Andrew Kark is a CFP® and PFS™ with 10 years of industry experience, currently serving at M.Z. Kark & Associates, Inc. in Denver, CO. He has been with the firm since 1993 and is a principal and 20% owner of Israel Investment Advisors, an RIA managing a fund focused on publicly traded Israeli securities, where he primarily markets the fund to nonprofit Jewish institutions. M.Z. Kark & Associates serves individual clients, including trusts and business owners, managing approximately $305 million for about 155 clients. The firm employs a traditional asset-allocation approach using mutual funds, ETFs, and separately managed accounts, with an emphasis on long-term holdings and a policy that restricts trading to funds and managed account programs rather than individual securities.

David Hanyzewski is a financial advisor at Bolhan Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at BolHan CPAs, Wipfli, and Bauerle CPAs. Hanyzewski’s background includes significant involvement in accounting through his CPA affiliations. Bolhan Wealth provides financial planning and portfolio management services to individuals and business entities, integrating investment, retirement, insurance, and tax planning. The firm coordinates advisory services with its affiliated CPA practice and employs a multifaceted investment approach using fundamental, quantitative, and technical analysis, with options for both discretionary and non-discretionary management.

Robert Morrison is a financial advisor at Downing Street Wealth Management LLC in Greenwood Village, CO, with 15 years of industry experience. He holds a Series 65 designation and has been with Downing Street Wealth Management since 2010. In addition to his advisory role, Morrison provides certified public accountant and tax preparation services through an affiliated tax management entity. Downing Street Wealth Management offers fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm follows a long-term, predominantly passive investment approach and is formally affiliated with a tax practice that provides tax planning and preparation services to clients.

Brendan White is a CFP® with six years of industry experience, currently serving as an advisor at Essential Partners LLC in Denver, CO. His prior experience includes roles at Cerity Partners LLC, Janiczek Wealth Management LLC, and Charles Schwab & Co., Inc. Essential Partners LLC provides discretionary asset management and comprehensive financial planning to high-net-worth individuals, business entities, trusts, estates, and charitable organizations. The firm employs a bespoke investment process that emphasizes global diversification and an economic-environment framework, combining active and passive strategies with fundamental analysis.

Michelle Walters is a financial advisor at Summit Hill Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at MPW Enterprises for six years. Walters has been with Summit Hill Wealth Management since 2019. Summit Hill Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth households, charitable organizations, foundations, and state or municipal government entities. The firm offers a blend of indexing, fundamental and technical analysis, and portfolio construction grounded in modern portfolio theory, serving an uncommon mix of clients including retirement plans under ERISA fiduciary roles.

Robert Tremlett is a financial advisor at Paramount Associates Wealth Management in Greenwood Village, CO, holding the CFP® and ChFC® designations with 23 years of industry experience. He has worked at Niagara International Capital Limited and Waddell & Reed, Inc., among other firms. Outside of his advisory role, Tremlett teaches at Kaplan, dedicating 16 hours per month to university-level instruction. Paramount Associates Wealth Management provides investment management, financial planning, retirement-plan advisory, and limited consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm employs a comprehensive financial planning approach combined with an economic-driven global asset allocation framework, managing portfolios that include mutual funds, ETFs, equities, bonds, and alternative investments.

Glenn Vanecek is a financial advisor with Bruce G. Allen Investments, LLC in Denver, Colorado, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at GWFS Equities, Fidelity Brokerage Services LLC, Cetera Advisors LLC, and J.P. Morgan Institutional Investments Inc. Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, family foundations, trusts, and employer retirement plans. The firm manages approximately $255 million in client assets and employs diversified portfolio construction rooted in Modern Portfolio Theory and asset allocation principles, integrating third-party tools such as MoneyGuide Pro and Black Diamond for reporting and performance tracking.

Kevin Malloy is a financial advisor at Focus Point Capital LLC with a Series 65 designation and one year of industry experience. He has been associated with Focus Point Capital and FPF Wealth LLC since 2026 and has been involved with End5 Insights LLC since 2013. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, functioning mainly as a subadviser or third-party portfolio manager. The firm offers discretionary management and non-discretionary model portfolios through strategies that emphasize standardized approaches using ETFs and proprietary risk frameworks.

Warren Denewiler is a CFA® charterholder with 27 years of industry experience. He has worked at Sage Investment Management since 2002 and has been with Denewiler Capital Management Inc, a firm he founded, since 1991. Outside of his advisory work, he has a non-material interest in an agricultural holding company. Denewiler Capital Management is a fee-only registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a value-oriented investment approach focused on a dividend-growth strategy and offers discretionary portfolio management and financial planning with an emphasis on long-term, custom-constructed portfolios.

