Quinlan Vande Koppel is a financial advisor at Peak Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked exclusively at Peak Capital Management since 2018, following a brief tenure at Legacy Bank. Peak Capital Management manages approximately $165.2 million for a diverse client base, including individuals, pension plans, charities, and corporations. The firm employs an absolute-return, risk-managed investment approach using tactical, dynamically hedged model portfolios that incorporate equities, ETFs, mutual funds, and income assets.

Matthew Arber is a Series 65-licensed advisor with 13 years of industry experience. He currently works at Wealthbuilders Investments and has previous experience at Keller Williams Real Estate International, Gateway Clinical, and Churchill Management Group. WealthBuilders Investments is an SEC-registered advisory firm managing approximately $172.6 million for a diverse client base, including individuals, high-net-worth clients, trusts, family offices, endowments, businesses, and charitable organizations. The firm offers customized portfolio solutions with a long-term focus, integrating fundamental, technical, and cyclical analysis alongside Biblically Responsible Investing principles.

Toni Vaughan is a financial advisor at Spark Asset Management Group with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including BTS Asset Management, TK Consultants, and Synergy Investment Group. Spark Asset Management Group is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on tactical asset allocation using trend-following algorithms combined with technical and fundamental research, primarily employing ETFs, mutual funds, and sub-accounts, while also offering strategic and specialty portfolios tailored to client objectives.

Mark Paller is a CFP® professional with 27 years of experience in financial advising. He has led Paller Financial Services, Inc. since 2000. Outside of his advisory work, he manages the commercial property where his office is located. Paller Financial Services provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach to manage downside risk and uses a broad range of instruments, including option-writing strategies, while also offering tax and accounting services through licensed CPA principals.

Jason Irving is a ChFC® credentialed financial advisor with 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. before joining Irving Planning & Investments, Ltd. in 2020. Irving Planning & Investments serves individuals and families, including high-net-worth clients, offering discretionary portfolio management and financial planning. The firm utilizes fundamental analysis to select investments and manages portfolios on a discretionary basis, implementing asset-allocation strategies across multiple asset classes primarily through mutual funds and ETFs.

Andrea Blackwelder is a CFP® and ChFC® with 19 years of industry experience. She has been with Wisdom Wealth Strategies since 2009. In addition to her financial advisory role, she is a commissioned notary for the state of Colorado and an independent insurance agent. Wisdom Wealth Strategies provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, and small businesses. The firm employs a combination of fundamental and technical analysis with active, Core + Satellite, and passive strategies to build customized portfolios, and also offers tax return preparation and coordination of investment supervisory services.

David Hanyzewski is a financial advisor at Bolhan Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at BolHan CPAs, Wipfli, and Bauerle CPAs. Hanyzewski’s background includes significant involvement in accounting through his CPA affiliations. Bolhan Wealth provides financial planning and portfolio management services to individuals and business entities, integrating investment, retirement, insurance, and tax planning. The firm coordinates advisory services with its affiliated CPA practice and employs a multifaceted investment approach using fundamental, quantitative, and technical analysis, with options for both discretionary and non-discretionary management.

Robert Morrison is a financial advisor at Downing Street Wealth Management LLC in Greenwood Village, CO, with 15 years of industry experience. He holds a Series 65 designation and has been with Downing Street Wealth Management since 2010. In addition to his advisory role, Morrison provides certified public accountant and tax preparation services through an affiliated tax management entity. Downing Street Wealth Management offers fee-only financial planning and discretionary investment management for individuals, high-net-worth households, trusts, estates, and retirement plan sponsors. The firm follows a long-term, predominantly passive investment approach and is formally affiliated with a tax practice that provides tax planning and preparation services to clients.

John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.

Michelle Walters is a financial advisor at Summit Hill Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at MPW Enterprises for six years. Walters has been with Summit Hill Wealth Management since 2019. Summit Hill Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth households, charitable organizations, foundations, and state or municipal government entities. The firm offers a blend of indexing, fundamental and technical analysis, and portfolio construction grounded in modern portfolio theory, serving an uncommon mix of clients including retirement plans under ERISA fiduciary roles.

