Sunisa Motta is a CFP® professional at InclineVest with four years of experience at the firm. Prior to joining InclineVest, she worked at Smile Education Holdings for six years and H&R Block for one year. InclineVest provides wealth management services to individuals, high-net-worth clients, and business clients, focusing on discretionary portfolio management and financial planning. The firm applies Modern Portfolio Theory and the Efficient Market Hypothesis alongside fundamental analysis to manage long-term, asset-allocation-driven portfolios, and offers estate-planning facilitation through third-party providers as a fee-only fiduciary.

Scott Bennett is a CFP® with 17 years of industry experience, currently serving as an advisor at IWR Advisors since 2023. He has held prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors over a span of 17 years. Bennett is also the founder and owner of Invest With Rules LLC, an investment research newsletter focused on institutional trading activity and trend analysis. IWR Advisors manages discretionary investment portfolios and project-based financial planning for individual and high-net-worth clients, combining passive and active strategies with multi-faceted security analysis. The firm serves a selective client base and incorporates research from Invest With Rules LLC in its investment process.

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 in Greenwood Village, CO, 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 serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management, fee-only financial planning, and retirement plan advisory services. The firm employs a predominantly passive, long-term approach using diversified asset allocation and offers integrated financial planning along with coordinated tax and investment advice through an affiliated tax practice.

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 in Denver, CO, holding Series 63, 65, and 66 licenses with 32 years of industry experience. His career includes roles at Impact Partnership Wealth, Resources Investment Advisors, and Equitable Advisors. He is also involved in developing marketing strategies for financial advisors and owns Summit Wealth Marketing Co. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily to individual and corporate clients. The firm employs a combination of active and long-term trading strategies using various analytical methods to construct diversified portfolios and documents client objectives through individualized Investment Policy Statements.

Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2023 to 2026 and at PFM Asset Management from 2016 to 2019. Outside of finance, he was involved with Sexy Pizza from 2023 to 2024. Perla Wealth LLC is a two-advisor investment management firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services primarily through the Wealth.com platform. The firm uses proprietary investment models combining fundamental, technical, quantitative, and economic analysis tailored to client needs and integrates technology tools including AI-enhanced CRM software in its service approach.

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 in Denver, CO, holding a Series 66 designation with nine years of industry experience. His career includes roles at 3Summit Funds, Gordian Investments, and Foreside Fund Services. 3Summit Investment Management serves individuals, charitable organizations, retirement plan sponsors, and other advisers by providing customized portfolio management and financial planning. The firm uses a variety of investment methods and integrates bookkeeping and financial reporting services for small-business clients, combining investment management with plan consulting and accounting support.

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.

Nicholas Swanson is a financial advisor at MCM Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Savvy, Empower Advisory Group, and Personal Capital Advisors Corporation. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers a proprietary options overlay platform for clients who select that strategy.

Robert Fleck is a CFP® with 35 years of experience in financial advising. He is affiliated with World Capital Advisors, LLC and has previously worked with Investment Research Corporation and 1717 Capital Management Company. Fleck is the owner and president of Lifestyle Financial Advisors, a firm specializing in financial planning and wealth management for high net worth clients. He also serves on the investment committee of the American Growth Fund. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, retirement accounts, trusts, estates, and small businesses. The firm primarily uses third-party advisory programs and custodial platforms to implement client strategies and reviews accounts annually while offering consolidated reporting.

John Brunkan is a financial advisor with Innovative Financial, LLC, holding a Series 65 designation and over 20 years of industry experience, including a 23-year tenure at Wells Fargo & Co. He joined Innovative Financial in 2026 and has been with the firm since. Innovative Financial serves both individual and institutional clients by providing integrated wealth management that includes ongoing financial planning and discretionary portfolio management. The firm’s investment approach utilizes Modern Portfolio Theory and the Fama–French multi-factor framework, focusing on globally diversified portfolios built primarily with no-load mutual funds and exchange-traded funds.

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.