Shawn O'Keefe is a financial advisor at Summit Wealth Strategies with 31 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked with several firms, including Impact Partnership Wealth, Resources Investment Advisors, and RedHawk Wealth Advisors. Outside of advisory work, he is involved in managing insurance and investment services through Summit Wealth Strategies and owns a marketing company. Summit Wealth Strategies provides portfolio management and financial planning primarily to individual and corporate clients. The firm uses a combination of active and long-term trading strategies supported by various analytical methods to build diversified portfolios across multiple asset classes.

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.

Robb Stone is a financial advisor at Causey Wealth LLC with 23 years of industry experience. He held positions at Credit Suisse Securities (USA) LLC for 11 years and Causey Demgen Moore Pc for 11 years before joining Causey Wealth in 2024. He holds a Series 66 designation. Causey Wealth LLC offers financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to 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 guided by a customized Investment Policy Statement and an internal Investment Committee.

Jonathan Bonner is a financial advisor at Rowley Financial LLC and holds a Series 65 credential. He has one year of industry experience, previously working in various roles outside the financial services sector, including positions at Enterprise Mobility and Northern Virginia Pediatric Associates. Rowley Financial LLC provides portfolio management, pension consulting, and financial planning services to individuals, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term trading approach, managing approximately $86.8 million in assets for about 63 clients.

John Fitzgerald is a financial advisor at Blue Heron Capital with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and the United States Air Force. He is a member of the Financial Planning Association of Colorado. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation centered approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing accounts primarily on a discretionary basis.

Aidan Schultz is a financial advisor at Capstone Investment Financial Group, LLC with Series 65 credentials. He has been with Capstone since 2026 and has a background as a student at Colorado State University from 2022 to 2025. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk assessment and management through proprietary model strategies and discretionary portfolio management.

Michele Pensa is a financial advisor at Infinity Wealth Management, Inc. in Denver, CO, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Infinity Wealth Management since 2005, including through its current iteration since 2017. In addition to her advisory role, Pensa serves as an affiliate faculty instructor at Metro State University of Denver. Infinity Wealth Management provides individualized portfolio management primarily for individual and high-net-worth clients, focusing on asset allocation tailored to clients’ goals, risk tolerance, and time horizon. The firm uses mutual funds, ETFs, and variable annuities, offers both discretionary and non-discretionary management, and conducts regular account reviews and rebalancing.

Douglas Klein is a financial advisor at Peak Financial Guidance LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Edward Jones and Prudential Advisors. Before his financial services career, he was involved with Faith Presbyterian Church for 25 years. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering both discretionary and non-discretionary portfolio management and financial planning with no minimum account size. The firm’s investment approach is tailored to clients’ objectives, time horizon, and risk tolerance, incorporating various strategies and regularly reviewing accounts.

Brian Miller is a financial advisor at FIT Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with FIT Asset Management, LLC since 2015. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning, while also providing consulting, signal agreements, and separately managed account services to other advisors and institutions. The firm uses a proprietary FIT Scoring System combining fundamental and technical analysis to guide investment decisions and discloses the use of borrowing and derivatives in its strategies.

Philip Luccock is a CFP® with 23 years of industry experience and has been with Financially Speaking, Inc. since 1991. He holds a Series 63 license and is a partner in a real estate business outside of his advisory work. Financially Speaking, Inc. is a small, fee-only firm serving individuals, trusts, estates, charitable organizations, and business clients with financial planning and portfolio management. The firm employs an active trading approach focused on loss avoidance and tactical asset allocation, primarily serving mid- to upper-income households rather than high-net-worth clients.

Akram Hassan is a financial advisor at Regista Financial Strategies, LLC, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, retirement plans, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored asset-allocation approach combining passive and active strategies, and it places a particular emphasis on specialized financial planning such as divorce financial planning.

Anant Mehta is a financial advisor at Peak Financial Guidance LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Peak Financial Guidance in 2021, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Mehta also operates ASM Financial, Inc., an S corporation involved in life and health insurance sales. Peak Financial Guidance LLC provides investment advisory services primarily to individual clients, offering tailored portfolio management and financial planning without a minimum account size. The firm integrates various investment strategies and includes financial planning as part of its asset management services.

Dustin Schick is a CFP® with eight years of industry experience currently serving at Evergreen Private Wealth. His prior roles include positions at Independent Financial Partners and Fidelity Brokerage Services LLC, as well as experience as an independent advisor. He previously worked at Air Methods Corporation before entering the financial services industry. Evergreen Private Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes multi-decade and transgenerational investment strategies, utilizing a range of analysis methods and investment vehicles under discretionary authority.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 designation with experience dating back to 2015. She has professional involvement with RG Financial LLC and PKS Enterprises LLC since 2015. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a tailored asset-allocation framework combining passive and active strategies and features a specialized focus on divorce financial planning supported by credentialed personnel.

Brian Lockhart is a financial advisor with Peak Capital Management, LLC in Greenwood Village, CO, holding a Series 63 designation and 31 years of industry experience. He has been with Peak Capital Management since 2006 and is also affiliated with Shepherd Kaplan Krochuk LLC. Outside of his advisory role, Mr. Lockhart serves as an unpaid director for Newdea, a nonprofit focused on economic development in the developing world, and as an unpaid board member for NanoDX, Inc., a medical device company. Peak Capital Management provides investment management, financial planning, and sub-advisory services to a diverse client base, including individuals, pension plans, charitable institutions, and businesses. The firm employs an absolute-return, risk-focused investment philosophy that aligns client risk profiles with tactical, diversified model portfolios.

Jonathan Zeschin is a CFP® professional with 24 years of experience in the financial industry. He has been with Essential Investment Partners, LLC since 2009 and also operates JZ Partners LLC. Essential Investment Partners is an SEC-registered investment counsel and wealth management firm serving individuals, family entities, trusts, retirement plans, and charitable organizations. The firm focuses on customized portfolio management centered on an earnings-growth–driven U.S. mid/large-cap equity strategy, with client portfolios guided by individually developed Investment Policy Statements.

Noelle Diak is a financial advisor at Oatley & Diak, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has operated her firm since 2003. Outside of her advisory work, she runs a home daycare. Oatley & Diak, LLC provides financial planning and investment management services to individuals, families, trusts, and family businesses. The firm focuses on customized portfolios for higher-asset households, utilizing individual securities and funds with a strategic asset allocation approach based on fundamental analysis and manager research.

Nathaniel Mc Harg is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Noble Wealth Management P.B.C. He has held roles at multiple firms, including Northwestern Mutual and Chris Rhyme, and has worked as a senior analyst for The Business Transition Group. Mc Harg also has experience with the University of Denver Athletic Department. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework with fundamental, technical, and quantitative analysis.

Jason Hilliard is a financial advisor at Forecast Capital Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Forecast Capital Management since 2013, including roles at Great Point Capital and Sowell Financial Services. 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 employs a Global Macro long/short approach with tactical asset allocation and alternative investments, tailoring portfolios using a proprietary Risk Assessment Questionnaire and ongoing monitoring.

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.