Ted Devoe is a financial advisor at Millennium Portfolio Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Millennium Portfolio Advisors since 2005. In addition to his advisory role, he operates a part-time accounting and tax preparation business as a sole proprietor under the name T. Robert DeVoe, CPA. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold investment strategy using low-cost mutual funds and ETFs, incorporates Fama-French three-factor analysis, and integrates tax compliance and accounting services for its clients.

Mark Starosciak is a CFP® and Series 66-licensed advisor with 23 years of industry experience. He has been with Infinium Investment Advisors, LLC in Denver, CO since 2009. Infinium Investment Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, institutions, and estates. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, implementing portfolios based on asset allocation principles informed by modern portfolio theory.

Troy Hamsher is a Series 65 licensed advisor with over 11 years of industry experience. He is the managing member of Hamsher Wealth Management, LLC and is involved in several related entities, including The Hamsher Group, Inc., where he serves as president. He also hosts the Dollars & Sense radio show on KRWZ 950 AM, which focuses on general insurance topics. Hamsher Wealth Management provides financial planning, discretionary asset management, and limited-scope ERISA 3(21) retirement plan advice to individuals, high-net-worth clients, and trusts. The firm employs a range of analytical methods and works through third-party managers, offering clients synchronized reporting and regular performance reviews.

Chad Frantzen is a CFP® with 25 years of industry experience, currently serving at Wealthbuilders Investments in Greenwood Village, CO. His prior roles include positions at Cabin Securities, Center Street Securities, Great Point Capital, and Mutual Securities. He holds life and health insurance licenses and is involved with Solomon Fund I GP, LLC, an affiliated private fund partner of Wealthbuilders Investments. Wealthbuilders Investments serves individual and high-net-worth clients, family offices, trusts, and charitable organizations, offering customized investment management, financial planning, and proprietary private funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside values-based screening aligned with Biblically Responsible Investing principles.

Justin Laurin is a financial advisor at Peak Financial Guidance LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. Laurin is also involved in JL Financial, an insurance-related business based in Aurora, CO. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm’s approach integrates various investment strategies and includes access to estate-planning services and insurance products through affiliated licensed agents.

Craig Stavely is a financial advisor at Trinity Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Prudential Insurance Company of America and Mass Mutual Investors Services. In addition to his advisory role, he serves as Head of Financial Planning at Hathaway College Funding, where he assists clients with college savings strategies. Trinity Wealth Partners advises individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management. The firm emphasizes tailored strategies based on detailed financial plans, using strategic asset allocation and model portfolios with both equity positions and diversification.

John Diak is a CFP® with 19 years of industry experience and has been with Oatley & Diak, LLC since 2006. He serves as the sole advisor at the firm based in Englewood, Colorado. In addition to his advisory role, he holds a paid position as a town councilman in Parker, Colorado. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses, focusing on higher-asset households. The firm builds customized portfolios using a combination of individual securities and mutual funds, with discretionary account supervision guided by client-specific goals and risk tolerance.

Matthew Chedid is a CFP®-certified financial advisor with MC Financial Management, Inc. in Aurora, CO, bringing one year of industry experience. Prior to joining MC Financial Management, he worked at Fidelity Investments and has held various roles including teaching and municipal employment. MC Financial Management is a Colorado-registered investment adviser serving primarily individual clients with portfolio management and financial planning services. The firm emphasizes individualized discretionary portfolio management and serves a smaller, non–high-net-worth client base.

Sean Castle is a financial advisor with Cherry Creek Investment Advisors Inc in Englewood, CO, holding a Series 63 designation and 27 years of industry experience. He has been with Cherry Creek Investment Advisors since 1995. Outside of advising, Mr. Castle is a published author and is involved in horse breeding and racing through partial ownership in related LLCs. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as corporate pension plans and foundations. The firm emphasizes customized portfolios based on internal and external research, generally favoring longer holding periods with occasional active management tailored to client objectives and risk tolerance.

Margaret Nickens is a CFP® with four years of industry experience, currently serving as a financial advisor at Elm3 Financial Group, LLC. She has worked at Elm3 since 2020 and previously held roles in the education sector. In addition to advising, she provides payroll services for Elm3 CPA, Tax and Accounting, assisting small businesses with tax, bookkeeping, and payroll functions. Elm3 Financial Group serves individuals, families—including high-net-worth clients—trusts, estates, and small businesses with discretionary portfolio management, financial planning, and consulting. The firm employs an active, multi-disciplinary investment approach that combines macro, technical, and fundamental analysis with tax-aware portfolio construction and opportunistic trading strategies.

