with offshore and cross-border wealth management solutions.

Thomas Jennings is a CFP® with 15 years of industry experience, currently serving as an advisor at Keen Capital, LLC since 2017. Prior to joining Keen Capital, he worked at Key Private Bank from 2012 to 2017. Keen Capital, LLC is an independent, fee-only wealth management firm that serves individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning and investment management, employing a range of strategies that incorporate clients’ income needs, tax considerations, time horizons, and risk tolerances.

Molly Cooper is a CFP® professional with 13 years of experience in financial advising. She is currently with Higgins & Schmidt Wealth Strategies LLC in Denver, CO, where she has worked since 2014, including roles at LPL Financial LLC and Raymond James Financial Services. Cooper holds a Series 66 license and has experience as an investment-related insurance agent. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs a modern portfolio theory approach, implementing strategies across various investment vehicles and managing approximately $279 million in client assets.

Emmett Fehlau Barton is a CFP® certified financial advisor with two years of industry experience. He is associated with Sharper Image Financial Services, LLC and has held roles at several related firms including Foundation Financial Planning, LLC and TrueInsights CFO, LLC, where he provides outsourced CFO services. Emmett also participates in tax preparation and business management activities through affiliated companies in Erie, Colorado. Sharper Image Financial Services, LLC offers discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm customizes portfolios based on client goals and risk tolerances, employing diverse analytical approaches and occasionally using margin and derivative instruments within separately managed accounts.

Martin Erzinger is a financial advisor with Sanctuary Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with firms including Geneos Wealth Management and various Sanctuary entities since 2011. Erzinger serves on the boards of the Economic Club of Colorado and Central City Opera. Sanctuary Advisors provides ongoing portfolio management and financial advice to high-net-worth individuals, corporations, and endowments. The firm employs a multi-method analytical approach and operates on a non-discretionary basis, preparing individualized Investment Policy Statements and recommending diversified allocations across various asset classes.

Juan Guevara is a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado, with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.F. Williams Co., Inc. since 2016. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement for each client and focuses on strategic asset allocation with primarily no-load mutual funds and ETFs, managing assets on a non-discretionary basis with client approval for all trades.

Chris Rebich is a financial advisor at Toro West Capital Advisors with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Aveo Capital Partners, LLC for nine years. Outside of his advisory role, he is involved operationally with O'Connor Development, overseeing tenant relations and property management. Toro West Capital Advisors provides investment advisory and family-office wealth planning services to ultra-high net worth individuals, families, trusts, estates, family offices, non-profit entities, and other business entities. The firm employs a combination of passive and active strategies across public and private investments, tailoring portfolios to client objectives and ESG preferences while offering a family-office style range of services.

Spencer Tracy is a financial advisor at Principium Investments LLC in Boulder, CO, holding a Series 65 designation with four years of industry experience. He has been with Principium Investments since 2019, following an extended period as a student. Principium Investments is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an actively managed allocation process across proprietary risk profiles, combining ETFs, individual stocks, and mutual funds, and provides services including investment management, financial planning, estate and philanthropic planning, and consulting.

Samuel Harnisch is the founder of Quantitative Financial Strategies (QFS), a boutique wealth management firm specializing in advanced tax strategies that the ultra-wealthy have used for decades to reduce taxes. With exclusive access to these proven strategies, Samuel is dedicated to helping business owners, high-net-worth individuals, and families protect and grow their wealth in the most tax-efficient manner possible. Samuel holds a Master’s in Applied Quantitative Finance and honed his expertise working at PIMCO, the world’s most sophisticated bond manager, where he gained a deep understanding of complex financial instruments. He then served at a multifamily office, managing portfolios for families with $10 million - $100 million in assets, investing in private equity, hedge funds, and direct real estate to enhance portfolio performance and reduce risk. At QFS, we don’t just offer generic financial advice; we provide bespoke, tax-optimized strategies tailored to your specific financial situation. Whether you’re navigating a business exit, needing to diversify concentrated stock portfolios, or looking to reduce your income taxes, we leverage the same strategies used by the world’s wealthiest families to help you achieve your goals. Our focus is on more than just immediate financial success—we strive to help you maintain your family’s legacy through careful, strategic wealth transfer. With our guidance, you can ensure that your wealth is effectively preserved and passed down, sustaining your family’s prosperity for generations.

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.

John Morris is a financial advisor with Seraphim Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Seraphim since 2014 and previously was with Young America Capital from 2020 to 2024. Outside of his advisory role, Mr. Morris serves as Senior Vice President and Regional Manager for The Gottesman Company, a business broker specializing in mid-market mergers and acquisitions, and consults for Dynamic Alternative Finance LLC, a business loan and financing firm. Seraphim Capital Management provides discretionary portfolio management and financial advisory services to individuals, retirement plans, family offices, trusts, foundations, and hedge funds. The firm combines diversified stock and fixed income portfolios with a specialist event-driven strategy and distinguishes itself through performance-based compensation for qualified clients and the use of borrowing and derivatives within separately managed accounts.

Tron Welch is a CFP® with 24 years of industry experience and currently serves at Welch Financial Planning, LLC. His prior experience includes roles at WealthPLAN Partners and Cambridge Investment Research Advisors. Outside of advisory work, he volunteers as a Membership Lead for Team Rubicon, assisting in training and disaster relief efforts. Welch Financial Planning advises individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm employs a “Bucket System” for asset allocation and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

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 17 years of experience in the financial industry. He is currently with IWR Advisors and is the owner and founder of Invest With Rules LLC, an investment research newsletter specializing in institutional trading activity and trend analysis. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. IWR Advisors is a fee-only firm serving individual and high-net-worth clients, typically with accounts of $500,000 or more. The firm combines fundamental and technical analysis and utilizes both passive and active strategies across various asset classes, offering primarily discretionary investment management and project-based financial planning.

Kirsten Roeber is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Silverpeak Wealth Advisors since 2018 and previously spent seven years at Colorado Capital MGT Inc. Silverpeak Wealth Advisors provides discretionary portfolio management to individual and high-net-worth clients, employing long-term, model-based strategies grounded in fundamental analysis and modern portfolio theory. The firm offers customized allocations and access to complex investment solutions, including private equity, hedge-style managers, and non-traded real estate vehicles.

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.

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. His prior roles include positions at 3Summit Funds, LLC and Gordian Investments, LLC. He holds a Series 66 designation and has been involved with Levinate, LLC since 2012. 3Summit Investment Management provides advisory services to individuals, charitable organizations, companies, and retirement plan sponsors, offering portfolio management, retirement plan consulting, sub-advisory arrangements, and financial consulting for small businesses. The firm integrates advisory services with accounting and business financial reporting, employs a range of investment strategies including options within defined risk limits, and uses proprietary software to tailor portfolios to client objectives.