Daniel Matthews is a financial advisor at High Peaks Wealth Strategies with eleven years of industry experience. He holds a Series 7 and 66 designation and has worked at firms including Eagle Strategies, NYLIFE Securities, and Cetera. Outside of advising, Daniel manages Matthews Pharmacy Inc., a retail community pharmacy, where he serves as Treasurer. High Peaks Wealth Strategies offers discretionary asset management, ERISA 3(21) retirement-plan consulting, and subscription-based financial planning to individuals, high-net-worth households, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical security analysis and invests primarily in stocks, bonds, ETFs, and no-load mutual funds on a discretionary basis.

Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.

Benjamin Batiste is the Founder and Principle Advisor of Crestmark Wealth Group. He holds Series 63 and Series 65 licenses and previously worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life, and the U.S. Department of Homeland Security. Batiste serves as a board member of the Buckley Spouses Group, a nonprofit providing meals and education to military families facing food scarcity. Crestmark Wealth Group serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Tanner Windholz is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior work experience includes roles at Bank Midwest/NBH Bank and service in the U.S. Army and Department of Defense. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Robert Williams is a CFP® professional affiliated with Integrated Wealth Strategies in Lone Tree, CO, with 17 years of industry experience. He has worked at Charles Schwab since 2008. Integrated Wealth Strategies provides wealth management, investment management, and financial planning services primarily to individuals and families. The firm integrates financial planning with investment management, employing both passive and active strategies based on modern portfolio theory and goal-based investing.

Zack Gutches is a CFP® professional with five years of industry experience. He is the principal at True Riches Financial Planning, an independent firm based in Denver, CO. His career includes roles at Brighton Jones, Deloitte & Touche LLP, and LearnLux, where he currently provides financial well-being consulting to workplace participants. He also offers tax preparation services to clients of his firm. True Riches Financial Planning serves individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management, functioning as a “Personal CFO.” The firm implements tailored financial plans and portfolios using a mix of passive and active strategies, including socially responsible options and direct-indexing, and provides tax preparation services as an affiliated business.

Mark Teerlinck is the principal advisor at Elite Wealth Management in Parker, Colorado, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avant Garde Advisors LLC and Wealthsource Partners LLC. Elite Wealth Management provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plan participants. The firm employs a client risk profile-driven investment approach that emphasizes broad diversification, uses portfolio analytics tools, and offers concentrated, actively managed equity strategies uncommon among independent advisers.

Nicholas Weisert is a CFP® with 13 years of industry experience, currently serving as the sole advisor at 46 North Financial. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. He operates 46 North Financial under Weisert Wealth Management, LLC and is based in Denver, CO. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm is notable for its work with charitable organizations and ERISA fiduciary services, utilizing institutional model marketplaces and sub-advisers to tailor investment solutions.

Bart Skidmore is the principal advisor at Skidmore Advisory Services, Inc. in Denver, CO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been President of an accounting and tax firm since 2001, where he performs occasional tax work. Skidmore also serves as President of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs based on clients’ objectives and risk tolerance, uses fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Timothy Sample is a CFP®-certified financial advisor with six years of industry experience. He is the sole advisor at Sample Financial Solutions, LLC, an independent firm he has led since 2019. Prior to founding his firm, he spent twelve years at Western Union Financial Services. He also teaches part-time at a university. Sample Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs a primarily passive investment approach using index mutual funds and ETFs, complemented by fundamental and cyclical analysis when appropriate, and manages client accounts on a discretionary basis.

Theresa Kurtenbach is a CFP® professional with 24 years of experience in the financial advisory industry. She is the owner and president of Financial Solution Advisors Corp. and also serves as president of Kurtenbach & Co., P.C., a certified public accounting firm. Additionally, she is the CFO of JPK Enterprises LLC, a golf equipment sales business. Financial Solution Advisors Corp. is an independent advisory firm that serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and portfolio management, employing a strategic asset allocation approach with a core-and-satellite framework using index funds, ETFs, and selective active managers.

Prince Dykes is a financial advisor at Royal Financial Investment Group with Series 63 and Series 65 licenses and four years of industry experience. He served in the U.S. Navy for 20 years and is the founder and president of the Global Children Financial Literacy Foundation, a nonprofit organization based in Georgia. Royal Financial Investment Group provides discretionary investment management primarily to individual clients, as well as business, 401(k) plan, and charitable clients. The firm employs a core-and-satellite investment approach, managing a compact client base with roughly $6 million in assets under management.

