Cassandra Jo Chadwick

Chris Malouf is a financial advisor at XCountry Financial in Poncha Springs, Colorado, with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial, PFS Investments Inc., and Primerica Financial Services. XCountry Financial provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs a Modern Portfolio Theory approach, utilizing both passive and active strategies, and incorporates third-party model strategies accessed through Schwab Advisor Services.

We’re a different kind of wealth management firm. Mandala Financial Advisors was founded on the principle that progressive-minded people deserve financial guidance that helps them succeed without compromising what they value—a more sustainable and just world. Our clients come to us at all stages of life, each with unique circumstances and goals. But they tend to share a few things: They value personal wellness, are lifelong learners, and care deeply about their communities and the world around them. Many are academics, medical professionals, nonprofit leaders, and business owners or entrepreneurs. Most are women. They tend to be thoughtful, compassionate, community-minded people who believe in “thinking globally and acting locally.” Our mission is to help you maximize the likelihood of achieving your financial goals, replace financial stress with greater confidence and wellness, and empower you to create positive social and environmental change. We use holistic financial planning to bring all facets of your financial life together into a personalized roadmap. Just as important is the ongoing coaching we provide, helping clients make thoughtful financial decisions as their lives evolve. For clients who want their investments to reflect their values, we use a rigorous process to evaluate ESG and sustainable investment strategies that balance financial objectives with social and environmental priorities. As a fee-only Registered Investment Adviser, we are compensated solely by our clients—not through commissions for selling products. I have more than 25 years of experience providing sophisticated, caring financial guidance and am a CFP® professional. I earned an MBA from the University of Chicago Booth School of Business and a B.S. in Mathematics from Loyola University Chicago. I’m openly gay, an experience that taught me early in life to embrace what makes each person unique. I’m passionate about community service, the environment, human rights, and the arts. I’m also an outdoor and fitness enthusiast and a student of secular Buddhism—always learning and growing. Visit mandala.financial to learn more and schedule a complimentary, no-pressure introductory meeting.

Brett Spurr is a CFP® with 22 years of industry experience and has been the principal of Spurr Financial Planning, Inc. since 2003. He is based in Salida, Colorado, and holds a Series 65 license. Spurr Financial Planning, Inc. provides automated investment management primarily for smaller account sizes through a risk-profile-based model portfolio approach using ETFs, ETNs, and mutual funds. The firm combines a low-minimum automated program with access to comprehensive financial planning and occasional project-based consulting services.

Christopher Muecke is a financial advisor at Salida Financial Advice and Planning in Salida, Colorado, with 15 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Cambridge Financial Advisors LLC. Outside of advising, he and his wife run a small jewelry business under Rakkasse LLC dba Anatolia Arts. Salida Financial Advice and Planning offers full-service and project-based financial planning and investment advice to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored investment programs with non-discretionary advisory relationships and incorporates fundamental analysis, modern portfolio theory, and quantitative methods in its approach.

Robin Bess is a financial advisor at Cambridge Financial Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Cambridge Financial Advisors since 2007. Cambridge Financial Advisors is a fee-only firm serving individuals, trusts, estates, and charitable organizations. The firm employs a passive, buy-and-hold investment approach using low-cost mutual funds and ETFs, offering tailored financial planning and advisory services on a fixed-fee basis.

Cynthia Durand is a financial advisor with Together Wealth Group LLC, holding a Series 65 designation and based in Salida, Colorado. She began her advisory career in 2026 and has prior experience at Precept Law Group and a long tenure at SSA Marine. Together Wealth Group LLC offers automated, algorithm-driven investment advisory services to individual and high-net-worth clients through an interactive online platform. The firm’s approach uses proprietary software models to create and rebalance portfolios based on client inputs, covering a broad range of investment options including private placements and venture capital.