Gerard Oloughlin is a financial advisor at Larimer Capital Corporation with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Larimer Capital since 2010. Outside of his advisory role, he is involved in traditional life insurance sales and works seasonally in ski pass sales for Vail Corporation. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients who control privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop individualized investment policies and offers both discretionary and non-discretionary portfolio management, including access to third-party money managers and comprehensive financial planning.

Blake Barnett is a CFP® with 16 years of industry experience, currently serving at FFG Retirement Counseling. He has worked at the firm and its related entities since 2018, with prior roles at Calton & Associates, Inc. and Smart Money Group, LLC. Outside of financial advising, he is a partner in a roofing and water mitigation contracting business. FFG Retirement Counseling provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management and retirement-account advice under ERISA/IRC fiduciary rules. The firm employs a primarily long-term investment approach emphasizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities when appropriate, and uses trademarked models to organize assets and manage systematic reallocation and tax strategies.

I love financial planning. I have been in the business since 2007. I started as an apprentice at a large broker/dealer. They extended an offer for me to continue as an advisor with them at the end of my apprenticeship. I had no idea what I was doing at the time, but moved forward. I learned a lot the hard way starting out in the business. I was not a stellar sales person, but I also learned that I loved working with clients, and helping them to get on track to meet their retirement goals. This early career phase taught me that I really value relationships, education, and creating plans that meet your lifestyle and goals. Over time I refined a clear way that I wanted to work with clients. I found that working for a corporation would not fit the more customized, educational, and lifestyle approach that I wanted for my clients. In 2020 I opened my own RIA practice and am pleased to be able to always do what is best and unique for each client. In 2023 I was able to become a CFP®. I am proud of what I have created, and know that it fits a real need in the industry. Opening my business right as COVID set in also taught me some new things. More people need financial planning! They need to know that it is for everyone. I can help you no matter what your financial circumstances are. I live in Colorado with my husband and 3 children. I am a very stereotypical Coloradan. I love the outdoors and all outdoor activities. If you want to hike while we have meetings let's do it!

Matthew Elliott is a CFP® with 20 years of industry experience and has been with J.F. Williams Co., Inc. in Denver, CO since 2008. He holds the Series 65 designation and is part of a four-advisor team. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement process focused on strategic asset allocation, diversification, and low trading activity, managing approximately $251.5 million non-discretionarily for about 142 clients as of year-end 2024.

Gregg Denhoffer is a financial advisor at Conexus Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Conexus Capital Corp since 2016. He serves as a board member for the nonprofit mylifeline.org, a non-investment related position. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, third-party manager selection, and consulting. The firm employs a strategic asset allocation approach blending passive core exposures with actively managed sector and specialty satellites, supplemented by third-party managers and alternative strategy recommendations for qualified investors.

Michael Buster is a Series 65-licensed advisor at Proper Money Management LLC with one year of industry experience. He has prior experience in insurance sales and support, including roles at Medicare Mentors, B Good Insurance, and Bankers Life Insurance. Outside of his advisory role, he remains active in Medicare plan sales and implementation through Medicare Mentors. Proper Money Management LLC provides investment advisory and financial planning services to individuals and businesses, offering discretionary portfolio management, retirement-plan advisory, and comprehensive financial planning. The firm focuses on customized, long-term portfolios using low-cost mutual funds and ETFs, and maintains ongoing client contact with a combination of fundamental and technical analysis.

Nadia Shokohi is a financial advisor with Shokohi Wealth Management Group LLC in Parker, Colorado, holding a Series 66 designation and bringing 20 years of industry experience. Her work history includes positions at LPL Financial, UBS Financial Services, Sheridan Road Financial, and Western Wealth Management. She is also commissioned as a notary. Shokohi Wealth Management Group specializes in divorce-focused financial planning and related advisory services for individuals experiencing divorce, widowhood, retirement, or other family-status transitions. The firm collaborates with clients and their attorneys on financial disclosures, settlement analysis, budgeting, and post-divorce planning, emphasizing tax-aware analyses and tailored strategies.

David Johanson is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with Scope Wealth Management since 2015 and also worked at Laramar Group starting in 2025. Based in Denver, CO, he serves a diverse client base through his current firm. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates. The firm primarily serves non‑high‑net‑worth individual clients and employs a core-satellite investment approach, incorporating low-cost passive holdings alongside concentrated, value-oriented satellite positions.