Robert Tremlett is a financial advisor at Paramount Associates Wealth Management in Greenwood Village, CO, holding the CFP® and ChFC® designations with 23 years of industry experience. He has worked at Niagara International Capital Limited and Waddell & Reed, Inc., among other firms. Outside of his advisory role, Tremlett teaches at Kaplan, dedicating 16 hours per month to university-level instruction. Paramount Associates Wealth Management provides investment management, financial planning, retirement-plan advisory, and limited consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm employs a comprehensive financial planning approach combined with an economic-driven global asset allocation framework, managing portfolios that include mutual funds, ETFs, equities, bonds, and alternative investments.

Aaron Connell is a financial advisor at One Brick Planning & Consulting, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with One Brick Planning & Consulting since 2015 and One Brick Financial Concepts LLC since 2017, where he also provides tax preparation services. One Brick Planning & Consulting offers wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages approximately $22.6 million for a select client base, typically using passive core portfolios with index mutual funds and ETFs, alongside customized factor-based allocations and a close integration of tax planning and accounting services.

Christopher Rhyme is a financial advisor at Noble Wealth Management P.B.C. with 11 years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual in various roles from 2015 to 2022. Outside of his advisory role, he is the owner of Business Transition Group LLC, a firm providing business succession consulting. Noble Wealth Management P.B.C. offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves a top-down, macro-environmental process with tactical asset allocation, sector rotation, and a growth/value framework, utilizing fundamental, technical, and quantitative analysis as appropriate.

Logan Bradley is a financial advisor at Hamsher Wealth Management, LLC in Greenwood Village, CO, holding a Series 65 designation with four years of industry experience. He has been affiliated with The HamshEr Group, LLC since 2022 and Hamsher Wealth Management since 2021. Outside of his advisory role, he is also involved as an insurance agent, focusing on insurance and annuity reviews and needs analysis. Hamsher Wealth Management serves individuals, high-net-worth clients, and trusts, offering financial planning, discretionary asset management, and limited-scope ERISA 3(21) retirement plan advice. The firm employs a consultative investment approach using multiple analysis methods and relies on third-party managers for portfolio implementation and reporting, supported by a secure client portal.

Andre Markusfeld is a financial advisor at Stonebridge Financial Solutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge Financial Solutions since 2005. In addition to his advisory role, he is involved part-time in commission-based life and fixed insurance sales. Stonebridge Financial Solutions serves individual and high-net-worth clients as well as employer retirement plans, providing discretionary portfolio management, customized financial planning, and third-party money manager selection. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios that include mutual funds, equities, fixed income, ETFs, and insurance products.

Jamison White is a CFP® and Series 65 registered advisor with Paller Financial Services, Inc. based in Centennial, CO. He joined the firm in 2023 and has a background that includes roles in sports organizations and retail. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach to manage downside risk and employs a broad range of instruments including option-writing strategies, combining tax and accounting services with discretionary portfolio management.

Ryan Green is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Sky Ridge Wealth Management LLC since 2016. He holds Series 63 and Series 65 licenses. Sky Ridge Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as small businesses, using a combination of discretionary and nondiscretionary approaches. The firm integrates technical and cyclical analysis with various investment strategies, including options and derivative techniques, and manages portfolios with regular reviews and formal investment guidelines.

Ryan Garcia is a financial advisor at Integra Financial, Inc. in Greenwood Village, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at BlueWave, Red Robin, Ball Corporation, and Caesars Entertainment, as well as periods as a full-time student. 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 uses a value-oriented investment philosophy combined with fundamental and technical analysis, and it offers an Emerging Investor program for households with under $100,000 in investable assets.

Joseph Rowley is a financial advisor with Rowley Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at Rowley Financial/Commonwealth Financial Network from 2000 to 2018 and operating as a sole proprietor from 1998 to 2024. Rowley Financial LLC serves individuals, including high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning services. The firm employs a combined fundamental and technical analysis approach with long-term trading strategies and maintains personalized investment policies while conducting regular portfolio reviews.

Michael Errigo is a financial advisor at Agemy Wealth Advisors, LLC in Denver, Colorado, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities Inc. prior to joining Agemy Wealth Advisors in 2018. He also manages account services for Agemy Financial Services as part of a non-investment related role. Agemy Wealth Advisors provides investment advisory and financial planning services to individuals, charities, and business entities. The firm manages discretionary portfolios using asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, and offers tailored planning across retirement, tax, and estate objectives.