Amy Boyd is a CFP® and CFA® with 14 years of industry experience. She is the sole advisor at Ventana Private Wealth LLC, where she has worked since 2021. Prior to that, she held roles at Private Capital Management and Wagner Wealth Management. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages a small client base with a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a range of asset classes including mutual funds, ETFs, fixed income, equities, REITs, structured products, and private investment funds.

Sunisa Motta is a CFP® professional at InclineVest with four years of experience at the firm. Prior to joining InclineVest, she worked at Smile Education Holdings for six years and H&R Block for one year. InclineVest provides wealth management services to individuals, high-net-worth clients, and business clients, focusing on discretionary portfolio management and financial planning. The firm applies Modern Portfolio Theory and the Efficient Market Hypothesis alongside fundamental analysis to manage long-term, asset-allocation-driven portfolios, and offers estate-planning facilitation through third-party providers as a fee-only fiduciary.

Michael Borelli is a financial advisor at Downing Street Wealth Management LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and National Cinemedia LLC. Downing Street Wealth Management provides fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm employs a long-term, predominantly passive investment approach using mutual funds, ETFs, and occasional individual equities and bonds, supported by an affiliated tax-preparation and tax-planning entity.

Keith Fevurly is a CFP® certificant with 21 years of industry experience, currently serving at Integra Financial, Inc. since 2011. He also operates a sole proprietorship offering legal services as an attorney. Prior to his current role, he worked at Metropolitan State College of Denver from 2007 to 2019. Integra Financial, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment approach combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.

William Donohue is a CFP® with 30 years of industry experience. He has worked at FIT Asset Management since 2021 and previously held roles at Ivy Distributors, Inc. and Waddell & Reed, Inc. from 2004 to 2021. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, as well as providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm employs a proprietary scoring system that combines fundamental and technical analysis to guide investment decisions across client portfolios and consulting engagements.

Nicholas Gervasini is a financial advisor at Wakefield Asset Management, LLLP, holding a Series 65 designation with one year of industry experience. Prior to joining Wakefield, he worked at Plante & Moran PLLC and spent five years at Gonzaga University. Wakefield Asset Management is an SEC-registered adviser providing portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven equity strategies with multi-asset solutions including fixed income, international funds, alternatives, and digital assets, and manages approximately $371 million in regulatory assets under management.

Shawn O'Keefe is a financial advisor at Summit Wealth Strategies with 31 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked with several firms, including Impact Partnership Wealth, Resources Investment Advisors, and RedHawk Wealth Advisors. Outside of advisory work, he is involved in managing insurance and investment services through Summit Wealth Strategies and owns a marketing company. Summit Wealth Strategies provides portfolio management and financial planning primarily to individual and corporate clients. The firm uses a combination of active and long-term trading strategies supported by various analytical methods to build diversified portfolios across multiple asset classes.

Robb Stone is a financial advisor at Causey Wealth LLC with 23 years of industry experience. He held positions at Credit Suisse Securities (USA) LLC for 11 years and Causey Demgen Moore Pc for 11 years before joining Causey Wealth in 2024. He holds a Series 66 designation. Causey Wealth LLC offers financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients, using a strategic asset-allocation approach guided by a customized Investment Policy Statement and an internal Investment Committee.

Daniel Katz is a financial advisor with Steele Street Private Wealth Management in Denver, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at UBS Financial Services and Ffec Advisory Group LLC. He serves on the committee of CFA Society Colorado and holds board roles with Economic Literacy Colorado and the University of Colorado Boulder Economics Department; he is also treasurer of the Stanley British Primary School Parents Association. Steele Street Private Wealth Management advises individuals, high-net-worth clients, employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation through asset-liability matching and employs a blend of active and passive strategies, tax-aware investments, and private placements, managing approximately $187.5 million across about 111 client relationships.

Aidan Schultz is a financial advisor at Capstone Investment Financial Group, LLC with Series 65 credentials. He has been with Capstone since 2026 and has a background as a student at Colorado State University from 2022 to 2025. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk assessment and management through proprietary model strategies and discretionary portfolio management.