Conner Burt

DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent. DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people. She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department. In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.

Kate Grace is a financial advisor at Sankala Group LLC with a Series 65 designation and no prior industry experience. Before entering the advisory field, she was a professional athlete from 2014 to 2016 and has operated FastKate LLC since 2017. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, focusing on diversified global equity portfolios. The firm integrates macroeconomic themes with value-biased fundamental analysis and technical risk management, employing strategies such as derivatives and short selling that are uncommon among similar team-based advisory firms.

Thomas Denkenwolf is a financial advisor at Sankala Group LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Ameriprise. He serves as vice president on the board of the Front Range Mensa Group and is a member of the endowment committee at the Unitarian Universalist Church of Boulder. Sankala Group LLC is a fee-only, SEC-registered investment adviser serving individual and institutional clients through discretionary and non-discretionary asset management and consulting. The firm’s approach emphasizes diversified global equity portfolios with a value bias, employing a combination of macroeconomic, fundamental, and technical analysis and uses derivatives and margin strategies within separately managed accounts.

Harold Hallstein is a financial advisor with Sankala Group LLC in Lyons, CO, holding a Series 65 designation and 15 years of industry experience. He has been with Sankala Group since 2010. Hallstein serves on the board of directors for the Winter Wildlands Alliance, a nonprofit organization, providing committee-level input on reserves investment. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a variety of securities and strategies.

Gerard Gloisten is a financial advisor at Core Wealth Partners LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and GBS Financial Corp. Outside of his advisory role, he is also active as an insurance agent with various insurance agencies. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by a proprietary real-time risk management system.

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and has previously worked at LPL Financial, Finlit Wealth LLC, and Voya Financial Advisors, Inc. Outside of his advisory role, he serves as a volunteer firefighter in Allenspark, Colorado. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, and wealth management services, utilizing low-cost, diversified mutual funds and ETFs combined with individual securities and independent managers, applying both fundamental and technical analysis.