Justina Welch is a CFP® with 26 years of industry experience, currently serving as an advisor at Integrity Wealth Solutions LLC since 2016. She holds Series 63 and Series 65 licenses and operates out of Denver, CO. Integrity Wealth Solutions LLC serves individual and family clients, including high-net-worth households, retirement plans, and nonprofit entities, providing comprehensive financial planning and portfolio management. The firm employs an allocation-driven investment approach based on the Efficient Market Hypothesis, emphasizing diversification and primarily passive strategies with selective active management.

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.

Aaron Leatherwood is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He has worked at firms including Destiny Capital Corporation, Destiny Capital Securities Corp, and Schwab Private Client Investment Advisors. He is an adjunct professor at the College for Financial Planning and serves on the board of Spark the Change Colorado, a nonprofit supporting elderly community members and those with mental illness. Centerpiece Wealth Advisor serves wealthy families, business owners, and affluent professionals by providing comprehensive financial planning and tailored wealth management through a single wrap-fee program. The firm’s investment decisions follow a written Investment Policy Statement and involve fundamental analysis across various asset classes, with all client assets managed within its wrap program.

Michael Haines is a financial advisor with Essential Investment Partners, LLC, holding a Series 65 designation and 22 years of industry experience. He has worked at Essential Investment Partners since 2019 and concurrently at Maurer & Associates Capital Management since 2014, as well as at Christom, LLC since 1999. Outside of advisory roles, he is involved with Christom LLC property rental activities. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm that provides customized portfolio management and consulting services to individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on an earnings-growth–driven U.S. mid/large-cap equity strategy combined with diversified investment vehicles and emphasizes documented performance disclosure and regular client reporting.

Jackson Blake is a financial advisor at Trinity Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Florida State University and several other firms. Trinity Wealth Partners serves individual clients, including high-net-worth households, offering comprehensive financial planning and discretionary investment management. The firm’s approach begins with a financial plan to assess goals, time horizon, and risk tolerance, followed by tailored portfolio strategies that combine individual equity positions and diversified asset classes with regular reviews and rebalancing.

John Ferguson is a financial advisor with Sky Ridge Wealth Management LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and The Western Wealth Group, Inc. He is based in Mt. Crested Butte, Colorado. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management with a blend of technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in managed accounts and maintains a small client base to allow for frequent portfolio reviews and close oversight.

Jennifer Mc Elderry is a Series 65-licensed advisor at Paller Financial Services, Inc. with one year of industry experience. Prior to joining Paller Financial Services, she worked in tax preparation and consulting roles at firms including H&R Block, Intuit TurboTax, and Excel CPA. She also operated McElderry Consulting for ten years. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using a wide range of instruments and option-writing strategies, and combines tax and accounting services with discretionary portfolio management.

Quinlan Vande Koppel is a financial advisor at Peak Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked exclusively at Peak Capital Management since 2018, following a brief tenure at Legacy Bank. Peak Capital Management manages approximately $165.2 million for a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs an absolute-return, risk-managed investment approach using tactical, dynamically hedged model portfolios that incorporate equities, ETFs, mutual funds, and income assets.

Matthew Arber is a Series 65-licensed advisor with 13 years of industry experience. He currently works at Wealthbuilders Investments and has previous experience at Keller Williams Real Estate International, Gateway Clinical, and Churchill Management Group. WealthBuilders Investments is an SEC-registered advisory firm managing approximately $172.6 million for a diverse client base, including individuals, high-net-worth clients, trusts, family offices, endowments, businesses, and charitable organizations. The firm offers customized portfolio solutions with a long-term focus, integrating fundamental, technical, and cyclical analysis alongside Biblically Responsible Investing principles.

Toni Vaughan is a financial advisor at Spark Asset Management Group with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including BTS Asset Management, TK Consultants, and Synergy Investment Group. Spark Asset Management Group is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on tactical asset allocation using trend-following algorithms combined with technical and fundamental research, primarily employing ETFs, mutual funds, and sub-accounts, while also offering strategic and specialty portfolios tailored to client objectives.

