Luke Nagell is a financial advisor at Gallatin River Capital LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously at firms including Goldman Sachs Personal Financial Management and JPL Wealth Management. Gallatin River Capital provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, integrating formal financial planning with portfolio management.

Tyler Peterson is a financial advisor at Kindred Financial LLC in Lakewood, CO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Kindred Financial and its predecessor entity since 2013. Kindred Financial LLC provides portfolio management and financial planning services to individuals, corporations, and a small number of institutional clients, including insurance companies and retirement plans. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary management, with a client base that notably includes insurance and retirement-plan clients.

John Newell is the principal and sole advisor at Newell Financial Services in Greenwood Village, Colorado. He holds the ChFC® designation and Series 63 and 65 licenses, with over 25 years of experience in financial services, including roles at LPL Financial and Raymond James Financial. Outside of his advisory work, he has maintained ownership of Newpo, LLC since 2006. Newell Financial Services provides portfolio management to individuals, pension and profit-sharing plans, and businesses. The firm uses a combination of fundamental and technical analysis alongside strategic asset allocation to construct and monitor portfolios, employing both long-term and short-term trading strategies as market conditions dictate.

Dorothea Moore is a CFA charterholder with 27 years of industry experience. She has worked at PVG Asset Management Corporation and William C. Rahmig DBA High Country Investors since 1989 and has led her own practice since 1993. Her firm provides discretionary investment management and limited consulting services to individuals, trusts, estates, pension and profit-sharing plans, and closely held entities. The firm employs a long-term, asset-allocation driven approach that integrates fundamental, technical, and quantitative analysis with cycle discipline, typically managing accounts on a discretionary basis while occasionally using option strategies to generate income and mitigate downside risk.

Troy Schield is the sole investment adviser representative and owner of Disciplined Wealth Management, LLC, where he has worked since 2006. He holds a Series 65 credential and has 30 years of industry experience. Disciplined Wealth Management provides wealth management services primarily to individuals and retirement accounts, along with subadvisory research and consultation services to other registered investment advisers and 401(k) plan sponsors. The firm uses a quantitative, rules-based approach with tactical models that adjust allocations across multiple asset groups, managing portfolios on a discretionary basis.

Stefan Jackson is a CFP®-certified financial advisor with 11 years of industry experience. He is the sole advisor at Jackson Wealth Management, LLC, an independent firm based in Castle Rock, CO. His prior experience includes roles at Personal Capital Advisors Corporation, Lincoln Financial Advisors Corp, and VALIC Financial Advisors, Inc. Outside of his advisory work, he was involved with Highlands Church from 2020 to 2022. Jackson Wealth Management provides fee-only wealth management services to individuals, families, trusts, estates, and select other entities, combining discretionary investment management with integrated financial planning. The firm employs multiple documented investment approaches and offers operational features such as management of held-away retirement accounts and client access to estate-planning technology.

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.

Paul Orlino is a CFP® professional with 11 years of experience in the financial services industry. He is the principal and sole advisor at Opus Financial LLC, where he has worked since 2019. His prior experience includes roles at County Financial, Northwest Asset Management, Resources Investment Advisors, Northwestern Mutual Investment Services LLC, and Wells Fargo Clearing Service, LLC. In addition to his advisory work, he is also involved in insurance sales, dedicating approximately 20% of his time to this activity. Opus Financial LLC is an investment manager that provides discretionary asset management and portfolio monitoring for individuals, high-net-worth persons, trusts, and entities. The firm employs a blend of fundamental and technical analysis along with Monte Carlo planning techniques and options strategies to tailor portfolios to client objectives, with accounts reviewed quarterly and at least annually.

Wayne Hoffmann is a financial advisor at Silver Lake Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisors since 2008. Hoffmann serves as a volunteer on an endowment board and an asset-management board. Silver Lake Advisors, LLC is an independent, fee-based investment adviser managing approximately $57 million across a small, concentrated client base that includes individuals, trusts, pension plans, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis to create long-term asset allocations, using individual equities, bonds, mutual funds, ETFs, and selectively non-investment grade and high-yield debt, with quarterly portfolio reviews and discretionary rebalancing.

