Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.

Tanner Windholz is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior work experience includes roles at Bank Midwest/NBH Bank and service in the U.S. Army and Department of Defense. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Bart Skidmore is the principal advisor at Skidmore Advisory Services, Inc. in Denver, CO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been President of an accounting and tax firm since 2001, where he performs occasional tax work. Skidmore also serves as President of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs based on clients’ objectives and risk tolerance, uses fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Timothy Sample is a CFP®-certified financial advisor with six years of industry experience. He is the sole advisor at Sample Financial Solutions, LLC, an independent firm he has led since 2019. Prior to founding his firm, he spent twelve years at Western Union Financial Services. He also teaches part-time at a university. Sample Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and small business owners. The firm employs a primarily passive investment approach using index mutual funds and ETFs, complemented by fundamental and cyclical analysis when appropriate, and manages client accounts on a discretionary basis.

Stephen Searle is a financial advisor with Evergreen Investment Management, LLC in Highlands Ranch, CO. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for eight years. Evergreen Investment Management provides discretionary portfolio management and personal advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a modern portfolio theory framework to tailor portfolios with ETFs, individual stocks and bonds, and no-load mutual funds, managing accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

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.

Timothy Cook is a CFP® professional with 14 years of experience in financial advising. He founded The Cook Company, LLC in 2025 after 13 years at The Albert T. T. Cook Company. He holds a Series 65 license and an insurance producer license, conducting insurance business through NFG Brokerage. The Cook Company, LLC provides investment advisory and financial planning services to individuals, families, and small businesses, focusing on portfolio management and customized financial plans. The firm emphasizes long-term diversification, primarily uses no-load mutual funds and ETFs, and offers qualified clients access to private equity investments, typically managing accounts on a non-discretionary basis.

Stephen Parsons is a financial advisor at Wealth Management Consultants L.L.C. in Castle Pines, Colorado, holding Series 63 and Series 65 designations with 20 years of industry experience. He has been with Wealth Management Consultants L.L.C. since 2015. Wealth Management Consultants L.L.C. provides comprehensive wealth management services to high-net-worth individuals and charitable organizations, combining investment management with estate, tax, cash flow, debt, and insurance planning. The firm emphasizes discretionary portfolio management using no-load mutual funds and ETFs, individualized asset allocation, and may include private partnerships and lower-rated fixed-income securities as part of its investment approach.

Jerome Perkins is a CFP® credentialed financial advisor with 10 years of industry experience. He currently serves as the sole advisor at SimpliPhi Capital and has previously worked at Harrison Brook, Beacon Global Advisors Network, LLC, and Schaefer Financial Management, Inc. In addition to his advisory role, Perkins consults for a European firm advising expatriates. SimpliPhi Capital offers fee-based investment management and one-time financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using a range of securities and financial instruments to manage risk and pursue performance.

Ryan Sobel is a CFP®-credentialed financial advisor with 17 years of industry experience, operating through his independent firm, Sobel Financial LLC, in Denver, CO. He has previously worked with Guardian Life and is involved in several entrepreneurial ventures including software development for financial planning and productivity coaching. Sobel also co-founded companies centered on performance coaching and a cooking application. Sobel Financial LLC provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory, emphasizing diversified portfolios with mutual funds and ETFs, low turnover, and risk management primarily on a non-discretionary basis, delivering written financial plans within approximately 90 days.

William Kulick is a financial advisor at Aventus Wealth Management LLC in Centennial, CO, holding a Series 65 designation with experience spanning roles at Mitchell Kulick & Company and PricewaterhouseCoopers. His background includes four years at Drake University and three years at Regis Jesuit High School. Aventus Wealth Management LLC serves primarily institutional clients and pooled investment vehicles, providing discretionary investment management and supervisory services. The firm’s approach combines passive and active strategies based on Modern Portfolio Theory, tailoring asset allocation to client objectives, risk tolerance, and liquidity needs.

