David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

Jason Foster is a financial advisor at Peak Asset Management, LLC with four years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Colorado Financial Management, JP Morgan Securities LLC, and Fidelity Brokerage Services, LLC. Outside of advising, Foster provides home health services as a part-time nurse aide for his disabled son and serves as managing member and attorney of Foster Law, PLLC. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporations. The firm focuses on client-specific investment policy statements and employs individual security selection or mutual fund/ETF allocation strategies, offering discretionary portfolio management and integrated financial planning services.

Casey Wesson is a financial advisor at Gainline Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity in both advisory and brokerage roles from 2016 to 2024. Outside of his advisory work, he assists with operations management for an annual conference organized by SAASTR. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plans, and institutions. The firm employs diversified, multi-style portfolios that combine passive and active strategies, including options and alternative investments, and manages a substantial portion of its assets within wrap fee programs.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

Chanda Sloat is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Varra Financial and Varra Wealth Management LLC in Louisville, CO. Prior to her advisory roles, she spent time at the University of Colorado, Leeds School of Business. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in modern portfolio theory and typically offers non-discretionary management to its clients.

Michael Banks is a financial advisor with Lakeridge Wealth Management LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Cetera, FlanderMeyer Financial LLC, and Financial Network Investment Corporation. Banks is also a non-fiction book author and volunteers with conservation nonprofits such as the World Wildlife Fund and The Nature Conservancy. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based investment approach and builds customized portfolios primarily with ETFs and mutual funds.

Ronald Stoner is a CFP® with 20 years of industry experience, currently serving at Capstone Wealth Management Group, Inc. in Boulder, CO. He has been with the Capstone organization since 2006, working through its earlier LLC structure and now the current corporation as part of a five-advisor team. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement accounts. The firm offers customized, diversified portfolios supported by fundamental and technical analysis alongside accounting services and written financial plans.

Stephen Moorman is a CFP® and holds a Series 66 license, currently serving as an advisor at Libra Wealth LLC with five years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, PlanMember Securities Corporation, and Hattig Financial. Libra Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework. The firm manages approximately $640 million in assets with a small team and offers negotiated fixed fees rather than percentage-based charges.

Timothy Wojtalik is a CFP® professional with 20 years of industry experience. He has been with BSW Wealth Partners since 2016 and previously worked at Harvest Wealth Management and R3 Returns, LLC. He is based in Boulder, CO. BSW Wealth Partners serves a national clientele that includes individual and institutional investors across various wealth levels, offering comprehensive financial planning, portfolio management, and specialized services such as Visionary Impact Investing. The firm employs a tactical asset allocation strategy and integrates tax, estate, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with an emphasis on impact investing.

Molly Devnani is a financial advisor at BSW Wealth Partners with two years of industry experience. She holds a Series 65 designation and has been with BSW Wealth Partners, a Public Benefit Corporation based in Boulder, CO, since 2015. BSW Wealth Partners is an independent, woman-founded, fee-only advisory firm serving individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies aligned with its public benefit charter.

Daniel Gamache is a CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at KilterHowling LLC and previously worked at Thornburg Investment Management, Quasar Distributors, Core Alternative Capital, IFAM Capital, IFM Capital Advisors, and UBS Financial Services. Outside of his advisory role, he served as Executive Director at Core Alternative Capital Fund. KilterHowling LLC serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing discretionary asset management, retirement consulting, and participant-directed plan services. The firm uses model portfolios composed of ETFs, mutual funds, individual securities, and select third-party managers, with a focus on diversified equity and bond strategies that include ESG and individual-stock options.

Narvel Casas is a financial advisor at Mountain Capital Investment Advisors Inc with five years of industry experience. He holds the Series 65 designation and has been with Mountain Capital Investment Advisors since 2017. Casas is also engaged in ongoing studies since 2009. Mountain Capital Investment Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, offering discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Erica Loughrey is a financial advisor at Colorado Capital Management with four years of industry experience. She holds a Series 65 credential and has worked at Colorado Capital Management since 2021, with prior experience at Alaska Permanent Capital Management and California Polytechnic State. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households. The firm focuses on long-term fundamental analysis, written investment policy statements, and regular monitoring, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Jason Pott is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Securities America, Inc. and COUNTRY FINANCIAL. Outside of financial advising, he owns an insurance brokerage providing life, auto, home, and commercial insurance. WealthPLAN Partners serves individuals, high-net-worth clients, and institutions with financial planning, investment management, and retirement plan consulting. The firm employs a "Strategy Diversification" investment approach that utilizes a mix of mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Tyler Hentges is a financial advisor at Townsend with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wambolt & Associates, U.S. Bancorp Investments, Surefoot, Charles Schwab & Co., and FirstBank. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion through a team of 18 advisors, offering financial planning, asset management, retirement plan consultation, and related investment services.

Ladd Solomon is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Rothschild Investment LLC since 2009. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection using multiple analytical methods.

Steven Goodell is a CFP® with 14 years of experience in the financial services industry. He currently works at Endeavor Private Wealth, Inc. and has previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is a part owner of Aztec Brothers, LLC, a company involved in managing property renovations in Boulder, Colorado. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, and institutions. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive investment strategies and offers both wrap fee programs and separately managed account platforms.

Tami Carroll is a CFP® professional with 14 years of industry experience, currently serving at BSW Wealth Partners. She previously worked at Sequoia Financial Group, Aveo Capital Partners, LLC, and CoBiz Wealth. BSW Wealth Partners advises a diverse range of clients, including individuals, families, business owners, executives, and plan sponsors, using a top-down tactical asset allocation process and customized portfolios. The firm operates as a Colorado Public Benefit Corporation and offers a dedicated Visionary Impact Investing program focused on mission alignment.

Lee Strongwater is a financial advisor at Colorado Capital Management in Boulder, CO, with 23 years of industry experience. He holds the Series 66 designation and has been with Colorado Capital Management since 2010. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes long-term fundamental analysis, written investment policy statements, periodic rebalancing, and regular monitoring, with services that include discretionary and non-discretionary portfolio management, retirement-plan advisory, and ESG/sustainable investing options.