Declan Lane is a financial advisor at Capital Investment Counsel, LLC in Denver, CO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments, DoorDash, and Amazon. Capital Investment Counsel serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and government entities. The firm offers comprehensive financial planning and discretionary investment management using a blend of fundamental, technical, cyclical, and behavioral analysis combined with a derivative of Modern Portfolio Theory.

Allisyn Lambert is a financial advisor at TRG Investment Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of her advisory role, Lambert serves as Treasurer for the Algiers Fire District #1 Prudential Committee in Vermont. TRG Investment Advisors provides portfolio management and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm operates as a fiduciary utilizing various asset allocation strategies and manages both discretionary and non-discretionary accounts.

Cynthia Hinds is a financial advisor with Hinds Financial Group Inc. in Lakewood, CO, holding a Series 63 designation and over 43 years of industry experience. She has worked with Cetera and Cetera Wealth Services, LLC, and has been leading Hinds Financial Group since 2004. Outside of advisory work, she is licensed as an insurance agent offering life, health, disability, and long-term care insurance. Hinds Financial Group serves individual and high-net-worth clients as well as institutions, providing discretionary portfolio management, mutual fund selection, and financial planning services. The firm employs risk-based, long-term asset allocation strategies, uses third-party managers, and actively monitors and rebalances portfolios to align with client needs.

Stephen Moorman is a CFP® with five years of industry experience, currently serving at Libra Wealth LLC since 2025. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, and PlanMember Securities Corporation. Before entering the financial sector, he was involved with Flatirons Community Church and the University of Colorado. Libra Wealth LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a Modern Portfolio Theory and Fama–French multi-factor framework, focusing on low-cost, passive mutual funds and ETFs, with an emphasis on diversification, tax efficiency, and long-term portfolio management.

Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.

Sydney Levy is a CFP® and holds a Series 66 license, with four years of industry experience. She has worked at UBS and currently serves at Invictus Private Wealth, LLC, a Denver-based firm where she is part of a two-advisor team. Invictus Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and business entities, along with retirement plan consulting for employers. The firm applies an individualized, discretionary approach to portfolio management that uses a combination of fundamental, technical, quantitative, sector, and qualitative analyses, incorporating a range of securities and strategies, including options and derivatives.

Keith Sapp is a CFA®, ChFC®, and holds a Series 66 license with 20 years of industry experience. He has worked at Cedar Cove Wealth Partners since 2025 and previously spent 13 years at Thrivent Financial and its affiliated entities. Outside of his advisory role, Mr. Sapp serves as a board member of his church’s finance committee, participating in budgeting, investment manager oversight, and risk management. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to individual and institutional clients, managing over $455 million in assets. The firm combines active and passive strategies, tactical asset allocation, options, alternative investments, and ESG factors, and offers estate planning coordination through a partnership with EncorEstate Plans.

Brian Stark is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Triumph Capital Management since 2016 and previously worked at Cetera Advisor Networks and Summit Financial Group. Stark also serves as an insurance agent through an affiliated agency offering fixed and long-term care insurance policies. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Brian Lipsett is a financial advisor with Aegis Wealth Management, Inc. in Denver, CO, holding a Series 65 credential and five years of industry experience. He is also the founder and president of Oakway Financial LLC, an investment-related business where he is active as an insurance agent. Lipsett has prior experience with Western Insurance Network. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm supervises third-party sub-advisers for portfolio implementation and offers strategies such as direct indexing and AI-based tools.

Ryan Cook is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience and a Series 65 designation. He has worked at Triumph Capital Management since 2016 and previously held roles at Cetera Advisor Networks and Summit Financial Group. Outside of advising, he is involved in insurance activities through affiliated agencies and owns an LLC for tax planning and bill paying. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis across a range of investment strategies and maintains model-based programs along with access to third-party asset managers.

Sandra Hoover is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Legacy Wealth Partners, she spent 24 years at Leprino Foods and has operated Sandra Jean Coaching, LLC since 2024. Legacy Wealth Partners, LLC is a multi-advisor team managing roughly $646 million in discretionary assets, offering financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that includes the use of derivatives and borrowing within separately managed accounts and combines internal analysis with third-party sub-advisers.

Madeline Barconi is a CFP® and ChFC® professional with 10 years of industry experience. She has worked at Breakwater Capital Group since 2022 and previously held roles at Colorado Capital Management, Inc. and Fidelity Personal and Workplace Advisors. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to construct portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments, employing strategies such as options writing and margin transactions tailored to clients’ objectives and risk tolerance.

Deborah Duemling is a financial advisor with Normandy Capital Management, LLC in Denver, CO, holding a Series 65 designation and over 20 years of industry experience. She has been with Normandy Capital Management since 2009 and has worked as a CPA through her own practice since 1983. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis, and offers client education through seminars and group enrollment meetings.

Narvel Casas is a financial advisor at Mountain Capital Investment Advisors Inc with five years of industry experience. He holds the Series 65 designation and has been with Mountain Capital Investment Advisors since 2017. Casas is also engaged in ongoing studies since 2009. Mountain Capital Investment Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, offering discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Daniel Mayer is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, he hosts an educational finance and investment podcast. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and trusts. The firm’s investment approach integrates fundamental, cyclical, and technical analysis and utilizes a range of strategies and model portfolios tailored to client objectives.

Jason Pott is a financial advisor with WealthPLAN Partners in Westminster, CO. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at COUNTRY FINANCIAL, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he owns an insurance brokerage focused on life, auto, home, and commercial insurance. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” approach to investment management, typically managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Tyler Hentges is a financial advisor at Townsend with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wambolt & Associates, U.S. Bancorp Investments, Surefoot, Charles Schwab & Co., and FirstBank. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion through a team of 18 advisors, offering financial planning, asset management, retirement plan consultation, and related investment services.

Ladd Solomon is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Rothschild Investment LLC since 2009. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection using multiple analytical methods.

Shannon Kirkpatrick is a financial advisor at Selective Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with eight years of industry experience. She is also the founder and executive director of Rekindling Ministries, where she leads teaching, content creation, and podcast hosting. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, operates across seven offices, and offers discretionary investment oversight with client-tailored financial planning.

Jonathan Clements is a financial advisor at Brio Financial Group in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Franklin Templeton and BNY Mellon. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, standalone financial planning, retirement plan consulting, and referrals to third-party money managers. The firm offers asset management through a wrap fee program and provides a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.