Haley Sanders is a financial advisor with Altitude Wealth Management, LLC in Denver, CO, holding a Series 65 designation and 13 years of industry experience. She has worked at Altitude Wealth Management since 2017 and was previously with Gradient Advisors, LLC. Sanders is also involved in an affiliated insurance business through Altitude Planning Group, where she serves as an insurance agent. Altitude Wealth Management serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, and consulting, typically placing client assets with third-party money managers and providing ongoing monitoring and reporting.

Derek Serlet is a financial advisor at Legacy Financial, Ltd in Denver, CO, with 14 years of industry experience. He holds the Series 66 designation and has been with Legacy Financial since 2016. In addition to his advisory role, he is licensed as an insurance agent and works with various insurance carriers through W&R Insurance Agencies. Legacy Financial, Ltd provides discretionary portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, and small business entities. The firm uses a mix of fundamental, technical, cyclical, and economic analysis within a strategic asset allocation framework, offering tailored portfolios that may include derivative-based strategies and blockchain-focused ETFs for indirect cryptocurrency exposure.

Chad Gordon is a financial advisor at GreenStar Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Independent Financial Partners, and LPL Financial LLC. In addition to his advisory work, he is an author published through GreenStar Press and is involved in software development through Sharp Archive, LLC. GreenStar Advisors is a Colorado-registered independent firm providing discretionary portfolio management and personal financial planning for individuals, high-net-worth families, trusts, and retirement accounts. The firm manages diversified portfolios across multiple asset classes and serves both retail and institutional clients.

Anthony Bettencourt is a financial advisor at Wolf & Raven Private Wealth with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Scottrade, Vail Resorts, and Southpaw Builders. Wolf & Raven Private Wealth Management is an independent advisory firm serving high-net-worth individuals, businesses, and retirement plans with discretionary asset management, financial planning, and consulting. The firm emphasizes diversified portfolios and uses fundamental, technical, and cyclical analysis alongside Monte Carlo planning to guide investment decisions, with a particular focus on pension consulting for plan sponsors.

Eric Courage is a CFP® with 13 years of industry experience. He has been with Margin, LLC since 2018 and previously worked at U.S. Bancorp Investments, Inc. from 2016 to 2017. Outside of his advisory role, he is the owner and coach of Make Yourself, LLC, a start-up and entrepreneur coaching business. Margin is an independent, fee-only advisory firm serving high-net-worth individuals, families, and institutional clients. The firm offers discretionary investment management and comprehensive financial planning, utilizing diversified portfolios and a wide range of investment strategies including tax-aware decisions, derivatives, and private investments.

Bradford Pappas is the principal advisor at Rocky Mountain Humane Investing LLC in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EPG Wealth Management LLC and his own firm since 1995. Rocky Mountain Humane Investing is an independent, single-advisor firm providing discretionary portfolio management and retirement plan services, including ERISA fiduciary consulting and management. The firm emphasizes socially responsible investing with exclusionary screens for sustainable and vegan criteria and manages relatively concentrated portfolios alongside institutional retirement assets.

Horace Ruckel is the sole advisor at H. Anthony Ruckel, an independent firm based in Denver, CO. He holds a Series 65 designation and has eight years of experience in financial advising, alongside a long legal career dating back to 1969. Ruckel maintains a residual law practice and does not accept new legal clients, with any overlap between legal and advisory roles carefully managed to remain separate. The firm provides discretionary portfolio management for individuals, families, and straightforward trusts, focusing primarily on fundamental analysis supplemented by technical analysis. Portfolios are generally conservative and include publicly traded stocks, mutual funds, and ETFs, with bond exposure primarily through mutual funds.

Raul Chavez is a financial advisor at RCH Fields Family Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with RCH Fields Family Wealth Management since 2010. RCH Fields Family Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, selection of third-party advisers, and financial planning on a fixed or hourly basis. The firm constructs client-specific Investment Policy Statements and employs a range of analytical methods and trading strategies, with accounts reviewed at least quarterly.

Simon Hildenbrand is a financial advisor at Cherry Creek Financial Planning in Englewood, CO. He holds a Series 65 designation and has worked in the financial industry since 2016, including at Artisan Partners from 2016 to 2023 and Kaiser Permanente from 2024 to the present. He operates Cherry Creek Financial Planning part-time alongside a full-time role in information security. Cherry Creek Financial Planning provides personalized financial planning and consulting to individuals and families, focusing on couples. The firm emphasizes cash-flow management, integrated debt and tax analysis, and long-term, evidence-based portfolio guidance, offering flat-fee and hourly billing arrangements along with complimentary seminars and workshops. The firm does not manage client assets or take custody of client funds, leaving implementation to clients and their chosen custodians.

Justin Boyle is a financial advisor at Benefit Investing LLC in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in education, including positions at the Montessori School of Denver and Aurora Public Schools, and spent five years at The University of Alabama. His background in mathematics education and academic research influences his approach to financial advising. Benefit Investing LLC provides employer-funded financial education workshops as well as individualized project-based financial planning and ongoing advisory services. The firm emphasizes client education and decision-making, offering diversified investment recommendations without custody or trade execution, and serves businesses, individuals, and families through interactive workshops and advisory meetings.

