Theodore Harris is a financial advisor at Sachem Hill LLC in Boulder, Colorado, holding a Series 65 designation with 22 years of industry experience. He has been involved with Schoolcraft Capital LLC since 2016, serving as a member and manager responsible for day-to-day management and investment committee activities. Prior to this, he worked at Maricopa Capital Partners, LLC. Sachem Hill LLC advises ultra-high-net-worth families, their foundations, and private pooled investment funds, offering portfolio management, financial planning, and consulting. The firm combines passive management in efficient markets with active management in less efficient asset classes, tailoring investment strategies to individual client needs.

Bethany Aylor is a financial advisor with Peak Asset Management, LLC in Louisville, Colorado, holding CFP®, Series 63, and Series 66 designations and bringing 10 years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan, and she is also a federally-authorized Enrolled Agent, qualified to represent taxpayers before the IRS. Peak Asset Management is a multi-advisor SEC-registered firm managing over $1 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, tailoring portfolios to client-specific investment policies and employing both individual security selection and mutual fund/ETF strategies.

Joseph Morris is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes positions at Transamerica Capital Inc and Whole Foods Market. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm utilizes independent clearing accounts and wrap programs, incorporating ESG analysis when requested, and communicates with clients through newsletters and educational seminars.

Steven Wiggins is a financial advisor at Indelible Wealth Group with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of financial advising, he assists with administrative duties at Skills 4 Life, a pediatric speech, occupational, and physical therapy care coordination business. Indelible Wealth Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs an investment approach grounded in Modern Portfolio Theory and fundamental analysis, managing approximately $156 million through a multi-office team structure.

Emily Lucero is a CFP® with five years of industry experience, currently serving as a financial advisor at Colorado Capital Management. She previously worked at Raymond James Financial Services from 2016 to 2023. Outside of her advisory role, she volunteers with the Longmont Community Foundation. 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 manages approximately $638 million for about 234 client households, emphasizing written investment policy statements, long-term fundamental analysis, and quarterly reporting.

Kreighton Bieger is a CFA® charterholder with 14 years of industry experience. He has been with KilterHowling LLC in Boulder, CO since 2014. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm primarily uses mutual funds and ETFs, complemented by individual equities, bonds, alternative investments, and third-party managers, managing a substantial asset base with a small advisory team.

Byron Wilson is a financial advisor with The Millstone Evans Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Vanguard Marketing Corp., Robinhood Financial, and Jackson National Life Distributors LLC. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering portfolio management and financial planning through discretionary and non-discretionary advisory services. The firm employs a diversified investment approach incorporating mutual funds, ETFs, stocks, fixed income, and specialized strategies, and manages client portfolios via independent clearing accounts and wrap-fee programs.

Cassidy Steck is a financial advisor at Peak Asset Management, LLC with seven years of industry experience. He holds the Series 66 credential and has worked at several firms including Morgan Stanley, Rockefeller Financial LLC, and LPL Financial LLC prior to joining Peak Asset Management. Cassidy is based in Louisville, Colorado. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, and retirement plan advisory services, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policies.

Katherine St Onge is a financial advisor at BSW Wealth Partners with credentials including Series 63 and Series 65 licenses. She has professional experience spanning roles at Cambridge Associates and Calvert Impact Capital before joining BSW in 2024. BSW Wealth Partners serves a diverse national clientele, including individuals, families, business owners, and institutional clients, offering comprehensive financial planning and customizable investment strategies. The firm employs a top-down tactical asset allocation process and operates as a Colorado Public Benefit Corporation with a focus on impact investing and coordinated planning across tax, estate, and concentrated positions.

Julia Wentworth is a financial advisor at BSW Wealth Partners with eight years of industry experience. She holds a Series 65 designation. Her prior positions include roles at Sequoia Financial Group, Colorado Capital Management, Hinman Financial, and Wash Park Capital. BSW Wealth Partners serves a national client base comprising individual and institutional investors, including multi-generational families, business owners, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation process and offers services that include comprehensive financial planning, portfolio management, and a specialized Visionary Impact Investing program aligned with client values.

Lawrence Gale is a financial advisor at Indelible Wealth Group in Palisade, Colorado, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Indelible Wealth Group since 2017. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory approach using model portfolios ranging from aggressive to conservative, focusing on broad-based index funds, ETFs, mutual funds, and bonds, while offering discretionary and non-discretionary services as a fiduciary.

Ava Allen is a Series 66-licensed financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, bringing four years of industry experience. Her background includes nearly a decade at Wells Fargo Clearing and a prior role at Olisamra Inc. Outside of her advisory work, she is involved in managing rental properties with immediate family members. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies, utilizing in-house management, independent managers, and specialist sub-advisors.

Toni Noto is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Millstone Evans Group in 2021, Noto worked at Raymond James & Associates from 2013 to 2021. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm builds Financial Profiles and Investment Plans with clients and employs a range of investment vehicles and strategies, including mutual funds, ETFs, stocks, fixed income, and ESG analysis.

Steven Arrigan is a financial advisor at Geneos Wealth Management, Inc. in Boulder, CO, with 39 years of industry experience. He has been with Geneos Wealth Management and Joseph S. Sturniolo & Associates, Inc. since 2006. He holds Series 63 and Series 65 licenses. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

Lindsey Michel is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Independent Financial Partners, and Western Wealth Management. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative investment approaches.

Joseph Sturniolo is a financial advisor with Geneos Wealth Management, Inc. in Boulder, CO, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has managed his own practice, Joseph S. Sturniolo & Associates, Inc., for over 20 years. Outside of advising, he is also an artist. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a variety of investment strategies including discretionary and non-discretionary account supervision across multiple platforms.

Frank Oliver III is a Series 65-licensed advisor at Creativeone Wealth, LLC with seven years of industry experience. He has worked with Oliver Asset Management and Change Path, LLC since 2019 and previously spent 17 years at Oliver Financial Group. Outside of his advisory work, he serves as president of Oliver Asset Management, a non-investment related business. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of proprietary models and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

John Young is a financial advisor at Ascentis Independent Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services Advisors, Inc. and Golden State Equity Partners. Outside of advising, he is the owner of John R. Young Capital Management Inc. and is involved in enrolling clients in HSA accounts. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, employing a variety of investment strategies that include discretionary management, third-party managers, and alternative investments.

Peter Ruh is a financial advisor at Secure Asset Management, L.L.C. in Boulder, CO, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors LLC and RFG Advisory, LLC. Ruh is also the owner and founder of BlueBird Advisory, an investment-related business. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and focuses on individuals rather than traditional corporate clients.

Eric Barr is a financial advisor at Signal Advisors Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Geowealth Management LLC and other advisory firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.