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.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.

Gary Wayne is a financial advisor with Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Infinity Wealth Management for 10 years and owns Integrity Debt Solutions, LLC, a debt settlement company assisting consumers in Texas with unsecured debt reduction. Infinity Wealth Management provides personalized portfolio management primarily using mutual funds and variable annuities. The firm serves individual clients with a focus on asset allocation tailored to client-specific goals, risk tolerance, and time horizon, managing about $62.5 million in discretionary assets across roughly 695 client accounts.

Erica Mathews is a financial advisor at Financial Counseling Associates, Inc. She holds a Series 65 license and has five years of industry experience. Prior to joining her current firm, she worked at Gensler for five years. Financial Counseling Associates provides investment advisory and financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $103.5 million across about 125 clients, focusing on diversified portfolios with no-load and low-transaction investments and conducting quarterly account reviews.

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.

Andrew Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Agemy Wealth Advisors since 2015 and has operated Agemy Financial Strategies, Inc., an insurance product sales business, since 1990. Outside of advising, he hosts a financial strategies radio show and serves as a board member of the Gospel Foundation of New England. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm combines asset allocation and fundamental analysis with artificial intelligence tools to support research and portfolio management.

Andrew Klein is a financial advisor with Paramount Associates Wealth Management in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Niagara International Capital Limited and Waddell & Reed, Inc. since 2009. Paramount Associates provides investment management, financial planning, retirement-plan advisory, and consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm uses a comprehensive financial planning process and an economic-driven global asset allocation framework to construct diversified portfolios, including alternative and private investments, and offers both discretionary and non-discretionary account management with regular monitoring.

Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, CO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at Nations Financial Group Inc. and M.S. Howells & Co. Allen regularly appears as a guest for market commentary on various Denver television stations. Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, family foundations, trusts, and employer retirement plans. The firm manages approximately $255 million in client assets and constructs diversified portfolios using equities, bonds, mutual funds, and ETFs, applying Modern Portfolio Theory and asset-allocation principles with regular portfolio reviews.

Geoffrey Gervasini is a financial advisor at Wakefield Asset Management, LLLP with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Wakefield firms since 2003. Wakefield Asset Management, LLLP is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs quantitative, model-driven domestic equity strategies combined with multi-asset solutions and offers sub-advisory services, managing approximately $371 million in regulatory assets under management.

I help business owners, executives and retirees protect and grow their assets through financial planning and investment management. I provide comprehensive wealth planning to protect what you've earned, grow your assets, and enjoy your lifestyle. I'm passionate about helping business leaders and owners create a plan to convert their illiquid business and equity interests into a lifestyle they love. For over fourteen years I've worked with business owners and executives to help them reach their goals, reduce their risks, and invest appropriately so they have a clear path towards financial security and retirement. Our comprehensive planning addresses taxes, planning for when you will step away from or sell your business, strategies to deal with concentrated and illiquid equity, investment planning, retirement, insurance needs, and estate planning. We also help parents and grandparents with education planning. Prior to founding Summit Hill I helped lead the Rocky Mountain Region for a national Trust Bank. I am a Certified Financial Planner (r) and Chartered Financial Analyst charterholder. I studied Philosophy and Economics at Columbia University. I'm passionate about helping to make our world a better place and am honored to serve on the board of Arma Dei Academy. I also enjoy the outdoors through cycling, mountain biking, camping, and kayaking.

Wallace Darling is a financial advisor at Hansen & Associates Financial Group Inc. with a Series 65 credential and three years of industry experience. He previously managed Darling Wealth Management, LLC and has over a decade of experience with Lakewood Hills Investments, LLC. Outside of his advisory role, Darling is involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. Hansen & Associates Financial Group provides asset management, financial planning, and retirement consulting services to individuals, businesses, and plan sponsors. The firm uses a Tactical Asset Allocation approach with a proprietary algorithm focused on ETFs, emphasizing risk control and individualized portfolio management.

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.

Rush Steelman is a financial advisor at Private Client Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and is a managing partner and consultant for Advisor Evolution Group, a business consulting and marketing firm. Steelman also works as an independent insurance agent. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with about $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis.

Patrick Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Private Client Wealth Advisors in 2021, he worked at Alpha Cubed Investments and Larimer Capital Corporation. Cleary is also a licensed insurance agent, providing insurance products to clients on a limited basis outside of trading hours. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households. The firm offers discretionary portfolio management, comprehensive and modular financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis in managing client portfolios.

Ethan Braid is a CFA® charterholder with 24 years of industry experience. He has been with Highpass Asset Management LLC since 2011. The firm provides discretionary investment management along with financial planning and wealth management services to high-net-worth families, individuals, pension and profit-sharing plans, and trusts and estates. Highpass Asset Management typically requires a $1,000,000 minimum and employs a diversified investment approach using ETFs, individual equities, mutual funds, and occasionally options and derivatives.

Aaron Anderson is a CFP® and ChFC® credentialed advisor with 17 years of industry experience. He has worked at FIT Asset Management since 2018 and previously at Private Capital Management LLC from 2015 to 2018. Anderson also serves as a part-time lecturer in financial planning at the University of Colorado. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a proprietary scoring system combining fundamental and technical analysis and offers consulting and separately managed account services to other advisors and institutions.

Kevin Alpert is a financial advisor at WMK Investment Partners with one year of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining WMK, he worked at Rockshore Wealth Partners for one year, Amynta Group for three years, and GM Financial for ten years. WMK Investment Partners provides advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation across various investment vehicles with quarterly reviews and discretionary rebalancing aligned with client risk profiles.

Eric Malden is a financial advisor at Shearwater Capital with 27 years of industry experience. In addition to his advisory role, he has worked as a radiologist at Radiology Imaging Associates since 2000. Shearwater Capital serves individuals, families, high net worth clients, qualified retirement plans, and trusts, managing approximately $427 million for about 180 clients. The firm employs a scientific, long-term investment approach focused on broad global diversification, tax efficiency, and low-cost passive exposure, utilizing mutual funds and ETFs, including Dimensional funds.

Allison Irving is a financial advisor at Irving Planning & Investments, Ltd. with seven years of industry experience. She previously worked at Charles Schwab & Co., Inc. and spent six years as a homemaker before joining her current firm. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs asset-allocation strategies across multiple asset classes using fundamental analysis and manages accounts on a discretionary basis with regular performance reporting.

Benjamin Spicer is a financial advisor at Lift Asset Management with one year of industry experience. He holds a Series 65 credential and has held positions at both Lift Asset Management and Rocky Mountain Lift Asset Management. Prior to his advisory roles, he worked in educational institutions including the University of Colorado Boulder, University of Colorado, Colorado Mountain College, and Aspen High School. Lift Asset Management provides portfolio management and financial consulting primarily for individual and high-net-worth clients. The firm uses a combination of core passive allocations with active tactical adjustments based on fundamental analysis and modern portfolio theory, managing accounts on a discretionary basis with regular reviews.