Maia Babbs is a CFA charterholder and holds a Series 63 license with 10 years of industry experience. She has worked at Obermeyer Wood Investment Counsel for six years before founding Lariat Wealth Management, where she has been since 2021. Maia is based in Denver, CO. Lariat Wealth Management is an independent, state-registered adviser providing discretionary investment management and financial planning to individual and high-net-worth clients. The firm manages approximately $37.7 million in discretionary assets across 27 client relationships, employing a long-term, fundamentally driven investment approach using four model portfolios that combine equities, fixed income, mutual funds, and ETFs.

David Lampe is the principal advisor at Lampe Financial Group LLC in Littleton, Colorado, holding a Series 66 designation with 13 years of industry experience. Before founding Lampe Financial Group in 2018, he worked at Sowell Management Services and Concert Wealth Management, Inc. Outside of financial advising, he owns VidaMobility.com, a mobile office consulting business he has operated since 2010. Lampe Financial Group is an independent, fee-only investment adviser serving individuals, high-net-worth clients, and small businesses. The firm provides discretionary investment management and financial planning services, employing asset-allocation portfolios that combine passive and active strategies with consideration of fundamental, technical, and ESG factors.

Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.

Blair Quinn is a financial advisor at Alpine Wealth Advisors, LLC in Denver, CO, holding a Series 66 designation with 17 years of industry experience. He has been with Alpine Wealth Advisors since 2013. Alpine Wealth Advisors is an independent firm providing discretionary investment management and financial planning to individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes long-term, diversified portfolios constructed with no-load mutual funds, ETFs, equities, and bonds, tailoring recommendations based on detailed client interviews and managing accounts on a discretionary basis.

Uwaila Osagiede is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Peakstone Wealth Management, LLC in Denver, CO. She has been with Peakstone Wealth Management since 2014. Osagiede is also licensed to sell life, accident, and health insurance products and may engage in commissionable insurance or fixed annuities sales with clients. Peakstone Wealth Management is an independent, solo-advocate registered investment adviser offering financial planning, discretionary investment management, consulting for individuals and families, and fiduciary retirement plan services to plan sponsors. The firm utilizes academically grounded, passive model portfolios with ETFs and no-load mutual funds, integrating financial planning with portfolio oversight and coordinating with clients’ tax and legal advisors.

Brian Midtbo is a financial advisor with StrongHaven Capital LLC in Centennial, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at The Wealth Consulting Group, LPL Financial LLC, and 13th & Downing. Outside of his advisory work, he has experience in entrepreneurial ventures dating back to 2012. StrongHaven Capital LLC serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, family office, and wealth management services. The firm emphasizes customized portfolio construction focused on capital preservation and diversification across various asset classes, with ongoing monitoring of client accounts and selected independent managers.

Roger Clendenning is a financial advisor at Pine Cone Capital with 23 years of industry experience. He holds the Series 66 designation and has been with Pine Cone Capital since 2003. Pine Cone Capital provides discretionary asset and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, corporations, and business owners. The firm combines fundamental and technical analysis to assign clients to targeted asset-allocation models, employs a variety of investment instruments, and manages most accounts on a discretionary basis.

Craig Johnston is a financial advisor with Fiduciary Counsel, Inc. in Aurora, Colorado. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 1999, he has worked at Foresight Management Co. Inc. Outside of advisory work, he is involved in managing automated teller machines that generate residual income for his firm. Fiduciary Counsel, Inc. provides investment supervisory and portfolio management services to individuals, families, trusts, and business entities, along with financial planning, tax planning, and tax-return preparation. The firm utilizes third-party technology and managers, including Envestnet and Dimensional Fund Advisors, and combines in-house tax services with advisory work, supporting both discretionary and non-discretionary management relationships.

Brett Hickman is a Series 65-licensed financial advisor with VSI Capital Group, bringing over 11 years of industry experience including a prior role at Janus Henderson Investors. He is also employed by the U.S. Department of State in a non-investment-related capacity. VSI Capital Group is an independent, fee-only firm offering wealth management, investment management, and financial planning services to individuals, high-net-worth clients, corporations, and other advisers. The firm’s approach combines Modern Portfolio Theory with both passive and active strategies, providing discretionary portfolio management and regular reviews, along with complementary seminars and speaking engagements on investment and personal finance topics.

Benjamin Klesinger is a financial advisor at Helping Hand Financial, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of advisory work, he serves as president of Klesinger Consulting, LLC, providing occasional business consulting focused on IT-related financial planning and analysis. Helping Hand Financial, LLC offers comprehensive financial planning and discretionary portfolio management to individuals and business entities, including high-net-worth clients. The firm focuses on individualized plans, asset allocation, and fundamental analysis, utilizing proprietary model portfolios and third-party sub-advisers while maintaining discretionary trading authority.