Eric Alan Davis

Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Adam Barnai is the sole advisor at Barnai Asset Management in Boulder, CO, holding a Series 65 credential with 10 years of industry experience. He has managed Barnai Asset Management since 2014 and concurrently owns and operates a small construction company as a general contractor and builder. Barnai Asset Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and ETF-based strategies. The firm uses a top-down approach grounded in Modern Portfolio Theory with an emphasis on long-term market cycles, employing ETF-centric portfolios that include ESG options and, for suitable clients, tactical use of triple-leveraged ETFs with active monitoring and rebalancing.

Meera Meyer is a CFP® and holds a Series 65 license, with seven years of industry experience. She currently operates at Life.Money.Balance., an independent firm she has been with since 2017, following earlier roles at Dunston Financial Group and BSW Wealth Partners. Life.Money.Balance. provides holistic financial planning and coaching to individuals, families, and high-net-worth clients, including trusts and charitable accounts. The firm emphasizes long-term, asset-allocation strategies using ETFs and mutual funds, integrates behavioral and somatic decision-making tools into client meetings, and offers educational resources such as newsletters, group courses, and a membership platform.

Fernando Guardia Virreira is a financial advisor at Guardian Brothers with Series 65 and Series 66 registrations and one year of industry experience. He has worked at institutions including the University of Colorado Boulder and Finequities. Guardian Brothers Capital LLC provides portfolio management and financial planning services, tailoring portfolios to clients’ goals and risk tolerances using a range of analytical methods. The firm employs both a strategic buy-and-hold approach for standard fee clients and higher-risk, active strategies for performance-fee accounts.

Katherine Macauley is a financial advisor at Holos Consulting Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Ares Management and Goldman Sachs & Co. Holos Consulting Group provides advisory services focused on environmental, social, and impact investing for asset owners, asset managers, and non-profits. The firm specializes in project-based consulting related to impact-investing strategy development and ESG integration, primarily in private markets.

Jimmy Burton is a CFP® professional with 27 years of industry experience. He has been the principal advisor at Business Financial Strategies, Ltd. in Boulder, CO since 1993. Outside of financial advising, he serves as CEO, director, and shareholder of a small food manufacturing company, GBS Partners, Inc. Business Financial Strategies, Ltd. provides financial planning, investment management, and consulting services to individuals, small businesses, business owners, retirement plans, and trusts. The firm serves a limited client base with a long-term, buy-and-hold investment approach, primarily using non-discretionary account management and detailed trade recommendations.