Nancy Siegel is a financial advisor at CitiWest Capital Corporation in Denver, CO, with 39 years of industry experience. She holds a Series 63 designation and has worked at Securities America, Inc. for 32 years before joining Osaic Wealth, Inc. and leading CitiWest Capital Corporation, a firm she has been associated with since 1979. Siegel serves as a volunteer on the Jewish National Fund Mountain States Board, contributing leadership and advisory roles. CitiWest Capital Corporation provides financial planning services focused on estate planning, business transfer and continuity planning, and investment planning for individuals, trusts, estates, and corporate clients. The firm emphasizes consultative relationships with a focus on higher-net-worth clients, delivering personalized advice through periodic reviews rather than discretionary portfolio management.

Joseph Davis is a financial advisor at Tree Line Strategy Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked for The Coca-Cola Company for ten years. Outside of his advisory role, he provides consulting services for consumer goods companies focusing on business strategy, digital commerce, and customer development. Tree Line Strategy Group LLC offers discretionary portfolio management mainly to individual and high-net-worth clients, using a trading system based on technical analysis and Elliott-Wave principles. The firm manages approximately $1.22 million across three accounts and emphasizes equities, ETFs, and unit investment trusts.

David McKinlay is the sole advisor at David W. McKinlay, CHFC, an independent firm based in Greenwood Village, CO. He holds the ChFC® designation and Series 63 license, with 27 years of industry experience. Mr. McKinlay has operated his firm since 1981 and voluntarily ended his insurance license in 2022 to focus exclusively on investment management. The firm provides discretionary investment management and advice to individuals, trusts, estates, businesses, owners, executives, and certain employee benefit plan participants, managing approximately $32.65 million in client assets as of the end of 2025. Its investment approach emphasizes active management across diverse asset classes with a defensive, opportunistic stance and includes serving charitable organizations, which is less common among independent advisors.

Ronald Manning II is a financial advisor at Manning Financial Advisors in Evergreen, CO, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Eggert Financial Management, Inc. and Colorado Financial Service Corp. Manning Financial Advisors serves high-net-worth accredited investors, trusts, and business entities with concentrated real-estate investments, focusing on specialized financial planning and tax-deferred exchange reporting. The firm emphasizes an asset-allocation approach aimed at reducing concentration risk and increasing income through conservative, long-term net-leased real estate portfolios.

Sunisa Motta is a CFP® professional at InclineVest with four years of experience at the firm. Prior to joining InclineVest, she worked at Smile Education Holdings for six years and H&R Block for one year. InclineVest provides wealth management services to individuals, high-net-worth clients, and business clients, focusing on discretionary portfolio management and financial planning. The firm applies Modern Portfolio Theory and the Efficient Market Hypothesis alongside fundamental analysis to manage long-term, asset-allocation-driven portfolios, and offers estate-planning facilitation through third-party providers as a fee-only fiduciary.

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.

Mark Schumacher is a CFA® charterholder and principal of Third Day Capital Management, LLC in Denver, Colorado, with 21 years of industry experience. He has been with Third Day Capital Management since 2013 and worked at Howland Capital Management LLC in 2021. He plans to wind down Third Day Capital Management after transitioning its clients to Howland Capital Management. Third Day Capital Management provides discretionary investment management and financial planning services to individuals, families, businesses, and private foundations. The firm focuses on long-term, after-tax, after-inflation outcomes using portfolios built from individual stocks, bonds, and ETFs, guided by client-specific Investment Policy Statements.

Dustin Bell is a financial advisor at Reflective Financial, holding a Series 65 designation with two years of industry experience. Prior to founding Reflective Financial in 2023, he worked at T-Mobile for seven years and was involved with Tearfund USA. His background includes corporate strategy and nonprofit finance. Reflective Financial is an independent, single-advisor firm providing comprehensive financial planning to individuals and high-net-worth clients through a fee-only model. The firm emphasizes asset allocation, low-cost ETFs and mutual funds, and passive strategies grounded in Modern Portfolio Theory, offering planning services without discretionary portfolio management or percentage-of-assets fees.