Kevin Starkey is a financial advisor with FTN Capital Management in Littleton, Colorado, holding a Series 66 designation and 15 years of industry experience. He founded FTN Capital Management in 2013 and has also worked with NewEdge Advisors, LLC since 2021. FTN Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and other business entities. The firm offers Micro Family Office services, including trustee coordination and private foundation oversight, and employs a range of investment strategies incorporating fundamental, technical, and cyclical analysis.

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.

George Sugden is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has operated Sugden Wealth Management, LLC, an independent registered investment adviser based in Denver, Colorado, since 2012. Sugden Wealth Management serves individual and high-net-worth clients with non-discretionary portfolio management, financial planning, and advisory services for held-away retirement accounts. The firm employs a Modern Portfolio Theory approach focused on long-term allocation and diversification, primarily manages assets on a non-discretionary basis, and utilizes options strategies such as collars in separately managed accounts.

Andrew Davis is a CFP® professional with 12 years of experience in financial planning and advisory services. He is the sole advisor at Seamless Financial Planning, an independent firm based in Littleton, CO. Prior to his current role, he worked at The Baldwin Group, LLC and The Prestige Journal, LLC. Seamless Financial Planning serves individuals, high-net-worth clients, and other advisers by offering financial planning and discretionary portfolio management. The firm employs a passive, index-oriented investment strategy using low-cost index mutual funds and ETFs, focusing on a small number of larger client relationships.

Gregory Anderson is a CFP® certificant with 39 years of experience in financial advisory. He has led GranderSon Wealth Management Group Inc, an independent firm based in Denver, CO, since 2005. GranderSon Wealth Management Group provides personalized financial planning and portfolio management services to individuals, trusts, estates, small businesses, and participant-directed retirement plans. The firm serves both retail clients and institutional plan sponsors, employing a combination of fundamental and technical investment analysis, risk tolerance assessments, and diversified model portfolios to manage assets primarily on a discretionary basis.

Katherine Lewis is a CFP® and holds a Series 65 license, with seven years of industry experience. She is the principal of Tonn Financial Planning, where she has worked since 2023. Her prior experience includes roles at Opus Financial Solutions, Kestra Advisory Services LLC, and Financial Security Management, Inc. Outside of her advisory work, she volunteers as a coach for Wings For Widows, providing pro-bono financial planning advice to recently widowed individuals. Tonn Financial Planning offers fee-only investment management and financial planning services to employer plan sponsors and individual clients, including non-high-net-worth households. The firm uses a combination of passive and active strategies guided by Modern Portfolio Theory and provides retirement plan consulting with an ERISA fiduciary role.

I started my career in financial services in 2004 at GE Capital in New York City. Since then, I've spent more than two decades in leadership and advisory roles at Fortune 500 financial institutions, including UBS Financial Services, U.S. Bank, Bank of America, and BBVA (now PNC Bank). As a Wealth Planning Analyst at UBS, I completed hundreds of financial and investment plans for high net worth and ultra high net worth clients. At U.S. Bank and BBVA, I led teams, managed financial advisors, and oversaw client relationships. I'm a Certified Financial Planner® professional and an Accredited Wealth Management Advisor®. I founded Inclinevest almost a decade ago to provide fee-only financial planning and wealth management for successful professionals preparing for retirement and the next chapter of life, helping clients reduce taxes, create reliable retirement income, manage investments, and make confident decisions with the wealth they've built. I have particular experience working with technology and aerospace & defense professionals, including employees of RTX/Raytheon, Lockheed Martin, ULA, Anduril and Northrop Grumman. As a fiduciary, I work exclusively for my clients. I don't sell insurance products, earn commissions, or receive compensation from investment companies or other third parties, so my advice remains independent and objective.

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.