Aaron Locker is the sole advisor at Ellis Financial Solutions LLC in Longmont, Colorado. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to founding Ellis Financial Solutions in 2025, he worked at Summit Financial Planning and Edward Jones. Outside of his advisory role, he manages Ellis Bottom Line Bookkeeping, a tax management and preparation business. Ellis Financial Solutions provides investment management and retirement plan services primarily to employer plan sponsors, pooled vehicles, and other institutional clients. The firm’s investment approach combines passive and active strategies focused on asset allocation and long-term portfolio construction, with additional services including investment policy statement drafting, investment and fee reviews, vendor searches, participant education, and discretionary ERISA 3(38) investment management.

Kyle Sothers is the sole advisor at Kyso Financial, a state-registered independent investment advisory firm based in Superior, Colorado. He holds a Series 65 designation and has eight years of industry experience, having managed investments privately before founding Kyso Financial in 2016. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three actively managed model portfolios and a customized ETF-based option. The firm employs a fundamentally driven approach combining growth and value strategies with a long-term orientation, alongside the explicit use of hedging techniques and derivatives for tactical downside protection in certain accounts.

Craig Thompson is a ChFC®-designated financial advisor with 26 years of industry experience. He has been the sole advisor at Asset Solutions since 2003. Asset Solutions is an independent registered investment adviser managing approximately $13.5 million for around 76 clients, mainly individual investors and small-business retirement accounts. The firm employs an active, market-timing investment approach using technical, cyclical, and fundamental analysis to rotate among sectors and asset classes, with portfolios that may be concentrated or moved fully to cash depending on market conditions.

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.

Theodore Van Rooy is a financial advisor at AEOM Investments, LLC with one year of industry experience. He holds a Series 65 credential and has a background in technology, having worked at Amazon Inc. and The Trade Desk Inc. prior to his current role. In addition to advising, he works as a software engineer and data scientist. AEOM Investments, LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blended investment approach combining passive and active strategies, with portfolios tailored to client goals and risk profiles.

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.

Steven Buxbaum is a financial advisor at Portsea Investments, Inc. with 13 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Stonebridge Capital Management. Outside of his advisory role, Buxbaum manages Ysidro Capital Partners, a real estate investment vehicle, and serves on the investment committee of the nonprofit Inner-City Arts in Los Angeles. Portsea Investments provides discretionary portfolio management and investment advice primarily to individuals, high-net-worth families, and institutional clients. The firm employs a value-oriented core-and-satellite investment approach using globally diversified portfolios of ETFs, mutual funds, equities, and bonds.

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.

Leah Copertino is a financial advisor at Go Fish Finance, LLC in Louisville, Colorado, holding a Series 65 designation with one year of industry experience. Prior to founding her advisory firm, she worked at Pinterest and Twitter and currently serves as an Enterprise Account Lead at Airbnb, where she spends approximately thirty hours per week. Go Fish Finance is a single-advisor independent registered investment adviser serving individual and high-net-worth clients with financial planning and investment management. The firm offers defined planning engagements, project-based sessions, estate-planning referrals, and educational seminars, using Modern Portfolio Theory to build customized investment plans focused on mutual funds and ETFs.

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.

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.

Sanay Patel is a financial advisor at Purpose Wealth in Longmont, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Purpose Wealth, he was involved with Exhale Home LLC and is an owner of Pravasa Partners LLC, which operates Pravasa Waxing LLC, where he contributes part-time to administrative and financial tasks. Purpose Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, focusing on fundamental analysis and long-term portfolio construction using low-cost ETFs and index funds. The firm offers fixed annual advisory arrangements and project-based planning, maintaining a small client roster and operating with a specific custodian.

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.

