Michelle Walters is a financial advisor at Summit Hill Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at MPW Enterprises for six years. Walters has been with Summit Hill Wealth Management since 2019. Summit Hill Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth households, charitable organizations, foundations, and state or municipal government entities. The firm offers a blend of indexing, fundamental and technical analysis, and portfolio construction grounded in modern portfolio theory, serving an uncommon mix of clients including retirement plans under ERISA fiduciary roles.

Kevin Malloy is a Series 65-licensed advisor at Focus Point Capital LLC with one year of industry experience. He has been involved with End5 Insights LLC since 2013. Focus Point Capital serves institutional clients such as trusts, endowments, foundations, pension funds, and registered investment advisers, along with high-net-worth individuals referred by these institutions. The firm uses a proprietary ETF-based strategy that emphasizes downside mitigation and liquidity through systematic adjustments, delivering discretionary portfolio management primarily in institutional channels.

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.

Jennifer Vandusseldorp is a CFP® with two years of industry experience, currently serving at tru Independence Asset Management 2, LLC. Her prior roles include positions at R. Kent Harris & Associates, Computershare / NewRez, and Fidelity Investments. tru Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, providing both discretionary and non-discretionary investment management as well as standalone financial planning and consulting. The firm employs a blended investment approach using active and passive strategies across various asset classes and utilizes independent managers and sub-advisors in its portfolio management.

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.

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.

Hannah O'Loughlin is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. She has been with Clelland & Company, Inc. in Littleton, CO since 2000. Clelland & Company manages approximately $432 million for a selective client base, including high-net-worth individuals, trusts, pension and profit-sharing plans, endowments, and charitable organizations. The firm offers discretionary portfolio management and consulting services, emphasizing strategic asset allocation, diversified portfolios, and a broad range of investment vehicles including alternative strategies.

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.

Ryan Garcia is a financial advisor at Integra Financial, Inc. with a Series 65 license and one year of industry experience. Prior to joining Integra Financial, he held positions at BlueWave, Red Robin, Ball Corporation, and Caesars Entertainment. Integra Financial serves individuals, small businesses, trusts, company pension plans, and estates, offering discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm uses a value-oriented investment approach that combines fundamental and technical analysis and employs third-party sub-advisors along with option-based and structured products.

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.

Michael Errigo is a financial advisor at Agemy Wealth Advisors, LLC in Denver, Colorado, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities Inc. prior to joining Agemy Wealth Advisors in 2018. He also manages account services for Agemy Financial Services as part of a non-investment related role. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities. The firm manages discretionary portfolios using asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, and offers tailored planning across retirement, tax, and estate objectives.

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.

Matthew Lengel is a CFP® with 10 years of experience in the financial services industry. He is currently with SummitPoint Capital Management and has held previous roles at Vista Private Wealth Partners LLC, Kathmere Capital Management, Private Advisor Group, LLC, LPL Financial, LLC, and M&T Securities. Outside of his advisory work, he has acted as a baseball consultant, coaching youth baseball and helping run clinics. SummitPoint Capital Management serves individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of strategic and tactical asset allocation, value-oriented fundamental analysis, and a proprietary quantitative optimization model to manage portfolios on a discretionary basis.

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.

Jacob Boeding is a financial advisor at Summit Hill Wealth Management, LLC in Greenwood Village, CO. He holds a Series 65 designation and has been with Summit Hill since 2022. Prior to his advisory role, he worked as an English Teaching Assistant from 2019 to 2021. Summit Hill Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, retirement plans, and governmental entities. The firm constructs diversified, cost-aware portfolios using indexing, fundamental analysis, modern portfolio theory, and technical analysis, and employs sub-advisors and alternative strategies while maintaining overall discretionary authority.

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.