Anthony Coppola is a CFP® professional with 15 years of industry experience. He currently works at Sachem Hill LLC and has previously been with Schoolcraft Capital LLC, TC Financial LLC, and The Milestone Group, Inc. Sachem Hill advises primarily ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses passive instruments in efficient markets and active management in less efficient areas, managing both separately managed portfolios and private pooled investment funds.

Jamar Anderson is a financial advisor at Triumph Capital Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Summit Wealth Group, Charles Schwab, USAA financial planning services, and T. Rowe Price. Anderson is also a licensed life insurance agent, engaging in life insurance sales related to client goals. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, small businesses, foundations, trusts, and estates. The firm employs a diversified investment approach that includes fundamental, cyclical, and technical analysis, utilizing various asset classes and strategies tailored to client objectives.

Rachel Wilmot is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 designation and two years of industry experience. She previously worked at Charles Schwab for two years and has held roles at Lockheed Martin and Colorado State University. Legacy Wealth Partners is a multi-advisor team managing approximately $646 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that incorporates fundamental, technical, and cyclical analysis along with third-party sub-advisers, using strategies such as direct indexing, options, and margin.

Jonathan Vogel is a CFP® with nine years of industry experience, currently affiliated with Horizon Wealth in Denver, CO. His career includes roles at Emerson Equity LLC, Impact Partnership Wealth LLC, and Larson Financial Securities, among others. Vogel holds Series 63 and Series 66 licenses and has experience assisting clients with insurance-related needs. Horizon Wealth is a seven-advisor SEC-registered team serving individuals, trusts, and corporations with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on retirement investing, income-replacement strategies, and financial independence, employing a fiduciary, asset-allocation approach that incorporates equities, ETFs, mutual funds, and, where appropriate, private investments and alternatives.

Parveen Gupta is a financial advisor at Mattern Capital Management, LLC with a Series 65 designation and three years of industry experience. Prior to entering the financial advisory field, he worked at Motorola Solutions for 21 years. Mattern Capital Management serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, foundations, and corporations. The firm offers investment and wealth management, financial planning, and consulting services, focusing on tax-efficient, cost-effective asset allocations that utilize both active and passive strategies.

Sonya Gillis is a financial advisor with Gainline Financial Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Advisors and Animal Health Care Denver. Outside of her advisory role, she serves as a foster coordinator for Lifeline Puppy Rescue in Brighton, Colorado. Gainline Financial Partners offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios blending passive and active strategies, and manages a significant portion of assets in wrap accounts.

Stephanie Schlemeyer is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 designation with 10 years of industry experience. She has been with LotusGroup Advisors since 2014. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm uses a multi-strategy approach that includes Index, Global Rotation, Tactical, and Private-Investment Only allocations, incorporating third-party research and offering business valuation services through a Certified Exit Planning Advisor.

Anna Witten is a CFP® and Series 66 holder with eight years of industry experience. She is currently with Aurelius Family Office, LLC and previously worked at Grant Thornton/BNY Mellon, MHWC Private Single-Family Office, BNP Paribas, and Merrill Lynch Global Wealth Management. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm tailors portfolios based on client objectives and risk tolerance using a range of investment methods, and offers services including discretionary portfolio management, fiduciary retirement plan services, and estate-planning facilitation.

Logan Richard is a CFP® professional with one year of experience currently serving at Denver PWM, LLC. Prior to joining Denver PWM, he held positions outside the financial industry, including roles at Bartaco and the CU Recreational Center. Denver PWM provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and small institutions. The firm employs a team-based approach and constructs portfolios using a variety of investment instruments combined with strategic asset allocation and tax-aware management.

Summer Vaughan is a CFP® professional with eight years of industry experience, currently affiliated with Gainline Financial Partners, LLC. Prior to joining Gainline, she worked at Purshe Kaplan Sterling Investments, Fidelity Investments, First Command Financial Planning, Inc., Edward Jones, and American Honda Finance Corporation. Vaughan holds the Series 66 designation and is based in Louisville, Colorado. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm uses diversified, multi-style portfolios combining passive and active strategies and manages a significant portion of assets in wrap accounts through a team of seven advisors.

Douglas Johnson is a financial advisor with Financial Security Management, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Security Management since 2008 and previously spent nine years at National Planning Corporation. In addition to his advisory role, he provides tax preparation services directly to clients. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing approximately $611.5 million in assets. The firm offers investment management, financial planning, retirement plan advisory, and legacy management services, using asset-allocation strategies based on modern portfolio theory.

Timothy Mccain is a financial advisor with SEM Wealth Management in Arvada, CO, holding a Series 65 license and bringing 20 years of industry experience. He has worked at Distribution Systems, Inc. since 2004. Additionally, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and sales management for small to mid-sized financial service firms. SEM Wealth Management offers discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary mechanical models combining technical analysis, quantitative methods, and economic trend analysis, and it also licenses these models to other advisors and platforms.

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.

Clifton Hume is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Sowell Management Services and CONCERT Wealth Management, Inc. He also provides advisory services under his DBA Western Financial, LLC. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis along with strategic and tactical asset allocation to manage portfolios across a range of investment vehicles.

Tanner Cameron is a CFP® with nine years of industry experience, currently serving at Legacy Wealth Partners, LLC. His prior experience includes roles at Aveo Capital Partners and Catalyst Group Development. He is also a licensed insurance agent affiliated with Legacy Wealth Partners’ insurance agency. Legacy Wealth Partners, LLC is a multi-advisor team managing approximately $646 million in discretionary assets. The firm provides financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to a range of clients, including individuals, trusts, charitable organizations, and business entities, utilizing a tailored, discretionary investment approach.

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.

Edite Saripova is an investment advisor representative at Denver Wealth Management, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Janus Henderson Distributors and Edward Jones. Edite serves on the board of Cherry Creek Toastmasters. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, providing financial planning and portfolio management through a disciplined process incorporating low-cost mutual funds, ETFs, and a proprietary investment scoring system. The firm manages over half a billion in client assets with a team of advisors holding various industry credentials.

David Frum is a financial advisor at Denver Wealth Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Providence Capital Partners Inc./Denver Wealth Management Inc. since 2016, with prior experience at Western Wealth Management, LLC and LPL Financial, LLC. Denver Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, businesses, and retirement plans, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a disciplined investment process that includes custom portfolio construction, annual rebalancing, and a proprietary investment scoring system integrating ESG factors, utilizing both discretionary management and algorithm-driven portfolios.

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.