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.

Gabriel Motta, CFP®, MBA, AWMA® 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. 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.

I’m Kevin Shuller, Founder and Chief Investment Officer of Cedar Peak Wealth Advisors (CPWA). CPWA is a boutique investment manager and financial planning firm catering to the needs of families with small children and couples about to start their families. It’s easy to obsess over everything when you have young kids. You never really know if you are making the right decisions. You don’t even know if you are asking the right questions. How do I save for college? How am I supposed to operate on 4 hours of sleep? How will I ever be able to retire if I spend this much on organic berries? You are so afraid of doing the wrong thing that you end up doing nothing. Navigating your finances can be as easy as working with a financial advisor who understands you. That’s where CPWA can help. I am based in Denver but work with families all over the country. Many people are surprised by how collaborative good financial planning is. We will work together to figure out what you want your life to look like tomorrow, 10 years from now, and 40 years from now. After we build a comprehensive financial picture, we will make a map to get you to your goals. Your plan is just for you. I’ll be your guide, helping you stay on the path and avoid the quicksand. It's your journey. I’ll be with you every step of the way. Other than a brief period where I thought I would be a professional golfer, investing is all I’ve wanted to do with my career. I’ve picked stocks for massive mutual funds and small hedge funds. I’ve done portfolio construction and investment research at a $750m independent advisor. I’ve seen all angles of the financial system. I want to use that knowledge and understanding to guide you to your goals. I started by investing my Bar Mitzvah money. That’s how I’ve accumulated 25+ years of investing experience while still being young enough to guide you through the financial jungle for decades to come. I will help you focus on the long-term no matter what the headlines say. I have a BS with University Honors in Finance and Accountancy from Miami University. I have an MBA from Cornell University with a focus on Capital Markets and Asset Management. I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. My wife and I live in Denver with our two young kids and a dog. When I’m not investing or thinking about investing, you will find me burying my nose in a book, swinging kettlebells, or fondly remembering all of the hobbies I had before kids.

Will Brennan is the Founder and Principal Advisor of Park Hill Financial Planning & Investment Management. After participating in a stock market simulation in the first grade, Will was hooked on the world of investments. Graduating college during the Global Financial Crisis, Will found his calling in financial planning after stints in public accounting and commodities trading. Initially working for a large, trust company in his hometown of Chicago, Will learned firsthand that institutionalized, scaled planning & investment management was not for him. After a globe-trotting sabbatical led he and his wife to Denver, Will discovered the world of independent, fee-only, fiduciary financial planning and investment management. Despite working for well-run businesses over a five year period, Will constantly dreamt of creating a space to work with family, friends, neighbors, and community members on a deeper, more personal level. Throughout his career, Will has successfully guided countless individuals and families through various life stages, from young professionals seeking to build wealth to retirees aiming to preserve their livelihoods and enjoy a comfortable retirement on their terms. He enjoys being able to live vicariously through his clients’ experiences and, to that end, he internalizes and shares heavily in his clients’ defeats and losses but loves nothing more than being able celebrate his clients’ hard-earned triumphs and victories. Education, Credentials and Philanthropy: Will holds dual Bachelor of Science and Master of Business Administration degrees in Accounting and Finance from the University of Dayton. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Will is a former board member of Economic Literacy Colorado, a Denver-based nonprofit focused on arming all Colorado students with the fundamental economic and financial decision-making skills necessary to be successful throughout life. He is an active member of the Colorado Chapter of the CFA Society. Family Information: Will lives in Denver’s Park Hill neighborhood with his wife, Maria, and two children, John & Clare. As a family they love exploring Colorful Colorado along with their affable Bernese Mountain Dog, Bubba. Will is an avid golfer and can often be found enjoying a concert at one of Colorado’s iconic live music venues.

