James Kirk is a ChFC® credentialed financial advisor with nine years of industry experience. He is the sole advisor at Rocky Mountain Financial Solutions Inc. in Erie, CO, where he has worked since 2018, following prior roles at IFC and Marketforce Information. Kirk is also a licensed insurance agent involved in selling insurance products. Rocky Mountain Financial Solutions Inc. provides discretionary and non-discretionary asset management and financial consultation to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm emphasizes long-term investment strategies using individual stocks and ETFs, supplemented by tactical solutions and covered-call option strategies, and offers ERISA 3(38) fiduciary plan management alongside limited insurance product sales.

Jai Singh is a financial advisor at Arroit Services Inc with four years of industry experience. He holds a Series 65 designation and has a background working at Opentext Inc and Infosys Inc. In addition to his advisory role, Singh is a licensed real estate agent in Colorado. Arroit Services Inc provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s approach focuses on asset allocation driven by macroeconomic analysis combined with client-specific factors, implementing strategies across various asset classes including mutual funds, ETFs, equities, bonds, options, REITs, and cryptocurrency exposures.

Filipe Delvaux is the founder of Delvaux Wealth Management and holds Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of financial advising, he founded Delvaux, LLC, a company that sells personal care products. Delvaux Wealth Management is a fee-only advisory firm serving affluent individuals, families, and various entities. The firm uses a Modern Portfolio Theory-based approach with a combination of passive and active investment vehicles and offers services including discretionary wealth management, comprehensive financial planning, and consulting.

Tom Nelson is a CFP® professional with 17 years of industry experience and operates as the sole advisor at Tom C. Nelson, PhD, CFP® Personal Financial Consultant in Broomfield, Colorado. He has been a senior instructor of finance at the University of Colorado at Boulder since 1999. Nelson holds a doctoral academic background in finance. His firm provides fee-only, hourly financial planning and investment advice primarily to individual clients, as well as trusts, estates, charitable organizations, and small businesses. The practice operates on a consultative basis without managing or trading client assets, focusing on educational, project-based engagements with investment recommendations typically limited to low-cost index mutual funds and ETFs.

Christopher Swales is a CFA® charterholder and financial advisor with 18 years of industry experience. He is the sole advisor at Swales Financial LLC, an independent firm he founded in 2020. Prior to establishing his firm, Swales worked for Citigroup Global Markets Inc. for seven years and has held roles with State Farm VP Management Corp. and Paul Little Insurance Agency. Swales Financial LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm follows a goals-driven investment process that combines fundamental analysis, Modern Portfolio Theory, and technical analysis, and is noted for its explicit use of options and derivatives in separately managed accounts.

Abigail Kovach is the principal of Abby Kovach Financial Planning, LLC in Lafayette, Colorado, with 15 years of industry experience. She holds the CFP® and Series 65 designations and has operated her independent financial planning firm since 2009. Outside of financial advising, she is a minority owner of GPN Alliance, an organization supporting accessible, fee-only financial planning, and owns Red Dog Property, LLC, which manages office space leasing. Abby Kovach Financial Planning, LLC is a fee-only practice serving individual investors, trusts, estates, foundations, and businesses, primarily focusing on non-high-net-worth clients. The firm emphasizes comprehensive financial planning and investment consultation, with an investment approach centered on long-term, passive allocation and a focus on educational workshops rather than ongoing portfolio management.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with eight years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Elliott is also the owner of ZMT, Inc., a distribution sales business for pumps, where he serves as an occasional consultant without compensation. Aspen Gold Financial serves individual and high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm offers portfolio management, financial and estate planning, and pension consulting, employing a mix of fundamental, technical, charting, and cyclical analysis with an emphasis on strategic asset allocation and risk control.

Duane Webber is the principal of TerraNorth Investment Management LLC and holds a Series 65 credential. He has one year of experience in investment management and has been with TerraNorth since 2024. Prior to this role, he has served as President and Director of Blue Heron Commercial Group Inc., a commercial real estate company, since 2013, and also leads several other business ventures in software, technology, and entertainment. TerraNorth Investment Management LLC provides discretionary asset management and ongoing supervision of client accounts, primarily serving individuals and high-net-worth clients. The firm employs a combination of tactical and strategic asset allocation strategies, utilizing technical analysis and a range of securities including ETFs, options, and fixed income, with services tailored to each client’s financial situation.

Jesse Stubbs is a financial advisor with Stubbs Investments, LLC in Erie, Colorado. He holds a Series 65 designation and has six years of industry experience. Prior to founding his advisory firm, he spent ten years involved with JSP Enterprise, Ltd., operating Pappardelle's Pasta Co. Stubbs Investments, LLC is an independent, single-advisor registered investment adviser serving individuals, families, trusts, estates, and corporate clients. The firm manages approximately $52 million, using a combination of fundamental and technical analysis, long- and short-term strategies, and a range of securities including stocks, bonds, ETFs, and mutual funds. Its services include corporate-focused planning such as equity compensation analysis and employee benefit review, alongside individual wealth management, and it employs options and derivatives in separately managed accounts.

