Craig Perkins is a ChFC® with 46 years of industry experience. He is affiliated with CDP Financial Group, LLC and Colorado Financial Service Corporation, both since 2011. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by providing discretionary portfolio management along with financial planning and consulting services. The firm manages about $90 million across approximately 110 client accounts, using diversified mutual funds and a formal fund evaluation process tailored to clients’ risk tolerance and time horizon.

Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He was previously associated with LPL Financial for more than 20 years before joining Graystone Partners Wealth Management in 2025. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach utilizes Modern Portfolio Theory and is tailored to client risk tolerance and investment objectives, typically employing mutual funds, ETFs, and individual equities.

Laurie Tinnell is a CFP® and Series 65-licensed financial advisor with Moseley Investment Management, Inc. She has 10 years of industry experience, including roles at Moseley Investment Management and LPL Financial LLC. Prior to her financial services career, she worked at Bradenton Country Club for 12 years. Laurie is also a General Partner of a family-managed investment partnership and serves as a trustee managing a family estate’s stock portfolio. Moseley Investment Management provides financial planning, consulting, and portfolio management to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs fundamental analysis and a long-term investment approach, utilizing a range of securities and derivatives to manage approximately $457 million in assets.

Glenn Hermanson Jr. is a CFP®-designated financial advisor with 22 years of industry experience. He has been with Hoffmann Hermanson LLC since 2009. Outside of his advisory work, he is a musician in a local band. Hoffmann Hermanson provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, charitable organizations, and business retirement plans. The firm employs a discretionary portfolio management approach using a range of instruments, including alternatives and cryptocurrency, and tailors portfolios based on client goals, risk tolerance, and time horizon.

Amy Bloom is a Series 65-licensed financial advisor with Bloom Financial, LLC and has seven years of industry experience. She is also involved with Bloom Life, LLC, an insurance-related business where she serves as an agent. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to clients’ goals and risk tolerance.

Amel Guigli is a financial advisor at Capital Financial Group, Inc. with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Guigli has been with Capital Financial Group since 1998 and previously worked at Raymond James Financial Services, Inc. He also offers non-variable insurance products through an independent licensed insurance agent arrangement. Capital Financial Group provides advisory services to individuals, including high-net-worth clients, and institutional clients such as pension plans, trusts, and businesses. The firm employs an individualized, discretionary investment approach that combines fundamental and technical analysis with a range of instruments and derivative strategies, supplemented by ongoing financial planning.

Peter Johnson is a financial advisor at Callahan Capital Management with 16 years of industry experience. He holds the Series 65 designation and has been with Callahan Capital Management since 2015. Callahan Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable foundations. The firm’s investment approach focuses on strategic asset allocation and long-term holding, utilizing various asset classes and incorporating both fundamental and technical analysis.

Emily Biehler is a CFP® with 13 years of industry experience and currently serves as an advisor at Trailwise Financial Partners, LLC. She has previously worked at LPL Financial, Summit Wealth Group, and Commonwealth Financial Network. Outside of her advisory role, she is a notary public. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services including investment management, financial planning, and business transition consulting. The firm employs strategic asset allocation and uses a third-party risk-profiling tool to tailor portfolios, providing both one-time financial plans and ongoing managed accounts.

Erika Devlin is a financial advisor at Wealth Management Advisors RIA, Inc. She holds a Series 65 credential and previously worked at Edward Jones Investments, LLC from 2020 to 2025. She has been with Wealth Management Advisors since 2025. Wealth Management Advisors serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary asset management, financial planning, and annuity management. The firm employs active mutual fund and ETF strategies tailored to client goals and risk tolerance, and it maintains a formal due-diligence process for recommended third-party managers.

Joshua Torgerson is a financial advisor at nVest Advisors, LLC with two years of industry experience. He holds a Series 65 designation and serves as Lead Instructor and Examiner at DriveSafe Driving School. Prior to his advisory role, he worked in various positions including at TSA and Adams County 27-J Public Schools. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models, serving both direct clients and other registered investment advisers.

Tyler Richey is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is affiliated with Asset Solutions, Inc., where he works as part of a four-advisor team based in Littleton, CO. Prior to and concurrently, he has been associated with Geneos Wealth Management since 2007. Asset Solutions, Inc. manages approximately $89 million for around 285 clients, serving individuals, including high-net-worth clients, trusts, and estates. The firm focuses on financial planning and asset management using a combination of fundamental and technical analysis, and it is known for its seminar practice addressing pre-retirement planning and benefits selection for federal government employee groups.

