Darin Snow is a financial advisor at Denver PWM, LLC in Denver, Colorado, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Denver Private Wealth Partners LLC and Vista Private Wealth Partners LLC since 2014. Outside of advisory services, he is licensed to sell limited insurance products as a minor part of his practice. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based model and constructs portfolios using a blend of mutual funds, ETFs, fixed income, and alternative investments, incorporating fundamental and technical analysis alongside strategic asset allocation and tax-aware management.

Niall Durst is a financial advisor at Clear Creek Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Clear Creek Advisors, he worked at Equitable Advisors, LLC and held various roles in the food and beverage industry. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Bryon Geman is a CFP® with 13 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. He previously worked at Schwab Private Client Investment Advisory, Inc. for 10 years and has been affiliated with Charles Schwab & Co., Inc. for over a decade. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by fundamental and technical analysis and offers employer-focused services alongside discretionary portfolio management.

Keith Sapp is a CFA®, ChFC®, and holds a Series 66 license with 20 years of industry experience. He has worked at Cedar Cove Wealth Partners since 2025 and previously spent 13 years at Thrivent Financial and its affiliated entities. Outside of his advisory role, Mr. Sapp serves as a board member of his church’s finance committee, participating in budgeting, investment manager oversight, and risk management. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to individual and institutional clients, managing over $455 million in assets. The firm combines active and passive strategies, tactical asset allocation, options, alternative investments, and ESG factors, and offers estate planning coordination through a partnership with EncorEstate Plans.

Eric Freehling is a financial advisor at Clear Creek Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Clear Creek Advisors since 2017. Prior to that, he was employed at Uber and Paradigm Group. He is also the owner of Designs By Paris, a jewelry sales and repair business, and provides tax preparation and temporary help services through United Management Services. Clear Creek Advisors provides discretionary investment management and oversight for 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 subadvisors to deliver portfolio management services to a broad range of clients.

Brian Stark is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Triumph Capital Management since 2016 and previously worked at Cetera Advisor Networks and Summit Financial Group. Stark also serves as an insurance agent through an affiliated agency offering fixed and long-term care insurance policies. Triumph Capital Management provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis and offers model-based programs alongside access to third-party asset managers.

Brian Lipsett is a financial advisor with Aegis Wealth Management, Inc. in Denver, CO, holding a Series 65 credential and five years of industry experience. He is also the founder and president of Oakway Financial LLC, an investment-related business where he is active as an insurance agent. Lipsett has prior experience with Western Insurance Network. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm supervises third-party sub-advisers for portfolio implementation and offers strategies such as direct indexing and AI-based tools.

Joshua Rigden is a CFP® with 17 years of industry experience. He is currently with Rigden Capital Strategies, where he has worked since 2025. Prior to this, he held roles at Alphamint Financial, Risemint, and Typher Financial Services. He also operates Rigden Tax Strategies, providing tax consulting services. Rigden Capital Strategies is a team advisory firm managing approximately $169 million for individuals, high-net-worth clients, trusts, and retirement plans. The firm offers discretionary asset management, ERISA plan services including 3(38) investment manager arrangements, and financial planning, utilizing turnkey platforms and tax-overlay services to align portfolios with client objectives.

Ryan Cook is a financial advisor at Triumph Capital Management in Denver, CO, with 18 years of industry experience and a Series 65 designation. He has worked at Triumph Capital Management since 2016 and previously held roles at Cetera Advisor Networks and Summit Financial Group. Outside of advising, he is involved in insurance activities through affiliated agencies and owns an LLC for tax planning and bill paying. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to individual investors, families, small businesses, foundations, trusts, and estates. The firm employs a combination of fundamental, cyclical, and technical analysis across a range of investment strategies and maintains model-based programs along with access to third-party asset managers.

