Chad Frantzen is a CFP® with 25 years of industry experience, currently serving at Wealthbuilders Investments in Greenwood Village, CO. His prior roles include positions at Cabin Securities, Center Street Securities, Great Point Capital, and Mutual Securities. He holds life and health insurance licenses and is involved with Solomon Fund I GP, LLC, an affiliated private fund partner of Wealthbuilders Investments. Wealthbuilders Investments serves individual and high-net-worth clients, family offices, trusts, and charitable organizations, offering customized investment management, financial planning, and proprietary private funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside values-based screening aligned with Biblically Responsible Investing principles.

Molly Cooper is a CFP® professional with 13 years of experience in financial advising. She is currently with Higgins & Schmidt Wealth Strategies LLC in Denver, CO, where she has worked since 2014, including roles at LPL Financial LLC and Raymond James Financial Services. Cooper holds a Series 66 license and has experience as an investment-related insurance agent. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs a modern portfolio theory approach, implementing strategies across various investment vehicles and managing approximately $279 million in client assets.

Martin Erzinger is a financial advisor with Sanctuary Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with firms including Geneos Wealth Management and various Sanctuary entities since 2011. Erzinger serves on the boards of the Economic Club of Colorado and Central City Opera. Sanctuary Advisors provides ongoing portfolio management and financial advice to high-net-worth individuals, corporations, and endowments. The firm employs a multi-method analytical approach and operates on a non-discretionary basis, preparing individualized Investment Policy Statements and recommending diversified allocations across various asset classes.

Justin Laurin is a financial advisor at Peak Financial Guidance LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. Laurin is also involved in JL Financial, an insurance-related business based in Aurora, CO. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm’s approach integrates various investment strategies and includes access to estate-planning services and insurance products through affiliated licensed agents.

Juan Guevara is a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado, with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.F. Williams Co., Inc. since 2016. 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 for each client and focuses on strategic asset allocation with primarily no-load mutual funds and ETFs, managing assets on a non-discretionary basis with client approval for all trades.

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.