Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.

Timothy Waters is a financial advisor with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Cetera Advisor Networks and Summit Financial Group. Waters is also an insurance agent with Triumph Capital, LLC, where he assists in placing insurance policies aligned with clients’ financial plans. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs and access to third-party asset managers.

Vincent Polivka is a financial advisor with Vanguard Capital in Denver, CO, holding a Series 63 designation and 37 years of industry experience. He has worked at Vanguard Capital since 1999 and Vanguard Capital Wealth Advisors since 2016. Vanguard Capital is a team of five advisors managing discretionary investment portfolios primarily for individual and high-net-worth clients. The firm integrates financial planning with investment management, focusing on diversification, risk management, and medium- to long-term holding periods, while also offering consulting services related to estate planning, insurance, and retirement plan rollovers.

Jay Ratterman is a CFA® charterholder with seven years at Paragon Capital Management and nine years of prior experience at ANB Bank. He is based in Denver, CO. Paragon Capital Management, Ltd. provides investment management, financial planning, retirement plan advisory, and legacy-position services for individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable organizations. The firm combines strategic and tactical asset allocation with a proprietary quantitative optimization model, primarily utilizing equities, mutual funds, and ETFs.

Peter Hedberg is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He holds the Series 63 designation and has worked at New West Investment Management, Inc. since 1990 before joining Peak Asset Management in 2026. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm creates portfolios based on client-specific investment policy statements and employs fundamental, technical, and qualitative analysis with a generally long-term approach, offering personalized strategies including ESG options when requested.

Henry Pramov is a financial advisor at Westbourne Investments, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Westbourne since 2012. In addition to his advisory role, he serves as a Senior Account Executive in procurement software sales at SAP Americas, Inc. Westbourne Investments provides investment management and financial planning services to individuals, pension/profit-sharing plans, and institutions. The firm manages discretionary portfolios using a mix of ETFs and individual stocks, incorporating options strategies and a combination of top-down and bottom-up investment analysis.

Julie Pribble is a CFA® charterholder with 27 years of industry experience. She has been with Peak Asset Management, LLC since 2016. The firm, where she is part of a 12-advisor team based in Louisville, CO, manages approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. Peak Asset Management offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services, focusing on client-specific investment policy statements and utilizing fundamental, technical, and qualitative analysis in a generally long-term investment approach.

Emily Bandoni is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. She collaborates with individuals and families to develop comprehensive financial plans tailored to their unique goals. Emily takes a holistic approach to understanding her clients' entire financial situations to implement strategies that provide confidence and align with their long-term objectives. Emily has been with Fidelity Investments since 2020, progressing through roles from Workplace Planning Consultant to Planning Consultant before becoming a Financial Consultant. She holds insurance licenses in Arkansas and California, supporting her ability to assist clients with various financial products. Outside of her professional work, Emily enjoys biking, fitness, skiing, music, reading, and spending time with family.

Adam Allgaier is a CFP® with five years of industry experience currently serving at Mountain Capital Investment Advisors Inc. He has been with the firm since 2020 and also works as a pilot and first officer for United Airlines. 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 manages approximately $929 million across about 1,191 client relationships and offers customized investment strategies focusing on long-term growth through low-cost, diversified funds, with ongoing portfolio monitoring and fiduciary advice for ERISA and IRA accounts.

Kellie Beiers is a financial advisor at Aspen Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Chasefield Capital for seven years before joining Aspen Wealth Strategies. 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 employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and offers a distinctive use of derivatives and options within client accounts.

James Carr is a financial advisor at Keystone Global Partners LLC in Denver, CO, holding Series 65 and Series 66 designations with 13 years of industry experience. He has been with Keystone Global Partners since 2010. Keystone Global Partners provides comprehensive wealth and investment management, financial planning, family office services, and exit advisory to affluent individuals, families, charitable organizations, and institutions. The firm manages over $580 million in assets and focuses on large, complex relationships supported by an integrated family-office approach and a formal Investment Committee guiding diversified portfolio construction.

John Brentin is a financial advisor at Hurley Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hurley Investments, he worked at PricewaterhouseCoopers, ServiceSource International, and Guild Education. Hurley Investments provides portfolio management to individual investors, including high-net-worth clients, as well as small businesses and non-profits. The firm combines fundamental and technical analysis with active management techniques, including systematic option hedging through monthly collar trades, to manage client accounts primarily on a discretionary basis.

Charles Prather IV is a CFP® professional with 30 years of industry experience, currently serving at WealthPLAN Partners in Westminster, CO. His work history includes roles at OSAIC, Securities America, Inc., LPL Financial, LLC, and multiple entities within WealthPLAN Partners. Outside of his advisory duties, he is involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm utilizes a "Strategy Diversification" investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Andrew Hanna is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Securities America Inc., Townsend & Associates, OSAIC, and Private Client Services. 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, offering tailored financial planning and asset management services.

Benjamin Pitts is a financial advisor at Cypress Financial Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Tifin and Picwell, Inc. Outside of financial advising, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning company. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and institutional clients. The firm manages approximately $395 million in assets and utilizes a range of trading strategies, including derivatives and options, to build tailored portfolios under both discretionary and non-discretionary management.

Paul Rohr is a financial advisor at Gainline Financial Partners, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Wells Fargo Advisors from 2016 to 2023. Outside of his advisory role, he also works as a licensed insurance agent and serves as co-trustee for his father’s trust. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios that combine passive and active strategies and manages most of its assets through a wrap fee program.

Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. 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 about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Brandon Drespling is a financial advisor at Triumph Capital Management in Denver, CO, with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Brokerage Services before joining Triumph in 2016. Drespling also serves as the Treasurer and a board member of the Triumph Capital Foundation, a nonprofit organization. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and institutions. The firm’s investment approach incorporates fundamental, cyclical, and technical analysis, employing various asset classes and strategies tailored to client objectives.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.

Tracey John is a Series 65-licensed financial advisor with TRG Investment Advisors, LLC in Brattleboro, VT, where she has worked since 2022. She has two years of industry experience and previously spent 20 years at Vermont Country Deli. Outside of her financial advisory role, she serves on the boards of Brattleboro Savings and Loan and Brattleboro Development Credit Corp., volunteers with Project Feed The Thousands, and participates in the Harris Hill Ski Jump Committee. TRG Investment Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and institutional clients, including state and municipal governments. The firm offers retirement plan and institutional consulting, a sponsor-led wrap fee program, Section 529 account management, and financial wellness services, managing a significant portion of assets on a non-discretionary basis.