Financial Advisor in Englewood, Colorado

Mark is a CERTIFIED FINANCIAL PLANNER™ in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and co-founder of The Bacchanalian Society of Denver.

About Infinium Investment Advisors

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today. In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them). Although the large Wall Street firms had years of history and succcess behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite. We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.

Chris has over 19 years of experience in the investment industry and has been a Certified Financial Planner® since 2003. He and his wife Tara love spending time with their daughters, Lydia and Caroline. Chris is the chair of the board of 100+ Men Who Care Denver Chapter. He recently was a candidate for Colorado State House in 2018.

About Christopher Lee Financial

Christopher Lee Financial is a wealth management firm in Centennial, CO, serving clients across the country. We are committed to ensure a deep understanding of our clients. Wealth management is more than investing. It includes all the financial planning needs of an individual or family. Wealth management is also about risk adjusted returns. We work to fulfill your needs based on your risk level. We know our clients have access to an extensive amount of information regarding their finances which can be overwhelming. Our objective is to use this information to become your trusted financial management experts. Our firm will coordinate economical strategies with our clients to ensure quality financial management and planning that will work for your goals and objectives.

About Trilogy Financial

Diane is a Vice President of Wealth Planning at Trilogy Financial Services, as well as an Investment Advisor Representative at Trilogy Capital. She holds the Securities Series 6, 63 and 7 registrations with LPL Financial, and her Series 65 registration with Trilogy Capital. In addition, Diane is licensed in Life, Health, Disability and Long Term Care. Diane also works closely with professionals in Tax & Estate Planning, Business Planning, Real Estate, Mortgage, and other areas of financial services, to assist her with the planning efforts of her clients. These entities together create a pillar of education, knowledge and collaboration to help Diane's clients work towards their financial goals. Diane strives to stay on the cutting edge of information.

Mr. Eichenwald is the CEO and Senior Investment Executive with Triumph Capital Management. He is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania Wharton School of Business. He holds the following securities registrations, Series 7, 66 and 24 and is also licensed to offer life, disability, health, and long-term care insurance. Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Streets largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.

About Triumph Capital Management

Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them pursue their goals. Our staff consists of experienced professionals with a hands-on approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients.

Martin joined Brown and Company, Inc. in 2015 to help lead business development and client acquisition efforts. He is also actively involved with investment research and due diligence, chairing Brown and Company's Investment Committee. Not quite a Colorado native, Martin moved to Colorado in 1995 with his family, attending Kent Denver School. While in high school, he quickly grew to love the mountains, Colorado sunshine, and the Denver Broncos. Martin graduated with a Bachelor's degree from Georgetown University and an MBA from Yale School of Management. Working for Goldman Sachs in San Francisco after business school, Martin left the firm to return to Colorado in 2011. Martin and his wife Jessica live close to Denver with their two young children, Eleanor and Patrick. In his free time, Martin loves to run, ski and play ice hockey. Martin remains active in the Denver community, serving on the board of the Denver Botanic Gardens Endowment and the advisory board of Colorado Uplift

About Brown and Company

Brown and Company, Inc. is a nationally recognized, private wealth management firm specializing in comprehensive financial planning and independent investment advice. Focused on individual families, Brown and Company has been providing strategic financial guidance to help manage the wealth of unique clients just like you since 1988.

Andy Lyford is a Fourth Generation Denver Native. He graduated from Denver East High School and attended Trinity College in Hartford, CT, where he received his BA. Andy has spent his entire professional career as a Financial Advisor; a span of over 27 years. He has been affiliated with LPL Financial since 1997 and established Charlton Investment Services in 2000. Andy offers a full range of financial products from traditional (stocks, bonds, mutual funds, etc.) to alternatives (Hedge funds, Private Debt/Private Equity, Managed Futures, etc.). He has been married for 23 years and is the proud father of Grace,11, Sydney Dog, 7 and Molly Cat, 9. Andy's Series 6, 7, 24 and 63 held with LPL Financial.

About Charlton Investment Services, Inc.

At Charlton Investment Services we work hard to create one-on- one, long -term relationships focusing on all of our client's financial needs. Our Team approach to investment advice centers around your particular financial hopes and dreams. We know how critical aspirations such as sending your child to the right school, providing for a comfortable retirement, and financial independence late in life are to creating Financial Confidence.

