Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Adasina Social Capital, Impact Investors, Inc., Better World Investments, Inc., and National Planning Corporation. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide through a network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into diversified, long-term portfolios with tailored solutions such as Values-Aligned Direct Indexing and discretionary management.

Jason Black is a CFP®-credentialed financial advisor at Colorado Capital Management with 19 years of industry experience. He previously worked for Jackson National Life Distributors LLC for 13 years before joining Colorado Capital Management in 2021. Outside of his advisory work, he has ownership in a rental property in Denver. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million. The firm emphasizes long-term fundamental analysis, written investment policy statements, and quarterly monitoring, offering discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

Ryan Giles is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Lockton Companies and Durham Capital Corp., as well as experience in other sectors before entering the financial industry. Black Swift Group provides discretionary investment management and financial planning for high-net-worth clients, corporations, trusts, and foundations, offering separately managed accounts and advising private limited-partnership funds. The firm employs a combination of top-down and fundamental bottom-up investment strategies, routinely uses derivatives and leverage, and integrates performance-based allocations alongside philanthropic contributions.

Adam Vrablec is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts and private limited-partnership funds. The firm employs a blended top-down and fundamental bottom-up investment process across multiple asset classes, including fixed income, equities, and alternatives, and offers tailored portfolios under discretionary authority.

Sydney Tyler is an advisor with The Millstone Evans Group, LLC, holding a Series 65 designation and based in Boulder, CO. Tyler has been with The Millstone Evans Group since 2023 and has prior experience at Bloom Wealth Advisors and the University of Colorado. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages assets through independent clearing accounts and proprietary wrap programs, employing a range of investment vehicles including mutual funds, ETFs, stocks, fixed income, and third-party managers, with optional ESG analysis.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

Steven Ellis is a financial advisor with Colorado Capital Management in Boulder, CO, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Colorado Capital Management since 2000. 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 a disciplined investment process that includes written investment policy statements, long-term fundamental analysis, and regular monitoring, offering both discretionary and non-discretionary management along with ESG investing options and third-party manager integration.

David Wolf is a financial advisor at BSW Wealth Partners in Boulder, CO, holding a Series 65 credential and bringing 19 years of industry experience. He has worked at BSW Wealth Partners since 2010 and previously spent time with R3 Returns, LLC and Sequoia Financial Group. Mr. Wolf serves on the advisory boards of Boulder Ventures, Renewal Funds, Ethic, and Schwab Advisor Services. BSW Wealth Partners serves a national clientele that includes individual and institutional investors, offering comprehensive financial planning, portfolio management, and impact investing strategies. The firm employs a top-down tactical asset allocation process and coordinates tax, estate, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with an emphasis on mission-aligned investing.

Ashley Papa is a financial advisor at Black Swift Group, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Bessemer Investor Services, Inc and multiple family offices. Ashley has been with Black Swift Group since 2026. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, and foundations. The firm combines a top-down approach with fundamental security selection and incorporates alternative investments, derivatives, and leverage to tailor portfolios according to client risk tolerance and preferences.

Harold Croley is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Arizona State and Aidium Inc., among others. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, and foundations. The firm combines top-down index and sector strategies with bottom-up security selection, incorporates alternatives and private funds, and utilizes derivatives and leverage to tailor client portfolios.

Tyler Hamilton is a financial advisor at Black Swift Group, LLC with six years of industry experience. He holds a Series 65 designation and previously operated Tyler Hamilton Training, LLC for ten years. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, foundations, and other entities. The firm manages roughly $694 million in discretionary assets and combines top-down and bottom-up investment approaches, employing derivatives, leverage, and tailored risk assessments. Black Swift also sponsors multiple private pooled vehicles and directs a portion of certain fund management fees to a nonprofit charity.

Krista Strohoffer is a CFP® and holds a Series 66 license with 25 years of experience in financial advising. She has worked at Sustainable Advisors Alliance LLC since 2021 and previously spent 13 years at Portfolio Resources Group, Inc. She is also associated with Principled Investing, LLC, where she has been involved since 2006. Sustainable Advisors Alliance provides investment management and financial planning services to individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies to align portfolios with clients’ goals and preferences.

Margaret Nugent is a financial advisor at Colorado Capital Management with 21 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at MAI Capital Management, Harbor Wealth Management, The Millstone Evans Group, Raymond James & Associates, and positions at Uber and Lyft. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm manages approximately $638 million across 234 client households, focusing on a disciplined investment process that includes written policy statements, fundamental analysis, and regular monitoring, with options for ESG investing and alternative assets.

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.

Matthew Danaher is a CFP® with nine years of industry experience currently working at Varra Financial in Louisville, CO. His prior experience includes roles at Charles Schwab, U.S. Bancorp Investments, and Wells Fargo. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term trading approach grounded in modern portfolio theory and often manages assets on a non-discretionary basis, allowing clients to retain final trading authority.

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.

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.