Craig Stavely is a financial advisor at Trinity Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and Mass Mutual Investors Services. In addition to his advisory role, he serves as Head of Financial Planning at Hathaway College Funding, where he assists clients with college savings strategies. Trinity Wealth Partners advises individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management. The firm emphasizes tailored strategies based on detailed financial plans, using strategic asset allocation and model portfolios with both equity positions and diversification.

Samuel Harnisch is the founder of Quantitative Financial Strategies (QFS), a boutique wealth management firm specializing in advanced tax strategies that the ultra-wealthy have used for decades to reduce taxes. With exclusive access to these proven strategies, Samuel is dedicated to helping business owners, high-net-worth individuals, and families protect and grow their wealth in the most tax-efficient manner possible. Samuel holds a Master’s in Applied Quantitative Finance and honed his expertise working at PIMCO, the world’s most sophisticated bond manager, where he gained a deep understanding of complex financial instruments. He then served at a multifamily office, managing portfolios for families with $10 million - $100 million in assets, investing in private equity, hedge funds, and direct real estate to enhance portfolio performance and reduce risk. At QFS, we don’t just offer generic financial advice; we provide bespoke, tax-optimized strategies tailored to your specific financial situation. Whether you’re navigating a business exit, needing to diversify concentrated stock portfolios, or looking to reduce your income taxes, we leverage the same strategies used by the world’s wealthiest families to help you achieve your goals. Our focus is on more than just immediate financial success—we strive to help you maintain your family’s legacy through careful, strategic wealth transfer. With our guidance, you can ensure that your wealth is effectively preserved and passed down, sustaining your family’s prosperity for generations.

John Diak is a CFP® with 19 years of industry experience and has been with Oatley & Diak, LLC since 2006. He serves as the sole advisor at the firm based in Englewood, Colorado. In addition to his advisory role, he holds a paid position as a town councilman in Parker, Colorado. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses, focusing on higher-asset households. The firm builds customized portfolios using a combination of individual securities and mutual funds, with discretionary account supervision guided by client-specific goals and risk tolerance.

Matthew Chedid is a CFP®-certified financial advisor with MC Financial Management, Inc. in Aurora, CO, bringing one year of industry experience. Prior to joining MC Financial Management, he worked at Fidelity Investments and has held various roles including teaching and municipal employment. MC Financial Management is a Colorado-registered investment adviser serving primarily individual clients with portfolio management and financial planning services. The firm emphasizes individualized discretionary portfolio management and serves a smaller, non–high-net-worth client base.

Sean Castle is a financial advisor with Cherry Creek Investment Advisors Inc in Englewood, CO, holding a Series 63 designation and 27 years of industry experience. He has been with Cherry Creek Investment Advisors since 1995. Outside of advising, Mr. Castle is a published author and is involved in horse breeding and racing through partial ownership in related LLCs. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans and foundations. The firm emphasizes customized portfolios based on internal and external research, generally favoring longer holding periods with occasional active management tailored to client objectives and risk tolerance.

Margaret Nickens is a CFP® with four years of industry experience, currently serving as a financial advisor at Elm3 Financial Group, LLC. She has worked at Elm3 since 2020 and previously held roles in the education sector. In addition to advising, she provides payroll services for Elm3 CPA, Tax and Accounting, assisting small businesses with tax, bookkeeping, and payroll functions. Elm3 Financial Group serves individuals, families—including high-net-worth clients—trusts, estates, and small businesses with discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach that combines macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading strategies.

Jerry Mcdonnell is a financial advisor at Keen Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CapitalPoint Financial Planning, LLC for the past 10 years. Keen Capital, LLC is an independent, fee-only wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with a focus on tax, estate, and special needs planning, utilizing a range of asset types and both discretionary and non-discretionary management approaches.

Amy Boyd is a CFP® and CFA® with 14 years of industry experience. She is the sole advisor at Ventana Private Wealth LLC, where she has worked since 2021. Prior to that, she held roles at Private Capital Management and Wagner Wealth Management. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages a small client base with a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a range of asset classes including mutual funds, ETFs, fixed income, equities, REITs, structured products, and private investment funds.