Mark Paller is a CFP® professional with 27 years of experience in financial advising. He has led Paller Financial Services, Inc. since 2000. Outside of his advisory work, he manages the commercial property where his office is located. Paller Financial Services provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach to manage downside risk and uses a broad range of instruments, including option-writing strategies, while also offering tax and accounting services through licensed CPA principals.

Jason Irving is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. before joining Irving Planning & Investments, Ltd. in 2020. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes fundamental analysis to select investments and manages portfolios on a discretionary basis, implementing asset-allocation strategies across multiple asset classes primarily through mutual funds and ETFs.

Andrea Blackwelder is a CFP® and ChFC® with 19 years of industry experience. She has been with Wisdom Wealth Strategies since 2009. In addition to her financial advisory role, she is a commissioned notary for the state of Colorado and an independent insurance agent. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis with active, Core + Satellite, and passive strategies to build customized portfolios, and also offers tax return preparation and coordination of investment supervisory services.

David Hanyzewski is a financial advisor at Bolhan Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at BolHan CPAs, Wipfli, and Bauerle CPAs. Hanyzewski’s background includes significant involvement in accounting through his CPA affiliations. Bolhan Wealth provides financial planning and portfolio management services to individuals and business entities, integrating investment, retirement, insurance, and tax planning. The firm coordinates advisory services with its affiliated CPA practice and employs a multifaceted investment approach using fundamental, quantitative, and technical analysis, with options for both discretionary and non-discretionary management.

Robert Morrison is a financial advisor at Downing Street Wealth Management LLC in Greenwood Village, CO, with 15 years of industry experience. He holds a Series 65 designation and has been with Downing Street Wealth Management since 2010. In addition to his advisory role, Morrison provides certified public accountant and tax preparation services through an affiliated tax management entity. Downing Street Wealth Management offers fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm follows a long-term, predominantly passive investment approach and is formally affiliated with a tax practice that provides tax planning and preparation services to clients.

John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.

Michelle Walters is a financial advisor at Summit Hill Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at MPW Enterprises for six years. Walters has been with Summit Hill Wealth Management since 2019. Summit Hill Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth households, charitable organizations, foundations, and state or municipal government entities. The firm offers a blend of indexing, fundamental and technical analysis, and portfolio construction grounded in modern portfolio theory, serving an uncommon mix of clients including retirement plans under ERISA fiduciary roles.

Robert Tremlett is a financial advisor at Paramount Associates Wealth Management in Greenwood Village, CO, holding the CFP® and ChFC® designations with 23 years of industry experience. He has worked at Niagara International Capital Limited and Waddell & Reed, Inc., among other firms. Outside of his advisory role, Tremlett teaches at Kaplan, dedicating 16 hours per month to university-level instruction. Paramount Associates Wealth Management provides investment management, financial planning, retirement-plan advisory, and limited consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm employs a comprehensive financial planning approach combined with an economic-driven global asset allocation framework, managing portfolios that include mutual funds, ETFs, equities, bonds, and alternative investments.

Jennifer Vandusseldorp is a CFP® with two years of industry experience, currently serving at tru Independence Asset Management 2, LLC. Her prior roles include positions at R. Kent Harris & Associates, Computershare / NewRez, and Fidelity Investments. tru Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, providing both discretionary and non-discretionary investment management as well as standalone financial planning and consulting. The firm employs a blended investment approach using active and passive strategies across various asset classes and utilizes independent managers and sub-advisors in its portfolio management.

Aaron Connell is a financial advisor at One Brick Planning & Consulting, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with One Brick Planning & Consulting since 2015 and One Brick Financial Concepts LLC since 2017, where he also provides tax preparation services. One Brick Planning & Consulting offers wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $22.6 million for a select client base, typically using passive core portfolios with index mutual funds and ETFs, alongside customized factor-based allocations and a close integration of tax planning and accounting services.