Benjamin Warwick is a financial advisor with Tandem Financial, LLC and holds Series 63, 65, and 66 registrations. He has 30 years of industry experience and has worked at multiple firms including Advisors Preferred LLC, Aveo Capital Partners, and Family Wealth Management, LLC. He is also the CEO of Quantitative Equity Strategies, LLC, a position he has held since 2002. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and retirement plans by offering discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a diversified asset allocation approach incorporating fundamental, technical, and charting analyses, with strategies that include options, short sales, margin, and alternative investments.

James O'Brien is a CFP® professional with 38 years of experience in the financial advisory industry. He has been with Gill Capital Partners, LLC since 2003, following a prior role at O'Brien Capital Management, Inc. from 2002 to 2005. Outside of advisory work, he owns and operates a hydroponic farm and a tax preparation business in Denver. Gill Capital Partners manages approximately $862 million for a diverse client base, providing wealth management, financial planning, portfolio management, and institutional advisory services. The firm utilizes a proprietary investment framework alongside third-party technology to implement individualized portfolios across multiple asset classes and also serves a broad range of institutional clients.

James Person is a financial advisor at Synergy Financial Partners, LLC with 53 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Synergy Financial Partners in 2019, he worked at LPL Financial LLC and SII Investments. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, employing model portfolios and third-party sub-advisers rather than in-house security-level analysis.

Raphael Martorello is a Series 65-licensed financial advisor with 22 years of industry experience. He is the managing partner at LotusGroup Advisors, where he has worked since 2007, and also manages LotusGroup Capital, LLC, splitting his time equally between both entities. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors by providing financial planning, discretionary portfolio management, introductions to private investments, and business valuation services. The firm uses a diversified investment approach across four primary strategies and incorporates third-party research to inform asset-allocation decisions.

Anthony Pelz is a financial advisor with Denver Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, Providence Capital Partners, and TIAA. He also provides administrative support to Denver Wealth Management, an independent investment advisory firm. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment approach, incorporating its proprietary Summit Investment Process and utilizing low-cost mutual funds and ETFs, alongside both discretionary management and algorithm-driven portfolios.

Kevin Schwall is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Tillman Hartley LLC since 2007. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and regular portfolio reviews.

Danielle Hage is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining EdgeRock, she worked in real estate at Coldwell Banker Distinctive Properties and has operated a photography business since 2014. She is also involved in real estate brokerage through a separate business helping clients buy and sell homes. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, model portfolios, and access to independent managers using a blend of fundamental and technical analysis, strategic and tactical asset allocation, and value-oriented approaches.

Jonathan Vogel is a CFP® with nine years of industry experience currently serving at Horizon Wealth. His prior roles include positions at Emerson Equity, Impact Partnership Wealth, Summit Wealth Strategies, Larson Financial Securities, Stifel Nicolaus, and Scotttrade. He also acts as an insurance agent, assisting clients with fixed indexed annuities and life insurance needs. Horizon Wealth is an SEC-registered advisory firm managing approximately $147 million across about 163 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, focusing on retirement investing, income replacement, and financial independence.

Stephanie Schlemeyer is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 designation with 10 years of industry experience. She has been with LotusGroup Advisors since 2014. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm uses a multi-strategy approach that includes Index, Global Rotation, Tactical, and Private-Investment Only allocations, incorporating third-party research and offering business valuation services through a Certified Exit Planning Advisor.

Logan Richard is a CFP® professional with one year of experience currently serving at Denver PWM, LLC. Prior to joining Denver PWM, he held positions outside the financial industry, including roles at Bartaco and the CU Recreational Center. Denver PWM provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and small institutions. The firm employs a team-based approach and constructs portfolios using a variety of investment instruments combined with strategic asset allocation and tax-aware management.

John Hill is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at EdgeRock Wealth Management in Denver, CO. His prior experience includes roles at Financial Engines Advisors L.L.C., Robinhood Financial, LLC, and Charles Schwab. Hill is also licensed as an insurance agent and engages in insurance sales and service. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm employs personalized investment strategies using a combination of fundamental and technical analysis along with strategic and tactical asset allocation, offering discretionary portfolio management, model portfolios, and access to independent managers.

Douglas Johnson is a financial advisor with Financial Security Management, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Security Management since 2008 and previously spent nine years at National Planning Corporation. In addition to his advisory role, he provides tax preparation services directly to clients. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management, financial planning, retirement plan advisory, and legacy management services, using asset-allocation strategies based on modern portfolio theory.

Brent Lee is a financial advisor at Dodds Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equity Advisor Solutions. He is also involved with Dodds Tax, LLC, an affiliated entity providing tax preparation services. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an active, asset-allocation focused approach incorporating equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons.

Luke Gregory is a financial advisor at Lord and Richards Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked at Lord and Richards and AE Wealth Management since 2020 and 2022, respectively. Outside of advising, he is a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in discretionary assets across a seven-advisor team.

Thomas Brister is a CFP® with 56 years of experience in the financial industry. He has been with Dominion Portfolio Management, Inc. since 2006 and is also associated with Calton & Associates, Inc. since 2023. In addition to his advisory roles, he provides non-fee financial planning services and offers clients opportunities to purchase precious metals, coins, and gems. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a range of investment strategies using equities, fixed income, options, and specialty ETFs, tailoring approaches to clients’ goals, time horizons, and risk tolerance.

Clifton Hume is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Sowell Management Services and CONCERT Wealth Management, Inc. He also provides advisory services under his DBA Western Financial, LLC. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis along with strategic and tactical asset allocation to manage portfolios across a range of investment vehicles.

Richard Levine is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Synergy Financial Partners, LLC since 2019 and previously spent nine years at SII Investments, Inc. Levine is also a registered representative with LPL Financial and holds Series 63 and Series 65 licenses. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, utilizing model portfolios and sub-advisers rather than in-house security-level analysis.

Edite Saripova is an investment advisor representative at Denver Wealth Management, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Janus Henderson Distributors and Edward Jones. Edite serves on the board of Cherry Creek Toastmasters. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, providing financial planning and portfolio management through a disciplined process incorporating low-cost mutual funds, ETFs, and a proprietary investment scoring system. The firm manages over half a billion in client assets with a team of advisors holding various industry credentials.

Saxon Swindler is a financial advisor at Whipplewood Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Whipplewood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across about 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, employing a goals-based, core/satellite investment approach overseen by an investment policy committee.

David Frum is a financial advisor at Denver Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Providence Capital Partners Inc./Denver Wealth Management Inc. since 2016, with prior experience at Western Wealth Management, LLC and LPL Financial, LLC. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process that includes custom portfolio construction, annual rebalancing, and a proprietary investment scoring system integrating ESG factors, utilizing both discretionary management and algorithm-driven portfolios.