Jacqueline Silvis is a CFP® 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 combined investment management and comprehensive financial planning to individual and high-net-worth clients, including specialized programs for physicians. The firm emphasizes passive portfolio construction using index mutual funds and ETFs and delivers tailored financial plans and investment policy statements.

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.

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.

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.

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.

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.

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.

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 Series 66-licensed financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO, where he has worked since 2024. He has three years of industry experience, previously working at Equitable Advisors, LLC and holding roles outside the financial sector. Bennett coordinates a database for a land solutions company as an outside business activity. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental investment approach and offers additional services including retirement-plan consulting, tax-related support, and Personal CFO services through an 11-advisor team.

David Mcconico is a financial advisor at Golden Eagle Capital Advisors, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 1990. Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high-net-worth clients as well as employer retirement plan sponsors. The firm combines fundamental and technical analysis in its investment process and offers both discretionary and non-discretionary advisory solutions, with a notable cross-border orientation and affiliated dealer relationships.

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 the Series 66 designation and has previously worked at LPL Financial and Merrill. Denver Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and pension/retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a trademarked Plan, Quality, Capture & Collect framework and a fundamental analysis approach through its Summit Investment Process™, incorporating an ESG component.

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.

Maureen Mackowski is an investment advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 credentials and over 46 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp and C2C Wealth Management, LLC. She is also a board member of LS BioPath, a company developing medical devices for breast cancer surgery. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis and long-term asset allocation approach that incorporates stocks, bonds, ETFs, and alternative investments tailored to clients’ risk profiles.