Bruce Hinchley is the principal advisor at Hinchley Advisory Group, LLC in Centennial, Colorado, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Procap Equity, Ltd. Outside of advisory work, he is involved in tax preparation and mortgage brokerage through Hinchley & Company. Hinchley Advisory Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $193 million using model portfolios and tailored discretionary strategies that incorporate fundamental, technical, and cyclical analysis.

Stephen Warren is a financial advisor at Causey Wealth LLC with two years of industry experience. He holds the Series 65 designation and previously worked for Causey Demgen & Moore PC for eight years. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting for individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients, using a strategic asset-allocation approach with customized Investment Policy Statements and offers both discretionary and non-discretionary account management.

Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.

Robert Brown is a financial advisor at Copper River Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Copper River Advisors since 2016. Prior to that, he was involved with 272 21st Street Realty LLC for eight years. Copper River Advisors serves high-net-worth individuals, corporate, and institutional clients by providing discretionary portfolio management alongside financial and estate planning support. The firm emphasizes a long-term investment approach using passive core holdings and tailored fixed-income allocations, integrating institutional experience and third-party managers to meet client goals.

Jerry Hoffmann is a financial advisor at Hoffmann Hermanson in Denver, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Hoffmann Hermanson since 2009 and previously spent a year at Arax Advisory Partners. Hoffmann Hermanson provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $198 million in assets and employs a range of investment strategies, including equities, fixed income, real estate, commodities, options, private equity, managed futures, and cryptocurrency, often with discretionary trading authority.

Gregory Lessard is a financial advisor with Aspen Leaf Wealth Management, PBC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Leaf Financial Planning, LLC since 2012. Aspen Leaf Wealth Management, PBC provides fee-only discretionary investment management and integrated financial planning to individuals, families, trusts, and small-business retirement plans. The firm employs a strategic, asset-allocation approach using historical data, predominantly invests in ETFs with ESG screening, and operates as a Public Benefit Corporation and Certified B Corp.

Craig Perkins is a ChFC® with 46 years of industry experience. He is affiliated with CDP Financial Group, LLC and Colorado Financial Service Corporation, both since 2011. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by providing discretionary portfolio management along with financial planning and consulting services. The firm manages about $90 million across approximately 110 client accounts, using diversified mutual funds and a formal fund evaluation process tailored to clients’ risk tolerance and time horizon.

Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He was previously associated with LPL Financial for more than 20 years before joining Graystone Partners Wealth Management in 2025. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach utilizes Modern Portfolio Theory and is tailored to client risk tolerance and investment objectives, typically employing mutual funds, ETFs, and individual equities.

Jeffrey Arnold is a Certified Financial Planner® with 19 years of industry experience. He has worked at IMPACTfolio LLC since 2017 and previously at G&S Capital LLC from 2014 to 2017. He holds Series 63 and Series 65 licenses and is based in Denver, Colorado. IMPACTfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm manages approximately $289 million across about 126 relationships, using a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis, with discretionary account management and a retainer-based advisory approach.

Glenn Hermanson Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at Hoffmann Hermanson in Denver, CO since 2009. Prior to that, he worked at Arax Advisory Partners. Outside of finance, he is a musician in a local band. Hoffmann Hermanson provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $198 million in client assets, employing a range of investment strategies across various asset types including equities, fixed income, real estate, commodities, and cryptocurrency.

Mckenna Bolger is a financial advisor at Summit Wealth Strategies in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, Bolger worked at Whole Foods Market and previously held a position at Tasty Harmony. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual and corporate clients. The firm combines multiple analytical approaches with active and long-term trading strategies to build diversified portfolios tailored to client objectives.

Stelianos Elenis is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Highpass Asset Management LLC since 2018 and previously worked at BKD, LLP for eleven years. Outside of his advisory role, he prepares tax returns for family members as a Certified Public Accountant. Highpass Asset Management provides discretionary investment management and comprehensive wealth planning services to high-net-worth clients, including families, pension plans, and trusts. The firm uses a diversified investment approach incorporating ETFs, equities, mutual funds, and occasionally options and private placements, with portfolio management tailored to client risk tolerance.