Darren Spreeuw is a financial advisor with Aviator Wealth Group in Denver, CO, holding a Series 66 credential and nine years of industry experience. Prior to founding Aviator Wealth Group in 2024, he worked at Ratio Wealth Group, LLC from 2016 to 2024 and MML Investors Services from 2016 to 2019. He serves as chairman of the board for the Colorado Student Leaders Institute, a nonprofit organization. Aviator Wealth Group provides investment management and financial planning services to individuals, trusts, foundations, estates, charitable organizations, corporations, and business owners. The firm utilizes a top-down, macro-environmental approach to asset allocation combined with fundamental, quantitative, and technical analysis, offering tailored portfolio management and consulting services including generational transitions and business exit planning.

Stephen Searle is a financial advisor with Evergreen Investment Management, LLC in Highlands Ranch, CO. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for eight years. Evergreen Investment Management provides discretionary portfolio management and personal advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a modern portfolio theory framework to tailor portfolios with ETFs, individual stocks and bonds, and no-load mutual funds, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

William Hall is the sole advisor at William Wolcott Hall Investment Adviser, an independent firm based in Centennial, CO. He holds 26 years of industry experience and has operated his sole proprietorship since 1989. William Wolcott Hall Investment Adviser provides discretionary portfolio management primarily to high-net-worth individuals, trusts, and investment companies. The firm focuses on high-quality, medium-to-large-cap value and growth stocks, using objective relative-value screening, and maintains portions of portfolios in money-market funds and high-rated bonds to manage risk.

Timothy Cook is a CFP® professional with 14 years of experience in financial advising. He founded The Cook Company, LLC in 2025 after 13 years at The Albert T. T. Cook Company. He holds a Series 65 license and an insurance producer license, conducting insurance business through NFG Brokerage. The Cook Company, LLC provides investment advisory and financial planning services to individuals, families, and small businesses, focusing on portfolio management and customized financial plans. The firm emphasizes long-term diversification, primarily uses no-load mutual funds and ETFs, and offers qualified clients access to private equity investments, typically managing accounts on a non-discretionary basis.

Stephen Parsons is a financial advisor at Wealth Management Consultants L.L.C. in Castle Pines, Colorado, holding Series 63 and Series 65 designations with 20 years of industry experience. He has been with Wealth Management Consultants L.L.C. since 2015. Wealth Management Consultants L.L.C. provides comprehensive wealth management services to high-net-worth individuals and charitable organizations, combining investment management with estate, tax, cash flow, debt, and insurance planning. The firm emphasizes discretionary portfolio management using no-load mutual funds and ETFs, individualized asset allocation, and may include private partnerships and lower-rated fixed-income securities as part of its investment approach.

Jerome Perkins is a CFP® credentialed financial advisor with 10 years of industry experience. He currently serves as the sole advisor at SimpliPhi Capital and has previously worked at Harrison Brook, Beacon Global Advisors Network, LLC, and Schaefer Financial Management, Inc. In addition to his advisory role, Perkins consults for a European firm advising expatriates. SimpliPhi Capital offers fee-based investment management and one-time financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using a range of securities and financial instruments to manage risk and pursue performance.

Ryan Sobel is a CFP®-credentialed financial advisor with 17 years of industry experience, operating through his independent firm, Sobel Financial LLC, in Denver, CO. He has previously worked with Guardian Life and is involved in several entrepreneurial ventures including software development for financial planning and productivity coaching. Sobel also co-founded companies centered on performance coaching and a cooking application. Sobel Financial LLC provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory, emphasizing diversified portfolios with mutual funds and ETFs, low turnover, and risk management primarily on a non-discretionary basis, delivering written financial plans within approximately 90 days.

William Kulick is a financial advisor at Aventus Wealth Management LLC in Centennial, CO, holding a Series 65 designation with experience spanning roles at Mitchell Kulick & Company and PricewaterhouseCoopers. His background includes four years at Drake University and three years at Regis Jesuit High School. Aventus Wealth Management LLC serves primarily institutional clients and pooled investment vehicles, providing discretionary investment management and supervisory services. The firm’s approach combines passive and active strategies based on Modern Portfolio Theory, tailoring asset allocation to client objectives, risk tolerance, and liquidity needs.