Charles Bernard is the sole advisor at White Peaks Asset Management, LLC, an independent investment advisory firm based in Denver, Colorado. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having led White Peaks since its founding in 2002. Outside of his advisory role, Bernard is also involved in real estate investment and manages partnerships focused on real estate development and acquisitions. White Peaks Asset Management provides personalized, discretionary portfolio management exclusively through individually managed accounts, serving clients with at least $500,000 in investable assets. The firm employs a research-driven, long-term investment approach and utilizes leverage and derivatives, including borrowing and stock options, which distinguishes its management style from many independent peers.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.

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.

Gary Wayne is a financial advisor with Infinity Wealth Management, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Infinity Wealth Management for 10 years and owns Integrity Debt Solutions, LLC, a debt settlement company assisting consumers in Texas with unsecured debt reduction. Infinity Wealth Management provides personalized portfolio management primarily using mutual funds and variable annuities. The firm serves individual clients with a focus on asset allocation tailored to client-specific goals, risk tolerance, and time horizon, managing about $62.5 million in discretionary assets across roughly 695 client accounts.

Erica Mathews is a financial advisor at Financial Counseling Associates, Inc. She holds a Series 65 license and has five years of industry experience. Prior to joining her current firm, she worked at Gensler for five years. Financial Counseling Associates provides investment advisory and financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $103.5 million across about 125 clients, focusing on diversified portfolios with no-load and low-transaction investments and conducting quarterly account reviews.

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.

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.

Jonathan Duong is a CFP® and CFA® with 13 years of experience, currently serving as the sole advisor at Wealth Engineers, LLC in Denver, CO. Since founding the firm in 2013, he has also provided business consulting services including outsourced CFO roles, financial analysis, and succession planning. Wealth Engineers offers comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm’s investment approach focuses on low-cost, diversified mutual funds and ETFs, using modern portfolio theory and factor research, combined with tax-aware portfolio management and tiered service offerings.

Jessica Te Selle is a Series 65-licensed financial advisor with Dorato Capital Management in Denver, Colorado. She has two years of industry experience, including prior work at Westwood Professional Services. Dorato Capital Management provides investment portfolio management primarily to individual, non-high-net-worth clients using a value-based, low-turnover buy-and-hold approach. The firm also offers hourly investment-planning advice and tax preparation services, managing approximately $138 million across about 94 accounts.

Steven Teselle is a CFP® and CFA® with 26 years of industry experience. He has been with Dorato Capital Management since 2000. Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm employs a value-based, low-turnover buy-and-hold investment strategy and serves a client base focused on non-high-net-worth individuals while also offering hourly investment planning and tax preparation services.

Cameron Dye is a CFP® professional with seven years of industry experience. He is currently affiliated with White Hawk Wealth Management and has previously worked at Western Wealth Management, LLC and LPL Financial. Outside of wealth management, he coaches and trains amateur athletes through the Peak Athletic Collective. White Hawk Wealth Management provides integrated wealth management services to individuals, families, and businesses, combining investment management with financial planning. The firm designs portfolios tailored to client objectives and risk tolerance, using a variety of analytical methods and investment vehicles.

Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, CO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at Nations Financial Group Inc. and M.S. Howells & Co. Allen regularly appears as a guest for market commentary on various Denver television stations. Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, family foundations, trusts, and employer retirement plans. The firm manages approximately $255 million in client assets and constructs diversified portfolios using equities, bonds, mutual funds, and ETFs, applying Modern Portfolio Theory and asset-allocation principles with regular portfolio reviews.

Rebekah Brooks is a financial advisor at Noble Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 17 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Cambridge Investment Research, Bluerock Capital Markets, and Fs2 Capital Partners. Noble Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and businesses. The firm employs a passive investment approach centered on index funds and ETFs, managing discretionary accounts with integrated financial planning for qualifying clients.

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.

Jacob Impellicceiri is a financial advisor at Grantd Wealth, Inc. with seven years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Deloitte Consulting LLP and multiple firms affiliated with Avantax. Additionally, he provides tax preparation services through A.F. McGervey and Company. Grantd Wealth, Inc. is a small registered investment adviser offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting services. The firm employs a mix of ETFs, equities, fixed income, options, and tactical asset allocation, with an emphasis on tax-aware planning and annual formal account reviews.