Peter Huffman is a financial advisor at P.A. Schopen & Associates, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and Evergreen Investing prior to joining his current firm. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, using a combination of discretionary and non-discretionary management tailored to client objectives. The firm employs a hybrid investment approach that integrates actively managed mutual funds and passive ETFs, and it manages client assets in-house while utilizing a broad range of products and strategies, including structured notes and cryptocurrency exposure.

Jennifer Vandusseldorp is a CFP® with two years of industry experience, currently serving at tru Independence Asset Management 2, LLC. Her prior roles include positions at R. Kent Harris & Associates, Computershare / NewRez, and Fidelity Investments. tru Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, providing both discretionary and non-discretionary investment management as well as standalone financial planning and consulting. The firm employs a blended investment approach using active and passive strategies across various asset classes and utilizes independent managers and sub-advisors in its portfolio management.

Alicia Duong is a CFP® professional with eight years at Wealth Engineers, LLC and a total of 14 years of industry experience, including 12 years at Raytheon. She is based in Denver, CO. Wealth Engineers, LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm emphasizes low-cost, diversified portfolios grounded in modern portfolio theory and offers discretionary investment management alongside financial planning and retirement-plan consulting.

Aaron Connell is a financial advisor at One Brick Planning & Consulting, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with One Brick Planning & Consulting since 2015 and One Brick Financial Concepts LLC since 2017, where he also provides tax preparation services. One Brick Planning & Consulting offers wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $22.6 million for a select client base, typically using passive core portfolios with index mutual funds and ETFs, alongside customized factor-based allocations and a close integration of tax planning and accounting services.

Christopher Rhyme is a financial advisor at Noble Wealth Management P.B.C. with 11 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual in various roles from 2015 to 2022. Outside of his advisory role, he is the owner of Business Transition Group LLC, a firm providing business succession consulting. Noble Wealth Management P.B.C. offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves a top-down, macro-environmental process with tactical asset allocation, sector rotation, and a growth/value framework, utilizing fundamental, technical, and quantitative analysis as appropriate.

Logan Bradley is a financial advisor at Hamsher Wealth Management, LLC in Greenwood Village, CO, holding a Series 65 designation with four years of industry experience. He has been affiliated with The HamshEr Group, LLC since 2022 and Hamsher Wealth Management since 2021. Outside of his advisory role, he is also involved as an insurance agent, focusing on insurance and annuity reviews and needs analysis. Hamsher Wealth Management serves individuals, high-net-worth clients, and trusts, offering financial planning, discretionary asset management, and limited-scope ERISA 3(21) retirement plan advice. The firm employs a consultative investment approach using multiple analysis methods and relies on third-party managers for portfolio implementation and reporting, supported by a secure client portal.

Dede Smolen is a CFP® professional with 17 years of industry experience, currently with Innovative Financial, LLC, where she has worked since 2003. She is based in Lakewood, CO. Innovative Financial provides integrated wealth management services to individual and institutional clients, combining ongoing financial planning with discretionary portfolio management. Their investment approach is based on Modern Portfolio Theory and the Fama–French multi-factor framework, utilizing primarily no-load mutual funds and ETFs to build globally diversified portfolios.

Jamison White is a CFP® and Series 65 registered advisor with Paller Financial Services, Inc. based in Centennial, CO. He joined the firm in 2023 and has a background that includes roles in sports organizations and retail. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach to manage downside risk and employs a broad range of instruments including option-writing strategies, combining tax and accounting services with discretionary portfolio management.

Hannah O'Loughlin is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. She has been with Clelland & Company, Inc. in Littleton, CO since 2000. Clelland & Company manages approximately $432 million for a selective client base, including high-net-worth individuals, trusts, pension and profit-sharing plans, endowments, and charitable organizations. The firm offers discretionary portfolio management and consulting services, emphasizing strategic asset allocation, diversified portfolios, and a broad range of investment vehicles including alternative strategies.

Scott North is a financial advisor at Retire Right Planning, LLC in Denver, CO, holding Series 65 and Series 66 licenses with 13 years of industry experience. He has been with Retire Right Planning since 2012. Retire Right Planning, LLC is a small registered investment adviser serving individual and high-net-worth clients with one-time financial plans, hourly planning, and discretionary portfolio management. The firm combines value, safety, and quality principles with quantitative and systematic methods, tactical asset allocation, and may use structured notes and private investments while emphasizing risk control.

Casey Vader is a financial advisor at Steele Street Private Wealth Management in Denver, CO, with 27 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at Executive Wealth Planning Partners and First Financial Equity Corporation. Outside of his advisory work, Mr. Vader owns rental properties. Steele Street Private Wealth Management serves individuals, high-net-worth clients, and institutional accounts such as employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation, employing a combination of fundamental and technical analysis with both active and passive management, and provides specialized fiduciary and consulting services.