Michael Errigo is a financial advisor at Agemy Wealth Advisors, LLC in Denver, Colorado, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities Inc. prior to joining Agemy Wealth Advisors in 2018. He also manages account services for Agemy Financial Services as part of a non-investment related role. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities. The firm manages discretionary portfolios using asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, and offers tailored planning across retirement, tax, and estate objectives.

Matthew Lengel is a CFP® with 10 years of experience in the financial services industry. He is currently with SummitPoint Capital Management and has held previous roles at Vista Private Wealth Partners LLC, Kathmere Capital Management, Private Advisor Group, LLC, LPL Financial, LLC, and M&T Securities. Outside of his advisory work, he has acted as a baseball consultant, coaching youth baseball and helping run clinics. SummitPoint Capital Management serves individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of strategic and tactical asset allocation, value-oriented fundamental analysis, and a proprietary quantitative optimization model to manage portfolios on a discretionary basis.

Jacob Boeding is a financial advisor at Summit Hill Wealth Management, LLC in Greenwood Village, CO. He holds a Series 65 designation and has been with Summit Hill since 2022. Prior to his advisory role, he worked as an English Teaching Assistant from 2019 to 2021. Summit Hill Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, retirement plans, and governmental entities. The firm constructs diversified, cost-aware portfolios using indexing, fundamental analysis, modern portfolio theory, and technical analysis, and employs sub-advisors and alternative strategies while maintaining overall discretionary authority.

John Holtkamp is a CFP® and CFA® credentialed advisor with 21 years of experience in the financial services industry. He is the principal at JHP Wealth Management, LLC, where he has worked since 2018, following roles at Corex Portfolios, LLC and Private Capital Management. JHP Wealth Management provides discretionary investment management and integrated financial planning to individual and high-net-worth clients. The firm employs a “core and explore” asset-allocation framework, primarily using exchange-traded funds and institutional-share-class mutual funds, with portfolio management conducted on a discretionary basis.

Clinton Edgar is a financial advisor at Better Pockets Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, OneAmerica Securities, and the Colorado Department of Education. Outside of advising, he has been involved with Amazon Vine for two years. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services. The firm uses a combination of passive and active strategies through third-party platforms and offers educational seminars and workplace retirement participant support.

Michael Davignon is a financial advisor at CDP Financial Group, LLC in Littleton, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining CDP Financial Group, he was a student for 11 years. CDP Financial Group provides investment advisory services to individuals, retirement plans, trusts, estates, and other business entities. The firm manages approximately $100 million in discretionary assets for about 110 clients, offering individualized portfolio management, financial planning, portfolio consulting, and business continuity planning.

Joseph Clemens is a CFP® professional with 19 years of experience, currently serving at Wisdom Wealth Strategies in Greenwood Village, CO. He has worked with Wisdom Wealth Strategies, LLC since 2009 and previously with Wisdom Wealth Strategies Tax from 2014 to 2021. Clemens is also an enrolled agent and serves as an adjunct instructor at the College for Financial Planning. 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 and offers a range of investment strategies, integrating tax preparation and insurance services alongside its financial planning.

Garret Jett is a financial advisor with Tier One Wealth Management in Lone Tree, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sigma Financial for seven years before joining Tier One Wealth Management in 2022. Outside of advisory work, Jett owns a tax preparation business, FIRST SOURCE TAX LLC, which he operates outside of market hours. Tier One Wealth Management serves individuals, high-net-worth clients, and various institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs a client-centric investment approach that integrates broad-market risk management with proprietary economic analysis, actively managing portfolios that include a range of investment products with an emphasis on tax efficiency.

John Robb is the sole advisor at Stone Creek Group, LLC in Englewood, CO, holding a Series 66 designation with 24 years of industry experience. He has been with Stone Creek Group since 2015. In addition, Mr. Robb is the sole member of Stone Creek Fund Management LLC, an investment-related entity. Stone Creek Group provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a strategic asset allocation approach with diversification, systematic rebalancing, tax-aware management, and utilizes institutional share classes, while also acting as a sponsor and adviser for private limited-partnership funds.

Matthew Johnson is a financial advisor at Roots First Wealth Management in Highlands Ranch, CO, holding a Series 65 designation with six years of industry experience. He previously worked at Ernst & Young and operates a sole proprietorship focused on insurance sales and service. Johnson is also president and director of the Social Security Education Center, a nonprofit organization. Roots First Wealth Management serves primarily individual clients, providing discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm offers public educational seminars and uses a diversified investment approach incorporating fundamental and technical analysis along with third-party model portfolios.

