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 with Triumph Capital Management in Denver, CO, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Commonwealth Financial Network, Summit Wealth Group, Charles Schwab, USAA financial planning services, the City of Colorado Springs, and T. Rowe Price. Anderson is also registered as a life insurance agent at Triumph Capital, with a limited role in life insurance sales. Triumph Capital Management offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse clientele, including individual investors, families, small businesses, and institutions. The firm employs a combination of fundamental, cyclical, and technical analysis, using various investment strategies and model portfolios to accommodate client objectives.

Kevin Schwall is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Tillman Hartley LLC since 2007. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and regular portfolio reviews.

Danielle Hage is a financial advisor at EdgeRock Wealth Management in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining EdgeRock, she worked in real estate at Coldwell Banker Distinctive Properties and has operated a photography business since 2014. She is also involved in real estate brokerage through a separate business helping clients buy and sell homes. 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 using a blend of fundamental and technical analysis, strategic and tactical asset allocation, and value-oriented approaches.

Jonathan Vogel is a CFP® with nine years of industry experience currently serving at Horizon Wealth. His prior roles include positions at Emerson Equity, Impact Partnership Wealth, Summit Wealth Strategies, Larson Financial Securities, Stifel Nicolaus, and Scotttrade. He also acts as an insurance agent, assisting clients with fixed indexed annuities and life insurance needs. Horizon Wealth is an SEC-registered advisory firm managing approximately $147 million across about 163 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services primarily for individuals and high-net-worth clients, focusing on retirement investing, income replacement, and financial independence.

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.

John Gillespie is a financial advisor with Gallacher Capital Management, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Gallacher Capital Management since 2010. His business activities include management and oversight services to Gallacher Capital Management through Gillespie Holdings, LLC, as well as investment management services via Gallacher Equity Management, LLC. Gallacher Capital Management provides integrated wealth management and investment services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a consultative investment approach that includes proprietary platforms and offers access to various investment vehicles, including private equity funds and real estate vehicles.

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.

John Hill is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at EdgeRock Wealth Management in Denver, CO. His prior experience includes roles at Financial Engines Advisors L.L.C., Robinhood Financial, LLC, and Charles Schwab. Hill is also licensed as an insurance agent and engages in insurance sales and service. EdgeRock Wealth Management is an independent registered investment adviser managing approximately $579 million for individual investors, retirement plans, corporations, and charitable organizations. The firm employs personalized investment strategies using a combination of fundamental and technical analysis along with strategic and tactical asset allocation, offering discretionary portfolio management, model portfolios, and access to independent managers.

David Traylor is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Colorado Financial Service Corporation since 2015 and is also associated with Golden Eagle. Outside of finance, he is the CEO and founder of Traylor Aerodynamic Systems and serves as chairman of the Scientific Advisory Council for Athletes for Care. Additionally, he leads the Colorado Lacrosse Hall of Fame and volunteers for the University of Colorado Lacrosse Club. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using a range of investment options and offers both discretionary and non-discretionary management, relying on advisor and third-party research rather than proprietary programs.

Brent Lee is a financial advisor at Dodds Wealth, LLC with one year of industry experience. He holds the Series 66 credential and has worked at firms including LPL Financial and Equity Advisor Solutions. Lee is also involved with Dodds Tax, LLC, a tax preparation and accounting business affiliated with his firm. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons while managing accounts on both discretionary and non-discretionary bases.

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.

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 a financial advisor with Denver Wealth Management, Inc., holding a Series 66 designation and nine years of industry experience. Prior to her current roles at Denver Wealth Management and LPL Financial, she worked at Janus Henderson Distributors and Janus Capital Management. She is a board member of Cherry Creek Toastmasters. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines a midsize team with over $500 million in assets under management and applies a proprietary investment process that incorporates ESG considerations.

David Frum is a financial advisor with Denver Wealth Management, Inc., holding Series 63 and Series 65 licenses, and has 14 years of industry experience. He has worked at Providence Capital Partners Inc. (doing business as Denver Wealth Management Inc.) since 2016 and previously at Western Wealth Management, LLC and LPL Financial. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension plans, offering investment management, financial planning, and retirement-plan advisory services. The firm manages over $500 million in assets with an 11-person team and employs a trademarked Plan, Quality, Capture & Collect framework alongside its Summit Investment Process™, which incorporates ESG considerations as part of fundamental analysis.

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.

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.

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.

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.