Clay Anderson is a CFA® charterholder with 19 years of industry experience and has been with Ascendance Wealth since its founding in 2007. His prior work includes roles at Money Professionals, LLC, Hoonuit, and TeamQuest. Outside of his advisory work, he is involved in a family agricultural operation in Colorado, primarily focused on livestock caretaking, and periodically undertakes short-term financial consulting projects for private business clients. Ascendance Wealth serves individuals, small businesses, corporations, and investment companies with discretionary and limited non-discretionary portfolio management. The firm manages customized strategies with an emphasis on diversification, periodic rebalancing, and uses both fundamental and technical analysis to align portfolios with client objectives.

Thomas Abboud is the sole advisor at Abboud Financial Planning, Inc. in Castle Rock, Colorado, with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Securities America Advisors and Securities America Inc. from 2015 to 2017 before founding his current firm in 2017. Abboud Financial Planning, Inc. serves individual clients through discretionary asset management, focusing on portfolio construction and monitoring based on fundamental and technical analysis tailored to each client's goals and risk tolerance. The firm offers regular no-fee educational seminars and workshops and operates as a single-advisor practice managing approximately $25.1 million for around 62 clients.

Douglas Aumont is a CFP®-designated financial advisor with 11 years of industry experience. He is the founder and financial planner of Financial Thinking Partner Wealth Advisors in Parker, CO. His prior experience includes roles at Arkadios Capital, Bander Wealth Management, and Fidelity Brokerage Services. In addition to advisory services, he is a licensed insurance agent and dedicates significant time to insurance and annuity sales. Financial Thinking Partner Wealth Advisors serves individuals and high-net-worth clients, providing discretionary portfolio management combined with ongoing financial planning. The firm uses a mix of actively managed income investments, tactical strategies, and passive diversified models, tailoring allocations to client goals and risk tolerance.

John Hercher is a financial advisor at Platte West Wealth Management, LLC with 14 years of industry experience. He holds the Series 65 designation and has been involved with Hercher & Co. PC since 1985. Platte West Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, including corporate clients and pension or profit-sharing plans. The firm offers fee-based financial planning and discretionary investment management, utilizing a range of investment vehicles and both fundamental and technical analysis in its strategies.

Hi, I’m Paul Staib, CFP®, MBA, RICP®, the founder of Staib Financial Planning, LLC. Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services on a FLAT FEE ONLY basis to help clients achieve their personal financial goals. Our financial advisors are independent fiduciary professionals that you can trust to offer unbiased advice in your best interest. Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually. My wife, Jill, and I have 3 children and 2 dogs and reside in Highlands Ranch. When not at work, I enjoy training for and competing in triathlons and Spartan races and enjoying the great outdoor activities Colorado offers. Whether you're a few years from retiring, transitioning into retirement, or already retired, I welcome the opportunity to help you navigate your way to a comfortable and secure retirement.

Christian Ravsten is a financial advisor with Foxstone Financial in Centennial, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at multiple firms including LPL Financial and currently serves as chief investment officer at Retirement Planning Resources. Ravsten is also a part owner of Vanir Tax and Capital LLC, which focuses on tax reduction planning. Foxstone Financial is an independent registered investment adviser offering discretionary investment management and financial planning to individual, high-net-worth, institutional, and other advisory clients. The firm uses a four-quadrant allocation approach, combining fundamental analysis and third-party managers to customize portfolios based on client risk tolerance and income needs.

Troy Henington is the principal of Henington Group RIA LLC, an independent advisory firm, with 31 years of industry experience. His prior roles include positions at HaydenRock Portfolios LLC and SPC/Parkland Securities, LLC. Outside his advisory practice, he serves as trustee managing a private trust through H&S Pay, LLC. Henington Group RIA LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as corporations, business entities, and charitable organizations. The firm employs an asset-dedication approach dividing portfolios into conservative, growth, and aggressive buckets, applying multiple analytical techniques and typically managing accounts on a discretionary basis.

Robert Typher is a CFP® with 27 years of industry experience. He has operated Typher Financial Services since 1996 and currently serves clients through Alphamint Financial, an independent advisory firm based in Highlands Ranch, CO. Alphamint Financial provides fiduciary wealth management and financial planning services to individual clients across a range of net worths, offering both discretionary investment management and automated investing options. The firm integrates investment management with tax preparation, insurance placement, and retirement-plan consulting within a single advisory relationship.

Li Liu is a CFA® charterholder with 22 years of experience in the financial industry. She has been with Highlands Asset Management, Inc. since 2003, where she operates as the sole advisor. Highlands Asset Management provides discretionary portfolio investment and management services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm emphasizes fundamental, bottom-up analysis to identify undervalued companies and builds customized portfolios tailored to clients’ objectives, risk tolerance, and tax situations, serving both retail and institutional clients.

