Keith Fevurly is a CFP® with 20 years of industry experience, currently serving at Integra Financial, Inc. since 2011. He has also worked at Metropolitan State College of Denver and operates a legal services business as an attorney. Integra Financial serves individuals, small businesses, trusts, pension plans, and estates, offering discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm employs a value-oriented investment approach that combines fundamental and technical analysis and utilizes third-party sub-advisors and structured products.

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.

Nathan Dutzmann is a financial advisor at Round Table Investment Strategies, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Torren Management, LLC, Dimensional Fund Advisors, Aspen Partners, LLC, and Quantitative Equity Strategies. Outside of his advisory role, he owns Functional Financial, LLC, a single-member LLC through which he receives income from contract work. Round Table Investment Strategies provides discretionary asset management, financial planning, and retirement-plan advisory to individuals, trusts, small businesses, and plan sponsors, serving both non‑HNW and high‑net‑worth households. The firm integrates financial planning with advisory services using a proprietary web-based tool and employs broadly diversified portfolios with strategic factor tilts, managing accounts primarily on a discretionary basis.

Nicholas Gervasini is a financial advisor at Wakefield Asset Management, LLLP, holding a Series 65 designation with one year of industry experience. Prior to joining Wakefield, he worked at Plante & Moran PLLC and spent five years at Gonzaga University. Wakefield Asset Management is an SEC-registered adviser providing portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven equity strategies with multi-asset solutions including fixed income, international funds, alternatives, and digital assets, and manages approximately $371 million in regulatory assets under management.

Shawn O'Keefe is a financial advisor with Summit Wealth Strategies in Denver, Colorado, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Impact Partnership Wealth, Resources Investment Advisors, and RedHawk Wealth Advisors. In addition to advisory services, he manages insurance-related activities as an independent life insurance agent and is involved in marketing programs directed at financial advisors and insurance agents. Summit Wealth Strategies provides portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a mix of active and long-term trading techniques, including technical, fundamental, and quantitative analysis, and offers both discretionary and non-discretionary management services.

Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and PFM Asset Management. Outside of finance, he worked for Sexy Pizza for one year. Perla Wealth LLC is a recently established two-advisor firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm uses proprietary investment models incorporating fundamental, technical, quantitative, and economic analysis, and integrates technology platforms including AI-driven client software.

Robb Stone is a financial advisor at Causey Wealth LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Causey Demgen Moore PC for 11 years before joining Causey Wealth in 2024. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, and institutional clients. The firm manages approximately $393 million across about 185 clients, using a strategic asset-allocation approach guided by a customized Investment Policy Statement and an internal Investment Committee.

Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gordian Investments, Foreside Fund Services, and Wakefield Advisors. Outside of his advisory role, he is involved with Levinate, LLC, a business he has been associated with since 2012. 3Summit Investment Management is a team-based registered investment adviser serving individuals, charitable organizations, companies, and other advisers. The firm manages around $25 million in client assets across approximately 95 relationships, offering discretionary and non-discretionary portfolio management, customized investment strategies, and sub-advisory services.

Daniel Katz is a financial advisor with Steele Street Private Wealth Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at UBS Financial Services and Ffec Advisory Group LLC. He serves on the committee of CFA Society Colorado and holds board roles with Economic Literacy Colorado and the University of Colorado Boulder Economics Department; he is also treasurer of the Stanley British Primary School Parents Association. Steele Street Private Wealth Management advises individuals, high-net-worth clients, employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation through asset-liability matching and employs a blend of active and passive strategies, tax-aware investments, and private placements, managing approximately $187.5 million across about 111 client relationships.

Robert Fleck is a CFP® professional with 34 years of experience in financial advising. He is the owner and president of Lifestyle Financial Advisors, providing financial planning and wealth management services for high net worth clients since 2006. He also serves on the investment committee of the American Growth Fund, a mutual fund, in an uncompensated role. Additionally, Fleck has involvement in family real estate investment companies and holds corporate secretary positions with Progressive Development Associates, LLC and Wine Mountain, LLC. World Capital Advisors, LLC offers investment advice, asset management, and fee-based financial planning to individuals, trusts, retirement accounts, qualified pension and profit plans, and corporate entities. The firm uses a combination of fundamental, technical, and charting analyses and typically implements client strategies through third-party managers and advisory programs.

