Samuel Harnisch is the founder of Quantitative Financial Strategies (QFS), a boutique wealth management firm specializing in advanced tax strategies that the ultra-wealthy have used for decades to reduce taxes. With exclusive access to these proven strategies, Samuel is dedicated to helping business owners, high-net-worth individuals, and families protect and grow their wealth in the most tax-efficient manner possible. Samuel holds a Master’s in Applied Quantitative Finance and honed his expertise working at PIMCO, the world’s most sophisticated bond manager, where he gained a deep understanding of complex financial instruments. He then served at a multifamily office, managing portfolios for families with $10 million - $100 million in assets, investing in private equity, hedge funds, and direct real estate to enhance portfolio performance and reduce risk. At QFS, we don’t just offer generic financial advice; we provide bespoke, tax-optimized strategies tailored to your specific financial situation. Whether you’re navigating a business exit, needing to diversify concentrated stock portfolios, or looking to reduce your income taxes, we leverage the same strategies used by the world’s wealthiest families to help you achieve your goals. Our focus is on more than just immediate financial success—we strive to help you maintain your family’s legacy through careful, strategic wealth transfer. With our guidance, you can ensure that your wealth is effectively preserved and passed down, sustaining your family’s prosperity for generations.

Jerry Mcdonnell is a financial advisor at Keen Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CapitalPoint Financial Planning, LLC for the past 10 years. Keen Capital, LLC is an independent, fee-only wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with a focus on tax, estate, and special needs planning, utilizing a range of asset types and both discretionary and non-discretionary management approaches.

Scott Bennett is a CFP® with 17 years of experience in the financial industry. He is currently with IWR Advisors and is the owner and founder of Invest With Rules LLC, an investment research newsletter specializing in institutional trading activity and trend analysis. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. IWR Advisors is a fee-only firm serving individual and high-net-worth clients, typically with accounts of $500,000 or more. The firm combines fundamental and technical analysis and utilizes both passive and active strategies across various asset classes, offering primarily discretionary investment management and project-based financial planning.

Scott Taylor is a financial advisor at Value Financial Advisers, Inc. in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Value Financial Advisers since 2012. Value Financial Advisers serves primarily individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and wealth-preservation services. The firm employs a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

William Mason is a CFA® charterholder with 27 years of industry experience, currently serving at Value Financial Advisers, Inc. in Denver, CO, where he has worked since 1990. He holds the Series 63 designation and is part of a four-advisor team. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across about 200 client relationships.

Brian Berenz is a financial advisor with Berenz Wealth Management, LLC in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Berenz Wealth Management since 2013 and operates Berenz Tax, Inc., a tax preparation service he started in 2015. Berenz Wealth Management provides personalized asset management and financial consulting primarily to individual investors and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment process and offers a range of services including discretionary and non-discretionary portfolio management and financial planning.

Nathan Dutzmann is a Series 65-licensed advisor with Round Table Investment Strategies, LLC, based in Littleton, CO. He has six years of industry experience and has previously worked at firms including Torren Management, Dimensional Fund Advisors, Aspen Partners, and Quantitative Equity Strategies. Nathan also owns Functional Financial, LLC, a single-member entity used for his contract work with Torren Management. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its affiliation with an in-house accounting practice and offering non-investment services such as retirement and career coaching.

Colin Donahue is a financial advisor at Perla Wealth LLC in Denver, CO, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Northwestern Mutual and PFM Asset Management. Outside of finance, he worked for Sexy Pizza for one year. Perla Wealth LLC is a recently established two-advisor firm offering discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm uses proprietary investment models incorporating fundamental, technical, quantitative, and economic analysis, and integrates technology platforms including AI-driven client software.

