Audrey has enjoyed a successful 30 year career in the corporate world as a business leader and executive coach. After going through her own divorce and moving to Colorado, she started a nonprofit to help educate and empower women in the divorce process. Helping these women has been so personally fulfilling, Audrey decided to leave her corporate position and create a high touch financial planning firm focused on helping women and their families navigate the financial aspects of their busy, messy and exciting lives. She enjoys helping her clients plan and strategize on how to recover financially from a divorce or losing a spouse to death, figure out how to afford college for the kids and save for a well deserved retirement. Audrey’s is a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Her background includes an accounting degree and an MBA from Northwestern’s Kellogg School of Management. She worked in finance and operations for GE and GE Capital for 15 years; and in management consulting at Accenture and smaller NYC firm for 10 plus years. She has three teen children, her oldest is currently attending University of Colorado in Boulder, plus twins in high school. She is the founder and Board President of the Colorado nonprofit, Blue Iris. In her free time Audrey enjoys hiking with her dog, trying fun new restaurants in Denver, reading (always too many books going at the same time) and movies. She is active her children's school and attending their sporting events.

Dorothea Moore is a CFA charterholder with 27 years of industry experience. She has worked at PVG Asset Management Corporation and William C. Rahmig DBA High Country Investors since 1989 and has led her own practice since 1993. Her firm provides discretionary investment management and limited consulting services to individuals, trusts, estates, pension and profit-sharing plans, and closely held entities. The firm employs a long-term, asset-allocation driven approach that integrates fundamental, technical, and quantitative analysis with cycle discipline, typically managing accounts on a discretionary basis while occasionally using option strategies to generate income and mitigate downside risk.

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.

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.

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.

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® 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.