Allison Schmidt is a CFP® professional with 17 years of experience in the financial industry. She is a principal at Higgins & Schmidt Wealth Strategies LLC, where she has worked since 2010, and has prior experience at Raymond James Financial Services and Edward Jones. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management services to individuals, charitable organizations, and businesses. The firm follows a long-term investment approach based on modern portfolio theory and manages approximately $279 million across a four-advisor team.

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management LLC is a registered investment adviser with a four-advisor team managing approximately $227 million for individuals, pension and profit-sharing plans, charities, and corporate clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a range of strategies including asset allocation, fundamental and technical analysis, and modern portfolio theory across diversified instruments.

Peter Pittman is a CFP® professional with 15 years of industry experience, currently serving at Aspen Leaf Wealth Management, PBC since 2020. He previously worked at Tedstrom Wealth Advisors, LPL Financial, and Wells Fargo Clearing. Aspen Leaf Wealth Management, PBC provides fee-only discretionary investment management and integrated financial planning to individuals, families, trusts, and small-business retirement plans. The firm emphasizes a strategic, asset-allocation approach with ESG integration, focusing on ETF-based portfolios managed primarily on a discretionary basis.

Michael Rochman is an advisor at WMK Investment Partners in Denver, CO, holding Series 63 and Series 65 licenses with no prior industry experience. He is a principal and member of the investment committee at Volta Energy Technologies, a venture capital firm where he has served since 2019. WMK Investment Partners provides investment advisory and family-office style services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm’s investment approach emphasizes strategic asset allocation across various asset classes, quarterly portfolio reviews, and discretionary rebalancing tailored to clients’ risk profiles.

Brian McDonald is a financial advisor at Grantd Wealth, Inc. in Denver, CO, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and Charles Schwab & Co., Inc. Grantd Wealth, Inc. is a recently reorganized registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services primarily for individual clients. The firm employs a tailored investment approach using ETFs, equities, fixed income, options, and technical and fundamental analysis, with an emphasis on tax-aware planning and occasional use of third-party subadvisors.

John Brant is a financial advisor at BZ Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 65 designation and previously founded Branzan Investment Advisors, Inc., where he has worked since 2002. Outside of his advisory role, he manages several family investment companies and serves as trustee for multiple charitable and life insurance trusts. BZ Wealth Advisors, LLC offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on a long-term, asset-allocation driven investment approach using low-cost mutual funds, ETFs, and other investment vehicles tailored to client needs.

John Brant Jr. is a CFA® charterholder with 19 years of industry experience. He is the sole advisor at BZ Wealth Advisors, LLC, where he has worked since 2025, following a concurrent 15-year tenure at Branzan Investment Advisors, Inc. He is involved in managing investments in illiquid alternative assets through several private ventures. BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, asset-allocation driven investment approach using primarily low-cost mutual funds and ETFs, supplemented as appropriate with individual securities, independent managers, and alternative investments.

Ethan Anderson is a CFP® credentialed financial advisor at Denewiler Capital Management Inc with five years of industry experience. His prior roles include work at Texas Mountain Flora and AnderMill LLC, where he has been involved for several years alongside his advisory career. Denewiler Capital Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts by providing discretionary portfolio management and comprehensive financial planning. The firm follows a value-based, long-term approach focusing on dividend growth and hand-constructed equity and fixed-income portfolios.

Jack Aksan is a financial advisor at Catey, Inc. in Denver, CO, holding a Series 65 designation with three years of industry experience. He has served as Chief Executive Officer and 100% shareholder of Catey GmbH, a Zurich-based investment advisory firm, since 2000. Catey, Inc. provides discretionary investment management primarily to high-net-worth individuals, business, and institutional clients. The firm employs a blended growth and value investment process incorporating technical momentum, earnings revisions, and valuation metrics, while monitoring macroeconomic and market indicators to guide portfolio positioning and risk management.

Mark Butler is a financial advisor at Butler Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Butler Financial Services since 2002. 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 supported by wealth-management services and financial consulting, using a combination of fundamental analysis, passive index exposures, and selective active security selection, including tactical risk-management strategies involving derivatives.

