Gregory Watson is a financial advisor at Cedarwood Wealth with 22 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. Prior to joining Cedarwood Wealth in 2025, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2025, and at Citigroup from 2014 to 2017. Outside of his financial advisory role, he is the Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design business. Cedarwood Wealth manages investment and planning relationships for individuals, including high-net-worth clients, family investment vehicles, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios using a mix of no-load funds, ETFs, individual securities, and selective limited partnership vehicles, employing fundamental analysis, modern portfolio theory, and cyclical analysis to guide asset allocation and rebalancing.

William Shriver is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Gilpin Wealth Management LLC and previously led Shriver Investments Inc. for 16 years. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across about 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing customized portfolios that incorporate asset allocation, tactical adjustments, fundamental and technical analysis, and modern portfolio theory.

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.

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 CFA® charterholder with eight years of industry experience. He currently advises at Grantd Wealth, Inc. and also works as a tax preparer for A.F. McGervey and Company. Prior to these roles, he held positions at Deloitte Consulting LLP and various wealth management and investment firms. Grantd Wealth, Inc. is a small, recently reorganized advisor that offers discretionary and non-discretionary portfolio management, financial planning, and consulting services primarily to individual clients. The firm uses a mix of ETFs, equities, fixed income, options, and tactical asset allocation, emphasizing tax-aware planning and tailored strategies aligned with client objectives.

A native of the Denver area, Jeff has been married to his wife, Christa, for 22 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance. He has volunteered as a coach in the South Jeffco Sports Association since 2009 as both a head coach and an assistant coach for baseball, basketball, and football. When not coaching sports, there is a good chance that he’s attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter. Jeff is a staunch believer in using ETFs and low-cost index funds for client investments. He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals. He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it...most of the other things will require some help from a professional.

Mikyo Butler is a CFA charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Butler Financial Services in Denver, CO since 2013. Butler Financial Services is a fee-only registered investment adviser managing approximately $135.6 million for individuals, families, trusts, corporations, profit-sharing plans, and charitable organizations. The firm focuses on discretionary investment management using asset allocation based on Modern Portfolio Theory, combining fundamental analysis with passive and selective active strategies, and employs tactical risk-management tools including derivatives.

Rush Steelman is a financial advisor at Private Client Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and is a managing partner and consultant for Advisor Evolution Group, a business consulting and marketing firm. Steelman also works as an independent insurance agent. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with about $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis.

Patrick Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Private Client Wealth Advisors in 2021, he worked at Alpha Cubed Investments and Larimer Capital Corporation. Cleary is also a licensed insurance agent, providing insurance products to clients on a limited basis outside of trading hours. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households. The firm offers discretionary portfolio management, comprehensive and modular financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis in managing client portfolios.

Patricia Gallagher is a financial advisor with WMK Investment Partners in Denver, CO, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Rockshore Wealth Partners, True West LLC, and Fidelity Investments. WMK Investment Partners provides investment advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm’s investment process emphasizes strategic asset allocation across multiple asset classes with quarterly reviews and discretionary rebalancing aligned to client risk profiles.

Eric Eisenhard is a financial advisor at Redwood Family Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and XO Wealth Management. Eisenhard is also a registered representative with Cabot Lodge Securities LLC. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, corporations, and other businesses. The firm offers tailored portfolio management and financial planning, employing a wide range of investment instruments and providing ongoing account monitoring and consultative guidance.

Connie Terrell is a financial advisor with Asset Strategies Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at TransUnion for nine years and at nTHRIVE for one year. She has been with Asset Strategies Group since 2009. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a blend of asset-allocation techniques with technical, fundamental, quantitative, and cyclical analysis, operating mainly on a non-discretionary basis and offering client-driven investment restrictions and hourly consulting engagements.

Benjamin Teselle is a financial advisor at Dorato Capital Management in Denver, CO, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LBMZ Securities Inc, Zacks Investment Management, and The Larko Group. Teselle has been with Dorato Capital Management since 2020. 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 approach and offers tax preparation services alongside hourly investment-planning advice.

Michael Olafsson is a financial advisor at IWR Advisors with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining IWR Advisors, Olafsson worked at CBRE, Nestle USA, and Starbucks Coffee Company. Outside of financial advising, he serves as the managing member of The Collectors Depot, LLC, a retail operations and consultancy business he has been involved with for over 25 years. IWR Advisors provides fee-only investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, employing both passive and active strategies, and manages portfolios on a discretionary basis with regular quarterly reviews.

William Knowles is a CFA® charterholder with six years of industry experience, currently serving at WMK Investment Partners in Denver, CO. His prior work includes positions at WMKI Group LLC and BMGI. Outside of his advisory role, he is the Chief Operating Officer of a privately held company investing primarily in automotive retail dealerships. WMK Investment Partners provides family-office style investment advisory services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation and discretionary portfolio management, offering consolidated reporting and outsourced family office capabilities through a membership with Family Office Resource Group.

Brian Perkins is a financial advisor with CDP Financial Group, LLC in Littleton, Colorado, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has worked at Emerson Equity LLC and Colorado Financial Service Corporation, among other firms. Perkins is a principal owner of CDP Financial Group, where he provides investment advisory services and fixed insurance products. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, and business continuity planning. The firm manages portfolios primarily through diversified mutual funds using a seven-point fund evaluation process and tailors allocations based on clients’ risk tolerance and time horizon.

Katelyn Meuse is a CFP® certificant and Series 63 license holder with three years of industry experience. She currently advises clients at Arete Wealth Strategists, having previously worked at Northwestern Mutual Wealth Management Company and Segall Bryant and Hamill LLC. Outside of advisory work, she has experience working in the restaurant industry as a server. Arete Wealth Strategists serves individual, high-net-worth clients, and small businesses, providing comprehensive financial planning, portfolio management, retirement plan consulting, and education-savings account management. The firm employs a combination of active, Core+Satellite, and passive investment strategies, utilizing technology-assisted tools with human review, and offers tailored service tiers along with offshore and cross-border wealth management solutions.

Molly Cooper is a CFP® professional with 13 years of experience in financial advising. She is currently with Higgins & Schmidt Wealth Strategies LLC in Denver, CO, where she has worked since 2014, including roles at LPL Financial LLC and Raymond James Financial Services. Cooper holds a Series 66 license and has experience as an investment-related insurance agent. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm employs a modern portfolio theory approach, implementing strategies across various investment vehicles and managing approximately $279 million in client assets.

Martin Erzinger is a financial advisor with Sanctuary Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with firms including Geneos Wealth Management and various Sanctuary entities since 2011. Erzinger serves on the boards of the Economic Club of Colorado and Central City Opera. Sanctuary Advisors provides ongoing portfolio management and financial advice to high-net-worth individuals, corporations, and endowments. The firm employs a multi-method analytical approach and operates on a non-discretionary basis, preparing individualized Investment Policy Statements and recommending diversified allocations across various asset classes.

Juan Guevara is a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado, with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.F. Williams Co., Inc. since 2016. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement for each client and focuses on strategic asset allocation with primarily no-load mutual funds and ETFs, managing assets on a non-discretionary basis with client approval for all trades.