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.

Aaron Locker is the sole advisor at Ellis Financial Solutions LLC in Longmont, CO. He holds Series 65 and Series 66 designations and has four years of industry experience. Prior to founding his current firm in 2025, he worked at Summit Financial Planning and Edward Jones. Outside of financial advising, he manages Ellis Bottom Line Bookkeeping, a tax management and preparation business. Ellis Financial Solutions provides investment management, financial planning, and retirement plan consulting primarily for individuals, high-net-worth clients, and employer plan sponsors. The firm employs an asset-allocation approach based on modern portfolio theory, using a blend of passive and active mutual funds and ETFs, and offers specialized ERISA fiduciary services and pension consulting.

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.

David Nachtweih is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones for 12 years and currently operates as the sole advisor at Cultivate Wealth Partners. Cultivate Wealth Partners provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a modern portfolio theory-based investment approach, incorporating asset allocation across mutual funds, ETFs, fixed income, equities, and real estate funds, alongside longer-term trading and higher-risk strategies such as margin and options.

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.

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.

Aditi Kapadia is a CFP® and CFA® credentialed advisor with over a year of industry experience. She currently works as the sole advisor at Wealth IQ and has prior experience with BMO Wealth Management and GE Capital. Wealth IQ serves individual and high-net-worth clients with investment management and comprehensive financial planning, offering both DIY advisory models and discretionary portfolio management. The firm’s services include specialized planning for business owners and cross-border advisory, using proprietary and third-party model strategies with a focus on tax-aware and socially responsible investments.

Steven Buxbaum is a financial advisor at Portsea Investments, Inc. with 13 years of industry experience. He previously worked at Stonebridge Capital Management for four years before joining Portsea in 2018. Outside of his advisory role, he serves on the investment committee of the board of Inner-City Arts, a nonprofit provider of arts education in Los Angeles, and manages a real estate investment business, Ysidro Capital Partners. Portsea Investments provides discretionary portfolio management and personalized investment advice to individuals, high-net-worth families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite investment approach with value-oriented core holdings and growth satellites, applying fundamental and cyclical analysis for asset allocation and security selection.

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.

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 with a Series 65 designation and two years of industry experience. He has held roles at Purpose Wealth LLC since 2023 and has ownership interests in Pravasa Partners LLC, which operates Pravasa Waxing LLC. He also works part-time with Exhale Home LLC, assisting on a limited basis. Purpose Wealth is an independent advisory firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm emphasizes top-down asset allocation and fund-level analysis, primarily using low-cost ETFs and index funds, and integrates investment guidance with broader financial planning through ongoing relationships as well as project and hourly engagements.

I am a CERTIFIED FINANCIAL PLANNER™, an Accredited Behavioral Finance Professional™️, and the founder of Ryerson Financial. I started Ryerson Financial to make financial planning more accessible to mid-career families and individuals who struggle to find unbiased financial advice. After working in financial services and wealth management for most of my career, I found myself frequently frustrated by the opaqueness of the industry. I observed that the complicated investment products and confusing account types did not foster client understanding. Ryerson Financial was born to empower clients and simplify the financial planning experience. My goal is to help clients prioritize financial health amidst the competing demands of life. As an advice-only financial planning firm, I focus on teaching clients the skills to effectively manage their finances. I work with individuals and families interested in taking control of their unique financial stories. Outside work, I spend most of my time with my husband and three kids. We live in Houston, TX, where I enjoy reading (or listening!) to a broad array of books, staying active, and volunteering at my children’s school. I also serve as a volunteer financial coach with Savvy Ladies.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Outside of finance, Elliott is the owner and occasional consultant for ZMT, Inc., a pump distribution company. Aspen Gold Financial is a Colorado-registered investment adviser that serves individuals, high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm employs a multi-strategy investment approach emphasizing strategic asset allocation, risk control, and diversification, and offers ERISA pension consulting services alongside portfolio management and financial planning.