Jack Aksan is a financial advisor at Catey, Inc. in Denver, CO, holding a Series 65 designation with three years of industry experience. He has served as Chief Executive Officer and 100% shareholder of Catey GmbH, a Zurich-based investment advisory firm, since 2000. Catey, Inc. provides discretionary investment management primarily to high-net-worth individuals, business, and institutional clients. The firm employs a blended growth and value investment process incorporating technical momentum, earnings revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

Matthew Arber is a Series 65-licensed advisor with 13 years of industry experience. He currently works at Wealthbuilders Investments and has previous experience at Keller Williams Real Estate International, Gateway Clinical, and Churchill Management Group. WealthBuilders Investments is an SEC-registered advisory firm managing approximately $172.6 million for a diverse client base, including individuals, high-net-worth clients, trusts, family offices, endowments, businesses, and charitable organizations. The firm offers customized portfolio solutions with a long-term focus, integrating fundamental, technical, and cyclical analysis alongside Biblically Responsible Investing principles.

Toni Vaughan is a financial advisor at Spark Asset Management Group with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including BTS Asset Management, TK Consultants, and Synergy Investment Group. Spark Asset Management Group is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on tactical asset allocation using trend-following algorithms combined with technical and fundamental research, primarily employing ETFs, mutual funds, and sub-accounts, while also offering strategic and specialty portfolios tailored to client objectives.

Mark Butler is a financial advisor at Butler Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Butler Financial Services since 2002. 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 supported by wealth-management services and financial consulting, using a combination of fundamental analysis, passive index exposures, and selective active security selection, including tactical risk-management strategies involving derivatives.

Rebecca Kennedy is a CFP® with 21 years of industry experience. She has been with Impactfolio LLC since 2019 and previously operated Kennedy Financial Planning, LLC from 2013 to 2019. Outside of her advisory work, she manages a rental property business with her husband. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm uses a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis and provides discretionary investment management along with ongoing and project-based financial planning.

Chad Hume is a financial advisor at Capital Asset Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at several private banks and financial firms, as well as involvement with various sports and recreational organizations such as the Colorado High School Activities Association and the American Alpine Club. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, offering a range of model-based mutual fund and ETF strategies alongside custom managed accounts. The firm emphasizes fundamental analysis with multi-year investment horizons and utilizes third-party platforms including Envestnet and SEI.

Robert Persichitte is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Delagify Financial. His prior roles include work at Metropolitan State University of Denver and the City and County of Denver. Delagify Financial provides comprehensive financial planning, investment analysis, and consulting services to individuals, trusts, estates, and business entities. The firm emphasizes a planning-first approach with one-time planning products, assessments, and consultations, and is noted for its affiliation with accounting services and educational seminars.

Craig Rottman is a financial advisor at Financial Strategies Group with 22 years of industry experience. He holds a Series 66 designation and has worked with firms including Aurora Securities Inc. and Secure Asset Management. Outside of finance, he serves on the RCSC Certification Committee, overseeing seminary candidates seeking ordination in the RCA. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans, providing portfolio management and financial planning services. The firm employs firm-developed model portfolios based on Modern Portfolio Theory, primarily investing in mutual funds and ETFs.

Andrew Kark is a CFP® and PFS™ with 10 years of industry experience, currently serving at M.Z. Kark & Associates, Inc. in Denver, CO. He has been with the firm since 1993 and is a principal and 20% owner of Israel Investment Advisors, an RIA managing a fund focused on publicly traded Israeli securities, where he primarily markets the fund to nonprofit Jewish institutions. M.Z. Kark & Associates serves individual clients, including trusts and business owners, managing approximately $305 million for about 155 clients. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and separately managed accounts, with an emphasis on long-term holdings and a policy that restricts trading to funds and managed account programs rather than individual securities.

David Hanyzewski is a financial advisor at Bolhan Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at BolHan CPAs, Wipfli, and Bauerle CPAs. Hanyzewski’s background includes significant involvement in accounting through his CPA affiliations. Bolhan Wealth provides financial planning and portfolio management services to individuals and business entities, integrating investment, retirement, insurance, and tax planning. The firm coordinates advisory services with its affiliated CPA practice and employs a multifaceted investment approach using fundamental, quantitative, and technical analysis, with options for both discretionary and non-discretionary management.

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.

Glenn Vanecek is a financial advisor with Bruce G. Allen Investments, LLC in Denver, Colorado, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at GWFS Equities, Fidelity Brokerage Services LLC, Cetera Advisors LLC, and J.P. Morgan Institutional Investments Inc. 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 employs diversified portfolio construction rooted in Modern Portfolio Theory and asset allocation principles, integrating third-party tools such as MoneyGuide Pro and Black Diamond for reporting and performance tracking.

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.

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.

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.

Aaron Connell is a financial advisor at One Brick Planning & Consulting, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with One Brick Planning & Consulting since 2015 and One Brick Financial Concepts LLC since 2017, where he also provides tax preparation services. One Brick Planning & Consulting offers wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $22.6 million for a select client base, typically using passive core portfolios with index mutual funds and ETFs, alongside customized factor-based allocations and a close integration of tax planning and accounting services.

Logan Bradley is a financial advisor at Hamsher Wealth Management, LLC in Greenwood Village, CO, holding a Series 65 designation with four years of industry experience. He has been affiliated with The HamshEr Group, LLC since 2022 and Hamsher Wealth Management since 2021. Outside of his advisory role, he is also involved as an insurance agent, focusing on insurance and annuity reviews and needs analysis. Hamsher Wealth Management serves individuals, high-net-worth clients, and trusts, offering financial planning, discretionary asset management, and limited-scope ERISA 3(21) retirement plan advice. The firm employs a consultative investment approach using multiple analysis methods and relies on third-party managers for portfolio implementation and reporting, supported by a secure client portal.

Dede Smolen is a CFP® professional with 17 years of industry experience, currently with Innovative Financial, LLC, where she has worked since 2003. She is based in Lakewood, CO. Innovative Financial provides integrated wealth management services to individual and institutional clients, combining ongoing financial planning with discretionary portfolio management. Their investment approach is based on Modern Portfolio Theory and the Fama–French multi-factor framework, utilizing primarily no-load mutual funds and ETFs to build globally diversified portfolios.