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.

Andre Markusfeld is a financial advisor at Stonebridge Financial Solutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge Financial Solutions since 2005. In addition to his advisory role, he is involved part-time in commission-based life and fixed insurance sales. Stonebridge Financial Solutions serves individual and high-net-worth clients as well as employer retirement plans, providing discretionary portfolio management, customized financial planning, and third-party money manager selection. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios that include mutual funds, equities, fixed income, ETFs, and insurance products.

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.

Ryan Green is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Sky Ridge Wealth Management LLC since 2016. He holds Series 63 and Series 65 licenses. Sky Ridge Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as small businesses, using a combination of discretionary and nondiscretionary approaches. The firm integrates technical and cyclical analysis with various investment strategies, including options and derivative techniques, and manages portfolios with regular reviews and formal investment guidelines.

Ryan Garcia is a financial advisor at Integra Financial, Inc. in Greenwood Village, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at BlueWave, Red Robin, Ball Corporation, and Caesars Entertainment, as well as periods as a full-time student. 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 uses a value-oriented investment philosophy combined with fundamental and technical analysis, and it offers an Emerging Investor program for households with under $100,000 in investable assets.

Michael Errigo is a financial advisor at Agemy Wealth Advisors, LLC in Denver, Colorado, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities Inc. prior to joining Agemy Wealth Advisors in 2018. He also manages account services for Agemy Financial Services as part of a non-investment related role. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities. The firm manages discretionary portfolios using asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, and offers tailored planning across retirement, tax, and estate objectives.

Matthew Lengel is a CFP® with 10 years of experience in the financial services industry. He is currently with SummitPoint Capital Management and has held previous roles at Vista Private Wealth Partners LLC, Kathmere Capital Management, Private Advisor Group, LLC, LPL Financial, LLC, and M&T Securities. Outside of his advisory work, he has acted as a baseball consultant, coaching youth baseball and helping run clinics. SummitPoint Capital Management serves individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of strategic and tactical asset allocation, value-oriented fundamental analysis, and a proprietary quantitative optimization model to manage portfolios on a discretionary basis.

John Kopel is a financial advisor at Financial Counseling Associates, Inc. in Aurora, CO, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Financial Counseling Associates since 1993. Financial Counseling Associates provides investment advisory and financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $103.5 million for about 125 clients, focusing on diversified portfolios with no-load and low-transaction investments and conducts quarterly account reviews.

Jacob Boeding is a financial advisor at Summit Hill Wealth Management, LLC in Greenwood Village, CO. He holds a Series 65 designation and has been with Summit Hill since 2022. Prior to his advisory role, he worked as an English Teaching Assistant from 2019 to 2021. Summit Hill Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, retirement plans, and governmental entities. The firm constructs diversified, cost-aware portfolios using indexing, fundamental analysis, modern portfolio theory, and technical analysis, and employs sub-advisors and alternative strategies while maintaining overall discretionary authority.

John Holtkamp is a CFP® and CFA® credentialed advisor with 21 years of experience in the financial services industry. He is the principal at JHP Wealth Management, LLC, where he has worked since 2018, following roles at Corex Portfolios, LLC and Private Capital Management. JHP Wealth Management provides discretionary investment management and integrated financial planning to individual and high-net-worth clients. The firm employs a “core and explore” asset-allocation framework, primarily using exchange-traded funds and institutional-share-class mutual funds, with portfolio management conducted on a discretionary basis.

Michael Davignon is a financial advisor at CDP Financial Group, LLC in Littleton, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining CDP Financial Group, he was a student for 11 years. CDP Financial Group provides investment advisory services to individuals, retirement plans, trusts, estates, and other business entities. The firm manages approximately $100 million in discretionary assets for about 110 clients, offering individualized portfolio management, financial planning, portfolio consulting, and business continuity planning.

Martin Chedid is a financial advisor with MC Financial Management, Inc. in Aurora, Colorado. He holds a Series 63 designation and has 27 years of industry experience. He has been with MC Financial Management since 1996. MC Financial Management is a Colorado-registered investment adviser that primarily serves individual clients with portfolio management and financial planning services. The firm manages under $100 million in client assets and focuses on individualized discretionary portfolio management.

Joseph Clemens is a CFP® professional with 19 years of experience, currently serving at Wisdom Wealth Strategies in Greenwood Village, CO. He has worked with Wisdom Wealth Strategies, LLC since 2009 and previously with Wisdom Wealth Strategies Tax from 2014 to 2021. Clemens is also an enrolled agent and serves as an adjunct instructor at the College for Financial Planning. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, integrating tax preparation and insurance services alongside its financial planning.

Garret Jett is a financial advisor with Tier One Wealth Management in Lone Tree, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sigma Financial for seven years before joining Tier One Wealth Management in 2022. Outside of advisory work, Jett owns a tax preparation business, FIRST SOURCE TAX LLC, which he operates outside of market hours. Tier One Wealth Management serves individuals, high-net-worth clients, and various institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs a client-centric investment approach that integrates broad-market risk management with proprietary economic analysis, actively managing portfolios that include a range of investment products with an emphasis on tax efficiency.

Dominick Paoloni is a financial advisor at Integrity Prosperity Security (IPS) Strategic Capital with 27 years of industry experience. He holds a Series 63 designation and has been associated with Mutual Fund Protection Service since 1993. IPS Strategic Capital provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes options-based, risk-managed strategies and manages client accounts on a discretionary basis, operating an affiliated mutual fund alongside separate client accounts.

John Robb is the sole advisor at Stone Creek Group, LLC in Englewood, CO, holding a Series 66 designation with 24 years of industry experience. He has been with Stone Creek Group since 2015. In addition, Mr. Robb is the sole member of Stone Creek Fund Management LLC, an investment-related entity. Stone Creek Group provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a strategic asset allocation approach with diversification, systematic rebalancing, tax-aware management, and utilizes institutional share classes, while also acting as a sponsor and adviser for private limited-partnership funds.