Chad Hume is a financial advisor at Capital Asset Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at several private banks and financial firms, as well as involvement with various sports and recreational organizations such as the Colorado High School Activities Association and the American Alpine Club. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, offering a range of model-based mutual fund and ETF strategies alongside custom managed accounts. The firm emphasizes fundamental analysis with multi-year investment horizons and utilizes third-party platforms including Envestnet and SEI.

Robert Persichitte is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Delagify Financial. His prior roles include work at Metropolitan State University of Denver and the City and County of Denver. Delagify Financial provides comprehensive financial planning, investment analysis, and consulting services to individuals, trusts, estates, and business entities. The firm emphasizes a planning-first approach with one-time planning products, assessments, and consultations, and is noted for its affiliation with accounting services and educational seminars.

Craig Rottman is a financial advisor at Financial Strategies Group with 22 years of industry experience. He holds a Series 66 designation and has worked with firms including Aurora Securities Inc. and Secure Asset Management. Outside of finance, he serves on the RCSC Certification Committee, overseeing seminary candidates seeking ordination in the RCA. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans, providing portfolio management and financial planning services. The firm employs firm-developed model portfolios based on Modern Portfolio Theory, primarily investing in mutual funds and ETFs.

Brendan White is a CFP® with six years of industry experience, currently serving as an advisor at Essential Partners LLC in Denver, CO. His prior experience includes roles at Cerity Partners LLC, Janiczek Wealth Management LLC, and Charles Schwab & Co., Inc. Essential Partners LLC provides discretionary asset management and comprehensive financial planning to high-net-worth individuals, business entities, trusts, estates, and charitable organizations. The firm employs a bespoke investment process that emphasizes global diversification and an economic-environment framework, combining active and passive strategies with fundamental analysis.

Kevin Malloy is a financial advisor at Focus Point Capital LLC with a Series 65 designation and one year of industry experience. He has been associated with Focus Point Capital and FPF Wealth LLC since 2026 and has been involved with End5 Insights LLC since 2013. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, functioning mainly as a subadviser or third-party portfolio manager. The firm offers discretionary management and non-discretionary model portfolios through strategies that emphasize standardized approaches using ETFs and proprietary risk frameworks.

Warren Denewiler is a CFA® charterholder with 27 years of industry experience. He is the principal of Denewiler Capital Management Inc in Denver, CO, where he has worked since 1991 after a decade at Sage Investment Management. Denewiler Capital Management advises individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts, offering discretionary portfolio management and comprehensive financial planning. The firm employs a value-based, long-term discipline focused on dividend growth, managing hand-constructed portfolios with a target holding horizon near ten years.

Peter Huffman is a financial advisor at P.A. Schopen & Associates, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and Evergreen Investing prior to joining his current firm. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, using a combination of discretionary and non-discretionary management tailored to client objectives. The firm employs a hybrid investment approach that integrates actively managed mutual funds and passive ETFs, and it manages client assets in-house while utilizing a broad range of products and strategies, including structured notes and cryptocurrency exposure.

Jennifer Vandusseldorp is a CFP® with two years of industry experience, currently serving at tru Independence Asset Management 2, LLC. Her prior roles include positions at R. Kent Harris & Associates, Computershare / NewRez, and Fidelity Investments. tru Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, providing both discretionary and non-discretionary investment management as well as standalone financial planning and consulting. The firm employs a blended investment approach using active and passive strategies across various asset classes and utilizes independent managers and sub-advisors in its portfolio management.

Alicia Duong is a CFP® professional with eight years at Wealth Engineers, LLC and a total of 14 years of industry experience, including 12 years at Raytheon. She is based in Denver, CO. Wealth Engineers, LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm emphasizes low-cost, diversified portfolios grounded in modern portfolio theory and offers discretionary investment management alongside financial planning and retirement-plan consulting.

Dede Smolen is a CFP® professional with 18 years of industry experience and has been with Innovative Financial, LLC since 2003. She is based in Lakewood, CO, and works at a firm that combines ongoing financial planning with discretionary portfolio management. Innovative Financial serves individual and institutional clients with integrated wealth management that includes financial planning, tax services, and educational seminars. The firm’s investment approach is based on Modern Portfolio Theory and the Fama–French multi-factor framework, with globally diversified portfolios that emphasize smaller-cap and value-oriented equities alongside fixed income and REITs.