Scott Bennett is a CFP® with 17 years of experience in the financial industry. He is currently with IWR Advisors and is the owner and founder of Invest With Rules LLC, an investment research newsletter specializing in institutional trading activity and trend analysis. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. IWR Advisors is a fee-only firm serving individual and high-net-worth clients, typically with accounts of $500,000 or more. The firm combines fundamental and technical analysis and utilizes both passive and active strategies across various asset classes, offering primarily discretionary investment management and project-based financial planning.

Scott Taylor is a financial advisor at Value Financial Advisers, Inc. in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Value Financial Advisers since 2012. Value Financial Advisers serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and wealth-preservation services. The firm employs a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

William Mason is a CFA® charterholder with 27 years of industry experience, currently serving at Value Financial Advisers, Inc. in Denver, CO, where he has worked since 1990. He holds the Series 63 designation and is part of a four-advisor team. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

Brian Berenz is a financial advisor with Berenz Wealth Management, LLC in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Berenz Wealth Management since 2013 and operates Berenz Tax, Inc., a tax preparation service he started in 2015. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual investors and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers a range of services including discretionary and non-discretionary portfolio management and financial planning.

Michael Borelli is a financial advisor at Downing Street Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and National Cinemedia LLC. Downing Street Wealth Management provides fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm employs a long-term, predominantly passive investment approach using mutual funds, ETFs, and occasional individual equities and bonds, supported by an affiliated tax-preparation and tax-planning entity.

Keith Fevurly is a CFP® certificant with 21 years of industry experience, currently serving at Integra Financial, Inc. since 2011. He also operates a sole proprietorship offering legal services as an attorney. Prior to his current role, he worked at Metropolitan State College of Denver from 2007 to 2019. Integra Financial, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment approach combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.

William Donohue is a CFP® with 30 years of industry experience. He has worked at FIT Asset Management since 2021 and previously held roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. from 2004 to 2021. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, as well as providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm employs a proprietary scoring system that combines fundamental and technical analysis to guide investment decisions across client portfolios and consulting engagements.

Nathan Dutzmann is a Series 65-licensed advisor with Round Table Investment Strategies, LLC, based in Littleton, CO. He has six years of industry experience and has previously worked at firms including Torren Management, Dimensional Fund Advisors, Aspen Partners, and Quantitative Equity Strategies. Nathan also owns Functional Financial, LLC, a single-member entity used for his contract work with Torren Management. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its affiliation with an in-house accounting practice and offering non-investment services such as retirement and career coaching.

Nicholas Gervasini is a financial advisor at Wakefield Asset Management, LLLP, holding a Series 65 designation with one year of industry experience. Prior to joining Wakefield, he worked at Plante & Moran PLLC and spent five years at Gonzaga University. Wakefield Asset Management is an SEC-registered adviser providing portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven equity strategies with multi-asset solutions including fixed income, international funds, alternatives, and digital assets, and manages approximately $371 million in regulatory assets under management.

Shawn O'Keefe is a financial advisor at Summit Wealth Strategies with 31 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked with several firms, including Impact Partnership Wealth, Resources Investment Advisors, and RedHawk Wealth Advisors. Outside of advisory work, he is involved in managing insurance and investment services through Summit Wealth Strategies and owns a marketing company. Summit Wealth Strategies provides portfolio management and financial planning primarily to individual and corporate clients. The firm uses a combination of active and long-term trading strategies supported by various analytical methods to build diversified portfolios across multiple asset classes.

Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and PFM Asset Management. Outside of finance, he worked for Sexy Pizza for one year. Perla Wealth LLC is a recently established two-advisor firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm uses proprietary investment models incorporating fundamental, technical, quantitative, and economic analysis, and integrates technology platforms including AI-driven client software.

Robb Stone is a financial advisor at Causey Wealth LLC with 23 years of industry experience. He held positions at Credit Suisse Securities (USA) LLC for 11 years and Causey Demgen Moore Pc for 11 years before joining Causey Wealth in 2024. He holds a Series 66 designation. Causey Wealth LLC offers financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to 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 guided by a customized Investment Policy Statement and an internal Investment Committee.