Matthew Rillos is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Full Financial Inc. since 2024 and previously spent 16 years at Financial Counseling Associates Inc. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in assets for around 259 clients, offering discretionary portfolio management and planning in areas including retirement, education, tax, estate, and business needs.

Matthew Goldstein is a financial advisor at Exit Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Kestra Advisory, U.S. Bancorp Investments, and Ameriprise. Outside of advising, he has a passive ownership interest in a mortgage lending business. Exit Wealth Advisors serves primarily high-net-worth individuals, business owners, family offices, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $243 million and employs a broad, tailored investment approach supported by both fundamental analysis and an AI-enabled financial planning platform.

Michael Rich is a financial advisor at MIFI Wealth, LLC in Boulder, Colorado, holding a Series 65 designation. He has been with MIFI Wealth since 2025 and has prior experience with Gather Farm and Good Work Coaching. MIFI Wealth, LLC provides discretionary investment management to individuals, corporate retirement plans, charities, foundations, trusts, and other institutions. The firm uses an open-architecture approach with in-house asset allocation models and third-party managers, employing both traditional and non-traditional investment strategies.

Steven Higgins is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is a principal at Higgins & Schmidt Wealth Strategies LLC, where he has worked since 2010. His prior experience includes roles at LPL Financial and Raymond James Financial Services. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses modern portfolio theory to construct diversified portfolios and manages approximately $279 million in client assets.

John Jarvis Jr. is the sole advisor at J.W. Jarvis Investment Advisors in Golden, CO, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, A. G. Edwards & Sons, and Transamerica Financial Advisors. Since 2007, he has been leading his own advisory firm. J.W. Jarvis Investment Advisors provides tailored portfolio management services to individuals and families, focusing on direct securities and limited options strategies rather than mutual funds or foreign securities. The firm emphasizes fundamental and sector analysis, separating core long-term holdings from sector-rotation positions, and incorporates risk management with regular account reviews.

Bryan Sullivan is a CFP® with 19 years of industry experience, currently serving at Cohesion Wealth Management, LLC since 2020. He also has experience with Asset Exchange and American Portfolios Financial Service, Inc., among other firms. Outside of investment advisory, he is involved in marketing through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, foundations, trusts, and institutional clients. The firm utilizes a diversified, values-based investment approach with tactical adjustments and offers specialized pension and plan consulting services uncommon for its size.

Laura Schmidt is a financial advisor at Higgins & Schmidt Wealth Strategies LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at TGRP Solutions, Band-It IDEX, Envestnet, Inc., and RSM US LLP. Higgins & Schmidt Wealth Strategies LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations and business entities. The firm uses modern portfolio theory to construct portfolios and manages assets through mutual funds, ETFs, equities, fixed income, structured products, and separately managed accounts.

David Mcmillan is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Caledonia Wealth Management, Ltd. in Boulder, CO since 2009. Caledonia Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and uses a range of discretionary investment programs that include both traditional and ESG-integrated options, combining strategic asset allocation with tactical adjustments.

Hilla Hascalovici is a financial advisor at Savvly Advisor with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Savvly in 2025, she worked at Goldman Sachs & Co. LLC for five years and JP Morgan Chase & Co for one year. Savvly Advisor provides portfolio management and advisory services primarily to pooled investment vehicles, investment companies, and pension or profit-sharing plans, alongside consulting for employee benefit plans. The firm employs a combination of modern portfolio theory and technical analysis through discretionary, long-term trading strategies and maintains an active pension consulting practice.

Nicholas Wolverton is a CFP® and Series 65 registered advisor with 11 years of experience, currently serving at Peak Financial Management, Inc. since 2015. He operates out of Broomfield, Colorado, working alongside one other advisor at the firm. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm applies a Start to Finish Planning Program that integrates consulting, coaching, and investment management using fundamental analysis and an asset-allocation approach based on Modern Portfolio Theory.

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Peter Schopen is a financial advisor at P.A. Schopen & Associates, LLC with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Raymond James Financial and Evergreen Investing, LLC prior to his current role. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary management tailored to client objectives. The firm combines modern portfolio theory with fundamental, technical, quantitative, and cyclical analysis, using a mix of actively managed mutual funds and passive ETFs, and manages client assets in-house with a broader set of products and strategies than many peer firms.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

Edwin Liang is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Merrill and First Republic Bank before joining Downshift Financial in 2021. Downshift Financial is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm focuses on passive portfolio construction using mutual funds and ETFs, combines ongoing financial planning with portfolio management, and employs a fixed-fee billing model.

Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with nine years at the firm and four years of industry experience. She holds a Series 65 designation and has provided bookkeeping and accounting services as an independent contractor outside of investment advising. Cohesion Wealth Management serves individuals, families, foundations, trusts, estates, retirement plans, charitable organizations, and institutional clients with discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes client alignment, diversification, tactical market adjustments, and integrates both in-house and third-party management, including unique capabilities in institutional pension consulting.

Heidi Phan is a CFP® with one year of industry experience, currently serving as an advisor at Rebalance LLC. Her prior roles include positions at Illumination Wealth Management and The Wealth Conservancy, Inc. Since September 2024, she has been the lead event planner for the Colorado Financial Planning Association, organizing pro bono financial planning events for the local community. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, and retirement plans, employing a strategic asset-allocation approach with a focus on long-term rebalancing using a small universe of ETFs organized into model portfolios.

Noel Bennett is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He has been with Peak Asset Management since 1999 and serves on several non-investment-related boards, including as director of The Bennett Office, Inc., and Cascade Mining, LLC, and Superior Minerals, LLC. Bennett is also president of the Cedarhurst Family Corporation, a private family trust. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm provides discretionary portfolio management and integrated financial planning, focusing on client-specific investment policy statements and employing both individual security selection and mutual fund/ETF strategies.

Benjamin Weaver is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He is currently with BSW Wealth Partners in Boulder, CO, where he has worked since 2010. Prior to that, he spent eight years at R3 Returns, LLC and recently joined Sequoia Financial Group. BSW Wealth Partners serves a national client base that includes individuals, families, business owners, executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers a range of services including comprehensive financial planning, discretionary portfolio management, and a dedicated impact investing program as a Colorado Public Benefit Corporation.

Alexander Bastron is a financial advisor with Northstar Financial Companies, Inc. in Golden, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Northstar since 2020, and previously was with LongView Wealth Management and Cambridge Investment Research. Outside of advising, he spends a small portion of his time as an insurance consultant for various companies. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy and manages portfolios using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Chad Kopser is a financial advisor with Aegis Wealth Management, Inc. in Golden, CO, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Aegis Wealth Management since 2020 and has been involved with Aegis Financial since 2011. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure, utilizing third-party sub-advisers and model portfolios for day-to-day management.