Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

Stephanie is a Wealth Advisor and Principal of Aspen Wealth Planning, an independently-owned financial planning and tax-focused firm partnered with Aspen Wealth Strategies for investment management. A CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience, she is passionate about identifying opportunities and delivering comprehensive strategies for individuals and businesses. As a Chartered Special Needs Consultant™, Enrolled Agent, Capital Markets & Securities Analyst®, Psychology of Financial Planning Specialist™, and Certified Financial Counselor™, her expertise includes special needs planning, tax strategies, and financial counseling. Stephanie is a proud member of NAPFA and the FeeOnly network. She also serves in a pro bono advisory capacity, offering financial literacy and planning services to seniors, veterans, individuals with cancer diagnoses, and underprivileged families.

Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Holly Chandler is a CFP®-designated financial advisor with Edward Jones, based in Louisville, CO, bringing 20 years of experience in tax efficient retirement and wealth planning. She has worked at Edward Jones since 2017. Additionally, she has been involved with Front Range Community College since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the country.

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

Derek Wolff is a CFP® with 22 years of experience in the financial services industry. He has been the sole advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs both fundamental and technical analysis alongside long- and short-term trading strategies, including the active use of options and leveraged ETFs.

Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Joseph Michalski is a financial advisor with Fortified Wealth Strategies, Inc. in Northglenn, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before founding his current independent firm in 2020, he worked at Cambridge Investment Research Advisors, Inc. and Kestra Financial Services, Inc. Michalski also serves as an adjunct professor at the University of Colorado business school and acts as an expert witness in non-investment related legal matters. Fortified Wealth Strategies provides financial planning and personalized portfolio management primarily for individual and high-net-worth clients. The firm employs custom allocation-based models and offers non-discretionary asset management, utilizing mutual funds, ETFs, and sub-advisors via SEI’s platform.

Kyle Sothers is the sole advisor at Kyso Financial, an independent firm based in Superior, Colorado. He holds a Series 65 designation and has nine years of industry experience, including ten years with Kyso Financial. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three model portfolios as well as a customizable ETF-based option. The firm employs a combination of fundamental analysis, growth and value strategies, and incorporates hedging and derivatives within separately managed accounts when authorized by clients.

Craig Thompson is a ChFC® designated financial advisor with 27 years of industry experience. He has been with Asset Solutions since 2003 and previously worked at Hornor, Townsend & Kent, LLC for six years. Asset Solutions serves individual investors and small-business retirement plans with discretionary active portfolio management across various account types. The firm employs a market-timing, active strategy using technical, cyclical, and fundamental analysis to adjust sector allocations, including the use of hedging and leveraged instruments.

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.

Jeffrey Davis is a financial advisor with Scenic Wealth Management, LLC in Westminster, CO. He holds Series 63 and Series 65 designations and has 24 years of industry experience. He has been with Scenic Wealth Management since 2010. Scenic Wealth Management advises individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis and incorporates strategies such as options, short sales, and margin transactions, distinguishing itself with the use of derivatives and borrowing in managed accounts.

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.

Adam Barnai is the sole advisor at Barnai Asset Management in Boulder, CO, holding a Series 65 credential with 10 years of industry experience. He has managed Barnai Asset Management since 2014 and concurrently owns and operates a small construction company as a general contractor and builder. Barnai Asset Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and ETF-based strategies. The firm uses a top-down approach grounded in Modern Portfolio Theory with an emphasis on long-term market cycles, employing ETF-centric portfolios that include ESG options and, for suitable clients, tactical use of triple-leveraged ETFs with active monitoring and rebalancing.

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.

Meera Meyer is a CFP® and holds a Series 65 license, with seven years of industry experience. She currently operates at Life.Money.Balance., an independent firm she has been with since 2017, following earlier roles at Dunston Financial Group and BSW Wealth Partners. Life.Money.Balance. provides holistic financial planning and coaching to individuals, families, and high-net-worth clients, including trusts and charitable accounts. The firm emphasizes long-term, asset-allocation strategies using ETFs and mutual funds, integrates behavioral and somatic decision-making tools into client meetings, and offers educational resources such as newsletters, group courses, and a membership platform.

Fernando Guardia Virreira is a financial advisor at Guardian Brothers with Series 65 and Series 66 registrations and one year of industry experience. He has worked at institutions including the University of Colorado Boulder and Finequities. Guardian Brothers Capital LLC provides portfolio management and financial planning services, tailoring portfolios to clients’ goals and risk tolerances using a range of analytical methods. The firm employs both a strategic buy-and-hold approach for standard fee clients and higher-risk, active strategies for performance-fee accounts.

Katherine Macauley is a financial advisor at Holos Consulting Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Ares Management and Goldman Sachs & Co. Holos Consulting Group provides advisory services focused on environmental, social, and impact investing for asset owners, asset managers, and non-profits. The firm specializes in project-based consulting related to impact-investing strategy development and ESG integration, primarily in private markets.

Jimmy Burton is a CFP® professional with 27 years of experience at Business Financial Strategies, Ltd., an independent advisory firm based in Boulder, CO. He has been with the firm since 1993. Outside of his advisory role, Burton serves as CEO, director, and shareholder of GBS Partners, Inc., a small food manufacturing company. Business Financial Strategies, Ltd. provides financial planning, investment management, and consulting services primarily to small businesses, business owners, and individual clients. The firm emphasizes a long-term, buy-and-hold investment approach with a non-discretionary portfolio oversight model.