Alexander Cameron is a CFP® with 21 years of experience in the financial services industry. He has worked at Legacy Wealth Partners, LLC since 2025 and previously spent 11 years at Aveo Capital Partners, LLC, as well as three years with Stephen A. Kohn & Associates, Ltd. Cameron serves as Treasurer and Board Member of a local homeowners association and acts as an expert witness in financial planning and wealth management. Legacy Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services, using proprietary and third-party model portfolios with a discretionary investment approach.

Tanner Cameron is a CFP® with eight years of industry experience, currently serving as a financial advisor at Legacy Wealth Partners, LLC. His background includes five years at Aveo Capital Partners and experience with Catalyst Group Development and ADP. Cameron is also licensed as an insurance agent, dedicating part of his work to insurance activities within his firm. Legacy Wealth Partners, LLC is a multi-advisor team managing approximately $646 million in discretionary assets, offering financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individual and institutional clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, model portfolios, and third-party sub-advisers, with notable use of derivatives and borrowing strategies.

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.

Zachary Rhodes is a financial advisor at Mountain Capital Investment Advisors Inc with one year of industry experience. He holds a Series 65 designation and previously worked at Buck Wealth Strategies, LLC and Udemy. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across more than 1,100 client relationships, offering customized investment approaches focused on long-term strategies with diversified mutual funds, ETFs, and selective individual stocks and bonds.

Amy Bush is a CFA® charterholder with six years of industry experience. She has been with Tandem Wealth Advisors since 2019 and previously worked at Victory Capital Management from 2015 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to construct balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Daniel Barton is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sachem Hill LLC, where he has worked since 2026. Prior to joining Sachem Hill, he held positions at Pathstone, Crestone Capital LLC, and Goldman Sachs. Sachem Hill LLC advises ultra-high-net-worth families, their foundations, and private pooled investment funds. The firm generally favors passive management using ETFs and mutual funds for core exposures while actively managing less efficient asset classes such as private equity and venture capital.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC in Louisville, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Peak Asset Management in 2022, she worked at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and comprehensive financial planning, using client-specific investment policy statements and a range of strategies including individual securities and mutual funds/ETFs.

Tiffany Brown is a CFP® professional at Townsend with 24 years of industry experience. She has been with Townsend & Associates, Inc. since 2009 and previously worked at Securities America, Inc. from 2008 to 2024. She holds the Series 66 designation and operates from Westminster, CO. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities, using a combination of top-down macro and bottom-up fundamental investment approaches.

Jacqueline Silvis is a CFP® at Wrenne Financial Planning LLC in Denver, CO, with three years of industry experience. She previously worked at Physician Wealth Services and the Association of Equipment Manufacturers. Wrenne Financial Planning provides combined investment management and comprehensive financial planning to individual and high-net-worth clients, including specialized programs for physicians. The firm emphasizes passive portfolio construction using index mutual funds and ETFs and delivers tailored financial plans and investment policy statements.

Gina Varra is a financial advisor with Varra Wealth Management LLC in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at LPL Financial LLC and National Planning Corporation. Varra Wealth Management LLC is a team advisory firm serving individuals, including high-net-worth clients, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and standalone financial planning, applying modern portfolio theory with a long-term trading approach.

Douglas Hermann Jr. is a financial advisor with Stronghold Capital Partners LLC, holding a Series 65 license and three years of industry experience. His career includes roles at Stronghold Wealth Partners LLC and Five Rings Financial, as well as 15 years of experience in the restaurant industry. Hermann is also licensed to sell insurance products. Stronghold Capital Partners serves individual and business clients, offering financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily places assets with third-party managers and maintains ongoing monitoring, operating with a solicitor-centric business model across multiple offices.

Cameron Dunford is a financial advisor with LPL Financial based in Louisville, Colorado, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Oppenheimer Funds Inc. for seven years before joining LPL Financial and Varra Wealth Management LLC in 2018. Outside of his advisory role, he is involved with 3 L's LLC, a home-based business entity not related to investments. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment strategies.

Ginny Robinson is a financial advisor at Class VI Family Office, LLC in Denver, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at William Blair & Company for four years and Merrill for nine years. Class VI Family Office advises individuals, primarily business owners, executives, and entrepreneurs, on wealth planning and investment management, with a focus on navigating significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation.

Christian Johnson is a CFP® with 27 years of industry experience, currently serving as an advisor at Capital Investment Counsel, LLC since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. He is also the owner of FOBO LLC, a non-investment-related holding company based in Golden, CO. Capital Investment Counsel, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, corporations, and government entities. The firm employs an asset-allocation approach based on Modern Portfolio Theory and combines multiple analytical methods to construct diversified portfolios, managing over $1.18 billion primarily on a discretionary basis.

Chester Hebert is a financial advisor with Colorado Financial Service Corporation, holding a Series 63 designation and over 34 years of industry experience. He has worked with firms including Coughlin & Company and TCAdvisors Network Inc and has been with Colorado Financial Service Corporation since 2008. He also serves as president of The Compliance Department Inc., a compliance consulting firm, and is chairman of Colorado High-Country Educational Treks Inc., a nonprofit organization. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management services primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on both discretionary and non-discretionary bases while utilizing advisor and third-party research.

Robert Fillmore is a financial advisor at Synergy Financial Partners, LLC with 48 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC, SII Investments, Inc., Park Avenue Securities LLC, and Guardian Life Insurance Co. In addition to his advisory role, he is an independent insurance producer specializing in life and long-term care insurance. 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, ETFs, and model portfolios, managing approximately $280 million across nearly 500 client relationships.

Melissa Wagner is a financial advisor at DMK Advisor Group, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at DMK Advisor Group and its predecessor firms since 2014, as well as at Aveo Capital Partners, LLC. Wagner is also involved in a consulting business that works with pipeline shipping in the gas and diesel industry. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, managing approximately $130.8 million across about 515 client relationships. The firm offers both discretionary active management and non-discretionary consultative services, utilizing mutual funds and ETFs guided by technical and fundamental analysis, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Marc Bennett is a Series 66-licensed financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO, where he has worked since 2024. He has three years of industry experience, previously working at Equitable Advisors, LLC and holding roles outside the financial sector. Bennett coordinates a database for a land solutions company as an outside business activity. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental investment approach and offers additional services including retirement-plan consulting, tax-related support, and Personal CFO services through an 11-advisor team.

David Mcconico is a financial advisor at Golden Eagle Capital Advisors, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 1990. Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high-net-worth clients as well as employer retirement plan sponsors. The firm combines fundamental and technical analysis in its investment process and offers both discretionary and non-discretionary advisory solutions, with a notable cross-border orientation and affiliated dealer relationships.

John Lynch is a financial advisor at Worth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Lynch Financial Group LLC, Wealth Watch Advisors LLC, and Royal Funds Management LLC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party managers while maintaining oversight and due diligence.