William Stites is a CFA® charterholder with 11 years of industry experience. He has been with KilterHowling LLC since 2014, where he serves as one of three advisors at the firm’s Boulder, Colorado office. 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, supplemented by individual equities, bonds, alternative investments, and third-party managers, focusing on defined strategies such as global growth and capital preservation.

Andy McClaflin is a financial advisor with Aspen Wealth Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with firms including Raymond James Financial Services and Aspen Wealth Planning LLC. Outside of his advisory role, McClaflin is involved in business ownership as CEO of RAR Ltd. and Standard Equine LLC, which focuses on equine training and sales. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a combination of fundamental research and proprietary quantitative algorithms to build diversified portfolios using mutual funds, ETFs, and alternative investments, with a notable emphasis on the use of derivatives in separately managed accounts.

Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Timothy Shasserre is a CFA® charterholder with two years of industry experience. He is currently an advisor at Black Swift Group, LLC, where he has worked since 2023. Prior to this, he spent eight years at Stifel Financial Corp. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations. The firm combines top-down and bottom-up investment processes across a range of asset classes, including fixed income, equities, and alternatives, and manages approximately $558 million in discretionary assets.

Grant Bugner is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Asset Management, LLC. His prior experience includes four years at MorganRosel Wealth Management and roles in various industries such as mining and brewing. He is Board President of the Listen Foundation, which supports children who are deaf and hard of hearing and their families, and creates personal finance video content under the name "moneymentorGrant." Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of fundamental, technical, and qualitative analyses in its generally long-term investment approach.

Sonya Gillis is a financial advisor with Gainline Financial Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Advisors and Animal Health Care Denver. Outside of her advisory role, she serves as a foster coordinator for Lifeline Puppy Rescue in Brighton, Colorado. Gainline Financial Partners offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios blending passive and active strategies, and manages a significant portion of assets in wrap accounts.

Summer Vaughan is a CFP® professional with eight years of industry experience, currently affiliated with Gainline Financial Partners, LLC. Prior to joining Gainline, she worked at Purshe Kaplan Sterling Investments, Fidelity Investments, First Command Financial Planning, Inc., Edward Jones, and American Honda Finance Corporation. Vaughan holds the Series 66 designation and is based in Louisville, Colorado. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm uses diversified, multi-style portfolios combining passive and active strategies and manages a significant portion of assets in wrap accounts through a team of seven advisors.

Timothy Mccain is a financial advisor with SEM Wealth Management in Arvada, CO, holding a Series 65 license and bringing 20 years of industry experience. He has worked at Distribution Systems, Inc. since 2004. Additionally, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and sales management for small to mid-sized financial service firms. SEM Wealth Management offers discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses proprietary mechanical models combining technical analysis, quantitative methods, and economic trend analysis, and it also licenses these models to other advisors and platforms.

Trevor Schimschock is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at KilterHowling LLC. His prior experience includes roles at Northwestern Mutual Investment Services LLC, James Dreiling, Crestone Asset Management, Great West Investments, and Janus Henderson Investors. Outside of his advisory work, he owns WPSquared LLC, a company that holds real estate rental properties. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm employs a range of investment strategies focused on mutual funds, ETFs, individual equities, bonds, and alternative investments, managing approximately $258 million in assets with a small team of three advisors.

Aaron Deitz is a financial advisor at BSW Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has worked at BSW Wealth Partners since 2018. His prior roles include positions at Focused Energy, Sonotize, and RMB Capital Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, corporate executives, and plan sponsors, employing a top-down tactical asset allocation approach and offering comprehensive financial planning, portfolio management, and impact investing strategies.

Zachary Rhodes is a financial advisor at Mountain Capital Investment Advisors Inc with one year of industry experience. He holds a Series 65 designation and previously worked at Buck Wealth Strategies, LLC and Udemy. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across more than 1,100 client relationships, offering customized investment approaches focused on long-term strategies with diversified mutual funds, ETFs, and selective individual stocks and bonds.

Gregory Casals is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Swift Group, LLC since 2017. Prior to this, he worked at Fortis Asset Management for one year. He holds the Series 63 designation and is based in Boulder, CO. Black Swift Group is a small advisory team managing approximately $558 million in discretionary assets, primarily for high-net-worth individuals, corporations, trusts, and foundations. The firm employs a blended top-down and bottom-up investment process across equities, fixed income, and alternative investments, tailoring portfolios under discretionary authority and offering both separately managed accounts and pooled fund vehicles.

Madeline Stutz is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding a Series 65 designation with two years of industry experience. She has been with The Millstone Evans Group since 2022, including during her time as a college student. The Millstone Evans Group serves individuals, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm develops tailored financial profiles and investment plans, managing portfolios with mutual funds, ETFs, stocks, fixed income, and other strategies that include fundamental, technical, and ESG analysis.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC in Louisville, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Peak Asset Management in 2022, she worked at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered 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 comprehensive financial planning, using client-specific investment policy statements and a range of strategies including individual securities and mutual funds/ETFs.

Tiffany Brown is a CFP® professional at Townsend with 24 years of industry experience. She has been with Townsend & Associates, Inc. since 2009 and previously worked at Securities America, Inc. from 2008 to 2024. She holds the Series 66 designation and operates from Westminster, CO. 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 manages approximately $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities, using a combination of top-down macro and bottom-up fundamental investment approaches.

Gina Varra is a financial advisor with Varra Financial in Louisville, Colorado, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Varra Wealth Management LLC since 2022, LPL Financial since 2017, and National Planning Corporation from 2002 to 2017. 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 based on modern portfolio theory and emphasizes documented risk tolerance and asset allocation, serving mostly under non-discretionary advisory agreements.

Cameron Dunford is a financial advisor with Varra Financial in Louisville, CO, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His work history includes positions at Oppenheimer Funds Inc. from 2011 to 2018 and concurrent roles with Varra Wealth Management LLC and LPL Financial since 2018. Outside of his advisory work, he is involved with a home-based business entity unrelated to investments. Varra Financial provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and business entities. The firm emphasizes modern portfolio theory and long-term trading, offering both discretionary and primarily non-discretionary portfolio management.

Richard Anderson is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. Prior to his advisory career, he worked for 17 years at ICON Eye Care. 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 approach, incorporating fixed income, equities, and alternative investments to manage volatility and pursue income.

John Lynch is a financial advisor at Worth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Lynch Financial Group LLC, Wealth Watch Advisors LLC, and Royal Funds Management LLC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party managers while maintaining oversight and due diligence.

Olivia Otoole is a financial advisor with BSW Wealth Partners in Boulder, CO, holding a Series 65 designation and four years of industry experience. Her work history includes roles at Sequoia Financial Group and multiple positions within BSW Wealth Partners since 2018. Prior to her financial advisory career, she worked at the University of Colorado and its Admissions Office. BSW Wealth Partners advises a national client base including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation approach with discretionary macro-level rebalancing and offers customized portfolios and a dedicated Visionary Impact Investing program, operating as a Colorado Public Benefit Corporation with an explicit impact and values statement.