Garrett Phillips is a financial advisor at 3Summit Investment Management, LLC with nine years of industry experience. His prior roles include positions at 3Summit Funds, LLC and Gordian Investments, LLC. He holds a Series 66 designation and has been involved with Levinate, LLC since 2012. 3Summit Investment Management provides advisory services to individuals, charitable organizations, companies, and retirement plan sponsors, offering portfolio management, retirement plan consulting, sub-advisory arrangements, and financial consulting for small businesses. The firm integrates advisory services with accounting and business financial reporting, employs a range of investment strategies including options within defined risk limits, and uses proprietary software to tailor portfolios to client objectives.

Robert Fleck is a CFP® professional with 34 years of experience in financial advising. He is the owner and president of Lifestyle Financial Advisors, providing financial planning and wealth management services for high net worth clients since 2006. He also serves on the investment committee of the American Growth Fund, a mutual fund, in an uncompensated role. Additionally, Fleck has involvement in family real estate investment companies and holds corporate secretary positions with Progressive Development Associates, LLC and Wine Mountain, LLC. World Capital Advisors, LLC offers investment advice, asset management, and fee-based financial planning to individuals, trusts, retirement accounts, qualified pension and profit plans, and corporate entities. The firm uses a combination of fundamental, technical, and charting analyses and typically implements client strategies through third-party managers and advisory programs.

Nicholas Rose is a CFP® with 11 years of experience in the financial services industry. He is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial LLC and Commonwealth Financial Network. Rose is also the managing member of NOVATRAK, LLC, a company that develops proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services such as investment management, financial planning, and business transition consulting. The firm employs a strategic asset allocation approach and utilizes third-party risk-profiling tools to tailor portfolios, with a notable focus on business-transition advisory services.

Daniel Misken is a financial advisor at Catey, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has been the owner of Misken Benefit Group since 1999, providing consulting on insurance products and pensions. Catey, Inc. offers discretionary investment management primarily to high-net-worth individuals, as well as business and institutional clients. The firm employs a blended growth and value investment approach that incorporates technical momentum, earnings-estimate revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, Gill Capital Partners, Curian Capital, LLC, and Edward Jones. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on early-career professionals and clients experiencing rapid wealth events such as IPOs or complex equity compensation. The firm combines discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across various asset classes.

Caleb Rillos is a Series 65-credentialed advisor at Full Financial Inc. with no prior industry experience. His background includes service in the United States Space Force and participation as a University of Florida football player. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages roughly $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews aligned to clients’ risk tolerance and time horizons.

Adam Van Wert is a CFP® professional with eight years of industry experience, currently serving at J.F. Williams Co., Inc. in Denver, Colorado since 2019. Prior to joining J.F. Williams, he worked at IWP Wealth Management and the First National Bank of Colorado. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing all client assets on a non-discretionary basis with an emphasis on understanding clients’ life transitions and behavioral drivers.

Alice Regan is a financial advisor with SummitPoint Capital Management in Littleton, CO. She holds a Series 65 credential and has one year of industry experience. Prior to joining SummitPoint, she worked at Sageview Advisory Group and FiComm Partners. SummitPoint Capital Management serves individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations, managing approximately $132.5 million in client assets. The firm employs a combination of fundamental and quantitative analysis with strategic and tactical asset allocation, offering discretionary investment management and financial planning services.

Michael Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO, holding Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior work includes positions at OneAmerica Securities, American United Life, Larimer Capital Corporation, and Cetera Advisors LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with approximately $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a mix of fundamental, technical, quantitative, and cyclical analysis, and may utilize options strategies for hedging.

James Brady is a financial advisor at Scope Wealth Management in Denver, CO, holding a Series 65 designation. He has eight years of experience at CBRE and prior to that, eight years at Cushman & Wakefield. Scope Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, businesses, trusts, and estates, primarily serving non–high-net-worth clients. The firm employs a core-satellite investment approach combining low-cost passive core holdings with proprietary, value-oriented satellite positions, and utilizes active option and leverage strategies within separately managed accounts.

Joshua Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding a Series 65 credential. He has been with Full Financial since 2025 and has no prior industry experience before joining the firm. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews to align with clients’ risk tolerance and goals.

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.