Matthew Fahrney is a CFP®-designated financial advisor with 21 years of industry experience. He has worked at Arbor Investment Management since 2018 and previously spent five years at Investment Professionals Inc. based in Lakewood, CO. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm uses a valuation-based, fundamentally driven approach, constructing diversified portfolios primarily from individual stocks and bonds, and offers extensive financial forecasting and specialized strategies including derivatives and options in separately managed accounts.

Mark Richey is a CFP® with 42 years of industry experience, currently serving at Asset Solutions, Inc. since 1998 and also associated with Geneos Wealth Management, Inc. since 2007. He conducts educational classes for federal government agency members on civil service, retirement, and insurance benefits, incorporating financial planning elements such as cash flow and estate calculations. Asset Solutions, Inc. is a four-advisor team managing approximately $89 million for about 285 clients, including individuals, trusts, and estates. The firm provides financial planning and asset management services using mutual funds and model portfolios tailored to client risk profiles, and it is known for its seminar offerings focused on federal government employee groups.

Betty Wang, CFP®, RICP®, TPCP®| Founder of BW Financial Planning Betty Wang is the founder of BW Financial Planning, a virtual financial planning firm dedicated to helping women across the U.S. achieve financial confidence. She believes that success isn’t just about numbers—it’s about creating a life of balance, fulfillment, and purpose. ⭐ Empowering Women Through Financial Clarity Betty’s mission is to help women make informed financial decisions so they can feel confident in every aspect of their lives—whether that means excelling in their careers or embracing a fulfilling retirement. 🤝 A Trusted Wealth Partner Clients turn to Betty for her expert financial guidance, deep listening skills, and approachable style, making her a trusted partner in their financial journey. 🙌 Featured Thought Leader Betty’s insights have been featured in The Wall Street Journal, Forbes, MarketWatch, Kiplinger’s, USA Today, and more. 🎙️ Host of Betty’s Smart Friends Podcast Through candid conversations with inspiring experts, Betty explores what true success looks like for women over 45—covering topics like health, relationships, personal growth, and passion projects. If you're looking for a transparent, supportive wealth partner to help you navigate your financial journey with confidence, let's connect!

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain, and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management, there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level. I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation ("CFA is the gold standard of the investment profession." Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP). Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024) and an active member of the CFA Society of Colorado. To explore and deliberate on cutting-edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification. Outside of the office, Grant loves to spend time with his beautiful wife and two boys. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding. Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

Thomas Schubert is a financial advisor at Sonoran Capital Management, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Sonoran Capital Management since 2010. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies supported by fixed income and derivatives for hedging. The firm employs a top-down global macro investment process supplemented by a proprietary model and manages portfolios according to firm strategies rather than individualized security selections.

Holly Pickens is a CFP® and holds a Series 65 license, currently serving as a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado with two years of industry experience. Prior to joining J.F. Williams, she held various roles including positions at Northwestern Mutual and Essential Investment Partners. Outside of finance, she is involved with Rock Cheer Company. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing client assets on a non-discretionary basis with centralized custody through Schwab Institutional.

Alexander Leonida is a CFP® with 18 years of experience in financial services. He has worked at Capital Financial Group, Inc. since 2009 and previously held positions at Alcol Inc. and Raymond James Financial Services. Outside of his advisory role, he is a licensed insurance agent offering non-variable insurance products through One Insurance Solutions for RIAs. Capital Financial Group provides advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and businesses. The firm employs an individualized, discretionary investment approach that integrates fundamental and technical analysis with a range of instruments, including equities, fixed income, mutual funds, ETFs, and derivative strategies.

Brooks Adams is a financial advisor at Capital Financial Group, Inc. in Littleton, CO, holding a Series 65 designation with approximately four years of work experience, including a prior role at BAE Systems. His career background also includes positions in engineering and construction firms as well as time as a student at Colorado State University. Capital Financial Group provides advisory services to individuals, including high-net-worth clients, and institutional clients such as pension plans and trusts. The firm employs an individualized, discretionary investment approach that integrates fundamental and technical analysis across a broad range of instruments, including equities, fixed income, mutual funds, ETFs, and derivative strategies.

Matthew Tepoorten is a financial advisor with Wright Private Asset Management LLC in Denver, CO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab from 1999 to 2025. Outside of his advisory role, he owns and operates a newsletter and video blog focused on hiking, climbing, running, and gear, unrelated to financial services, and serves as an unpaid board member of the nonprofit Step Denver. Wright Private Asset Management LLC is a registered investment adviser that provides discretionary investment management to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm employs a proprietary corporate fundamental database and formal research outputs to guide portfolio management across equity and fixed-income strategies.