Troy Schield is the sole investment adviser representative and owner of Disciplined Wealth Management, LLC, where he has worked since 2006. He holds a Series 65 credential and has 30 years of industry experience. Disciplined Wealth Management provides wealth management services primarily to individuals and retirement accounts, along with subadvisory research and consultation services to other registered investment advisers and 401(k) plan sponsors. The firm uses a quantitative, rules-based approach with tactical models that adjust allocations across multiple asset groups, managing portfolios on a discretionary basis.

Andrew Bowden is the sole principal and a Series 65-registered advisor at Merels Capital in Denver, CO. He has been with Merels Capital since 2025 and concurrently maintains a security consulting role at Coalfire, where he has worked since 2018. Prior to that, he was employed at CNS Group from 2015 to 2018. Merels Capital is a registered investment adviser that provides investment management and financial planning services to individuals, including high-net-worth clients. The firm’s approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing both passive and active investment vehicles to align with client goals and risk tolerance.

Paul Orlino is a CFP® professional with 11 years of experience in the financial services industry. He is the principal and sole advisor at Opus Financial LLC, where he has worked since 2019. His prior experience includes roles at County Financial, Northwest Asset Management, Resources Investment Advisors, Northwestern Mutual Investment Services LLC, and Wells Fargo Clearing Service, LLC. In addition to his advisory work, he is also involved in insurance sales, dedicating approximately 20% of his time to this activity. Opus Financial LLC is an investment manager that provides discretionary asset management and portfolio monitoring for individuals, high-net-worth persons, trusts, and entities. The firm employs a blend of fundamental and technical analysis along with Monte Carlo planning techniques and options strategies to tailor portfolios to client objectives, with accounts reviewed quarterly and at least annually.

Wayne Hoffmann is a financial advisor at Silver Lake Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisors since 2008. Hoffmann serves as a volunteer on an endowment board and an asset-management board. Silver Lake Advisors, LLC is an independent, fee-based investment adviser managing approximately $57 million across a small, concentrated client base that includes individuals, trusts, pension plans, estates, corporations, and charitable organizations. The firm employs both fundamental and technical analysis to create long-term asset allocations, using individual equities, bonds, mutual funds, ETFs, and selectively non-investment grade and high-yield debt, with quarterly portfolio reviews and discretionary rebalancing.

Kevin Starkey is a financial advisor with FTN Capital Management in Littleton, Colorado, holding a Series 66 designation and 15 years of industry experience. He founded FTN Capital Management in 2013 and has also worked with NewEdge Advisors, LLC since 2021. FTN Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and other business entities. The firm offers Micro Family Office services, including trustee coordination and private foundation oversight, and employs a range of investment strategies incorporating fundamental, technical, and cyclical analysis.

Douglas Aumont is a CFP®-designated financial advisor with 11 years of industry experience. He is the founder and financial planner of Financial Thinking Partner Wealth Advisors in Parker, CO. His prior experience includes roles at Arkadios Capital, Bander Wealth Management, and Fidelity Brokerage Services. In addition to advisory services, he is a licensed insurance agent and dedicates significant time to insurance and annuity sales. Financial Thinking Partner Wealth Advisors serves individuals and high-net-worth clients, providing discretionary portfolio management combined with ongoing financial planning. The firm uses a mix of actively managed income investments, tactical strategies, and passive diversified models, tailoring allocations to client goals and risk tolerance.

John Hercher is a financial advisor at Platte West Wealth Management, LLC with 14 years of industry experience. He holds the Series 65 designation and has been involved with Hercher & Co. PC since 1985. Platte West Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, including corporate clients and pension or profit-sharing plans. The firm offers fee-based financial planning and discretionary investment management, utilizing a range of investment vehicles and both fundamental and technical analysis in its strategies.

Hi, I’m Paul Staib, CFP®, MBA, RICP®, the founder of Staib Financial Planning, LLC. Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services on a FLAT FEE ONLY basis to help clients achieve their personal financial goals. Our financial advisors are independent fiduciary professionals that you can trust to offer unbiased advice in your best interest. Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually. My wife, Jill, and I have 3 children and 2 dogs and reside in Highlands Ranch. When not at work, I enjoy training for and competing in triathlons and Spartan races and enjoying the great outdoor activities Colorado offers. Whether you're a few years from retiring, transitioning into retirement, or already retired, I welcome the opportunity to help you navigate your way to a comfortable and secure retirement.

Michael Abbate is the principal of Dynamic Lifestyle Planning Group in Aurora, CO, with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Abbate has worked with several advisory firms, including Atlas Lifestyle Planning Group LLC and Dynamic Wealth Partners, LLC. Dynamic Lifestyle Planning Group is an independent registered investment adviser providing discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses fundamental analysis and modern portfolio theory in constructing portfolios and incorporates third-party managers alongside their in-house services.

