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.

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.

Brian Berenz is a financial advisor with Berenz Wealth Management, LLC in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Berenz Wealth Management since 2013 and operates Berenz Tax, Inc., a tax preparation service he started in 2015. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual investors and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers a range of services including discretionary and non-discretionary portfolio management and financial planning.

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.

Nathan Dutzmann is a Series 65-licensed advisor with Round Table Investment Strategies, LLC, based in Littleton, CO. He has six years of industry experience and has previously worked at firms including Torren Management, Dimensional Fund Advisors, Aspen Partners, and Quantitative Equity Strategies. Nathan also owns Functional Financial, LLC, a single-member entity used for his contract work with Torren Management. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its affiliation with an in-house accounting practice and offering non-investment services such as retirement and career coaching.

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.

Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and PFM Asset Management. Outside of finance, he worked for Sexy Pizza for one year. Perla Wealth LLC is a recently established two-advisor firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm uses proprietary investment models incorporating fundamental, technical, quantitative, and economic analysis, and integrates technology platforms including AI-driven client software.

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.

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.

Douglas Klein is a financial advisor at Peak Financial Guidance LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Edward Jones and Prudential Advisors. Before his financial services career, he was involved with Faith Presbyterian Church for 25 years. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering both discretionary and non-discretionary portfolio management and financial planning with no minimum account size. The firm’s investment approach is tailored to clients’ objectives, time horizon, and risk tolerance, incorporating various strategies and regularly reviewing accounts.

Philip Luccock is a CFP® with 23 years of industry experience and has been with Financially Speaking, Inc. since 1991. He holds a Series 63 license and is a partner in a real estate business outside of his advisory work. Financially Speaking, Inc. is a small, fee-only firm serving individuals, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management. The firm employs an active trading approach focused on loss avoidance and tactical asset allocation, primarily serving mid- to upper-income households rather than high-net-worth clients.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, retirement plans, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored asset-allocation approach combining passive and active strategies, and it places a particular emphasis on specialized financial planning such as divorce financial planning.

Anant Mehta is a financial advisor at Peak Financial Guidance LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Peak Financial Guidance in 2021, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Mehta also operates ASM Financial, Inc., an S corporation involved in life and health insurance sales. 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 integrates various investment strategies and includes financial planning as part of its asset management services.

Dustin Schick is a CFP® with eight years of industry experience currently serving at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners and Fidelity Brokerage Services LLC, as well as experience as an independent advisor. He previously worked at Air Methods Corporation before entering the financial services industry. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment strategies, utilizing a range of analysis methods and investment vehicles under discretionary authority.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 designation with experience dating back to 2015. She has professional involvement with RG Financial LLC and PKS Enterprises LLC since 2015. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a tailored asset-allocation framework combining passive and active strategies and features a specialized focus on divorce financial planning supported by credentialed personnel.

Jonathan Zeschin is a CFP® professional with 24 years of experience in the financial industry. He has been with Essential Investment Partners, LLC since 2009 and also operates JZ Partners LLC. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm serving individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on customized portfolio management centered on an earnings-growth–driven U.S. mid/large-cap equity strategy, with client portfolios guided by individually developed Investment Policy Statements.

Noelle Diak is a financial advisor at Oatley & Diak, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has operated her firm since 2003. Outside of her advisory work, she runs a home daycare. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses. The firm focuses on customized portfolios for higher-asset households, utilizing individual securities and funds with a strategic asset allocation approach based on fundamental analysis and manager research.

Alice Regan is a financial advisor with SummitPoint Capital Management in Littleton, CO. She holds a Series 65 credential and has one year of industry experience. Prior to joining SummitPoint, she worked at Sageview Advisory Group and FiComm Partners. SummitPoint Capital Management serves individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations, managing approximately $132.5 million in client assets. The firm employs a combination of fundamental and quantitative analysis with strategic and tactical asset allocation, offering discretionary investment management and financial planning services.