Matthew Robert Snow

Chris Malouf is a financial advisor at XCountry Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has 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 follows a Modern Portfolio Theory framework, combining passive and active strategies and utilizing third-party model managers, with a mix of asset-based management and fixed-fee or hourly planning options.

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 with 15 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Cambridge Financial Advisors LLC and Ameriprise. Outside of advising, he co-owns a small jewelry business called Rakkasse LLC dba Anatolia Arts. Salida Financial Advice and Planning provides 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 integrates fundamental analysis, modern portfolio theory, and quantitative methods.

Billy Mondor is a CFP® professional based in Salida, CO, currently with Mondor Financial Planning LLC. He has experience working at several firms including Deloitte Tax LLP and Imperium Wealth Management. Outside of financial planning, he is involved with Mondor Services LLC, a separate business entity. Mondor Financial Planning LLC provides fee-only financial planning services to individuals, high-net-worth individuals, and small business owners. The firm focuses on collaborative, ongoing planning engagements emphasizing asset allocation and Modern Portfolio Theory, often recommending passive mutual funds and ETFs, with clients responsible for implementing investment recommendations.

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.