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 Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

About Infinium Investment Advisors, LLC

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 success 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.

WHY USE PERSONAL CAPITAL

FREE FINANCIAL TOOLS

See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more.

PERSONALIZED ADVICE FROM AN ADVISOR THAT LISTENS

Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients.

DYNAMIC, DIVERSIFIED PORTFOLIOS

Dynamic, Diversified Portfolios: Proprietary SmartWeighting" technology helps minimize the risk of market drops by automatically rebalancing portfolios.

ACCESS TO EXPERTS AND SPECIALISTS

Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving.

TRANSPARENT FEES

Transparent fees: Clients pay one flat fee for all of our wealth management services.

FIDUCIARY ADVSORS

We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investor's financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.

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.

Stephen Gordon, the firms President, has spent over Twenty years as a financial advisor serving the retirement and financial planning needs for private clients and small businesses. Stephen holds his Bachelor of Arts Degree in Economics and finds his passion in hands on wealth and portfolio management. He has developed the firms proprietary tactical asset management strategies. Cornerstone Asset Management offers those solutions within our wealth management platforms. While second in importance to honesty and integrity, his credentials and experience are paramount to providing his clients confidence inspiring & value added financial advice, and wealth management solutions.

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.

Mark established Wealth Partners Inc. in 2003 with the desire to provide unbiased financial services to meet the challenges of today's investors on an individual basis. With over 42 years of experience, he has navigated through the last 5 major market meltdowns. The knowledge gained through this experience has given Mark the perspective to not only plan for the best of markets, but also for the inevitable worst of market conditions. When establishing a sound financial strategy, the importance of avoiding losses has been proven to be a greater long term value than trying to pick market winners.

About Wealth Partners, Inc.

Welcome to Wealth Partners. Our advisory firm provides unbiased independent advice and management to a limited number of clients. Our mission is to be the trusted advisor for all aspects of our clients financial lives. We integrate a broad range of products and services into comprehensive investment solutions. We serve our clients to help with wealth management, income distribution, asset management, & protection with insurance. People are realizing the damaging effects a volatile stock market can have on their investment and retirement portfolios. Investors are recognizing the "buy and hold" investment strategies that flourished in the past, provide little protection from loss in today's uncertain economic climate. This economy is too volatile to simply buy and forget. Investors are unwilling to take the downside volatility the stock market has experienced over the past decade. Many of our clients have relied on us to take appropriate action to help manage risk when the market declines. Our clients are seeking consistency in their investment strategy and ultimately they are turning to us to help them achieve their investment objectives.

Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.

About Callahan Financial Planning Company

Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.

Since 2014, I've enjoyed helping my clients with their financial planning challenges and investment strategies. Together, we create a roadmap they can follow to help them prepare for and achieve their retirement goals. In my spare time, I enjoy spending time with my kids and grandkids. Im also an avid hiker, biker, skier and hunter.

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.

Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. My wife, Tamia, is a full time mom and is my hero! We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen. We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix. We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter. We love to travel and explore new places when we have the chance.

About Ethos Financial Partners

You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

As a financial advisor, I help de-mystify the process of achieving financial goals.

About Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Your financial goals are unique, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant.

When I'm not at work, Im with my husband Josh and two boys, Anders and Owen. Im a Colorado native and enjoy hiking in our gorgeous mountains, yoga, travel and watching Netflix when I dont feel like being active.

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.

Patrick has more than 25 years experience in the financial services industry and has helped thousands of people work towards achieving their financial goals. Under Patricks leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business. Patrick finds it deeply rewarding to take the complexities of a family's finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them. Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser. Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When hes not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.

About Patrick Lynch Financial

At Patrick Lynch Financial, LLC we believe business is about relationships, not just transactions. A core principle guides us in each and every client relationship: Always do what's right for the client, do so with integrity and honesty, and help as many people as we can!

Paul D. Spurlock, CRPC has 18 years of experience as a licensed advisor. As one of the country's leading experts in the field of retirement income planning, the unique and advanced planning techniques that he utilizes enables him to produce retirement income and preservation of principal strategies for his clients that are greatly sought after in today's economic environment. He frequently acts as a consultant to numerous other financial advisors around the country, CPA's, and attorneys who are also looking for the best solutions to their clients' needs. As the founder and President of ARIS Wealth Management, LLC, Paul has made it his personal mission to educate the American public about the necessity of re-designing their portfolios correctly for the Income / Preservation Phase of life. Paul believes that when it comes to achieving predictable, stable retirement income and preservation of principal, most people are simply looking for a better way to do things, and that is what he and ARIS Wealth Management, LLC are here to give them.

About ARIS Wealth Management, LLC

We specialize in helping retirees and pre-retirees redesign their portfolios correctly for the Income / Preservation Phase of life. The goal is to provide predictable income, stable growth, and preservation of principal simultaneously through mathematically correct portfolio design.

As a financial planner, my role is to analyze and monitor my clients finances to help them maximize the income that will be available to them for the rest of their lives. Before focusing on finance, I served as an aviator in the U.S. Navy for eight years. I still fly actively today as a private pilot. I also enjoy downhill skiing, windsurfing and solving escape room puzzles with my family.

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.