Jeffrey Miller is a financial advisor at Windmiller with seven years of industry experience. He holds a Series 65 designation and has worked at Sound Financial Group and UnitedHealthcare, among other roles. In addition to his advisory duties, he is licensed as an insurance agent. Windmiller provides investment management and financial planning services to a diverse client base, including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm employs a combination of model strategies, fundamental and technical analysis, and a proprietary sector-growth consensus model, while also offering tax preparation and planning services alongside insurance-licensed advice.

Victor Guettlein is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Blueprint Financial Services in Arvada, Colorado. He has worked extensively with Blueprint Financial Services since 1996, with a two-year period at Wealthsource Partners. In addition to his advisory role, he operates a separate insurance practice. Blueprint Financial Services offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes risk-aware, downside-focused portfolios and utilizes structured notes and other instruments to reduce volatility and protect capital, while providing both ERISA 3(21) advisory and ERISA 3(38) discretionary investment manager services for retirement plans.

Joseph Brady is a CFP® professional with nine years of experience in financial services. He is the sole advisor at Rock Financial Planning, an independent firm he has been with since 2019. His prior experience includes roles at Transitions Wealth Management, Centennial State Financial, and Fidelity Brokerage Services. Rock Financial Planning provides discretionary investment management and various financial planning services to individuals, high-net-worth clients, and small businesses. The firm focuses on individualized investment policy statements and primarily uses passive portfolios with index mutual funds and ETFs, conducting quarterly account reviews and managing client relationships through custodian statements and trade confirmations.

Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Perry Vasquez is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Vascorp Wealth Advisors in Arvada, CO. He has worked at Genesee Wealth Strategists since 2003 and has been associated with Financial Planning Centers of America, Inc. since 1991. Vascorp Wealth Advisors serves individuals, families, and family trusts, focusing on retirement and estate planning, investment management, insurance planning, and tax preparation. The firm works primarily with professionals, farmers, ranchers, and business owners transitioning into retirement or restructuring business assets for multigenerational estate purposes, offering tailored planning and discretionary portfolio management that incorporates a variety of investment vehicles and strategies.

Michelle Francis is a financial advisor at Life Story Financial in Arvada, CO, holding a Series 66 designation with eight years of industry experience. She previously worked at Western Wealth Management, LPL Financial, PBS Wealth Management Consultants, and Royal Alliance. Outside of her advisory work, she was involved with PR Unscripted for 12 years. Life Story Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm constructs tailored portfolios using modern portfolio theory and a combination of fundamental, technical, and tactical analysis, employing both passive and active strategies through a co-advisory relationship with AssetMark.

Nestor Vargas is a CFP® with 14 years of industry experience, currently serving as the sole advisor at AlignPoint Wealth in Lakewood, CO. His prior roles include positions at Fidelity Brokerage Services and Green Mountain Planning, where he is also the owner. Vargas’s experience spans comprehensive financial planning and investment management. AlignPoint Wealth is an independent advisory firm focused on individuals, high-net-worth clients, and business owners. The firm offers diversified ETF and mutual fund portfolios based on Modern Portfolio Theory, emphasizing disciplined buy-hold-rebalance strategies and specialized services for business-owner needs such as equity-compensation planning and exit strategies.

Devika Kamboh is a CFP® professional with 25 years of industry experience, operating as the sole advisor at Sohum Financial Planning, LLC. Her prior experience includes roles at MRW Financial Brokerage General Agency, Innovation Partners LLC, and MSI Financial Service, Inc. She is also the owner and CEO of Sohum Mountain Ranch LLC. Sohum Financial Planning LLC is an independent, single-advisor firm providing discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm customizes investment strategies based on client goals and risk tolerance, employing fundamental and technical analysis alongside Monte Carlo planning techniques.

Mark Mogle is a CFP® professional with 10 years of industry experience. He is currently with Paller Financial Services, Inc. and has previously worked at Mogle Financial Solutions LLC, Virtue Capital Management, Legacy Financial, Jack Nadel International, and EP Wealth Advisors. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, and uses a broad range of instruments including options strategies, combining tax and accounting services with portfolio management.

Keith Sprincz is the principal of Sprincz Advisory Group, LLC in Littleton, Colorado, holding the ChFC® designation and a Series 65 license with 13 years of industry experience. He has been involved with Sprincz Financial Group, LLC since 2013 and has over 29 years of experience with Sprincz & Associates, Inc., where he also serves as president. In addition to his advisory work, he operates as a licensed insurance broker. Sprincz Advisory Group provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to tailor portfolios and employs custodial platforms, model marketplaces, and third-party money managers, including strategies that incorporate options overlays.