Judy Mchale is a CFP® professional with 18 years of industry experience and the principal advisor at Moneyfull, an independent firm based in Denver, CO. She has led Moneyfull since 2013. Outside of advising, she operates a licensed health insurance agency, Healthfull, LLC, enrolling clients in health insurance plans on a commission basis. Moneyfull serves individual clients, including high-net-worth individuals, providing comprehensive financial planning, investment management, and implementation support. The firm employs a risk-first managed-volatility approach, using diversified allocations to mutual funds, ETFs, and selected third-party managers, and offers specialized programs such as budgeting services and a solopreneur training system.

Garrett Brookes is a CFA® charterholder with 16 years of industry experience. He is the principal of Slingshot Financial, an independent firm based in Denver, CO. His prior work includes positions at Oppenheimerfunds and GLOBALT Investments. Garrett is involved in institutional business development and investor relations as part of his role at Slingshot Financial. Slingshot Financial provides consulting and institutional sales services to asset managers and financial technology companies, while also offering discretionary investment management to both non-high-net-worth and high-net-worth individual clients. The firm applies Modern Portfolio Theory alongside fundamental, technical, and macroeconomic analysis to construct portfolios using a mix of passive and active strategies.

George Sugden is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has operated Sugden Wealth Management, LLC, an independent registered investment adviser based in Denver, Colorado, since 2012. Sugden Wealth Management serves individual and high-net-worth clients with non-discretionary portfolio management, financial planning, and advisory services for held-away retirement accounts. The firm employs a Modern Portfolio Theory approach focused on long-term allocation and diversification, primarily manages assets on a non-discretionary basis, and utilizes options strategies such as collars in separately managed accounts.

Andrew Davis is a CFP® professional with 12 years of experience in financial planning and advisory services. He is the sole advisor at Seamless Financial Planning, an independent firm based in Littleton, CO. Prior to his current role, he worked at The Baldwin Group, LLC and The Prestige Journal, LLC. Seamless Financial Planning serves individuals, high-net-worth clients, and other advisers by offering financial planning and discretionary portfolio management. The firm employs a passive, index-oriented investment strategy using low-cost index mutual funds and ETFs, focusing on a small number of larger client relationships.

Gregory Anderson is a CFP® certificant with 39 years of experience in financial advisory. He has led GranderSon Wealth Management Group Inc, an independent firm based in Denver, CO, since 2005. GranderSon Wealth Management Group provides personalized financial planning and portfolio management services to individuals, trusts, estates, small businesses, and participant-directed retirement plans. The firm serves both retail clients and institutional plan sponsors, employing a combination of fundamental and technical investment analysis, risk tolerance assessments, and diversified model portfolios to manage assets primarily on a discretionary basis.

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.

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. I have particular experience working with technology and aerospace & defense professionals, including employees of RTX/Raytheon, Lockheed Martin, ULA, Anduril and Northrop Grumman. 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.

Christian Ravsten is a financial advisor with Foxstone Financial in Centennial, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at multiple firms including LPL Financial and currently serves as chief investment officer at Retirement Planning Resources. Ravsten is also a part owner of Vanir Tax and Capital LLC, which focuses on tax reduction planning. Foxstone Financial is an independent registered investment adviser offering discretionary investment management and financial planning to individual, high-net-worth, institutional, and other advisory clients. The firm uses a four-quadrant allocation approach, combining fundamental analysis and third-party managers to customize portfolios based on client risk tolerance and income needs.

Troy Henington is the principal of Henington Group RIA LLC, an independent advisory firm, with 31 years of industry experience. His prior roles include positions at HaydenRock Portfolios LLC and SPC/Parkland Securities, LLC. Outside his advisory practice, he serves as trustee managing a private trust through H&S Pay, LLC. Henington Group RIA LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as corporations, business entities, and charitable organizations. The firm employs an asset-dedication approach dividing portfolios into conservative, growth, and aggressive buckets, applying multiple analytical techniques and typically managing accounts on a discretionary basis.

Robert Typher is a CFP® with 27 years of industry experience. He has operated Typher Financial Services since 1996 and currently serves clients through Alphamint Financial, an independent advisory firm based in Highlands Ranch, CO. Alphamint Financial provides fiduciary wealth management and financial planning services to individual clients across a range of net worths, offering both discretionary investment management and automated investing options. The firm integrates investment management with tax preparation, insurance placement, and retirement-plan consulting within a single advisory relationship.