Jonathan Duong is a CFP® and CFA® with 13 years of experience, currently serving as the sole advisor at Wealth Engineers, LLC in Denver, CO. Since founding the firm in 2013, he has also provided business consulting services including outsourced CFO roles, financial analysis, and succession planning. Wealth Engineers offers comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm’s investment approach focuses on low-cost, diversified mutual funds and ETFs, using modern portfolio theory and factor research, combined with tax-aware portfolio management and tiered service offerings.

Jessica Te Selle is a Series 65-licensed financial advisor with Dorato Capital Management in Denver, Colorado. She has two years of industry experience, including prior work at Westwood Professional Services. Dorato Capital Management provides investment portfolio management primarily to individual, non-high-net-worth clients using a value-based, low-turnover buy-and-hold approach. The firm also offers hourly investment-planning advice and tax preparation services, managing approximately $138 million across about 94 accounts.

Joseph Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding the ChFC® designation and Series 63 license with 27 years of industry experience. He previously worked for Financial Counseling Associates, Inc. for 31 years before joining Full Financial Inc. in 2024. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in client assets, emphasizing diversified portfolios with no-load mutual funds, ETFs, stocks, bonds, and cash equivalents, while typically managing accounts on a discretionary basis and coordinating with clients’ attorneys and accountants on tax and estate matters.

Scott Altschul is a financial advisor at Conexus Capital Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Conexus since 2016. In addition to his advisory role, he is the managing member of Old School Wealth Management, a bookkeeping entity related to his firm’s ownership. Conexus Capital Management serves high-net-worth individuals, families, trusts, estates, and institutional clients with portfolio management, financial planning, and consulting. The firm employs a strategic asset allocation approach combining passive core holdings with actively managed satellites, incorporating both fundamental and technical research and offering access to alternative strategies for qualified investors.

Steven Teselle is a CFP® and CFA® with 26 years of industry experience. He has been with Dorato Capital Management since 2000. Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm employs a value-based, low-turnover buy-and-hold investment strategy and serves a client base focused on non-high-net-worth individuals while also offering hourly investment planning and tax preparation services.

Gregory Watson is a financial advisor at Cedarwood Wealth with 22 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. Prior to joining Cedarwood Wealth in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2025, and at Citigroup from 2014 to 2017. Outside of his financial advisory role, he is the Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design business. Cedarwood Wealth manages investment and planning relationships for individuals, including high-net-worth clients, family investment vehicles, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios using a mix of no-load funds, ETFs, individual securities, and selective limited partnership vehicles, employing fundamental analysis, modern portfolio theory, and cyclical analysis to guide asset allocation and rebalancing.

Andrew Klein is a financial advisor with Paramount Associates Wealth Management in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Niagara International Capital Limited and Waddell & Reed, Inc. since 2009. Paramount Associates provides investment management, financial planning, retirement-plan advisory, and consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm uses a comprehensive financial planning process and an economic-driven global asset allocation framework to construct diversified portfolios, including alternative and private investments, and offers both discretionary and non-discretionary account management with regular monitoring.

Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, CO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at Nations Financial Group Inc. and M.S. Howells & Co. Allen regularly appears as a guest for market commentary on various Denver television stations. Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, family foundations, trusts, and employer retirement plans. The firm manages approximately $255 million in client assets and constructs diversified portfolios using equities, bonds, mutual funds, and ETFs, applying Modern Portfolio Theory and asset-allocation principles with regular portfolio reviews.

Rebekah Brooks is a financial advisor at Noble Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 17 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Cambridge Investment Research, Bluerock Capital Markets, and Fs2 Capital Partners. Noble Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and businesses. The firm employs a passive investment approach centered on index funds and ETFs, managing discretionary accounts with integrated financial planning for qualifying clients.

Geoffrey Gervasini is a financial advisor at Wakefield Asset Management, LLLP with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Wakefield firms since 2003. Wakefield Asset Management, LLLP is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs quantitative, model-driven domestic equity strategies combined with multi-asset solutions and offers sub-advisory services, managing approximately $371 million in regulatory assets under management.

Kevin Ferm is a financial advisor with 21 years of industry experience, currently with 345 Investment Advisory, LLC and Centaurus Financial, Inc. He holds a Series 66 credential and has previously worked at Equitable Advisors and Axa Advisors, Llc. Outside of his advisory roles, he has various outside insurance appointments. 345 Investment Advisory is an SEC-registered firm that offers discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants, focusing on plan-linked and institutional-style accounts. The firm employs a mix of proprietary and third-party model portfolios and sub-advisers, using fundamental and technical analysis alongside strategies such as direct indexing, options, and alternative investments.