Christopher Bahnsen is a financial advisor at Montgomery Financial Planning LLC in Arvada, CO. He holds a Series 65 designation and has experience in both corporate and financial planning roles, including positions at Anthem and Hitachi Digital Services. Outside of his advisory work, he is involved with Apple & Arrow Sales, LLC. Montgomery Financial Planning, LLC provides fee-only financial planning services to individuals and families through tiered engagements, emphasizing flat-fee and hourly billing. The firm focuses on diversified, long-term buy-and-hold investment recommendations without managing client assets directly.

Glenn Edwards is the sole advisor at Alpine Financial Advisers, LLC in Golden, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. His firm serves individual clients with comprehensive financial planning and discretionary portfolio management, employing a six-step, goals-based planning process supported by licensed internet-accessible technology. Alpine Financial Advisers utilizes an investment approach grounded in Modern Portfolio Theory combined with active risk management through tactical asset allocation, diversifying portfolios globally across mutual funds, ETFs, and select individual securities. The firm’s small, sole-advisor structure allows for a limited client roster and individualized service.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

I help people nearing retirement and living in retirement make sense of the financial decisions that all start to come together at once. Investments are part of that, but so are taxes, retirement income, Social Security, Medicare, insurance, and the trade-offs that come with each decision. I work with clients who want advice that is thoughtful, coordinated, and grounded in the realities of retirement rather than generic rules of thumb. My firm uses a flat-fee fiduciary model because I want the relationship to be transparent and aligned from the start. I provide ongoing financial planning and investment management, with a strong focus on tax efficiency and practical decision-making. Much of the value comes from helping clients think through things like withdrawal strategies, Roth conversions, Social Security timing, Medicare-related tax issues, and how to fit all of that into a sustainable long-term plan. Tax preparation is also available for a separate fee through my separate tax firm under common ownership, which can help create a more coordinated planning process where appropriate. As a person, I tend to bring a calm, straightforward style to my work. I am not interested in making things sound more complicated than they need to be. I want clients to feel informed, organized, and confident that their plan is being looked after with care and attention.

Scott Gorham is a financial advisor with Gorham Wealth Management, LLC in Golden, Colorado. He holds the ChFC® designation and a Series 65 license, with 17 years of industry experience. In addition to his advisory role since 2011, he has worked as an airline pilot for United Airlines since 1990. Gorham Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management through an Envestnet wrap program and delivers financial plans on a one-time or ongoing basis, focusing on client goals through documented investment policy statements and a combination of fundamental and technical analysis.

John Stefanich Jr. is a financial advisor at Advantage Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Stefanich & Associates, PC since 1985. Advantage Financial Services is an independent firm that provides investment advice primarily to individual clients through separately managed accounts and also serves trusts, estates, corporations, and self-directed retirement, pension, and profit-sharing plan accounts. The firm employs asset allocation, fundamental, and technical analysis to construct portfolios tailored to clients' objectives and risk tolerance, offering both discretionary and non-discretionary account management.

Daniel Orourke is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is the sole advisor at O'Rourke Financial and also owns a CPA firm specializing in tax preparation, where he devotes the majority of his professional time. Prior to founding his firms, he worked at Ameriprise Financial Services, Inc. for four years. O'Rourke Financial provides financial planning and discretionary portfolio management to individuals, families, and businesses, focusing on a primarily passive, asset-class driven investment approach using index mutual funds and ETFs. The firm manages approximately $14.7 million in discretionary assets and integrates financial planning with tax and insurance services through the principal’s dual roles as a CPA and licensed insurance agent.

Beulah Messick is a financial advisor with A2Resources LLC, holding a Series 65 designation and two years of industry experience. She has worked for the State of Colorado since 2004, currently serving as Controller with responsibilities including financial reporting, budget administration, and audit response. A2Resources LLC provides financial planning and consulting services to individuals and employer groups, offering comprehensive planning that includes investment, retirement, tax, education, estate, charitable, and risk management components. The firm does not manage client accounts or recommend individual securities, focusing instead on creating individualized financial plans and accepting negotiable or hourly fee arrangements.

Brooks Marsted is a financial advisor with BCM Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Kovack Advisors, Inc. and Kovack Securities, Inc. since 2005. BCM Wealth Management provides wealth and portfolio management services primarily to high-net-worth individuals, trusts, and small business retirement accounts. The firm employs fundamental analysis to build portfolios tailored to each client’s objectives and risk tolerance, generally operating on a non-discretionary basis with a focus on individualized portfolio management.

Justin Lee Kay is the sole advisor at JKAY Securities Corporation, an independent registered investment adviser based in Lakewood, Colorado. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Since 2012, he has been managing portfolios through his own firm, Jkay Capital. JKAY Securities serves individual and high-net-worth clients by providing ongoing portfolio management and supervisory services. The firm creates individualized Investment Policy Statements and implements discretionary management across a range of securities, using a blend of charting, fundamental, technical, and cyclical analysis with typical investment horizons of 6 to 9 months.