Daniel Maurer is an advisor at DWM Family Wealth with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at several firms including James Alpha Advisors, FDX Capital LLC, and Gerstein Fisher. Maurer also assists with sales and marketing for Capital Tide, focusing on the distribution of private placements to RIAs. DWM Family Wealth serves individual and high-net-worth clients by providing asset management through a third-party sub-adviser, along with written and modular financial planning and consultations. The firm emphasizes strategic asset allocation and uses a single exclusive sub-adviser for portfolio implementation, without taking custody of client assets.

Brian Robbins is a financial advisor with Robbins Wealth Management, LLC, holding a Series 65 designation and 15 years of industry experience. He has been managing his own advisory firm since 2010 and is also employed by Thomson Reuters Healthcare in a non-investment role. Robbins Wealth Management serves individual and high-net-worth clients with discretionary investment advisory and financial consulting services, specializing in options-based portfolio management and trading education. The firm emphasizes a research-driven, options-oriented investment approach focused on defined risk/reward strategies and tactical portfolio adjustments.

Kevin England is a CFP® with 17 years of industry experience. He has worked at Tier One Wealth Management since 2022 and previously held roles at Sigma Planning Corporation and Sigma Financial Corporation. Outside of his advisory work, he is president of Fair Share Planning, LLC, and provides technology and marketing support through Tier One Tax, LLC. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a tax-efficient, actively managed investment approach using equities, ETFs, mutual funds, structured products, options, and select alternative investments.

Scott Altschul is a financial advisor at Conexus Capital Management, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Conexus since 2016. In addition to his advisory role, he is the managing member of Old School Wealth Management, a bookkeeping entity related to his firm’s ownership. Conexus Capital Management serves high-net-worth individuals, families, trusts, estates, and institutional clients with portfolio management, financial planning, and consulting. The firm employs a strategic asset allocation approach combining passive core holdings with actively managed satellites, incorporating both fundamental and technical research and offering access to alternative strategies for qualified investors.

Kevin Ferm is a financial advisor with 21 years of industry experience, currently with 345 Investment Advisory, LLC and Centaurus Financial, Inc. He holds a Series 66 credential and has previously worked at Equitable Advisors and Axa Advisors, Llc. Outside of his advisory roles, he has various outside insurance appointments. 345 Investment Advisory is an SEC-registered firm that offers discretionary portfolio management and advisory services to trusts, estates, charitable organizations, corporations, and retirement-plan participants, focusing on plan-linked and institutional-style accounts. The firm employs a mix of proprietary and third-party model portfolios and sub-advisers, using fundamental and technical analysis alongside strategies such as direct indexing, options, and alternative investments.

Andrew Niedermeier is a financial advisor at Bernard Wealth Management Corp. with nine years of industry experience. He holds the Series 66 designation and has worked at Bernard Wealth Management since 2019 and Charles Schwab from 2006 to 2018. Outside of advising, he is a partner in Standy Properties LLC, a real estate investment and property management business. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations, managing approximately $314 million in client assets. The firm offers discretionary portfolio management and financial planning services, utilizing model portfolios that combine mutual funds, ETFs, and select individual stocks aligned with client risk profiles and goals.

Jonathan Bonner is a financial advisor at Rowley Financial LLC and holds a Series 65 credential. He has one year of industry experience, previously working in various roles outside the financial services sector, including positions at Enterprise Mobility and Northern Virginia Pediatric Associates. Rowley Financial LLC provides portfolio management, pension consulting, and financial planning services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term trading approach, managing approximately $86.8 million in assets for about 63 clients.

Jason Hilliard is a financial advisor at Forecast Capital Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Forecast Capital Management since 2013, including roles at Great Point Capital and Sowell Financial Services. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm employs a Global Macro long/short approach with tactical asset allocation and alternative investments, tailoring portfolios using a proprietary Risk Assessment Questionnaire and ongoing monitoring.

John Ferguson is a financial advisor with Sky Ridge Wealth Management LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and The Western Wealth Group, Inc. He is based in Mt. Crested Butte, Colorado. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management with a blend of technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in managed accounts and maintains a small client base to allow for frequent portfolio reviews and close oversight.

John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.

Andre Markusfeld is a financial advisor at Stonebridge Financial Solutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge Financial Solutions since 2005. In addition to his advisory role, he is involved part-time in commission-based life and fixed insurance sales. Stonebridge Financial Solutions serves individual and high-net-worth clients as well as employer retirement plans, providing discretionary portfolio management, customized financial planning, and third-party money manager selection. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios that include mutual funds, equities, fixed income, ETFs, and insurance products.