DeeDee Baze

Peter Burns is a financial advisor at Sankala Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Techniservices Inc. and the University of Colorado Boulder. Outside of his advisory role, he is a partner in two real estate holding companies, Catalina Properties LLC and Catalina Properties II LLC. Sankala Group LLC provides discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a value-biased fundamental and technical risk management approach to global equity portfolios and uses a range of investment vehicles including ETFs, closed-end funds, and option strategies.

Kate Grace is a financial advisor at Sankala Group LLC with a Series 65 designation and no prior industry experience. Before entering the advisory field, she was a professional athlete from 2014 to 2016 and has operated FastKate LLC since 2017. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, focusing on diversified global equity portfolios. The firm integrates macroeconomic themes with value-biased fundamental analysis and technical risk management, employing strategies such as derivatives and short selling that are uncommon among similar team-based advisory firms.

Thomas Denkenwolf is a financial advisor with Sankala Group LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Sankala Group since 2016 and previously spent five years at Bank of America, N.A. He serves as Vice President on the Board of Directors for the Front Range Mensa Group and is a member of the endowment committee for the Unitarian Universalist Church of Boulder, providing investment consultation and oversight. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a range of instruments, including ETFs, closed-end funds, and option strategies.

Harold Hallstein is a financial advisor with Sankala Group LLC in Lyons, CO, holding a Series 65 designation and 15 years of industry experience. He has been with Sankala Group since 2010. Hallstein serves on the board of directors for the Winter Wildlands Alliance, a nonprofit organization, providing committee-level input on reserves investment. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a variety of securities and strategies.

Gerard Gloisten is a financial advisor at Core Wealth Partners LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities, Inc. and GBS Financial Corp. Outside of his advisory role, he is also active as an insurance agent with various insurance agencies. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by a proprietary real-time risk management system.

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Finlit Wealth LLC, and LPL Financial. Outside of his advisory work, he serves as a volunteer firefighter in Allenspark, CO. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets with a majority overseen in a non-discretionary capacity.