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.

Casey Vader is a financial advisor at Steele Street Private Wealth Management in Denver, CO, with 27 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at Executive Wealth Planning Partners and First Financial Equity Corporation. Outside of his advisory work, Mr. Vader owns rental properties. Steele Street Private Wealth Management serves individuals, high-net-worth clients, and institutional accounts such as employer-sponsored retirement plans, estates, trusts, and charitable organizations. The firm focuses on retirement investing and income generation, employing a combination of fundamental and technical analysis with both active and passive management, and provides specialized fiduciary and consulting services.

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.

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.

John Kopel is a financial advisor at Financial Counseling Associates, Inc. in Aurora, CO, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Financial Counseling Associates since 1993. 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 for about 125 clients, focusing on diversified portfolios with no-load and low-transaction investments and conducts quarterly account reviews.

Jacob Boeding is a financial advisor at Summit Hill Wealth Management, LLC in Greenwood Village, CO. He holds a Series 65 designation and has been with Summit Hill since 2022. Prior to his advisory role, he worked as an English Teaching Assistant from 2019 to 2021. Summit Hill Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, retirement plans, and governmental entities. The firm constructs diversified, cost-aware portfolios using indexing, fundamental analysis, modern portfolio theory, and technical analysis, and employs sub-advisors and alternative strategies while maintaining overall discretionary authority.

John Holtkamp is a CFP® and CFA® credentialed advisor with 21 years of experience in the financial services industry. He is the principal at JHP Wealth Management, LLC, where he has worked since 2018, following roles at Corex Portfolios, LLC and Private Capital Management. JHP Wealth Management provides discretionary investment management and integrated financial planning to individual and high-net-worth clients. The firm employs a “core and explore” asset-allocation framework, primarily using exchange-traded funds and institutional-share-class mutual funds, with portfolio management conducted on a discretionary basis.

Martin Chedid is a financial advisor with MC Financial Management, Inc. in Aurora, Colorado. He holds a Series 63 designation and has 27 years of industry experience. He has been with MC Financial Management since 1996. MC Financial Management is a Colorado-registered investment adviser that primarily serves individual clients with portfolio management and financial planning services. The firm manages under $100 million in client assets and focuses on individualized discretionary portfolio management.

Joseph Clemens is a CFP® professional with 19 years of experience, currently serving at Wisdom Wealth Strategies in Greenwood Village, CO. He has worked with Wisdom Wealth Strategies, LLC since 2009 and previously with Wisdom Wealth Strategies Tax from 2014 to 2021. Clemens is also an enrolled agent and serves as an adjunct instructor at the College for Financial Planning. 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 and offers a range of investment strategies, integrating tax preparation and insurance services alongside its financial planning.

Garret Jett is a financial advisor with Tier One Wealth Management in Lone Tree, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Sigma Financial for seven years before joining Tier One Wealth Management in 2022. Outside of advisory work, Jett owns a tax preparation business, FIRST SOURCE TAX LLC, which he operates outside of market hours. Tier One Wealth Management serves individuals, high-net-worth clients, and various institutional entities, offering discretionary portfolio management and comprehensive financial planning. The firm employs a client-centric investment approach that integrates broad-market risk management with proprietary economic analysis, actively managing portfolios that include a range of investment products with an emphasis on tax efficiency.

Gerard Oloughlin is a financial advisor at Larimer Capital Corporation with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Larimer Capital since 2010. Outside of his advisory role, he is involved in traditional life insurance sales and works seasonally in ski pass sales for Vail Corporation. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients who control privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop individualized investment policies and offers both discretionary and non-discretionary portfolio management, including access to third-party money managers and comprehensive financial planning.

Blake Barnett is a CFP® with 16 years of industry experience, currently serving at FFG Retirement Counseling. He has worked at the firm and its related entities since 2018, with prior roles at Calton & Associates, Inc. and Smart Money Group, LLC. Outside of financial advising, he is a partner in a roofing and water mitigation contracting business. FFG Retirement Counseling provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates, offering discretionary portfolio management and retirement-account advice under ERISA/IRC fiduciary rules. The firm employs a primarily long-term investment approach emphasizing low-cost, diversified mutual funds and ETFs, supplemented by individual securities when appropriate, and uses trademarked models to organize assets and manage systematic reallocation and tax strategies.

Matthew Elliott is a CFP® with 20 years of industry experience and has been with J.F. Williams Co., Inc. in Denver, CO since 2008. He holds the Series 65 designation and is part of a four-advisor team. 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 process focused on strategic asset allocation, diversification, and low trading activity, managing approximately $251.5 million non-discretionarily for about 142 clients as of year-end 2024.

Bruce Hinchley is the principal advisor at Hinchley Advisory Group, LLC in Centennial, Colorado, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Procap Equity, Ltd. Outside of advisory work, he is involved in tax preparation and mortgage brokerage through Hinchley & Company. Hinchley Advisory Group provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $193 million using model portfolios and tailored discretionary strategies that incorporate fundamental, technical, and cyclical analysis.

Stephen Warren is a financial advisor at Causey Wealth LLC with two years of industry experience. He holds the Series 65 designation and previously worked for Causey Demgen & Moore PC for eight years. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting for individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients, using a strategic asset-allocation approach with customized Investment Policy Statements and offers both discretionary and non-discretionary account management.

Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.

Robert Brown is a financial advisor at Copper River Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Copper River Advisors since 2016. Prior to that, he was involved with 272 21st Street Realty LLC for eight years. Copper River Advisors serves high-net-worth individuals, corporate, and institutional clients by providing discretionary portfolio management alongside financial and estate planning support. The firm emphasizes a long-term investment approach using passive core holdings and tailored fixed-income allocations, integrating institutional experience and third-party managers to meet client goals.