Timothy Kulick is a financial advisor with Denver PWM, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at Vista Private Wealth Partners LLC since 2023 and previously spent 14 years at Symphonic Securities LLC and Symphonic Financial Advisors LLC. Outside of advisory work, he owns and operates Mitchell Kulick & Company P.C., a CPA firm. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, families, trusts, estates, and small institutions. The firm uses a combination of fundamental and technical analysis with strategic asset allocation and tax-aware management, supporting portfolios with mutual funds, ETFs, fixed income, alternative investments, and other instruments.

Sandra Hoover is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Legacy Wealth Partners, she spent 24 years at Leprino Foods and has operated Sandra Jean Coaching, LLC since 2024. Legacy Wealth Partners, LLC is a multi-advisor team managing roughly $646 million in discretionary assets, offering financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that includes the use of derivatives and borrowing within separately managed accounts and combines internal analysis with third-party sub-advisers.

Madeline Barconi is a CFP® and ChFC® professional with 10 years of industry experience. She has worked at Breakwater Capital Group since 2022 and previously held roles at Colorado Capital Management, Inc. and Fidelity Personal and Workplace Advisors. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to construct portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments, employing strategies such as options writing and margin transactions tailored to clients’ objectives and risk tolerance.

Deborah Duemling is a financial advisor with Normandy Capital Management, LLC in Denver, CO, holding a Series 65 designation and over 20 years of industry experience. She has been with Normandy Capital Management since 2009 and has worked as a CPA through her own practice since 1983. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis, and offers client education through seminars and group enrollment meetings.

Steven Rotello is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Mosaic Wealth and has previously worked at firms including UBS Financial Services and A.G. Edwards & Sons. Outside of his advisory work, he serves as a committee member at Regis Jesuit High School and as a board member for the Ambleside School of Colorado Centennial. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and selected family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, constructing portfolios using a range of investment vehicles and conducting regular account monitoring.

Joseph Garry is a CFP® registered financial advisor at Denver Wealth Management, Inc. in Denver, CO, with two years of industry experience. Prior to joining Denver Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also a licensed insurance agent involved in the recommendation and implementation of insurance products. Denver Wealth Management serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm uses a disciplined investment process with customized portfolios primarily composed of low-cost mutual funds and ETFs, and it incorporates a proprietary investment scoring system in portfolio decisions.

Daniel Mayer is a financial advisor with Triumph Capital Management in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, he hosts an educational finance and investment podcast. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, families, small businesses, and trusts. The firm’s investment approach integrates fundamental, cyclical, and technical analysis and utilizes a range of strategies and model portfolios tailored to client objectives.

Jade Holt is a CERTIFIED FINANCIAL PLANNER™ professional with 31 years of industry experience. She is currently with LJI Wealth Management, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. She holds life and health insurance licenses. LJI Wealth Management serves individuals, charitable organizations, corporations, and retirement plans, offering tailored wealth management that includes investment management, comprehensive financial planning, and retirement plan consulting. The firm employs a diverse range of investment strategies and combines fundamental, quantitative, and technical analysis with third-party research.

Shannon Kirkpatrick is a financial advisor at Selective Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with eight years of industry experience. She is also the founder and executive director of Rekindling Ministries, where she leads teaching, content creation, and podcast hosting. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, operates across seven offices, and offers discretionary investment oversight with client-tailored financial planning.

Austyn Casale is a financial advisor at Gill Capital Partners, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Verdant Technologies, Campos EPC, Newmont Mining, Ernst & Young, and Texas Tech University. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, retirement plan advising, and tax planning. The firm uses a variety of investment strategies across public securities, real estate, private securities, and alternatives, supported by proprietary and third-party technology platforms.

Andrew Kelleher is a CFP® professional with 16 years of industry experience. He is currently with Denver PWM, LLC and has previously worked at Vista Private Wealth Partners, Charles Schwab Bank, Charles Schwab & Co., Lincoln Financial Distributors, and Jackson National Life Distributors. Denver PWM provides discretionary investment management, financial planning, consulting, and employer-sponsored retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a mix of mutual funds, ETFs, fixed income, alternative investments, and other instruments using both fundamental and technical analysis, strategic asset allocation, and tax-aware management where practicable.