Taylor Schuerman is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining the firm, Taylor held roles at Colorado State University and DoorDash. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm manages client portfolios with a long-term focus, utilizing diversified investments such as low-cost mutual funds and ETFs, and combines fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Derrick De Hays is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Q3 Advisors, LLC, where he has worked since 2023. His prior experience includes roles at Bank of America, Merrill, and The Huntington National Bank. Outside of financial advising, he is a yacht captain operating a sole proprietorship in Florida. Q3 Advisors provides financial planning and tax-focused consulting services primarily through fixed-fee engagements, offering various packaged programs without discretionary investment management. The firm emphasizes planning-level recommendations across retirement, tax, estate, insurance, and employee-benefit topics and collaborates with independent CPA firms for tax return preparation.

David Francis is a financial advisor at Townsend with 14 years of industry experience and holds a Series 66 designation. His prior work includes positions at The Leaders Group, Inc., Securities America, Inc., OSAIC, and Private Client Services. He is also a licensed notary public. Townsend is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for around 1,500 clients, offering services including financial planning, asset management, and retirement plan consultation, employing a combination of top-down macro and bottom-up fundamental investment analysis.

Bethany Aylor is a financial advisor with Peak Asset Management, LLC in Louisville, Colorado, holding CFP®, Series 63, and Series 66 designations and bringing 10 years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan, and she is also a federally-authorized Enrolled Agent, qualified to represent taxpayers before the IRS. Peak Asset Management is a multi-advisor SEC-registered firm managing over $1 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, tailoring portfolios to client-specific investment policies and employing both individual security selection and mutual fund/ETF strategies.

John Rockeman II is a financial advisor at Mountain Capital Investment Advisors Inc with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Capital since 2019. Outside of his advisory role, he is a commercial pilot for Frontier Airlines, where he has been employed since 2001. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Cassidy Steck is a financial advisor at Peak Asset Management, LLC with seven years of industry experience. He holds the Series 66 credential and has worked at several firms including Morgan Stanley, Rockefeller Financial LLC, and LPL Financial LLC prior to joining Peak Asset Management. Cassidy is based in Louisville, Colorado. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, and retirement plan advisory services, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policies.

Adrian Hovey is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Clear Capital Management LP, where he has worked since 2025, following six years at Edward Jones. Outside of his advisory role, Hovey provides thesis guidance to MBA students at Cornell University and Queen’s University and serves as a registered agent and advisor for a retail company specializing in glove manufacturing. Clear Capital Management LP offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies tailored to client needs.

Michael Pollard is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 credential and five years of industry experience. He has been with Mountain Capital since 2020 and concurrently works as an instructor pilot for United Airlines, a role he has held since 2013. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Drew Hayworth is a CFA® charterholder with 31 years of industry experience. He is currently with Townsend in Westminster, CO, where he has worked for four years. His prior roles include positions at Highgate Securities Investments and Gallacher Capital Management. He also serves as a Senior Investment Analyst for Townsend & Associates, focusing on security selection, portfolio construction, and trading. Townsend is an SEC-registered advisory firm with 18 advisors managing approximately $1.52 billion for around 1,500 clients. The firm provides tailored financial planning, asset management, and retirement plan services using a combination of top-down macro and bottom-up fundamental analysis across various investment vehicles.

Shawn Kelly is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 25 years of industry experience. He has worked with Townsend Retirement Specialists since 2008 and has experience at Securities America, Inc. and OSAIC. Outside of his advisory role, he is a general partner in a family-owned limited partnership that owns a lake house. 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 across about 1,500 clients, offering tailored financial planning, discretionary and non-discretionary asset management, and retirement plan consultation. Their investment process employs a combination of macro and fundamental analysis, with strategies including dividend growth, capital appreciation, covered-call writing, and tactical cash positioning.

John Goltermann is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at Townsend, where he has worked for four years. His prior experience includes roles at Obermeyer Wood Investment Counsel and Highgate Securities Investments LLC. 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 mix of top-down macro and bottom-up fundamental analysis, offering customized financial planning and asset management services.

Conner Murray is a financial advisor at Mountain Capital Investment Advisors Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Capital since 2021. His prior experience includes roles at JPM Institutional Investments Inc and JPM Investment Management from 2018 to 2021, as well as Jackson National Life Distributors LLC from 2016 to 2018. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth using low-cost, diversified funds, individual securities, and ongoing portfolio monitoring.

Brian Quint is a CFP® and Series 65-registered advisor with Mountain Capital Investment Advisors Inc, where he has worked since 2020. He has five years of industry experience and previously worked at Ace Hotel for seven years. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Steven Carlisle is a CFP® professional with 11 years of experience in financial advising. He is currently with Townsend and has previously worked at Private Client Services, OSAIC, Townsend & Associates, Inc., and Securities America Inc. Carlisle serves as a co-trustee of the Janet L. Oldham Trust, which oversees a farm in Iowa. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and variable annuity services, utilizing a combination of top-down macro and bottom-up fundamental analysis tailored to individual client needs.

Savannah Chacon is a CFP® and ChFC® affiliated with Mountain Capital Investment Advisors Inc, with nine years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Mutual of Omaha Investor Services, Inc. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term investment strategies using low-cost, diversified mutual funds and ETFs, combining fundamental and technical analysis with ongoing portfolio monitoring.

Greg Graham is a CFP® and ChFC® with 26 years of industry experience. He currently works at Townsend in Westminster, CO, where he has been since 2026. Prior to Townsend, he spent 15 years at Tiaa and TIAA-CREF. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm employs a team of 18 advisors managing approximately $1.52 billion, offering tailored financial planning and asset management using a combination of top-down macro and bottom-up fundamental analysis.

Craig Wear is a CFP® with 23 years of industry experience, currently serving at Q3 Advisors, LLC. His prior work includes roles at Reditus LLC, Eagle Mountain Advisors LLC, and founding his own advisory firms, Craig Wear Financial Group LLC and Craig G. Wear CFP Inc. Outside of advisory work, he manages a rental property business. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs emphasizing retirement, tax, estate, insurance, and employee-benefit planning. The firm operates on fixed, pre-determined fees and does not manage investment portfolios or recommend specific securities.

Nadia Crainich is a financial advisor at Gainline Financial Partners, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Her background includes roles outside finance, such as positions at the Inn at Pleasant Lake and the University of Vermont. Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs diversified portfolios that blend passive and active strategies and manages a substantial portion of assets through its wrap fee program.

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisor representatives.

Lagen Mc Lachlan is a financial advisor with Sunbelt Securities, Inc. in Westminster, CO, holding a Series 65 credential and four years of industry experience. Prior to joining Sunbelt Securities in 2022, he worked for ten years at Maxar Technologies as a software engineer in aerospace technology. Sunbelt Securities provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers a variety of approaches including fundamental, technical, tactical, and strategic methods, and delivers services such as standalone financial planning, wrap-fee programs, and referrals to third-party money managers.