About Cornerstone Asset Management

Cornerstone Asset Management is an independent financial services firm based in Denver, Colorado. We operate as a branch office of Securities America, Inc.member FINRA/SIPC. We specialize in comprehensive financial planning and dynamic asset allocation strategies. Whatever your needs may be - portfolio management, retirement planning, estate planning, risk management, money management or educational planning -we offer strategies that are consistent with your unique values, goals and financial objectives. We provide a variety of portfolio management solutions including our Active Tactical Asset Allocation Modeling system. Our Investment Advisory Services are offered through CUE Financial Group, Inc., a SEC Registered Investment Advisor. Our mission at Cornerstone Asset Management is to provide exceptional service and to help our clients reach their goals for the reasons that are most important to them.

. Herb White is founder and president of Life Certain Wealth Strategies. He is a Certified Financial Planner™, a respected speaker and author with a B.A. in Economics and a Masters in Business Administration. Herb’s mission is to help clients build and maintain wealth and assist them in achieving their financial goals by using time tested strategies and providing objective financial guidance. Herb is committed to helping his clients understand their investment options and alternatives. With nearly 20 years of financial planning experience, Herb has been featured numerous times on Denver television stations KUSA (channel 9), KMGH (channel 7), KCNC (channel 4), and KDVR (channel FOX 31). His financial articles and quotes have appeared locally and nationally in publications including: Accounting Today, Denver Business Journal, National Underwriter, Northern Colorado Business Report, American Banker, 5280 Magazine, Advisor Today, Investment News and many others. Herb is a member of The Financial Planning Association, The National Association of Insurance and Financial Advisors and he has the professional designations Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner™ (CFP), and Series 4, 7, 24, 63, and 65 securities licenses. His personalized advisory services include: Comprehensive Financial Planning, Stock Option Exercise Planning, Pre and Post Retirement Income Distribution Planning and Risk Management Strategies. Securities and Investment Services offered through Woodbury Financial Services member FINRA, SIPC and a Registered Investment Advisor. Life Certain Wealth Strategies and Woodbury Financial Services are not affiliated entities.

About Life Certain Wealth Strategies

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER^™ (CFP^®) certification(s). Bachelor or Arts in Business Administration from Hanover College. Married to Wenda for 25 years. They have two children, Oliver and Mason and two dogs, Gomer and Earnest T. Phil enjoys bike riding, camping and trail motorcycle riding in his free time.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Dan Grote has over 17 years of experience in the financial planning profession assisting his clients with their planning for retirement, college, insurance, and investment management. He works with NextGen business owners, independent contractors, corporate executives, professionals, and retirees, serving as their financial Sherpa for their future endeavors. Dan received a Bachelor of Arts in International Business from Fort Lewis College and holds the CFP® and BFA" certifications. As a Certified Financial Planner®, Dan guides his clients pursuit of financial peace through the planning process. Behavior plays a major role in investment and financial planning success which is the emphasis of the Behavioral Financial Advisor" designation. Dan volunteers for a number of nonprofit organizations, including The American Colon Cancer Society, Mount Saint Vincent Home, Palomino Pals, and Save Our Youth. Dan and his wife, Dana, have three children, Brendan, Alaina, and Liam. In their spare time, they enjoy the Colorado outdoors. Dan's lifelong dream is to earn his private pilot's license.

About Latitude Financial Group, LLC

The "latitude" in Latitude Financial Group represents freedom from narrow restrictions and freedom of action and opinion. Because we are an independent firm, we are able to direct our clients toward their own form of latitude. We are not owned by any insurance or investment company, so we do not have corporate red tape or contractual obligations that require us to operate with our clients in any certain fashion. Our approach is to help you develop a financial program that is custom-tailored based on your personal goals, needs, and individual situation. We help you focus on what's most important to you, pinpointing your financial objectives and identifying specific strategies designed to turn your dreams into realities. At the same time, "latitude" also brings to mind a sense of direction. That is equally fitting because we help you create a financial map that will help guide you from where you are today to where you want to be tomorrow.

Joined Financial Engines in 2014. Began her career in the financial services industry in 1996. Successfully completed the Series 65 examination administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attended Metropolitan State University. Married to Philip. They have one child, Jakobie. She enjoys spending free time with her family. She also enjoys reading, yoga, hunting for vintage items, camping in the mountains and DIY projects with her husband.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 9, 10, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER^™ (CFP^®) certification(s). Bachelor or Arts in Business Administration from Hanover College. Married to Wenda for 25 years. They have two children, Oliver and Mason and two dogs, Gomer and Earnest T. Phil enjoys bike riding, camping and trail motorcycle riding in his free time.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Joined Edelman Financial Engines in 2009. Began her career in the financial services industry in 2006. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP^®) and the Certified Fund Specialist (CFS^®) certification(s). Bachelor's degree in Business Administration from the University of Colorado in Boulder. Married to Joshua. They have two children.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews¹ and Barron's², with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); ²The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.