Brendan White is a CFP® with six years of industry experience, currently serving as an advisor at Essential Partners LLC in Denver, CO. His prior experience includes roles at Cerity Partners LLC, Janiczek Wealth Management LLC, and Charles Schwab & Co., Inc. Essential Partners LLC provides discretionary asset management and comprehensive financial planning to high-net-worth individuals, business entities, trusts, estates, and charitable organizations. The firm employs a bespoke investment process that emphasizes global diversification and an economic-environment framework, combining active and passive strategies with fundamental analysis.

Kevin Malloy is a financial advisor at Focus Point Capital LLC with a Series 65 designation and one year of industry experience. He has been associated with Focus Point Capital and FPF Wealth LLC since 2026 and has been involved with End5 Insights LLC since 2013. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, functioning mainly as a subadviser or third-party portfolio manager. The firm offers discretionary management and non-discretionary model portfolios through strategies that emphasize standardized approaches using ETFs and proprietary risk frameworks.

Kevin Campbell is a financial advisor at Focus Point Capital LLC with 24 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at several firms, including James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients by providing discretionary management and non-discretionary model portfolios, focusing on multi-asset and concentrated equity strategies implemented through ETFs and proprietary risk frameworks.

Warren Denewiler is a CFA® charterholder with 27 years of industry experience. He has worked at Sage Investment Management since 2002 and has been with Denewiler Capital Management Inc, a firm he founded, since 1991. Outside of his advisory work, he has a non-material interest in an agricultural holding company. Denewiler Capital Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a value-oriented investment approach focused on a dividend-growth strategy and offers discretionary portfolio management and financial planning with an emphasis on long-term, custom-constructed portfolios.

Peter Huffman is a financial advisor at P.A. Schopen & Associates, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and Evergreen Investing prior to joining his current firm. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, using a combination of discretionary and non-discretionary management tailored to client objectives. The firm employs a hybrid investment approach that integrates actively managed mutual funds and passive ETFs, and it manages client assets in-house while utilizing a broad range of products and strategies, including structured notes and cryptocurrency exposure.

Sidney Smith is a CFP®-certified financial advisor with four years of industry experience, currently with Financial Steward Associates, LLC. He has previously worked at LPL Financial LLC and Fidelity Investments. Smith provides financial planning and consulting services through Financial Steward Associates, an independent firm where he also supports administrative activities. Financial Steward Associates delivers comprehensive, goal-oriented financial planning and limited-scope consulting for individual clients, focusing on areas such as estate, tax, cashflow, charitable, and wealth-transfer objectives. The firm operates as a planning-only boutique without discretionary authority or assets under management, offering fixed or hourly fee engagements.

Ty Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has been with Peak Financial Management, Inc. since 2020 and previously worked at Modern Wingman LLC and Colorado Christian University. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $109 million in assets and integrates consulting, coaching, and investment management through its “Start to Finish Planning Program,” employing a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory.

Alicia Duong is a CFP® professional with eight years at Wealth Engineers, LLC and a total of 14 years of industry experience, including 12 years at Raytheon. She is based in Denver, CO. Wealth Engineers, LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm emphasizes low-cost, diversified portfolios grounded in modern portfolio theory and offers discretionary investment management alongside financial planning and retirement-plan consulting.

Amy Smith is a financial advisor at Bonsai Advisors LLC in Boulder, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at TIAA-CREF for 26 years before joining Bonsai Advisors and Purshe Kaplan Sterling Investments. Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to individuals, trusts and estates, charitable organizations, and business entities. The firm manages client assets using proprietary software for Investment Policy Statements and offers access to third-party money managers and TAMPs as part of its services.

Dennis Channer is a CFP® professional with 25 years of industry experience and has been with Cornerstone Investment Advisors, LLC since 2001. He holds a Series 63 license and is based in Boulder, Colorado. Outside of his advisory role, he is a member of The Private Trust Consortium, LLC, where he provides fiduciary support services. Cornerstone Investment Advisors offers comprehensive financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and constructs globally diversified portfolios using a range of investment vehicles, implementing client objectives through written investment policy statements, ongoing monitoring, and periodic rebalancing.

