Jacob Impellicceiri is a CFA® charterholder with eight years of industry experience. He currently advises at Grantd Wealth, Inc. and also works as a tax preparer for A.F. McGervey and Company. Prior to these roles, he held positions at Deloitte Consulting LLP and various wealth management and investment firms. Grantd Wealth, Inc. is a small, recently reorganized advisor that offers discretionary and non-discretionary portfolio management, financial planning, and consulting services primarily to individual clients. The firm uses a mix of ETFs, equities, fixed income, options, and tactical asset allocation, emphasizing tax-aware planning and tailored strategies aligned with client objectives.

A native of the Denver area, Jeff has been married to his wife, Christa, for 22 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance. He has volunteered as a coach in the South Jeffco Sports Association since 2009 as both a head coach and an assistant coach for baseball, basketball, and football. When not coaching sports, there is a good chance that he’s attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter. Jeff is a staunch believer in using ETFs and low-cost index funds for client investments. He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals. He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it...most of the other things will require some help from a professional.

Mikyo Butler is a CFA charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Butler Financial Services in Denver, CO since 2013. Butler Financial Services is a fee-only registered investment adviser managing approximately $135.6 million for individuals, families, trusts, corporations, profit-sharing plans, and charitable organizations. The firm focuses on discretionary investment management using asset allocation based on Modern Portfolio Theory, combining fundamental analysis with passive and selective active strategies, and employs tactical risk-management tools including derivatives.

Daniel Caycedo is a financial advisor at CayDen Wealth Management with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to his current role, he worked at Charles Schwab and Daniel Alexander Capital. Outside of advising, he serves as a director at CayDen LLC, a business consulting and bookkeeping firm. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index funds and ETFs, and offers integrated tax and bookkeeping services through an affiliated accounting business.

Rush Steelman is a financial advisor at Private Client Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and is a managing partner and consultant for Advisor Evolution Group, a business consulting and marketing firm. Steelman also works as an independent insurance agent. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households with about $28.8 million in assets under management. The firm offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis.

Patrick Cleary is a financial advisor with Private Client Wealth Advisors, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Private Client Wealth Advisors in 2021, he worked at Alpha Cubed Investments and Larimer Capital Corporation. Cleary is also a licensed insurance agent, providing insurance products to clients on a limited basis outside of trading hours. Private Client Wealth Advisors, LLC is a small registered investment adviser serving primarily individual households. The firm offers discretionary portfolio management, comprehensive and modular financial planning, retirement plan consulting, and insurance services, employing a combination of fundamental, technical, quantitative, and cyclical analysis in managing client portfolios.

Matthew Kelley is a CFP® with 23 years of experience in the financial industry. He has been with Gold Medal Waters, Inc. in Boulder, CO since 2004. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds and incorporates research from third-party providers, including Vanguard and Dimensional Fund Advisors, to tailor portfolios to client goals and risk tolerance.

Patricia Gallagher is a financial advisor with WMK Investment Partners in Denver, CO, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Rockshore Wealth Partners, True West LLC, and Fidelity Investments. WMK Investment Partners provides investment advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm’s investment process emphasizes strategic asset allocation across multiple asset classes with quarterly reviews and discretionary rebalancing aligned to client risk profiles.

Abraham Halpern is a financial advisor at MIFI Wealth, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Saturdays NYC, the Fashion Institute of Technology, and Western Washington University. MIFI Wealth provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutions. The firm employs an open-architecture allocation approach that incorporates in-house models, sub-advisors, and active strategies, while also acting as an insurance broker and focusing on individualized portfolios and select structured products.

Jeffrey Robinson is a financial advisor at Robinson Capital Management LLC in Boulder, CO, holding a Series 65 designation with 19 years at the firm and eight years of industry experience. He has been with Robinson Capital Management since 2007. Robinson Capital Management LLC is a fee-only registered investment adviser serving individuals, family partnerships, trusts, foundations, and corporate clients with discretionary portfolio management and financial planning. The firm manages approximately $77 million across about 62 client relationships, employing diversified portfolios with a combination of fundamental and technical analysis tailored to client-specific investment policy statements.

Eric Eisenhard is a financial advisor at Redwood Family Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and XO Wealth Management. Eisenhard is also a registered representative with Cabot Lodge Securities LLC. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, corporations, and other businesses. The firm offers tailored portfolio management and financial planning, employing a wide range of investment instruments and providing ongoing account monitoring and consultative guidance.

