Austyn Garcia is a CFP® and Series 66–licensed financial advisor with Denver Wealth Management, Inc., with five years of industry experience. Since 2018, Austyn has worked with Denver Wealth Management and has been registered with LPL Financial since 2021. Outside of advisory work, Austyn serves as Treasurer for Tech Center Toasters, a non-investment-related community organization. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined, customized investment approach that integrates a proprietary scoring process and offers both discretionary management and algorithm-driven portfolios.

Isaac Russo is a financial advisor at Denver Wealth Management, Inc. with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at LPL Financial LLC and has held various positions including roles at DoorDash and Colorado Christian University. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process and incorporates a proprietary scoring system for portfolio construction, managing over half a billion in client assets through a mid-sized team.

Joseph Garry is a CFP® registered financial advisor at Denver Wealth Management, Inc. in Denver, CO, with two years of industry experience. Prior to joining Denver Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also a licensed insurance agent involved in the recommendation and implementation of insurance products. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process with customized portfolios primarily composed of low-cost mutual funds and ETFs, and it incorporates a proprietary investment scoring system in portfolio decisions.

Anthony Pelz is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Providence Capital Partners, and TIAA. He also provides administrative support to Denver Wealth Management, an independent investment advisory firm. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment approach, incorporating its proprietary Summit Investment Process and utilizing low-cost mutual funds and ETFs, alongside both discretionary management and algorithm-driven portfolios.

Edite Saripova is an investment advisor representative at Denver Wealth Management, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Janus Henderson Distributors and Edward Jones. Edite serves on the board of Cherry Creek Toastmasters. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, providing financial planning and portfolio management through a disciplined process incorporating low-cost mutual funds, ETFs, and a proprietary investment scoring system. The firm manages over half a billion in client assets with a team of advisors holding various industry credentials.

David Frum is a financial advisor at Denver Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Providence Capital Partners Inc./Denver Wealth Management Inc. since 2016, with prior experience at Western Wealth Management, LLC and LPL Financial, LLC. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process that includes custom portfolio construction, annual rebalancing, and a proprietary investment scoring system integrating ESG factors, utilizing both discretionary management and algorithm-driven portfolios.

Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process incorporating low-cost mutual funds and ETFs, alongside proprietary scoring and algorithm-driven portfolio programs.

Isreal Lane is a financial advisor at Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation with one year of industry experience. His work history includes positions at LPL Financial LLC, Cambridge Investment Research Advisors, and U.S. Bank. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined process involving customized portfolios, annual rebalancing, and a proprietary investment scoring system, managing over half a billion in assets across approximately a thousand client relationships.

Luke Horner is a financial advisor with Denver Wealth Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at LPL Financial, ICAT, Marcus and Millichap, and roles outside finance such as teaching at Houston Baptist University and Midway High School. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans with financial planning and portfolio management services. The firm uses a disciplined process called Plan, Quality, Capture & Collect, incorporating modern portfolio theory, annual rebalancing, and low-cost mutual funds and ETFs, alongside a proprietary Summit Investment Process that evaluates investment opportunities across multiple variables including ESG factors.

Scott Steiner is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His background includes roles at LPL Financial, Cambridge Investment Research, and Osaic Wealth. Outside of advisory work, he is involved in insurance and benefits through Scott Steiner, Inc. and owns other business interests in real estate and wealth management consulting. Denver Wealth Management serves individual and high-net-worth clients as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm utilizes a disciplined investment process combining modern portfolio theory and a proprietary scoring system to construct customized portfolios, employing both discretionary and algorithm-driven management approaches.

Bryson Braden is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Denver Wealth Management since 2016, LPL Financial since 2012, and Waddell & Reed from 2010 to 2012. Outside of advising, he hosts dogs through a home-based dog caregiving service and conducts investment-related speaking engagements. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process emphasizing customized portfolios with low-cost mutual funds and ETFs and integrates a proprietary Summit Investment Process that includes ESG factors and both discretionary and algorithm-driven portfolio management.

Zachary Bouck is a financial advisor at Denver Wealth Management, Inc. in Denver, CO, with 18 years of industry experience. He holds a Series 66 designation and has worked at Providence Capital Partners Inc./Denver Wealth Management since 2016, as well as LPL Financial, LLC since 2012 and Waddell & Reed from 2008 to 2012. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process incorporating both discretionary management and an algorithm-driven guided portfolios program, focusing on customized portfolios implemented with low-cost mutual funds and ETFs.