Robin Bess

Chris Malouf is a financial advisor at XCountry Financial with over a decade of experience in the industry. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial and Primerica Advisors. Prior to his current role, he was involved with PowderMonarch LLC. XCountry Financial provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, institutions, trusts, corporations, and charitable organizations. The firm employs a Modern Portfolio Theory framework with a combination of passive and active strategies and offers both asset-based management and fixed-fee or hourly planning engagements.

We’re a different type of wealth management group. I founded Mandala Financial Advisors on the principal that progressive people deserve advisors who will guide them to financial success without compromising what they value - a sustainable and just world. Our clients come to us at all stages of life, each with a unique blend of circumstances and objectives. Yet they all share two traits: They value personal wellness and they are lifelong learners. Many are academics, nonprofit professionals, and business owners/entrepreneurs. Mostly women. They tend to be community-centric, compassionate, and follow the adage, “think globally, act locally.” Our mission is to: • Maximize the likelihood of your achieving your current and future financial goals. • Replace your stress over money with financial confidence and wellness. • Empower you to create positive social & environmental change. We use a holistic planning process that integrates all facets of your financial life into a personalized financial plan, a map to achieving your goals. We have found the ongoing coaching we provide is a key ingredient to ultimate success. We use a rigorous process for selecting best-in-class ESG (Environmental Social Governance) investment products to match your financial and sustainability objectives. We are a fee-only advisor which means our income is only from fees you pay us for services rendered, not from commissions investment companies pay some advisors for selling products. I have over 25 years of experience providing sophisticated and caring financial guidance to clients. I am a CFP® practitioner. My educational credentials include an MBA from University of Chicago’s Booth School of Business and a B.S. in Mathematics from Loyola University of Chicago. I’m passionate about community service, with a keen interest in the environment, human rights, and the arts. Years of experience in leadership roles on nonprofit boards taught me capitalism without conscience is flawed. I’m openly gay which taught me early on to embrace the things that make each person unique. I’m an outdoor and fitness enthusiast who likes to spend time hiking, skiing, and exploring. I’m a student of secular Buddhism, always growing and learning to be a better me. I encourage you to visit our website (https://mandala.financial) to learn more about Mandala Financial Advisors. We make it easy to schedule a complimentary, no-pressure, introduction 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 Series 65 and Series 66 licenses and has worked at Cambridge Financial Advisors LLC since 2013. Outside of his advisory work, he co-owns a small jewelry business with his wife called Anatolia Arts. Salida Financial Advice and Planning offers comprehensive and project-limited financial planning and investment advice to individual households, high-net-worth individuals, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and provides integrated tax preparation services alongside financial planning.

Peter Gabriel is a financial advisor at Cambridge Financial Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Cambridge Financial Advisors since 2015. Outside of his advisory role, he serves as an unpaid volunteer and board secretary and treasurer for the Arkansas Valley Christian Mission in Buena Vista, CO, where he manages financial records and supports the organization’s operations. He is also the sole proprietor of HB Industrial Consulting, LLC, providing operational consulting to factory management teams in the U.S. and internationally. Cambridge Financial Advisors is a fee-only firm offering comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a passive, buy-and-hold investment approach using low-cost mutual funds and ETFs, and it operates on fixed annual and project-based fees rather than percentage-of-assets billing.

Matthew Snow is a financial advisor at Cambridge Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Grace First LLC and The Inn Buena Vista. Outside of his advisory role, he serves as Treasurer for All Saints Anglican Church, where he manages financial records and participates as a board member. Cambridge Financial Advisors is a fee-only firm that provides comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm follows a passive, buy-and-hold investment approach with recommendations focused on low-cost mutual funds and ETFs, delivering advice on a generally non-discretionary basis.