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.

Nathan Dutzmann is a Series 65-licensed advisor with Round Table Investment Strategies, LLC, based in Littleton, CO. He has six years of industry experience and has previously worked at firms including Torren Management, Dimensional Fund Advisors, Aspen Partners, and Quantitative Equity Strategies. Nathan also owns Functional Financial, LLC, a single-member entity used for his contract work with Torren Management. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its affiliation with an in-house accounting practice and offering non-investment services such as retirement and career coaching.

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 at Summit Wealth Strategies with 31 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked with several firms, including Impact Partnership Wealth, Resources Investment Advisors, and RedHawk Wealth Advisors. Outside of advisory work, he is involved in managing insurance and investment services through Summit Wealth Strategies and owns a marketing company. Summit Wealth Strategies provides portfolio management and financial planning primarily to individual and corporate clients. The firm uses a combination of active and long-term trading strategies supported by various analytical methods to build diversified portfolios across multiple asset classes.

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 23 years of industry experience. He held positions at Credit Suisse Securities (USA) LLC for 11 years and Causey Demgen Moore Pc for 11 years before joining Causey Wealth in 2024. He holds a Series 66 designation. Causey Wealth LLC offers financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to 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 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. His prior roles include positions at 3Summit Funds, LLC and Gordian Investments, LLC. He holds a Series 66 designation and has been involved with Levinate, LLC since 2012. 3Summit Investment Management provides advisory services to individuals, charitable organizations, companies, and retirement plan sponsors, offering portfolio management, retirement plan consulting, sub-advisory arrangements, and financial consulting for small businesses. The firm integrates advisory services with accounting and business financial reporting, employs a range of investment strategies including options within defined risk limits, and uses proprietary software to tailor portfolios to client objectives.

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.

Nicholas Rose is a CFP® with 11 years of experience in the financial services industry. He is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial LLC and Commonwealth Financial Network. Rose is also the managing member of NOVATRAK, LLC, a company that develops proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services such as investment management, financial planning, and business transition consulting. The firm employs a strategic asset allocation approach and utilizes third-party risk-profiling tools to tailor portfolios, with a notable focus on business-transition advisory services.

Jonathan Bonner is a financial advisor at Rowley Financial LLC and holds a Series 65 credential. He has one year of industry experience, previously working in various roles outside the financial services sector, including positions at Enterprise Mobility and Northern Virginia Pediatric Associates. Rowley Financial LLC provides portfolio management, pension consulting, and financial planning services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term trading approach, managing approximately $86.8 million in assets for about 63 clients.

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.

Aidan Schultz is a financial advisor at Capstone Investment Financial Group, LLC with Series 65 credentials. He has been with Capstone since 2026 and has a background as a student at Colorado State University from 2022 to 2025. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk assessment and management through proprietary model strategies and discretionary portfolio management.

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.