Joseph Clemens is a CFP® professional with 19 years of experience, currently serving at Wisdom Wealth Strategies in Greenwood Village, CO. He has worked with Wisdom Wealth Strategies, LLC since 2009 and previously with Wisdom Wealth Strategies Tax from 2014 to 2021. Clemens is also an enrolled agent and serves as an adjunct instructor at the College for Financial Planning. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, integrating tax preparation and insurance services alongside its financial planning.

Garret Jett is a financial advisor with Tier One Wealth Management in Lone Tree, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sigma Financial for seven years before joining Tier One Wealth Management in 2022. Outside of advisory work, Jett owns a tax preparation business, FIRST SOURCE TAX LLC, which he operates outside of market hours. Tier One Wealth Management serves individuals, high-net-worth clients, and various institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs a client-centric investment approach that integrates broad-market risk management with proprietary economic analysis, actively managing portfolios that include a range of investment products with an emphasis on tax efficiency.

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.

Matthew Johnson is a financial advisor at Roots First Wealth Management in Highlands Ranch, CO, holding a Series 65 designation with six years of industry experience. He previously worked at Ernst & Young and operates a sole proprietorship focused on insurance sales and service. Johnson is also president and director of the Social Security Education Center, a nonprofit organization. Roots First Wealth Management serves primarily individual clients, providing discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm offers public educational seminars and uses a diversified investment approach incorporating fundamental and technical analysis along with third-party model portfolios.

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.

Blake Barnett is a CFP® with 16 years of industry experience, currently serving at FFG Retirement Counseling. He has worked at the firm and its related entities since 2018, with prior roles at Calton & Associates, Inc. and Smart Money Group, LLC. Outside of financial advising, he is a partner in a roofing and water mitigation contracting business. FFG Retirement Counseling provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management and retirement-account advice under ERISA/IRC fiduciary rules. The firm employs a primarily long-term investment approach emphasizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities when appropriate, and uses trademarked models to organize assets and manage systematic reallocation and tax strategies.

I love financial planning. I have been in the business since 2007. I started as an apprentice at a large broker/dealer. They extended an offer for me to continue as an advisor with them at the end of my apprenticeship. I had no idea what I was doing at the time, but moved forward. I learned a lot the hard way starting out in the business. I was not a stellar sales person, but I also learned that I loved working with clients, and helping them to get on track to meet their retirement goals. This early career phase taught me that I really value relationships, education, and creating plans that meet your lifestyle and goals. Over time I refined a clear way that I wanted to work with clients. I found that working for a corporation would not fit the more customized, educational, and lifestyle approach that I wanted for my clients. In 2020 I opened my own RIA practice and am pleased to be able to always do what is best and unique for each client. In 2023 I was able to become a CFP®. I am proud of what I have created, and know that it fits a real need in the industry. Opening my business right as COVID set in also taught me some new things. More people need financial planning! They need to know that it is for everyone. I can help you no matter what your financial circumstances are. I live in Colorado with my husband and 3 children. I am a very stereotypical Coloradan. I love the outdoors and all outdoor activities. If you want to hike while we have meetings let's do it!

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.

Gregg Denhoffer is a financial advisor at Conexus Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Conexus Capital Corp since 2016. He serves as a board member for the nonprofit mylifeline.org, a non-investment related position. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, third-party manager selection, and consulting. The firm employs a strategic asset allocation approach blending passive core exposures with actively managed sector and specialty satellites, supplemented by third-party managers and alternative strategy recommendations for qualified investors.

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.

Nadia Shokohi is the principal of Shokohi Wealth Management Group LLC in Parker, CO, holding a Series 66 license with 19 years of industry experience. She previously worked at Sheridan Road Financial and has been associated with LPL Financial since 2008. Outside of her advisory work, she is a commissioned notary. Shokohi Wealth Management specializes in divorce-focused financial planning and advisory services for individuals experiencing divorce, widowhood, retirement, or other family-status transitions. The firm provides tax-aware, individualized analyses and works closely with clients and their attorneys on financial disclosures, settlement analysis, and post-divorce planning, billing through hourly and bundled planning packages rather than asset-based fees.

Bruce Hinchley is the principal advisor at Hinchley Advisory Group, LLC in Centennial, Colorado, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Procap Equity, Ltd. Outside of advisory work, he is involved in tax preparation and mortgage brokerage through Hinchley & Company. Hinchley Advisory Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $193 million using model portfolios and tailored discretionary strategies that incorporate fundamental, technical, and cyclical analysis.

Stephen Warren is a financial advisor at Causey Wealth LLC with two years of industry experience. He holds the Series 65 designation and previously worked for Causey Demgen & Moore PC for eight years. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting for individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients, using a strategic asset-allocation approach with customized Investment Policy Statements and offers both discretionary and non-discretionary account management.

Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.

Robert Brown is a financial advisor at Copper River Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Copper River Advisors since 2016. Prior to that, he was involved with 272 21st Street Realty LLC for eight years. Copper River Advisors serves high-net-worth individuals, corporate, and institutional clients by providing discretionary portfolio management alongside financial and estate planning support. The firm emphasizes a long-term investment approach using passive core holdings and tailored fixed-income allocations, integrating institutional experience and third-party managers to meet client goals.

Craig Perkins is a ChFC® with 46 years of industry experience. He is affiliated with CDP Financial Group, LLC and Colorado Financial Service Corporation, both since 2011. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by providing discretionary portfolio management along with financial planning and consulting services. The firm manages about $90 million across approximately 110 client accounts, using diversified mutual funds and a formal fund evaluation process tailored to clients’ risk tolerance and time horizon.

Jeffrey Arnold is a Certified Financial Planner® with 19 years of industry experience. He has worked at IMPACTfolio LLC since 2017 and previously at G&S Capital LLC from 2014 to 2017. He holds Series 63 and Series 65 licenses and is based in Denver, Colorado. IMPACTfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm manages approximately $289 million across about 126 relationships, using a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis, with discretionary account management and a retainer-based advisory approach.

Mckenna Bolger is a financial advisor at Summit Wealth Strategies in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, Bolger worked at Whole Foods Market and previously held a position at Tasty Harmony. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual and corporate clients. The firm combines multiple analytical approaches with active and long-term trading strategies to build diversified portfolios tailored to client objectives.