Cameron Dye is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at White Hawk Wealth Management since 2026, following seven years at Western Wealth Management, LLC. Outside of his advisory role, Dye coaches and creates training plans for amateur athletes through Peak Athletic Collective. White Hawk Wealth Management serves individuals, businesses, and families by providing integrated wealth management that includes investment management and financial planning. The firm constructs portfolios tailored to clients’ objectives and risk tolerance, utilizing a variety of strategies and investment vehicles.

Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to founding his firm in 2017, he worked at Nations Financial Group Inc. and Cascade Financial Management. Outside of advising, Allen has been involved in wholesale business ownership and participates regularly as a guest providing market commentary on local Denver news channels. Bruce G. Allen Investments, LLC serves individuals, family foundations, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes asset allocation informed by Modern Portfolio Theory and incorporates a variety of securities, including equities, bonds, mutual funds, ETFs, and ESG options, with accounts reviewed and rebalanced quarterly.

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.

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.

Daniel Caycedo is a financial advisor at CayDen Wealth Management with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to his current role, he worked at Charles Schwab and Daniel Alexander Capital. Outside of advising, he serves as a director at CayDen LLC, a business consulting and bookkeeping firm. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index funds and ETFs, and offers integrated tax and bookkeeping services through an affiliated accounting business.

Benjamin Teselle is a financial advisor with Dorato Capital Management in Denver, CO, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at LBMZ Securities, Zacks Investment Management, The Larko Group, and Deckers Brands. Dorato Capital Management primarily serves individual clients through investment portfolio management, using a value-based, low-turnover buy-and-hold approach grounded in fundamental and technical analysis. The firm also offers hourly investment-planning advice and tax preparation services, focusing on non-high-net-worth individuals and managing approximately $138 million across about 94 accounts.

Kevin Alpert is a financial advisor at WMK Investment Partners in Denver, CO, holding Series 63, 65, and 66 credentials with one year of industry experience. Prior to joining WMK, he worked at Rockshore Wealth Partners, Amynta Group, and GM Financial. 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 focuses on strategic asset allocation across various investment vehicles and offers discretionary portfolio management with quarterly reviews and rebalancing aligned to client risk profiles.

Michael Olafsson is an advisor at IWR Advisors with three years of industry experience. He holds the Series 63, 65, and 66 designations. Prior to joining IWR Advisors, Olafsson worked at CBRE, Nestle USA, and Starbucks Coffee Company. He is also the managing member of The Collectors Depot, LLC, a retail operations and consultancy business he has overseen for over 25 years. IWR Advisors provides discretionary investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm employs a combination of asset-allocation driven portfolios, passive and active strategies, and various analyses in security selection, managing around $50 million in assets for fewer than 50 households.

Ted Devoe is a financial advisor with Millennium Portfolio Advisors in Aurora, CO. He holds a Series 65 designation and has 22 years of industry experience, including prior roles at Fiduciary Counsel Inc. and operating his own accounting and tax preparation business, T. Robert DeVoe, CPA, on a part-time basis. Millennium Portfolio Advisors provides discretionary investment advisory services to individuals, trusts, and retirement plans, using a non-active, buy-and-hold approach focused on low-cost mutual funds and ETFs guided by factor-based analysis. The firm integrates investment management with accounting and tax compliance services primarily for its advisory clients.

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.

Mark Starosciak is a CFP® and Series 66-licensed advisor with 23 years of industry experience. He has been with Infinium Investment Advisors, LLC in Denver, CO since 2009. Infinium Investment Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, institutions, and estates. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, implementing portfolios based on asset allocation principles informed by modern portfolio theory.

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.

Thomas Jennings is a CFP® with 15 years of industry experience, currently serving as an advisor at Keen Capital, LLC since 2017. Prior to joining Keen Capital, he worked at Key Private Bank from 2012 to 2017. Keen Capital, LLC is an independent, fee-only wealth management firm that serves individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning and investment management, employing a range of strategies that incorporate clients’ income needs, tax considerations, time horizons, and risk tolerances.

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.

Emmett Fehlau Barton is a CFP® certified financial advisor with two years of industry experience. He is associated with Sharper Image Financial Services, LLC and has held roles at several related firms including Foundation Financial Planning, LLC and TrueInsights CFO, LLC, where he provides outsourced CFO services. Emmett also participates in tax preparation and business management activities through affiliated companies in Erie, Colorado. Sharper Image Financial Services, LLC offers discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm customizes portfolios based on client goals and risk tolerances, employing diverse analytical approaches and occasionally using margin and derivative instruments within separately managed accounts.

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.

Samuel Harnisch is the founder of Quantitative Financial Strategies (QFS), a boutique wealth management firm specializing in advanced tax strategies that the ultra-wealthy have used for decades to reduce taxes. With exclusive access to these proven strategies, Samuel is dedicated to helping business owners, high-net-worth individuals, and families protect and grow their wealth in the most tax-efficient manner possible. Samuel holds a Master’s in Applied Quantitative Finance and honed his expertise working at PIMCO, the world’s most sophisticated bond manager, where he gained a deep understanding of complex financial instruments. He then served at a multifamily office, managing portfolios for families with $10 million - $100 million in assets, investing in private equity, hedge funds, and direct real estate to enhance portfolio performance and reduce risk. At QFS, we don’t just offer generic financial advice; we provide bespoke, tax-optimized strategies tailored to your specific financial situation. Whether you’re navigating a business exit, needing to diversify concentrated stock portfolios, or looking to reduce your income taxes, we leverage the same strategies used by the world’s wealthiest families to help you achieve your goals. Our focus is on more than just immediate financial success—we strive to help you maintain your family’s legacy through careful, strategic wealth transfer. With our guidance, you can ensure that your wealth is effectively preserved and passed down, sustaining your family’s prosperity for generations.