Luke Gregory is a financial advisor at Lord and Richards Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked at Lord and Richards and AE Wealth Management since 2020 and 2022, respectively. Outside of advising, he is a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in discretionary assets across a seven-advisor team.

Thomas Brister is a CFP® with 56 years of experience in the financial industry. He has been with Dominion Portfolio Management, Inc. since 2006 and is also associated with Calton & Associates, Inc. since 2023. In addition to his advisory roles, he provides non-fee financial planning services and offers clients opportunities to purchase precious metals, coins, and gems. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a range of investment strategies using equities, fixed income, options, and specialty ETFs, tailoring approaches to clients’ goals, time horizons, and risk tolerance.

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.

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.

Saxon Swindler is a financial advisor at Whipplewood Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Whipplewood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across about 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, employing a goals-based, core/satellite investment approach overseen by an investment policy committee.

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.

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.

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.

Jacqueline Silvis is a CFP® professional 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 investment management and comprehensive financial planning to individual and high-net-worth clients, as well as corporations and businesses. The firm emphasizes passive portfolio construction with tailored financial plans and coordinates with other client professionals to manage accounts on a discretionary basis.

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.

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.

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.

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.