Blake Barnett is a CFP® with 16 years of industry experience, currently serving at FFG Retirement Counseling. He has worked at the firm and its related entities since 2018, with prior roles at Calton & Associates, Inc. and Smart Money Group, LLC. Outside of financial advising, he is a partner in a roofing and water mitigation contracting business. FFG Retirement Counseling provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management and retirement-account advice under ERISA/IRC fiduciary rules. The firm employs a primarily long-term investment approach emphasizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities when appropriate, and uses trademarked models to organize assets and manage systematic reallocation and tax strategies.

I love financial planning. I have been in the business since 2007. I started as an apprentice at a large broker/dealer. They extended an offer for me to continue as an advisor with them at the end of my apprenticeship. I had no idea what I was doing at the time, but moved forward. I learned a lot the hard way starting out in the business. I was not a stellar sales person, but I also learned that I loved working with clients, and helping them to get on track to meet their retirement goals. This early career phase taught me that I really value relationships, education, and creating plans that meet your lifestyle and goals. Over time I refined a clear way that I wanted to work with clients. I found that working for a corporation would not fit the more customized, educational, and lifestyle approach that I wanted for my clients. In 2020 I opened my own RIA practice and am pleased to be able to always do what is best and unique for each client. In 2023 I was able to become a CFP®. I am proud of what I have created, and know that it fits a real need in the industry. Opening my business right as COVID set in also taught me some new things. More people need financial planning! They need to know that it is for everyone. I can help you no matter what your financial circumstances are. I live in Colorado with my husband and 3 children. I am a very stereotypical Coloradan. I love the outdoors and all outdoor activities. If you want to hike while we have meetings let's do it!

Gregg Denhoffer is a financial advisor at Conexus Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Conexus Capital Corp since 2016. He serves as a board member for the nonprofit mylifeline.org, a non-investment related position. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, third-party manager selection, and consulting. The firm employs a strategic asset allocation approach blending passive core exposures with actively managed sector and specialty satellites, supplemented by third-party managers and alternative strategy recommendations for qualified investors.

Nadia Shokohi is the principal of Shokohi Wealth Management Group LLC in Parker, CO, holding a Series 66 license with 19 years of industry experience. She previously worked at Sheridan Road Financial and has been associated with LPL Financial since 2008. Outside of her advisory work, she is a commissioned notary. Shokohi Wealth Management specializes in divorce-focused financial planning and advisory services for individuals experiencing divorce, widowhood, retirement, or other family-status transitions. The firm provides tax-aware, individualized analyses and works closely with clients and their attorneys on financial disclosures, settlement analysis, and post-divorce planning, billing through hourly and bundled planning packages rather than asset-based fees.

Bruce Hinchley is the principal advisor at Hinchley Advisory Group, LLC in Centennial, Colorado, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Procap Equity, Ltd. Outside of advisory work, he is involved in tax preparation and mortgage brokerage through Hinchley & Company. Hinchley Advisory Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $193 million using model portfolios and tailored discretionary strategies that incorporate fundamental, technical, and cyclical analysis.

Stephen Warren is a financial advisor at Causey Wealth LLC with two years of industry experience. He holds the Series 65 designation and previously worked for Causey Demgen & Moore PC for eight years. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting for individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients, using a strategic asset-allocation approach with customized Investment Policy Statements and offers both discretionary and non-discretionary account management.

Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.

Robert Brown is a financial advisor at Copper River Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Copper River Advisors since 2016. Prior to that, he was involved with 272 21st Street Realty LLC for eight years. Copper River Advisors serves high-net-worth individuals, corporate, and institutional clients by providing discretionary portfolio management alongside financial and estate planning support. The firm emphasizes a long-term investment approach using passive core holdings and tailored fixed-income allocations, integrating institutional experience and third-party managers to meet client goals.

Craig Perkins is a ChFC® with 46 years of industry experience. He is affiliated with CDP Financial Group, LLC and Colorado Financial Service Corporation, both since 2011. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by providing discretionary portfolio management along with financial planning and consulting services. The firm manages about $90 million across approximately 110 client accounts, using diversified mutual funds and a formal fund evaluation process tailored to clients’ risk tolerance and time horizon.

Stelianos Elenis is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Highpass Asset Management LLC since 2018 and previously worked at BKD, LLP for eleven years. Outside of his advisory role, he prepares tax returns for family members as a Certified Public Accountant. Highpass Asset Management provides discretionary investment management and comprehensive wealth planning services to high-net-worth clients, including families, pension plans, and trusts. The firm uses a diversified investment approach incorporating ETFs, equities, mutual funds, and occasionally options and private placements, with portfolio management tailored to client risk tolerance.