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.

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.

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.

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.

Casey Vader is a financial advisor at Steele Street Private Wealth Management in Denver, CO, with 27 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at Executive Wealth Planning Partners and First Financial Equity Corporation. Outside of his advisory work, Mr. Vader owns rental properties. Steele Street Private Wealth Management serves individuals, high-net-worth clients, and institutional accounts such as employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation, employing a combination of fundamental and technical analysis with both active and passive management, and provides specialized fiduciary and consulting services.

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.

John Kopel is a financial advisor at Financial Counseling Associates, Inc. in Aurora, CO, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Financial Counseling Associates since 1993. 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 for about 125 clients, focusing on diversified portfolios with no-load and low-transaction investments and conducts quarterly account reviews.

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.

Martin Chedid is a financial advisor with MC Financial Management, Inc. in Aurora, Colorado. He holds a Series 63 designation and has 27 years of industry experience. He has been with MC Financial Management since 1996. MC Financial Management is a Colorado-registered investment adviser that primarily serves individual clients with portfolio management and financial planning services. The firm manages under $100 million in client assets and focuses on individualized discretionary portfolio management.

Dominick Paoloni is a financial advisor at Integrity Prosperity Security (IPS) Strategic Capital with 27 years of industry experience. He holds a Series 63 designation and has been associated with Mutual Fund Protection Service since 1993. IPS Strategic Capital provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes options-based, risk-managed strategies and manages client accounts on a discretionary basis, operating an affiliated mutual fund alongside separate client accounts.

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.