Andrew Klein is a financial advisor with Paramount Associates Wealth Management in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Niagara International Capital Limited and Waddell & Reed, Inc. since 2009. Paramount Associates provides investment management, financial planning, retirement-plan advisory, and consulting services to individuals, family foundations, trusts, charitable organizations, and employer plans. The firm uses a comprehensive financial planning process and an economic-driven global asset allocation framework to construct diversified portfolios, including alternative and private investments, and offers both discretionary and non-discretionary account management with regular monitoring.

William Shriver is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Gilpin Wealth Management LLC and previously led Shriver Investments Inc. for 16 years. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across about 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing customized portfolios that incorporate asset allocation, tactical adjustments, fundamental and technical analysis, and modern portfolio theory.

Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, CO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at Nations Financial Group Inc. and M.S. Howells & Co. Allen regularly appears as a guest for market commentary on various Denver television stations. Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, family foundations, trusts, and employer retirement plans. The firm manages approximately $255 million in client assets and constructs diversified portfolios using equities, bonds, mutual funds, and ETFs, applying Modern Portfolio Theory and asset-allocation principles with regular portfolio reviews.

Rebekah Brooks is a financial advisor at Noble Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 17 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Cambridge Investment Research, Bluerock Capital Markets, and Fs2 Capital Partners. Noble Wealth Partners provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and businesses. The firm employs a passive investment approach centered on index funds and ETFs, managing discretionary accounts with integrated financial planning for qualifying clients.

Geoffrey Gervasini is a financial advisor at Wakefield Asset Management, LLLP with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Wakefield firms since 2003. Wakefield Asset Management, LLLP is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs quantitative, model-driven domestic equity strategies combined with multi-asset solutions and offers sub-advisory services, managing approximately $371 million in regulatory assets under management.

Ally Chanel is a financial advisor at Lundeen Abrams Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services and ABC Consulting, where she also serves as owner. Ally recently obtained her Colorado insurance license to assist clients in understanding annuity and insurance options. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm combines cyclical and quantitative analysis using both passive and active strategies, emphasizing ETFs and custom model portfolios, and its advisory staff are licensed insurance agents who provide additional non-investment services.

Jacob Impellicceiri is a financial advisor at Grantd Wealth, Inc. with seven years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Deloitte Consulting LLP and multiple firms affiliated with Avantax. Additionally, he provides tax preparation services through A.F. McGervey and Company. Grantd Wealth, Inc. is a small registered investment adviser offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting services. The firm employs a mix of ETFs, equities, fixed income, options, and tactical asset allocation, with an emphasis on tax-aware planning and annual formal account reviews.

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.

I help business owners, executives and retirees protect and grow their assets through financial planning and investment management. I provide comprehensive wealth planning to protect what you've earned, grow your assets, and enjoy your lifestyle. I'm passionate about helping business leaders and owners create a plan to convert their illiquid business and equity interests into a lifestyle they love. For over fourteen years I've worked with business owners and executives to help them reach their goals, reduce their risks, and invest appropriately so they have a clear path towards financial security and retirement. Our comprehensive planning addresses taxes, planning for when you will step away from or sell your business, strategies to deal with concentrated and illiquid equity, investment planning, retirement, insurance needs, and estate planning. We also help parents and grandparents with education planning. Prior to founding Summit Hill I helped lead the Rocky Mountain Region for a national Trust Bank. I am a Certified Financial Planner (r) and Chartered Financial Analyst charterholder. I studied Philosophy and Economics at Columbia University. I'm passionate about helping to make our world a better place and am honored to serve on the board of Arma Dei Academy. I also enjoy the outdoors through cycling, mountain biking, camping, and kayaking.

Wallace Darling is a financial advisor at Hansen & Associates Financial Group Inc. with a Series 65 credential and three years of industry experience. He previously managed Darling Wealth Management, LLC and has over a decade of experience with Lakewood Hills Investments, LLC. Outside of his advisory role, Darling is involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. Hansen & Associates Financial Group provides asset management, financial planning, and retirement consulting services to individuals, businesses, and plan sponsors. The firm uses a Tactical Asset Allocation approach with a proprietary algorithm focused on ETFs, emphasizing risk control and individualized portfolio management.

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.

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.

Joel Cavaliere is a CFP® with six years of industry experience, currently serving as a financial advisor at Blue Heron Capital in Englewood, Colorado. He previously worked at Brookstone Capital Management and held various roles at Colorado State University and Northwestern Mutual. In addition to his advisory work, he is licensed as a life and health insurance agent through an affiliated agency. Blue Heron Capital provides discretionary investment management, integrated financial planning, and consulting services to individuals, families, trusts, and high-net-worth clients. The firm employs an active, asset-allocation focused approach using equities, ETFs, mutual funds, fixed income, ESG, and alternative investments, managing client portfolios primarily on a discretionary basis.

Eric Eisenhard is a financial advisor with Redwood Family Wealth LLC in Golden, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James & Associates, XO Wealth Management, and Cabot Lodge Securities LLC, where he is also a registered representative. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm offers tailored portfolio management using a broad range of instruments and provides consultative financial planning alongside ongoing account monitoring and rebalancing.

Linda Gardner is a financial advisor at Blue Heron Capital with 15 years of industry experience. She holds a Series 65 designation and has worked at Blue Heron Capital since 2003, with a 13-year tenure at Brookstone Capital Management in between. Gardner is also a co-owner and insurance agent for life and health insurance through Blue Heron Capital's affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused approach that customizes portfolios using third-party tools and model managers, and it operates its own wrap fee program while offering financial planning and consulting services.

Ethan Braid is a CFA® charterholder with 24 years of industry experience. He has been with Highpass Asset Management LLC since 2011. The firm provides discretionary investment management along with financial planning and wealth management services to high-net-worth families, individuals, pension and profit-sharing plans, and trusts and estates. Highpass Asset Management typically requires a $1,000,000 minimum and employs a diversified investment approach using ETFs, individual equities, mutual funds, and occasionally options and derivatives.

Aaron Anderson is a CFP® and ChFC® credentialed advisor with 17 years of industry experience. He has worked at FIT Asset Management since 2018 and previously at Private Capital Management LLC from 2015 to 2018. Anderson also serves as a part-time lecturer in financial planning at the University of Colorado. FIT Wealth Management serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a proprietary scoring system combining fundamental and technical analysis and offers consulting and separately managed account services to other advisors and institutions.