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.

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.

Nadia Crainich is a financial advisor at Gainline Financial Partners, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Her background includes roles outside finance, such as positions at the Inn at Pleasant Lake and the University of Vermont. Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs diversified portfolios that blend passive and active strategies and manages a substantial portion of assets through its wrap fee program.

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 with Secure Asset Management, L.L.C. in Boulder, CO, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His career includes roles at Wells Fargo Advisors, Ameriprise Advisor Services, and RFG Advisory. He is also the founder of BlueBird Advisory, an insurance and securities business. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a range of analytical approaches across various asset classes and focuses on equitable allocation of investment opportunities, serving an uncommon client mix concentrated on individuals and plan-level consulting.

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 has worked at several firms, including Geowealth Management LLC and Eternity Investment Advisors, before joining Signal Advisors Wealth in 2025. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis, while supporting a high client load across its multi-team structure.

Katherine Spines is a financial advisor at Advisors Capital Management, LLC with 27 years of industry experience. She was previously the owner and CEO of HCM Investors, Inc. in Boulder, CO, a state-registered RIA that is currently being wound down as its clients transition to Advisors Capital Management. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, combining top-down macro analysis with bottom-up security selection.

Matthew Pyle is a financial advisor at Mission Wealth Management, LP in Boulder, CO, holding a Series 65 credential with one year of industry experience. His work history includes roles at Diversified Asset Management and academic positions at the University of Southern California and University of Utah. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Brycen Coward is a CFA® charterholder with four years of industry experience. He is currently with Meridian Wealth Management, LLC and previously worked at Lido Advisors, LLC and Knowledge Leaders Capital. Brycen is based in Boulder, CO. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan services, using a combination of fundamental and technical analysis alongside diverse investment vehicles.

Ryan Croy is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Flagstaff House, and Wells Fargo Clearing. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, and manages approximately $13 billion in client assets.

Nicole Garza is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Integrated Advisors Network LLC since 2019 and previously held roles at Redefine Wealth Management LLC and Wells Fargo Clearing. Outside of her advisory work, she operated Designs by Nicole LLC for ten years and serves as an independent insurance agent. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, along with diversified investment approaches, and frequently utilizes third-party sub-advisers to implement client strategies.

Kristen O'Brien is a financial advisor at CORDA Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining CORDA, she worked at Mercer Global Advisors Inc. from 2023 to 2024 and spent eight years at Charles Schwab & Co. and Charles Schwab Bank. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets across 30 advisors. The firm serves individuals, including high-net-worth clients, offering discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and access to attorney-led estate-planning document services.