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.

Sheryl Conklin is a CFP® with nine years of industry experience and is the sole advisor at Conklin Financial Planning. She has worked in financial planning and coaching roles since 2008, including operating under her own business names and roles at Origin Financial and Zeiders Enterprises. Outside of advising, she provides financial coaching through her RetireWise Coaching business. Conklin Financial Planning is an independent, fee-only registered investment adviser serving individual clients with modular or comprehensive financial planning, investment consultation, coaching, and educational workshops. The firm emphasizes passive, low-cost index strategies with long-term buy-and-hold and periodic rebalancing, and it does not provide ongoing portfolio management or custody of client assets.

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.

Wyatt O’Rourke is a financial advisor at Basilic LLC in Denver, CO, holding a Series 66 designation with two years of industry experience. He has worked at several firms, including OneAmerica Securities, American United Life, and Mission Peak Capital. Outside of his advisory role, he is a co-founder and consultant for Meera Capital, a business strategy firm. Basilic provides portfolio management, financial planning, pension consulting, and specialized Bitcoin financial services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs modern portfolio theory and quantitative, fundamental, and technical analysis across traditional and alternative investments, and partners with third parties for digital-asset custody and trading services.

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® with 38 years of industry experience and has been the sole advisor at GranderSon Wealth Management Group Inc since 2005. He holds a Series 63 license and is based in Denver, CO. GranderSon Wealth Management Group Inc serves private individuals, trusts, estates, small businesses, and participant-directed pension and profit-sharing plans, providing fee-based financial planning and investment management. The firm constructs diversified portfolios using a range of strategies aligned with written Investment Policy Statements and manages roughly $22 million for more than 250 clients, including institutional pension and profit-sharing plans.

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.

Gabriel Motta, CFP®, MBA, AWMA® 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. 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.

James Morgan is the principal of James Morgan Asset Management, LLC in Broomfield, Colorado, with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he practices law specializing in estate, business, tax planning, and elder law through his separate legal practice. James Morgan Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm combines active, manager-driven portfolio construction with in-house legal and tax expertise, offering integrated financial, investment, and estate planning services tailored to each client’s objectives.

Will Brennan is the Founder and Principal Advisor of Park Hill Financial Planning & Investment Management. After participating in a stock market simulation in the first grade, Will was hooked on the world of investments. Graduating college during the Global Financial Crisis, Will found his calling in financial planning after stints in public accounting and commodities trading. Initially working for a large, trust company in his hometown of Chicago, Will learned firsthand that institutionalized, scaled planning & investment management was not for him. After a globe-trotting sabbatical led he and his wife to Denver, Will discovered the world of independent, fee-only, fiduciary financial planning and investment management. Despite working for well-run businesses over a five year period, Will constantly dreamt of creating a space to work with family, friends, neighbors, and community members on a deeper, more personal level. Throughout his career, Will has successfully guided countless individuals and families through various life stages, from young professionals seeking to build wealth to retirees aiming to preserve their livelihoods and enjoy a comfortable retirement on their terms. He enjoys being able to live vicariously through his clients’ experiences and, to that end, he internalizes and shares heavily in his clients’ defeats and losses but loves nothing more than being able celebrate his clients’ hard-earned triumphs and victories. Education, Credentials and Philanthropy: Will holds dual Bachelor of Science and Master of Business Administration degrees in Accounting and Finance from the University of Dayton. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Will is a former board member of Economic Literacy Colorado, a Denver-based nonprofit focused on arming all Colorado students with the fundamental economic and financial decision-making skills necessary to be successful throughout life. He is an active member of the Colorado Chapter of the CFA Society. Family Information: Will lives in Denver’s Park Hill neighborhood with his wife, Maria, and two children, John & Clare. As a family they love exploring Colorful Colorado along with their affable Bernese Mountain Dog, Bubba. Will is an avid golfer and can often be found enjoying a concert at one of Colorado’s iconic live music venues.

Charles Bernard is the sole advisor at White Peaks Asset Management, LLC, an independent investment advisory firm based in Denver, Colorado. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having led White Peaks since its founding in 2002. Outside of his advisory role, Bernard is also involved in real estate investment and manages partnerships focused on real estate development and acquisitions. White Peaks Asset Management provides personalized, discretionary portfolio management exclusively through individually managed accounts, serving clients with at least $500,000 in investable assets. The firm employs a research-driven, long-term investment approach and utilizes leverage and derivatives, including borrowing and stock options, which distinguishes its management style from many independent peers.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.

Patrio Mckenzie is a financial advisor at Proper Money Management LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Transamerica Financial Advisors and Bankers Life. Mckenzie is also involved in insurance sales as an independent contractor through affiliated entities. Proper Money Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and businesses. The firm offers customized, long-term portfolios primarily using low-cost mutual funds and ETFs, with ongoing client contact and discretionary account management.