Lynda Gregory is a CFP® professional with 25 years of industry experience. She is the sole owner of Boulder Canyon Financial Partners, an independent firm based in Lafayette, CO. Prior to founding her firm in 2020, she held positions at BSW Wealth Partners and Charles Schwab. Outside of financial advising, she is a co-owner and silent partner of Reefs To Rockies, a travel company specializing in sustainable group itineraries. Boulder Canyon Financial Partners is a fee-only, woman-founded registered investment adviser serving individuals, families, high-net-worth clients, trusts, pension participants, and nonprofit organizations. The firm employs a top-down tactical asset allocation strategy and incorporates sustainable and socially conscious investment approaches, including private micro-loans within its fixed-income portfolios.

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.

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.

Chad Young is the principal of Young Wealth Partners in Lafayette, CO, holding Series 63 and Series 65 licenses with one year of experience as a financial advisor. Prior to founding his advisory firm in 2025, he spent 16 years at The Young Insurance Group. Young Wealth Partners is a fee-only advisory firm serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing a combination of passive and active funds, third-party sub-advisers, and socially responsible investing options.

David Robinson is a financial advisor with Best Life Financial Planning, LLC in Warner Robins, GA. He holds a Series 65 designation and has experience that includes twelve years in the United States Navy and roles at Magellan Federal and Zeiders Enterprises. His background includes military service and work as a personal financial counselor. Best Life Financial Planning, LLC provides fee-only financial planning services to individuals and high-net-worth clients, focusing on written plans in areas such as retirement, cash flow, tax-aware strategies, insurance, and college savings. The firm emphasizes modern portfolio theory and passive, low-cost funds in its investment guidance, while clients retain responsibility for implementing recommendations.

Hi, I’m Dwight. Thanks for stopping by. I am a CPA and fee-only financial advisor in Lafayette, Colorado, and I specialize in tax-efficient financial planning for retirees and those about to retire in Colorado or elsewhere in the United States. My clients are typically age 50 or older and have successfully launched their kids. They are either retired or planning to retire within the next five years or less. Most are property owners, U.S. citizens, and have liquid assets above $750,000. They want comprehensive financial guidance—not just an investment salesperson—and need support as they approach one of the biggest financial transitions of their lives. They prefer to delegate the heavy lifting of investments, financial planning, and tax planning to a professional on an ongoing basis rather than seeking one-time projects. Just as important, they are genuinely nice people. While it may sound cliché, I only work with clients where there is mutual respect and a strong long-term relationship Winding Trail Financial Planning is a fee-only financial planning firm based in Lafayette, Colorado, serving retirees and small business owners who want more than just investment management. We specialize in tax-aware financial planning—helping clients make smarter decisions around retirement income, business structure, and long-term wealth strategies. Our approach integrates tax planning, investment management, and cash flow into a cohesive strategy designed to reduce lifetime taxes and improve financial clarity. Many of our clients are business owners, pre-retirees, or recently retired households who want a proactive advisor that looks around corners—not just reacts at tax time. As a fee-only fiduciary firm, we do not sell products or earn commissions. Advice is objective, transparent, and aligned with your goals. We aim to serve as a long-term partner—helping clients simplify complexity, make confident decisions, and stay on track throughout retirement. • Tax planning and proactive tax strategy • Retirement income planning and distribution strategies • Financial planning for small business owners and S-Corp optimization • Investment management integrated with tax efficiency • Cash flow and balance sheet planning • Coordination with CPAs and attorneys • Ongoing comprehensive financial planning (not one-time plans) Our process emphasizes forward-looking planning—identifying opportunities before year-end and aligning financial decisions with long-term tax outcomes.

Steven Nading is a CFP® professional with eight years of industry experience, currently serving as the sole advisor at Outbound Financial in Boulder, Colorado. Prior to founding Outbound Financial in 2017, he worked at Deloitte Tax LLP from 2008 to 2016. Outbound Financial, Inc. is an independent firm providing discretionary portfolio management, comprehensive financial planning, and income and gift tax preparation. The firm serves individuals, not-for-profit entities, business interests, and select institutional clients, employing a passive wealth-management approach focused on low-cost index funds and tailored asset allocation.