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.

Clinton Edgar is a financial advisor at Better Pockets Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, OneAmerica Securities, and the Colorado Department of Education. Outside of advising, he has been involved with Amazon Vine for two years. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services. The firm uses a combination of passive and active strategies through third-party platforms and offers educational seminars and workplace retirement participant support.

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.

Gregg Denhoffer is a financial advisor at Conexus Capital Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Conexus Capital Corp since 2016. He serves as a board member for the nonprofit mylifeline.org, a non-investment related position. Conexus Capital Management advises high-net-worth individuals, families, trusts, estates, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, third-party manager selection, and consulting. The firm employs a strategic asset allocation approach blending passive core exposures with actively managed sector and specialty satellites, supplemented by third-party managers and alternative strategy recommendations for qualified investors.

Nadia Shokohi is the principal of Shokohi Wealth Management Group LLC in Parker, CO, holding a Series 66 license with 19 years of industry experience. She previously worked at Sheridan Road Financial and has been associated with LPL Financial since 2008. Outside of her advisory work, she is a commissioned notary. Shokohi Wealth Management specializes in divorce-focused financial planning and advisory services for individuals experiencing divorce, widowhood, retirement, or other family-status transitions. The firm provides tax-aware, individualized analyses and works closely with clients and their attorneys on financial disclosures, settlement analysis, and post-divorce planning, billing through hourly and bundled planning packages rather than asset-based fees.

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.

Stelianos Elenis is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Highpass Asset Management LLC since 2018 and previously worked at BKD, LLP for eleven years. Outside of his advisory role, he prepares tax returns for family members as a Certified Public Accountant. Highpass Asset Management provides discretionary investment management and comprehensive wealth planning services to high-net-worth clients, including families, pension plans, and trusts. The firm uses a diversified investment approach incorporating ETFs, equities, mutual funds, and occasionally options and private placements, with portfolio management tailored to client risk tolerance.

Melina Maslehati is a ChFC® credentialed financial advisor with six years of industry experience. She is the principal of Seed Money Consulting, where she has worked since 2016. Prior to that, she has been employed at the Farm Credit Administration since 2006. Seed Money Consulting is an independent RIA that provides fee-based financial planning and discretionary investment management primarily to non-high-net-worth individual clients. The firm also offers tax preparation and small-business consulting services, operating a unified wrap fee program with a single third-party custodian.

Steven Weber is a financial advisor at Stonebridge Financial Solutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonebridge since 2002. Outside of advisory services, he is involved full-time in commission-based life insurance. 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 guide investment decisions across a diversified range of asset types.

Michael Pistilli is a CFP® professional with seven years of industry experience. He is currently with Forecast Capital Management and has prior experience at Great Point Capital, Charles Schwab Bank SSB, and Charles Schwab & Co., Inc. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios using ETFs, options, mutual funds, and individual equities tailored through a proprietary Risk Assessment Questionnaire.

Adam Carmel is a CFP® with 43 years of experience in the financial services industry. He has been with Larimer Capital Corporation since 1986, following a brief period at Avior Wealth Management, LLC. Based in Denver, CO, he holds a Series 63 license. 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 controlling privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop and implement individualized investment policies and offers both discretionary and non-discretionary portfolio management.

Jeffrey Brown is a financial advisor at Shearwater Capital with 27 years of industry experience and holds the CFA® designation and Series 65 license. He has served as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine since 2011. Brown has been with Shearwater Capital since 1999. Shearwater Capital manages approximately $427 million for about 180 clients, primarily individuals, families, high net worth clients, qualified retirement plans, and trusts. The firm employs a scientific, long-term investment approach focused on global diversification, tax efficiency, and low-cost passive funds, offering customized investment policy statements and discretionary portfolio management.

Daniel Agemy is a financial advisor with Agemy Wealth Advisors, LLC in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Agemy Wealth Advisors since 2016 and is also a partner and Vice President of Operations at Agemy Financial Strategies, where he oversees operations and client service related to retirement planning, annuities, and life insurance. In addition, he hosts a radio show focusing on financial strategies and owns Numuin Capital, LLC, a venture involved in bitcoin and digital asset mining. Agemy Wealth Advisors, LLC provides investment advisory and financial planning services to individuals, charities, and business entities, managing discretionary portfolios that include mutual funds, equities, fixed income, ETFs, and limited digital assets. The firm uses asset allocation and fundamental analysis, supplemented by artificial intelligence and machine learning tools, to build customized portfolios and conducts regular portfolio reviews.