James Dawson is a CFP® with 27 years of experience in the financial services industry. He is currently with Broadview Wealth Partners in Boulder, CO, and has held roles at Raymond James Financial Services and Integrated Capital Management. In addition to his advisory work, he has a part-time role as an independent contractor for the University of Colorado. Broadview Wealth Partners serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management and financial planning. The firm uses a combination of qualitative and quantitative analysis to implement diversified asset allocation strategies, employing individual equities, fixed income, mutual funds, ETFs, and third-party money managers.

Andrew Friedman is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with AJF Capital Management, Inc. since 1991 and has also worked at American Portfolios Financial Services and Cambridge Investment Research. AJF Capital Management provides investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation framework based on Modern Portfolio Theory and offers strategies including ESG-screened Sustainable Asset Management and actively managed portfolios.

Roberto Dechellis is a financial advisor with Bonsai Advisors LLC in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes 12 years at Allianz Life Financial Services and Allianz Life Insurance Company of North America. He has been with Bonsai Advisors LLC since 2021 and involved with Bonsai, LLC since 2019. Bonsai Advisors LLC offers discretionary portfolio management, comprehensive financial planning, and model-portfolio services to a select client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses proprietary software to document investment strategies and employs a broad range of asset classes, conducting periodic account reviews and utilizing third-party platforms for trade execution.

Benjamin Teselle is a financial advisor at Dorato Capital Management in Denver, CO, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LBMZ Securities Inc, Zacks Investment Management, and The Larko Group. Teselle has been with Dorato Capital Management since 2020. Dorato Capital Management provides investment portfolio management primarily to individual clients, managing approximately $138 million across about 94 accounts. The firm employs a value-based, low-turnover buy-and-hold investment approach and offers tax preparation services alongside hourly investment-planning advice.

Kevin Alpert is a financial advisor at WMK Investment Partners with one year of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining WMK, he worked at Rockshore Wealth Partners for one year, Amynta Group for three years, and GM Financial for ten years. WMK Investment Partners provides advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation across various investment vehicles with quarterly reviews and discretionary rebalancing aligned with client risk profiles.

Gregory Berry is a financial advisor at Conscious Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Principium Investments LLC and the Impact Hub Association prior to joining Conscious Capital in 2019. Berry serves as a board director for The Clocktower Project, a nonprofit focused on climate change awareness, and advises a venture capital fund in regenerative agriculture. He is also involved in business development for an alternative asset management firm and works as a relationship manager for an advisory firm serving ultra-high-net-worth clients. Conscious Capital Wealth Management provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as charities, trusts, and business entities. The firm combines top-down macro analysis with bottom-up fundamental research, emphasizing long-term, value-based approaches while incorporating a range of investment vehicles and technologies.

Michael Olafsson is a financial advisor at IWR Advisors with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining IWR Advisors, Olafsson worked at CBRE, Nestle USA, and Starbucks Coffee Company. Outside of financial advising, he serves as the managing member of The Collectors Depot, LLC, a retail operations and consultancy business he has been involved with for over 25 years. IWR Advisors provides fee-only investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, employing both passive and active strategies, and manages portfolios on a discretionary basis with regular quarterly reviews.

Ted Devoe is a financial advisor at Millennium Portfolio Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Millennium Portfolio Advisors since 2005. In addition to his advisory role, he operates a part-time accounting and tax preparation business as a sole proprietor under the name T. Robert DeVoe, CPA. Millennium Portfolio Advisors provides discretionary investment advisory services to private clients, including individuals, trusts, and retirement plans. The firm employs a buy-and-hold investment strategy using low-cost mutual funds and ETFs, incorporates Fama-French three-factor analysis, and integrates tax compliance and accounting services for its clients.

William Knowles is a CFA® charterholder with six years of industry experience, currently serving at WMK Investment Partners in Denver, CO. His prior work includes positions at WMKI Group LLC and BMGI. Outside of his advisory role, he is the Chief Operating Officer of a privately held company investing primarily in automotive retail dealerships. WMK Investment Partners provides family-office style investment advisory services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation and discretionary portfolio management, offering consolidated reporting and outsourced family office capabilities through a membership with Family Office Resource Group.