Ally Chanel is a financial advisor at Lundeen Abrams Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services and ABC Consulting, where she also serves as owner. Ally recently obtained her Colorado insurance license to assist clients in understanding annuity and insurance options. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm combines cyclical and quantitative analysis using both passive and active strategies, emphasizing ETFs and custom model portfolios, and its advisory staff are licensed insurance agents who provide additional non-investment services.

Jacob Impellicceiri is a CFA® charterholder with eight years of industry experience. He currently advises at Grantd Wealth, Inc. and also works as a tax preparer for A.F. McGervey and Company. Prior to these roles, he held positions at Deloitte Consulting LLP and various wealth management and investment firms. Grantd Wealth, Inc. is a small, recently reorganized advisor that offers discretionary and non-discretionary portfolio management, financial planning, and consulting services primarily to individual clients. The firm uses a mix of ETFs, equities, fixed income, options, and tactical asset allocation, emphasizing tax-aware planning and tailored strategies aligned with client objectives.

A native of the Denver area, Jeff has been married to his wife, Christa, for 22 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance. He has volunteered as a coach in the South Jeffco Sports Association since 2009 as both a head coach and an assistant coach for baseball, basketball, and football. When not coaching sports, there is a good chance that he’s attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter. Jeff is a staunch believer in using ETFs and low-cost index funds for client investments. He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals. He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it...most of the other things will require some help from a professional.

I help business owners, executives and retirees protect and grow their assets through financial planning and investment management. I provide comprehensive wealth planning to protect what you've earned, grow your assets, and enjoy your lifestyle. I'm passionate about helping business leaders and owners create a plan to convert their illiquid business and equity interests into a lifestyle they love. For over fourteen years I've worked with business owners and executives to help them reach their goals, reduce their risks, and invest appropriately so they have a clear path towards financial security and retirement. Our comprehensive planning addresses taxes, planning for when you will step away from or sell your business, strategies to deal with concentrated and illiquid equity, investment planning, retirement, insurance needs, and estate planning. We also help parents and grandparents with education planning. Prior to founding Summit Hill I helped lead the Rocky Mountain Region for a national Trust Bank. I am a Certified Financial Planner (r) and Chartered Financial Analyst charterholder. I studied Philosophy and Economics at Columbia University. I'm passionate about helping to make our world a better place and am honored to serve on the board of Arma Dei Academy. I also enjoy the outdoors through cycling, mountain biking, camping, and kayaking.

Wallace Darling is a financial advisor at Hansen & Associates Financial Group Inc. with a Series 65 credential and three years of industry experience. He previously managed Darling Wealth Management, LLC and has over a decade of experience with Lakewood Hills Investments, LLC. Outside of his advisory role, Darling is involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. Hansen & Associates Financial Group provides asset management, financial planning, and retirement consulting services to individuals, businesses, and plan sponsors. The firm uses a Tactical Asset Allocation approach with a proprietary algorithm focused on ETFs, emphasizing risk control and individualized portfolio management.

Mikyo Butler is a CFA charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Butler Financial Services in Denver, CO since 2013. Butler Financial Services is a fee-only registered investment adviser managing approximately $135.6 million for individuals, families, trusts, corporations, profit-sharing plans, and charitable organizations. The firm focuses on discretionary investment management using asset allocation based on Modern Portfolio Theory, combining fundamental analysis with passive and selective active strategies, and employs tactical risk-management tools including derivatives.

Andrew Niedermeier is a financial advisor at Bernard Wealth Management Corp. with nine years of industry experience. He holds the Series 66 designation and has worked at Bernard Wealth Management since 2019 and Charles Schwab from 2006 to 2018. Outside of advising, he is a partner in Standy Properties LLC, a real estate investment and property management business. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations, managing approximately $314 million in client assets. The firm offers discretionary portfolio management and financial planning services, utilizing model portfolios that combine mutual funds, ETFs, and select individual stocks aligned with client risk profiles and goals.

Rush Steelman is a financial advisor at Private Client Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and is a managing partner and consultant for Advisor Evolution Group, a business consulting and marketing firm. Steelman also works as an independent insurance agent. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with about $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis.

Patrick Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Private Client Wealth Advisors in 2021, he worked at Alpha Cubed Investments and Larimer Capital Corporation. Cleary is also a licensed insurance agent, providing insurance products to clients on a limited basis outside of trading hours. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households. The firm offers discretionary portfolio management, comprehensive and modular financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis in managing client portfolios.