Dale Clausnitzer is the sole advisor at Growth Equity Management, Inc. in Broomfield, Colorado, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been associated with Growth Equity Management and Aura Financial Services, Inc. since 2005 and has been working as a financial professional since 1976. Outside of advisory services, he operates an accounting and tax-preparation practice. Growth Equity Management, Inc. provides diversified portfolio investment management for individuals, pension and profit-sharing plans, ERISA accounts, trusts, estates, and business entities. The firm focuses on asset allocation and diversification through ETFs and mutual funds, using a combination of fundamental, technical, and cyclical analysis, and offers discretionary trading authority with institutional custodial platforms.

Nathan Friend is the principal of Friend Financial Group Inc in Thornton, CO, holding a Series 65 credential with one year of industry experience. He has worked at several firms including Charles Schwab and ICAT, and maintains a concurrent role in tax and accounting services through McGehee Davis & Associates. Friend Financial Group Inc provides discretionary asset management services to individuals and high-net-worth clients, focusing on investment goal development, asset allocation, and ongoing portfolio monitoring. The firm employs Modern Portfolio Theory alongside fundamental security analysis to construct diversified portfolios and conducts quarterly account reviews with attention to rebalancing and tax strategies.

Adrien Vanpoperinghe is a financial advisor at Lybis Investing with four years of industry experience. He holds a Series 65 designation and previously worked at CNA Insurance for several years before joining Lybis Investing in 2021. Lybis Investing provides discretionary investment management and financial planning services primarily for individuals and high net worth clients, as well as trusts, estates, small businesses, and charitable organizations. The firm uses a documented process with asset allocation modeling and implements portfolios mainly through passive index ETFs, incorporating ESG and sustainability factors, and offers ongoing monitoring with regular client reporting.

Thomas Basil is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Colorado Diversified Financial since 2009, serving as the firm's sole advisor. The firm provides portfolio management and financial planning services to individual clients, focusing on income and retirement planning for older clients. Colorado Diversified Financial offers a variety of investment and insurance products, primarily on a non-discretionary basis, and combines asset-based advisory fees with commissions from insurance and annuity sales. The firm maintains a material affiliation with insurance agencies and uses a single custodian platform for trading and reporting.

Michael Corbett is a CFP®, CFA®, and Series 63 licensed advisor with nine years of industry experience. He currently serves as the sole advisor at WealthEQ, an independent firm, and previously worked at Innovest Portfolio Solutions and Bessemer Trust. WealthEQ provides wealth management and investment advisory services to high-net-worth individuals and families, family offices, and captive insurance companies. The firm employs a research-based, goals- and liability-driven investment approach, offering services including discretionary and non-discretionary portfolio management, integrated wealth and tax planning, private market access for accredited investors, and real-time reporting.

Keith Diamond is a Series 65-licensed financial advisor with Prudent Man Investment Management in Broomfield, CO. He has 21 years of industry experience and has been with the firm since 2004. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional mutual funds and ETFs, tailoring portfolios to clients through written investment policy statements.

Emmett Fehlau Barton is a financial advisor with Sharper Image Financial Services, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at The Millstone Evans Group and SM Energy, as well as involvement with several affiliated businesses, including serving as lead fractional CFO at TrueInsights CFO, LLC, and president of Sharper Image Holdings, Inc. He also provides tax preparation services through Sharper Image Tax Services, LLC. Sharper Image Financial Services, LLC offers discretionary asset management, financial planning, and investment consulting primarily for individual clients. The firm utilizes various analytical methods and trading strategies, including options and derivatives, and conducts educational seminars to inform the public about investment topics.

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Kevin Campbell is a financial advisor with Focus Point Capital LLC, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior roles include positions at James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. He is also involved with Vision 4 Fund Distributers. Focus Point Capital LLC provides discretionary portfolio management through its proprietary FPC Macro strategy, serving institutional clients and high-net-worth individuals. The firm offers subadvisory and model portfolio services to investment advisers and platform sponsors, managing approximately $72.6 million in discretionary assets.

Jarrett Sharp is a financial advisor at Sharper Image Financial Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including lead fractional CFO at TrueInsights CFO, LLC, lead tax preparer at Sharper Image Tax Services, LLC, and founder and CEO of Sharper Image Holdings, Inc. Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily for individual clients. The firm employs multiple analytical methods and trading strategies, including options and derivatives, and also offers educational seminars and workshops on investment topics.

Kirk Hemingway is a financial advisor at Scarecrow Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Ice O Matic and Hunter Douglas. Outside of advising, he serves as Director of Operations for Scarecrow Trading, a role involving operational duties for a signal-providing entity. Scarecrow Advisors is a small team managing approximately $74 million for individual and institutional clients, offering portfolio management and investment supervisory services. The firm employs fundamental, technical, and cyclical analysis along with proprietary models, incorporating both long-term strategic allocations and tactical shifts that may include advanced instruments such as inverse and leveraged funds.