Scott Holloway is a financial advisor at Clear Creek Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek Advisors since 2026. Prior to this, he spent seven years with Cambridge Investment Research and has been associated with Lexco Corporation since 2016. Clear Creek Advisors provides discretionary investment management and oversight to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $722 million in client assets and utilizes third-party model portfolios and portfolio managers to serve both non-high-net-worth and high-net-worth clients.

Kyle Gerken is a financial advisor at Edgerock Wealth Management in Denver, CO, holding a Series 65 credential with four years of industry experience. His prior experience includes roles at Charles Schwab and Crestone Securities LLC, along with time as a full-time student. Edgerock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm develops individualized investment strategies using a combination of fundamental and technical analysis, strategic asset allocation, and value-oriented approaches, and offers services including discretionary portfolio management, financial planning, and educational workshops.

Carter Hall is a financial advisor at Nilsine Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously held roles at Brigham Young University - Hawaii, Rich Day Group, and Motiv Health, among others. Nilsine Partners advises individuals, trusts, pooled investment vehicles, pension plans, and corporate clients, offering discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party managers. The firm also operates a private investments platform and serves as an investment adviser to feeder and master funds, actively managing model portfolios and sourcing investments for institutional and accredited investors.

James Stover is a financial advisor at SEM Wealth Management with 19 years of industry experience and a Series 65 designation. He has worked at Stover Consulting Corp since 2015 and at Distribution Systems, Inc. since 2005. Outside of his advisory role, he is a partner and employee at a company that provides sales and marketing solutions, sales coaching, and sales management for small to mid-size financial service companies. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, typically through referrals from other financial professionals. The firm manages about $920 million in client assets and employs tactical, dynamic, and strategic investment models based on technical and quantitative analysis, implementing portfolios primarily with mutual funds, ETFs, and, when appropriate, leveraged and inverse funds.

Jon Lontai is a financial advisor at Arcus Capital Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Outside of his advisory role, he coaches junior mountain bike riders for the Avout Racing Team. Arcus Capital Partners provides investment advisory and financial planning services primarily to high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $2.5 billion in assets and utilizes both discretionary and non-discretionary approaches, including allocations to a broad range of investment vehicles and strategies.

Jeffrey Welty is a CFP® professional with 20 years of industry experience, currently affiliated with Heirloom Wealth Management LLC. He previously worked for Jackson National Life Distributors LLC for 12 years. Outside of his advisory role, he serves as managing member of Stratum Wealth Management Inc., an entity used for bookkeeping and payroll, and holds a life and health insurance producer license in Colorado. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations through a team of 18 advisors, managing over $1.1 billion in assets. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, utilizing a goal-based planning process and strategic portfolio allocations.

Ian Sallee is a financial advisor at Financial Security Management, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Financial Security Management, he worked in various roles including positions at APEX Recreation District and Home Depot. Financial Security Management, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, estates, trusts, and retirement plans. The firm manages approximately $611.5 million in client assets and employs asset-allocation strategies informed by modern portfolio theory, offering both discretionary and non-discretionary portfolio management alongside retirement-plan consulting and participant education.

William Miller is a financial advisor at Heirloom Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory role, Miller is an insurance agent licensed in Colorado, handling life, accident, and health insurance. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion across approximately 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, and specialized retirement and tax advisory services, employing a goal-based planning approach and various portfolio strategies.

Craig Sorenson is a financial advisor with ELE Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with multiple firms, including Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency, where he has been involved since 2009. Sorenson is also associated with several related financial and insurance businesses. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning services to individuals, business owners, and charitable organizations. The firm employs a fundamental analysis approach with customized Investment Policy Statements, primarily managing client assets on a non-discretionary basis and offering a range of investment products alongside affiliated business services.

Stephan Dickens Greenaway is a financial advisor with ELE Advisory Services, Inc., holding a Series 65 designation and two years of industry experience. He is the owner of WealthFit LLC, a business focused on the youth and athletic market that combines fitness planning with financial literacy education. His prior work includes roles in insurance and pension consulting. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, with most client accounts managed on a non-discretionary basis.

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.

Brian Rettig is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Denver Private Wealth Management and Vista Private Wealth Partners LLC since 2017 and previously worked at The Institute for Wealth Management from 2014 to 2017. He also conducts business under Denver Private Wealth Management to market his advisory services. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using fundamental and technical analysis, strategic asset allocation, and tax-aware management practices.

Lauren Procknow is a financial advisor at Stordahl Capital Management, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC and experience in the retail sector. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with global diversification and tax-aware portfolio construction, managing approximately $612 million in client assets across seven model strategies.

Marc Bennett is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has three years of industry experience. Prior to joining Global Wealth Strategies, he worked at Equitable Advisors, LLC and held roles outside of finance, including at Lucid (Hearing Lab Technology). Outside of advising, he coordinates a project database for Gray Hawk Land Solutions. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm manages approximately $457 million across 921 clients using a top-down, macro-environmental approach to tactical asset allocation supported by sub-advisers and direct indexing strategies.

Matthew Medeiros is a financial advisor with The Institute in Denver, CO, holding a Series 63 designation and 27 years of industry experience. He has worked at RMIN Securities since 2005 and has been affiliated with the Institute for Wealth since 2003. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team approach combining fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets, including private pooled vehicles.

Sean Sprinkle is a financial advisor with Sprinkle Financial Consultants LLC in Littleton, CO, holding the PFS™ designation and Series 65 license. He has 27 years of industry experience and has been with Sprinkle Financial Consultants and its affiliated firm, Sprinkle & Associates LLC, since 1995. Outside of his advisory role, he manages Trinity Resources LLC, an oil and gas extraction business, where he handles accounting, tax compliance, and evaluates potential investments. Sprinkle Financial Consultants LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs fundamental security analysis and customizes portfolios through documented investment policies and regular reviews, managing approximately $870 million in assets with a team of four advisors.

Alexander Wimmer is a financial advisor at Denver Wealth Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 incorporating low-cost mutual funds and ETFs, alongside proprietary scoring and algorithm-driven portfolio programs.

Kyle O'Dell is a financial advisor at EdgeRock Wealth Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Corecap Advisors, and Secure Wealth Strategies. Outside of advisory work, he owns a marketing business that supports EdgeRock Wealth Management. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, model portfolios, and access to independent managers, employing a blend of fundamental and technical analysis alongside strategic and tactical asset allocation.

Spencer Wynant is a CERTIFIED FINANCIAL PLANNER™ professional at Peak Planning Group, LLC with 13 years of industry experience. He has worked at Peak Planning Group since 2017 and previously was employed at Raymond James Financial Services Advisors Inc. from 2016 to 2017. Outside of his advisory role, Wynant is a proprietor of a personal investment club with two college friends focused on real estate and brokerage account investments. Peak Planning Group provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million across several hundred accounts using a primarily long-term, fundamentals-based investment approach with diversified portfolios of low-cost mutual funds, ETFs, and individual securities when appropriate.

Cooper Benedict is a financial advisor with Heirloom Wealth Management LLC in Greenwood Village, CO. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Heirloom, he worked at Enterprise Bank and Trust and attended DePauw University. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets. The firm offers discretionary investment management and financial planning through a team-based approach, using a goal-based planning process and a range of investment vehicles including equities, ETFs, and alternative mutual funds.