Richard Levine is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Synergy Financial Partners, LLC since 2019 and previously spent nine years at SII Investments, Inc. Levine is also a registered representative with LPL Financial and holds Series 63 and Series 65 licenses. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds and ETFs, utilizing model portfolios and sub-advisers rather than in-house security-level analysis.

Daniel Barton is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sachem Hill LLC, where he has worked since 2026. Prior to joining Sachem Hill, he held positions at Pathstone, Crestone Capital LLC, and Goldman Sachs. Sachem Hill LLC advises ultra-high-net-worth families, their foundations, and private pooled investment funds. The firm generally favors passive management using ETFs and mutual funds for core exposures while actively managing less efficient asset classes such as private equity and venture capital.

Ginny Robinson is a financial advisor at Class VI Family Office, LLC in Denver, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at William Blair & Company for four years and Merrill for nine years. Class VI Family Office advises individuals, primarily business owners, executives, and entrepreneurs, on wealth planning and investment management, with a focus on navigating significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation.

Robert Fillmore is a financial advisor at Synergy Financial Partners, LLC with 48 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial LLC, SII Investments, Inc., Park Avenue Securities LLC, and Guardian Life Insurance Co. In addition to his advisory role, he is an independent insurance producer specializing in life and long-term care insurance. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation through mutual funds, ETFs, and model portfolios, managing approximately $280 million across nearly 500 client relationships.

Brian Rettig is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Denver Private Wealth Management and Vista Private Wealth Partners LLC since 2017 and previously worked at The Institute for Wealth Management from 2014 to 2017. He also conducts business under Denver Private Wealth Management to market his advisory services. Denver PWM provides discretionary investment management, financial planning, consulting, and retirement plan services to individuals, high-net-worth families, trusts, estates, and small institutions. The firm employs a team-based wealth management approach using fundamental and technical analysis, strategic asset allocation, and tax-aware management practices.

Marc Bennett is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has three years of industry experience. Prior to joining Global Wealth Strategies, he worked at Equitable Advisors, LLC and held roles outside of finance, including at Lucid (Hearing Lab Technology). Outside of advising, he coordinates a project database for Gray Hawk Land Solutions. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm manages approximately $457 million across 921 clients using a top-down, macro-environmental approach to tactical asset allocation supported by sub-advisers and direct indexing strategies.

David Mcconico is a financial advisor at Golden Eagle Capital Advisors, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been self-employed since 1990. Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high-net-worth clients as well as employer retirement plan sponsors. The firm combines fundamental and technical analysis in its investment process and offers both discretionary and non-discretionary advisory solutions, with a notable cross-border orientation and affiliated dealer relationships.

Melissa Mc Gowan is a CFP® professional with 8 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. She has been with the firm since 2011. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team manages over $1.1 billion across approximately 868 client relationships, employing active asset-allocation strategies and offering services including financial planning, portfolio management, and an online 401(k) platform.

David Holland is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and Great West Financial. Outside of his advisory role, Holland owns Holland Business Consulting, LLC, which provides CPA and tax preparation services. Global Wealth Strategies and Associates offers discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to asset allocation and integrates tailored growth and fixed-income strategies, often coordinating with outside professionals to meet client objectives.

Christopher Wiethe is a financial advisor with Guardian Wealth Partners, LLC, holding the CFP® and ChFC® designations and possessing 12 years of industry experience. His prior roles include positions at Park Avenue Investment Advisory, Facet Wealth, CliftonLarsonAllen Wealth Advisors, and Northwestern Mutual. Guardian Wealth Partners, LLC, operating as Park Avenue Investment Advisory, serves individual investors, trusts, corporations, and employer-sponsored retirement plans. The firm provides discretionary investment management through model portfolios and third-party managers, fee-based financial planning, and retirement plan services.

Terri Propp is a CFP® with 13 years of industry experience. She is currently with Global Wealth Strategies and Associates, LLC and previously worked at Colorado Wealth Group LLC and Gill Capital Partners. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, typically implementing portfolios on a discretionary basis while coordinating with outside advisors.

Tammi Ellis is a Series 65-credentialed advisor at Forty North Wealth with three years of industry experience. She previously worked at Fidelity National Title Insurance and First American Title Insurance before joining Panoramic Investment Advisors, now operating as Forty North Wealth. Ellis also serves as a compliance consultant for Integrated Compliance Advisors, LTD. Forty North Wealth advises individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations. The firm offers discretionary investment management and financial planning services, tailoring allocations based on client interviews and ongoing risk assessments.

William Tanner is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Panoramic Investment Advisors and SII Investments, Inc., and is the owner of Tanner and Company, which provides tax preparation services. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, offering discretionary investment management, financial planning, and consulting. The firm utilizes third-party managers and platforms to support tailored investment strategies and reporting.

Amy Warrender is a CFP® and Series 66 licensed advisor with nine years of industry experience, currently with Crusonia Wealth Advisors LLC. She previously worked at Private Capital Management, Creative Planning, and TIAA-CREF. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-disciplinary investment process utilizing various asset classes and analytical approaches, and it is affiliated with a tax advisory practice that provides standalone tax preparation services.

Karlton Childress is a CFP® with 23 years of industry experience and has been with Sharkey, Howes & Javer Inc. since 2000. He is based in Denver, CO, and holds the Series 66 designation. Sharkey, Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm uses an actively managed, asset-allocation investment approach and offers employer-focused services alongside ongoing portfolio management.

Coleman Benson is a CFP® professional with eight years of industry experience, currently serving at Crusonia Wealth Advisors LLC. His prior roles include positions at Ridgegate Advisors, Ridgegate Alternatives, Emerson Equity, and AE Wealth Management. Benson’s background includes a mix of advisory and securities-related responsibilities across several firms. Crusonia Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm’s investment approach integrates discretionary portfolio management with a multi-disciplinary process involving equities, fixed income, alternative investments, and the use of derivatives strategies.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and six years of industry experience. Prior to joining LotusGroup, he worked at Fidelity Investments and Black Swift Group. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors with financial planning, discretionary portfolio management, and introductions to private investments. The firm employs multiple investment strategies, including Index, Global Rotation, Tactical, and Private-Investment Only, integrating third-party research and offering business valuation services.

Cory Underwood is a CFP® and CFA® with 22 years of experience in the financial services industry. He currently works at Crusonia Wealth Advisors LLC and has held positions at several firms including Triad Hybrid Solutions, B. Riley Wealth Advisors Inc., and National Asset Management. Underwood serves as chair and past president of the Financial Planning Association’s Colorado chapter. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering a multi-disciplinary investment approach that includes discretionary portfolio management, standalone financial planning, and consulting. The firm integrates various asset classes and analysis methods, and is affiliated with a related CPA firm providing tax services.

Lloyd James is a financial advisor at Wellesley Asset Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price and Calamos Advisors LLC. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and various institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.