Patrio Mckenzie is a financial advisor at Proper Money Management LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Transamerica Financial Advisors and Bankers Life. Mckenzie is also involved in insurance sales as an independent contractor through affiliated entities. Proper Money Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and businesses. The firm offers customized, long-term portfolios primarily using low-cost mutual funds and ETFs, with ongoing client contact and discretionary account management.

Timothy Lawrence is a financial advisor at Millennium Portfolio Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Millennium since 2013. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold strategy focused on low-cost mutual funds and ETFs, utilizing Fama-French three-factor analysis to structure portfolios, and offers integrated tax compliance services to its advisory clients.

Richard Staves is a financial advisor at Roots First Wealth Management with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Roots First Wealth Management, he worked at firms including Geneos Wealth Management, Verity Asset Management, and Cherry Creek Wealth Management, where he also serves as president and owner of a tax preparation and consulting business. Additionally, Staves is a director at the nonprofit Social Security Education Center. Roots First Wealth Management serves primarily individual clients, offering discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm employs a diversified investment approach using fundamental and technical analysis and is known for providing public educational seminars and workshops.

James Beaudreau III is a financial advisor at Asset Strategies Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes eight years at Drury Hotels. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a combination of modern portfolio theory, asset-allocation techniques, and various analytical approaches, operating mainly on a non-discretionary basis with client approval required for trades.

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.

Gregory Watson is a financial advisor at Cedarwood Wealth with 22 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. Prior to joining Cedarwood Wealth in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2025, and at Citigroup from 2014 to 2017. Outside of his financial advisory role, he is the Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design business. Cedarwood Wealth manages investment and planning relationships for individuals, including high-net-worth clients, family investment vehicles, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios using a mix of no-load funds, ETFs, individual securities, and selective limited partnership vehicles, employing fundamental analysis, modern portfolio theory, and cyclical analysis to guide asset allocation and rebalancing.

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.

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.

Ally Chanel is a financial advisor at Lundeen Abrams Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services and ABC Consulting, where she also serves as owner. Ally recently obtained her Colorado insurance license to assist clients in understanding annuity and insurance options. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm combines cyclical and quantitative analysis using both passive and active strategies, emphasizing ETFs and custom model portfolios, and its advisory staff are licensed insurance agents who provide additional non-investment services.

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.

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.

Connie Terrell is a financial advisor with Asset Strategies Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at TransUnion for nine years and at nTHRIVE for one year. She has been with Asset Strategies Group since 2009. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a blend of asset-allocation techniques with technical, fundamental, quantitative, and cyclical analysis, operating mainly on a non-discretionary basis and offering client-driven investment restrictions and hourly consulting engagements.

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.

William Knowles is a CFA® charterholder with six years of industry experience, currently serving at WMK Investment Partners in Denver, CO. His prior work includes positions at WMKI Group LLC and BMGI. Outside of his advisory role, he is the Chief Operating Officer of a privately held company investing primarily in automotive retail dealerships. WMK Investment Partners provides family-office style investment advisory services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation and discretionary portfolio management, offering consolidated reporting and outsourced family office capabilities through a membership with Family Office Resource Group.

Brian Perkins is a financial advisor with CDP Financial Group, LLC in Littleton, Colorado, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has worked at Emerson Equity LLC and Colorado Financial Service Corporation, among other firms. Perkins is a principal owner of CDP Financial Group, where he provides investment advisory services and fixed insurance products. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, and business continuity planning. The firm manages portfolios primarily through diversified mutual funds using a seven-point fund evaluation process and tailors allocations based on clients’ risk tolerance and time horizon.

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.