Julian Briscoe Heron III

Aaron Locker is the sole advisor at Ellis Financial Solutions LLC in Longmont, CO. He holds Series 65 and Series 66 designations and has four years of industry experience. Prior to founding his current firm in 2025, he worked at Summit Financial Planning and Edward Jones. Outside of financial advising, he manages Ellis Bottom Line Bookkeeping, a tax management and preparation business. Ellis Financial Solutions provides investment management, financial planning, and retirement plan consulting primarily for individuals, high-net-worth clients, and employer plan sponsors. The firm employs an asset-allocation approach based on modern portfolio theory, using a blend of passive and active mutual funds and ETFs, and offers specialized ERISA fiduciary services and pension consulting.

Adam Robinson is a CFP® with 26 years of industry experience. He currently serves as the sole advisor at SevenWealth LLC and previously worked at Commonwealth Financial Network for 20 years. Outside of his advisory work, he owns Chill303, LLC, a business focused on cryotherapy and instasculpting, and serves as a board member for Niwot Youth Sports. SevenWealth LLC provides discretionary asset management and comprehensive financial planning services primarily to individuals and high-net-worth clients. The firm employs a blended active and passive investment approach tailored to client objectives and offers quarterly reviews and discretionary trading authority.

Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, CO, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. prior to founding his current firm. He is also involved as a coordinator for Financial Peace University and manages an affiliated insurance entity through Fletching Arrows Financial LLC. Fletching Arrows Wealth Management LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm uses the Orion Portfolio Solutions platform and combines fundamental and technical analysis to support investment strategies, managing accounts on a discretionary basis with quarterly reviews.

Sanay Patel is a financial advisor at Purpose Wealth with a Series 65 designation and two years of industry experience. He has held roles at Purpose Wealth LLC since 2023 and has ownership interests in Pravasa Partners LLC, which operates Pravasa Waxing LLC. He also works part-time with Exhale Home LLC, assisting on a limited basis. Purpose Wealth is an independent advisory firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm emphasizes top-down asset allocation and fund-level analysis, primarily using low-cost ETFs and index funds, and integrates investment guidance with broader financial planning through ongoing relationships as well as project and hourly engagements.

David Ybarra is a CFP® professional with 10 years of experience in the financial services industry. He is the principal advisor at Aspired Wealth, an independent firm he has led since 2024. His prior experience includes roles at Consilio Wealth Advisors, Northwestern Mutual Investment Services, and Fidelity. Aspired Wealth Planning LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs Modern Portfolio Theory and Monte Carlo analysis to construct diversified portfolios, incorporating derivatives strategies and third-party sub-advisors, and offers tailored planning on retirement, estate, tax, and employer benefits.

Brian Harper is a CFA® charterholder with 21 years of experience in the financial industry. He is the principal of Harper Asset Management, LLC, an independent firm based in Longmont, CO, and previously worked at Inlight Wealth. Harper serves as board member and chairman of The Stephan Company, an investment-related business. Harper Asset Management, LLC provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a value-oriented, fundamental analysis approach, managing concentrated equity portfolios alongside ETFs and mutual funds, and also focuses on fixed-income allocations tailored to client risk profiles and income needs.