Carlie Campuzano is a financial advisor at Millennial Wealth Management, LLC in Broomfield, CO, holding a Series 65 designation. She has been with Millennial Wealth Management since 2026 and has prior experience working for the City of Aurora and Kimley-Horn & Associates. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans, favoring a passive, low-cost investment approach using diversified portfolios of index funds and ETFs alongside selected outside managers. The firm operates with a small team and employs multiple institutional platforms to centralize portfolio implementation and held-away account management.

Carol Johnson is a CFP® professional with nine years of experience in financial advising. She has worked at Prudent Man Investment Management since 2018, following prior roles at Atlantic Trust and Retirement Planning Specialist. Johnson holds Series 63 and Series 65 licenses. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional funds and emphasizes after-tax returns.

Scott North is a financial advisor at Retire Right Planning, LLC in Denver, CO, holding Series 65 and Series 66 licenses with 13 years of industry experience. He has been with Retire Right Planning since 2012. Retire Right Planning, LLC is a small registered investment adviser serving individual and high-net-worth clients with one-time financial plans, hourly planning, and discretionary portfolio management. The firm combines value, safety, and quality principles with quantitative and systematic methods, tactical asset allocation, and may use structured notes and private investments while emphasizing risk control.

Kristopher Kelley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Legacy Ridge Capital Management, LLC. He worked at Janus Capital Group from 2008 to 2017 before joining Legacy Ridge in 2018. Outside of his advisory role, he has ownership interests in private businesses, including a car wash and a powersports dealership in Wyoming. Legacy Ridge Capital Management provides discretionary portfolio management to individual and high-net-worth investors, trusts, pension and profit-sharing plans, and business entities. The firm employs a research-driven, bottom-up investment approach with an owner’s mindset, combining long-term holdings with focused short positions and risk management strategies.

Skyler Gillespie is a financial advisor with CayDen Wealth Management holding a CFP® designation and Series 65 license. Gillespie has been with the firm since 2026 and has prior experience at several related firms, including CayDen Financial Inc. Outside of financial advising, Gillespie has been involved with bookkeeping and tax-related services. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates accounting and tax preparation services through an affiliated business and emphasizes passive portfolio construction using index funds and ETFs tailored to client risk profiles.

Shane Dennehy is a CFP® and ChFC® with 12 years of industry experience. He currently works at CayDen Wealth Management and has held roles at Daniel Alexander Capital Inc and Charles Schwab. Outside of his advisory role, he co-owns a consulting business, CayDen Consulting. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index mutual funds and ETFs, and provides integrated tax and bookkeeping services through an affiliated accounting business.

Michael Hake is a CFP® with 20 years of industry experience, currently serving at Boulder Wealth Advisors, LLC since 2021. Prior to this, he worked nine years with Pacific Investment Management Company LLC and PIMCO Investments LLC. Boulder Wealth Advisors is an SEC-registered investment adviser managing approximately $338 million for a diverse client base that includes individuals, families, trusts, and pension plans. The firm offers personalized financial planning and discretionary investment management using a top-down allocation process and a range of model portfolios across multiple asset classes.

Jarrett Sharp is a Series 65 licensed advisor with Sharper Image Financial Services, LLC in Erie, Colorado, with four years of industry experience. He has held roles at multiple affiliated companies, including Sharper Image Tax Service, LLC, where he serves as Lead Tax Preparer, and TrueInsights CFO, LLC, where he acts as Lead Fractional CFO. Sharp is also the Founder and CEO of Sharper Image Holdings, Inc. Sharper Image Financial Services provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs a variety of analytical approaches and offers project-based investment consulting as well as public educational seminars and workshops.

David Johanson is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with Scope Wealth Management since 2015 and also worked at Laramar Group starting in 2025. Based in Denver, CO, he serves a diverse client base through his current firm. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates. The firm primarily serves non‑high‑net‑worth individual clients and employs a core-satellite investment approach, incorporating low-cost passive holdings alongside concentrated, value-oriented satellite positions.

Michael Tracy is a CFP® with 23 years of industry experience and is currently affiliated with Principium Investments LLC in Boulder, CO. He has been with Vinoy Capital, LLC since 2008. Tracy is also associated with Sarasota Asset Management, a registered investment advisor. Principium Investments is a fee-only, SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an actively managed allocation process across proprietary risk profiles, combining ETFs, individual stocks, and mutual funds, supported by CFP®-driven financial planning and ongoing portfolio monitoring.