Jonathan Bonner is a financial advisor with Rowley Financial LLC, holding a Series 65 designation and beginning his advisory career with the firm in 2025. Prior to joining Rowley Financial, he held roles at Enterprise Mobility and Northern Virginia Pediatric Associates, among other positions. He has a varied work background including experience in educational institutions. Rowley Financial LLC serves individual clients, charitable organizations, and business entities, providing portfolio management, financial planning, and pension consulting. The firm manages approximately $86.8 million in assets, using a blend of fundamental and technical analysis to create diversified portfolios with an emphasis on longer-term strategies.

John Fitzgerald is a financial advisor at Blue Heron Capital with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and the United States Air Force. He is a member of the Financial Planning Association of Colorado. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation centered approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing accounts primarily on a discretionary basis.

Michele Pensa is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Infinity Wealth Management since 2005, including through its current iteration since 2017. In addition to her advisory role, Pensa serves as an affiliate faculty instructor at Metro State University of Denver. Infinity Wealth Management provides individualized portfolio management primarily for individual and high-net-worth clients, focusing on asset allocation tailored to clients’ goals, risk tolerance, and time horizon. The firm uses mutual funds, ETFs, and variable annuities, offers both discretionary and non-discretionary management, and conducts regular account reviews and rebalancing.

Douglas Klein is a financial advisor at Peak Financial Guidance LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Edward Jones and Prudential Advisors. Before his financial services career, he was involved with Faith Presbyterian Church for 25 years. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering both discretionary and non-discretionary portfolio management and financial planning with no minimum account size. The firm’s investment approach is tailored to clients’ objectives, time horizon, and risk tolerance, incorporating various strategies and regularly reviewing accounts.

Brian Miller is a financial advisor at FIT Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with FIT Asset Management, LLC since 2015. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, while also providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm uses a proprietary FIT Scoring System combining fundamental and technical analysis to guide investment decisions and discloses the use of borrowing and derivatives in its strategies.

Daniel Misken is a financial advisor at Catey, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner of Misken Benefit Group since 1999, providing consulting on insurance products and pensions. Catey, Inc. offers discretionary investment management primarily to high-net-worth individuals, as well as business and institutional clients. The firm employs a blended growth and value investment approach that incorporates technical momentum, earnings-estimate revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

Adam Blumberg is a CFP® professional with 13 years of industry experience, currently affiliated with Protocol Wealth, LLC in Denver, CO. He is the co-founder and CEO of Interaxis, a business focused on educating financial professionals about digital assets, and also serves as a vice president at Private Circle, LLC, which provides family-office services to high-net-worth individuals. His prior experience includes roles at Chart Wealth Management, LLC and Cambridge Investment Research. Protocol Wealth serves individual and institutional clients, including cryptocurrency founders, DAOs, and trusts, offering wealth management, financial planning, and portfolio management of both traditional and digital assets. The firm integrates traditional and crypto-focused investment strategies, employs AI-supported research and reporting under human oversight, and offers flexible fee structures and modern payment options such as cryptocurrency.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as an advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, and Gill Capital Partners. Based in Denver, CO, she holds the Series 66 designation. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on life stage segmentation to assist early-career professionals and clients experiencing rapid wealth events. The firm integrates discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across equities, fixed income, mutual funds, and ETFs.

Philip Luccock is a CFP® with 23 years of industry experience and has been with Financially Speaking, Inc. since 1991. He holds a Series 63 license and is a partner in a real estate business outside of his advisory work. Financially Speaking, Inc. is a small, fee-only firm serving individuals, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management. The firm employs an active trading approach focused on loss avoidance and tactical asset allocation, primarily serving mid- to upper-income households rather than high-net-worth clients.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC in Denver, CO, holding a Series 66 designation with seven years of industry experience. He previously worked at Edward Jones for five years and has additional experience at Synergy BIS and DeWolff Boberg & Associates. Regista Financial Strategies provides investment management, financial planning, and retirement plan consulting to individual clients, including high-net-worth households, and employer plan sponsors. The firm combines asset-allocation and Modern Portfolio Theory principles with both passive and active strategies, utilizing institutional platforms and custom portfolio construction, alongside the option of alternative investments.