Rachel Barrett is a financial advisor at Barrett Wealth Connection LLC in Golden, CO. She holds a Series 65 designation and has been with the firm since 2020. Barrett Wealth Connection serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, with an emphasis on educational seminars offered at no charge.

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.

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.

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.

Scott Bennett is a CFP® with 17 years of industry experience, currently serving as an advisor at IWR Advisors since 2023. He has held prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors over a span of 17 years. Bennett is also the founder and owner of Invest With Rules LLC, an investment research newsletter focused on institutional trading activity and trend analysis. IWR Advisors manages discretionary investment portfolios and project-based financial planning for individual and high-net-worth clients, combining passive and active strategies with multi-faceted security analysis. The firm serves a selective client base and incorporates research from Invest With Rules LLC in its investment process.

Scott Taylor is a financial advisor at Value Financial Advisers, Inc. in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Value Financial Advisers since 2012. Value Financial Advisers serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and wealth-preservation services. The firm employs a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

William Mason is a CFA® charterholder with 27 years of industry experience, currently serving at Value Financial Advisers, Inc. in Denver, CO, where he has worked since 1990. He holds the Series 63 designation and is part of a four-advisor team. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

Brian Berenz is a financial advisor with Berenz Wealth Management, LLC in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Berenz Wealth Management since 2013 and operates Berenz Tax, Inc., a tax preparation service he started in 2015. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual investors and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers a range of services including discretionary and non-discretionary portfolio management and financial planning.

Nathan Dutzmann is a Series 65-licensed advisor with Round Table Investment Strategies, LLC, based in Littleton, CO. He has six years of industry experience and has previously worked at firms including Torren Management, Dimensional Fund Advisors, Aspen Partners, and Quantitative Equity Strategies. Nathan also owns Functional Financial, LLC, a single-member entity used for his contract work with Torren Management. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its affiliation with an in-house accounting practice and offering non-investment services such as retirement and career coaching.

Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 63 and Series 65 credentials with two years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2023 to 2026 and at PFM Asset Management from 2016 to 2019. Outside of finance, he was involved with Sexy Pizza from 2023 to 2024. Perla Wealth LLC is a two-advisor investment management firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services primarily through the Wealth.com platform. The firm uses proprietary investment models combining fundamental, technical, quantitative, and economic analysis tailored to client needs and integrates technology tools including AI-enhanced CRM software in its service approach.

Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC in Denver, CO, holding a Series 66 designation with nine years of industry experience. His career includes roles at 3Summit Funds, Gordian Investments, and Foreside Fund Services. 3Summit Investment Management serves individuals, charitable organizations, retirement plan sponsors, and other advisers by providing customized portfolio management and financial planning. The firm uses a variety of investment methods and integrates bookkeeping and financial reporting services for small-business clients, combining investment management with plan consulting and accounting support.

Robert Fleck is a CFP® with 35 years of experience in financial advising. He is affiliated with World Capital Advisors, LLC and has previously worked with Investment Research Corporation and 1717 Capital Management Company. Fleck is the owner and president of Lifestyle Financial Advisors, a firm specializing in financial planning and wealth management for high net worth clients. He also serves on the investment committee of the American Growth Fund. World Capital Advisors provides investment advice, asset management, and fee-based financial planning to individuals, retirement accounts, trusts, estates, and small businesses. The firm primarily uses third-party advisory programs and custodial platforms to implement client strategies and reviews accounts annually while offering consolidated reporting.

John Brunkan is a financial advisor with Innovative Financial, LLC, holding a Series 65 designation and over 20 years of industry experience, including a 23-year tenure at Wells Fargo & Co. He joined Innovative Financial in 2026 and has been with the firm since. Innovative Financial serves both individual and institutional clients by providing integrated wealth management that includes ongoing financial planning and discretionary portfolio management. The firm’s investment approach utilizes Modern Portfolio Theory and the Fama–French multi-factor framework, focusing on globally diversified portfolios built primarily with no-load mutual funds and exchange-traded funds.

Nicholas Rose is a CFP® with 11 years of experience in the financial services industry. He is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial LLC and Commonwealth Financial Network. Rose is also the managing member of NOVATRAK, LLC, a company that develops proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services such as investment management, financial planning, and business transition consulting. The firm employs a strategic asset allocation approach and utilizes third-party risk-profiling tools to tailor portfolios, with a notable focus on business-transition advisory services.

Daniel Misken is a financial advisor at Catey, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner of Misken Benefit Group since 1999, providing consulting on insurance products and pensions. Catey, Inc. offers discretionary investment management primarily to high-net-worth individuals, as well as business and institutional clients. The firm employs a blended growth and value investment approach that incorporates technical momentum, earnings-estimate revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.