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.

Lisa Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Aegis Financial for nine years. Premier Wealth Solutions serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. The firm emphasizes fundamental analysis and a primarily buy-and-hold investment approach, tailoring recommendations to each client’s goals.

Gerard Oloughlin is a financial advisor at Larimer Capital Corporation with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Larimer Capital since 2010. Outside of his advisory role, he is involved in traditional life insurance sales and works seasonally in ski pass sales for Vail Corporation. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients who control privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop individualized investment policies and offers both discretionary and non-discretionary portfolio management, including access to third-party money managers and comprehensive financial planning.

Matthew Elliott is a CFP® with 20 years of industry experience and has been with J.F. Williams Co., Inc. in Denver, CO since 2008. He holds the Series 65 designation and is part of a four-advisor team. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement process focused on strategic asset allocation, diversification, and low trading activity, managing approximately $251.5 million non-discretionarily for about 142 clients as of year-end 2024.

Michael Buster is a Series 65-licensed advisor at Proper Money Management LLC with one year of industry experience. He has prior experience in insurance sales and support, including roles at Medicare Mentors, B Good Insurance, and Bankers Life Insurance. Outside of his advisory role, he remains active in Medicare plan sales and implementation through Medicare Mentors. Proper Money Management LLC provides investment advisory and financial planning services to individuals and businesses, offering discretionary portfolio management, retirement-plan advisory, and comprehensive financial planning. The firm focuses on customized, long-term portfolios using low-cost mutual funds and ETFs, and maintains ongoing client contact with a combination of fundamental and technical analysis.

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.

Jerry Hoffmann is a financial advisor with Hoffmann Hermanson in Denver, Colorado, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at Hoffmann Hermanson LLC since 2009. Hoffmann Hermanson provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, charitable organizations, and business retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis to create diversified portfolios that include traditional and alternative investments such as equities, bonds, derivatives, private equity, managed futures, diversified alternatives, and cryptocurrency.

Gregory Lessard is a financial advisor with Aspen Leaf Wealth Management, PBC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Leaf Financial Planning, LLC since 2012. Aspen Leaf Wealth Management, PBC provides fee-only discretionary investment management and integrated financial planning to individuals, families, trusts, and small-business retirement plans. The firm employs a strategic, asset-allocation approach using historical data, predominantly invests in ETFs with ESG screening, and operates as a Public Benefit Corporation and Certified B Corp.