Charles Bernard is the sole advisor at White Peaks Asset Management, LLC, an independent investment advisory firm based in Denver, Colorado. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having led White Peaks since its founding in 2002. Outside of his advisory role, Bernard is also involved in real estate investment and manages partnerships focused on real estate development and acquisitions. White Peaks Asset Management provides personalized, discretionary portfolio management exclusively through individually managed accounts, serving clients with at least $500,000 in investable assets. The firm employs a research-driven, long-term investment approach and utilizes leverage and derivatives, including borrowing and stock options, which distinguishes its management style from many independent peers.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.

Patrio Mckenzie is a financial advisor at Proper Money Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. and Bankers Life. Outside of his advisory role, Mckenzie is an owner of PM Financial Group LLC, where he is involved in insurance sales. Proper Money Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and businesses. The firm focuses on customized, long-term portfolios using low-cost, diversified mutual funds and ETFs, with ongoing client contact and continuous portfolio monitoring.

Gary Wayne is a financial advisor with Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Infinity Wealth Management for 10 years and owns Integrity Debt Solutions, LLC, a debt settlement company assisting consumers in Texas with unsecured debt reduction. Infinity Wealth Management provides personalized portfolio management primarily using mutual funds and variable annuities. The firm serves individual clients with a focus on asset allocation tailored to client-specific goals, risk tolerance, and time horizon, managing about $62.5 million in discretionary assets across roughly 695 client accounts.

Erica Mathews is a financial advisor at Financial Counseling Associates, Inc. She holds a Series 65 license and has five years of industry experience. Prior to joining her current firm, she worked at Gensler for five years. Financial Counseling Associates provides investment advisory and financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $103.5 million across about 125 clients, focusing on diversified portfolios with no-load and low-transaction investments and conducting quarterly account reviews.

Timothy Lawrence is a financial advisor at Millennium Portfolio Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Millennium since 2013. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold strategy focused on low-cost mutual funds and ETFs, utilizing Fama-French three-factor analysis to structure portfolios, and offers integrated tax compliance services to its advisory clients.

Richard Staves is a financial advisor at Roots First Wealth Management with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and 65 licenses. His prior experience includes roles at Cherry Creek Wealth Management, Redhawk Wealth Advisors, and Wells Fargo Investments. Outside of advising, he serves as president and owner of Cherry Creek Wealth Management, providing tax preparation and consulting services, and is a director at the Social Security Education Center, a nonprofit organization. Roots First Wealth Management primarily serves individual clients offering discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan services. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental and technical analysis, with additional services including educational seminars and retirement-plan participant education.

James Beaudreau III is a financial advisor at Asset Strategies Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes eight years at Drury Hotels. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a combination of modern portfolio theory, asset-allocation techniques, and various analytical approaches, operating mainly on a non-discretionary basis with client approval required for trades.

Kevin England is a CFP® with 17 years of industry experience. He has worked at Tier One Wealth Management since 2022 and previously held roles at Sigma Planning Corporation and Sigma Financial Corporation. Outside of his advisory work, he is president of Fair Share Planning, LLC, and provides technology and marketing support through Tier One Tax, LLC. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a tax-efficient, actively managed investment approach using equities, ETFs, mutual funds, structured products, options, and select alternative investments.

Andrew Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Agemy Wealth Advisors since 2015 and has operated Agemy Financial Strategies, Inc., an insurance product sales business, since 1990. Outside of advising, he hosts a financial strategies radio show and serves as a board member of the Gospel Foundation of New England. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm combines asset allocation and fundamental analysis with artificial intelligence tools to support research and portfolio management.

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 designations and has previously worked at UBS Financial Services, Merrill, and Northern Trust Securities. Altschul is also the managing member of Old School Wealth Management, a bookkeeping entity related to the ownership of Conexus Capital Management. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm uses a core-and-satellite investment approach that combines passive and active strategies, incorporates fundamental and technical research, and employs selective third-party managers and 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, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Citigroup. Outside of financial advising, 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, families, retirement plans, trusts, charitable organizations, and corporations. The firm combines fundamental analysis and modern portfolio theory with a diverse investment mix and serves a range of clients including business development companies, offering both discretionary and non-discretionary management through a three-advisor team.

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.

William Shriver is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Gilpin Wealth Management LLC and previously led Shriver Investments Inc. for 16 years. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across about 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing customized portfolios that incorporate asset allocation, tactical adjustments, fundamental and technical analysis, and modern portfolio theory.

Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to founding his firm in 2017, he worked at Nations Financial Group Inc. and Cascade Financial Management. Outside of advising, Allen has been involved in wholesale business ownership and participates regularly as a guest providing market commentary on local Denver news channels. Bruce G. Allen Investments, LLC serves individuals, family foundations, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes asset allocation informed by Modern Portfolio Theory and incorporates a variety of securities, including equities, bonds, mutual funds, ETFs, and ESG options, with accounts reviewed and rebalanced quarterly.

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.