Raliegh Riddoch is a CFP® with 21 years of industry experience, currently serving as an advisor at BSW Wealth Partners in Boulder, CO. He has worked at BSW Wealth Partners since 2014 and was previously with R3 Returns, LLC from 2015 to 2023 and Sequoia Financial Group from 2026 to the present. BSW Wealth Partners serves 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 and offers services ranging from comprehensive financial planning to bespoke impact investing, operating as a Colorado Public Benefit Corporation with a dedicated Visionary Impact Investing program.

Emily Bandoni is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. She collaborates with individuals and families to develop comprehensive financial plans tailored to their unique goals. Emily takes a holistic approach to understanding her clients' entire financial situations to implement strategies that provide confidence and align with their long-term objectives. Emily has been with Fidelity Investments since 2020, progressing through roles from Workplace Planning Consultant to Planning Consultant before becoming a Financial Consultant. She holds insurance licenses in Arkansas and California, supporting her ability to assist clients with various financial products. Outside of her professional work, Emily enjoys biking, fitness, skiing, music, reading, and spending time with family.

Lily Beitel Horton is a CFP® and holds a Series 66 designation with 11 years of industry experience. She currently works at BSW Wealth Partners and previously held roles at UBS and Sequoia Financial Group. BSW Wealth Partners serves a national mix of individual and institutional clients, offering comprehensive financial planning, discretionary and non-discretionary portfolio management, and a specialized Visionary Impact Investing program. The firm employs a tactical asset allocation process combined with macro-level rebalancing and integrates tax, estate, insurance, and concentrated-position planning.

Adam Allgaier is a CFP® with five years of industry experience currently serving at Mountain Capital Investment Advisors Inc. He has been with the firm since 2020 and also works as a pilot and first officer for United Airlines. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across about 1,191 client relationships and offers customized investment strategies focusing on long-term growth through low-cost, diversified funds, with ongoing portfolio monitoring and fiduciary advice for ERISA and IRA accounts.

Kellie Beiers is a financial advisor at Aspen Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Chasefield Capital for seven years before joining Aspen Wealth Strategies. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and offers a distinctive use of derivatives and options within client accounts.

Vincent Otterbein is a CFP® with seven years of industry experience, currently an advisor at Colorado Capital Management in Boulder, Colorado. Before joining Colorado Capital Management in 2020, he worked at Charles Schwab & Co., Inc. and 8z Real Estate. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households. The firm emphasizes a written investment policy, long-term fundamental analysis, regular rebalancing, and quarterly reporting, offering discretionary and non-discretionary portfolio management along with ESG investment options and retirement-plan advisory.

Matthew Samek is a financial advisor at BSW Wealth Partners with 14 years of industry experience. He holds a Series 65 designation and has worked at BSW Wealth Partners since 2016. Prior to that, he was affiliated with Sequoia Financial Group and R3 Returns, LLC. BSW Wealth Partners serves a national clientele including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation approach and offers services such as comprehensive financial planning, portfolio management, and a specialized Visionary Impact Investing program.

Andrew Gilson is a financial advisor at Colorado Capital Management in Boulder, Colorado, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Colorado Capital Management since 2007. 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 long-term fundamental analysis, written investment policy statements, and regular monitoring and reporting, serving approximately 234 client households with a team of ten advisors.

Lindy Yoshida is a CFP® professional with five years at BSW Wealth Partners and a total of six years in the financial industry. Prior to joining BSW, she worked at Uncharted and was involved with the Boys and Girls Club of Greater Onslow County. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm uses a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Charles Prather IV is a CFP® professional with 30 years of industry experience, currently serving at WealthPLAN Partners in Westminster, CO. His work history includes roles at OSAIC, Securities America, Inc., LPL Financial, LLC, and multiple entities within WealthPLAN Partners. Outside of his advisory duties, he is involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm utilizes a "Strategy Diversification" investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Donald Byrne is a financial advisor with Black Swift Group, LLC in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Mission Capital, NYLIFE Securities LLC, New York Life Insurance Co., and Forty3North Consulting Group. 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 fixed income, equities, and alternative investments, tailoring portfolios under discretionary authority to client objectives.

Andrew Hanna is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Securities America Inc., Townsend & Associates, OSAIC, and Private Client Services. 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 using a combination of top-down macro and bottom-up fundamental analysis, offering tailored financial planning and asset management services.

Benjamin Pitts is a financial advisor at Cypress Financial Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Tifin and Picwell, Inc. Outside of financial advising, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning company. Cypress Financial Planning is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth households, families, businesses, and institutional clients. The firm manages approximately $395 million in assets and utilizes a range of trading strategies, including derivatives and options, to build tailored portfolios under both discretionary and non-discretionary management.

Paul Rohr is a financial advisor at Gainline Financial Partners, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Wells Fargo Advisors from 2016 to 2023. Outside of his advisory role, he also works as a licensed insurance agent and serves as co-trustee for his father’s trust. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios that combine passive and active strategies and manages most of its assets through a wrap fee program.

Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. 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 about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.

Brian Lichtenheld is a CFP® professional with six years of industry experience. He currently serves at BSW Wealth Partners and recently worked at Sequoia Financial Group. Prior to that, he spent ten years at Crestone Capital. BSW Wealth Partners serves a national client base including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm uses a top-down tactical asset allocation process and offers customized portfolios alongside coordinated tax, estate, insurance, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with a dedicated Visionary Impact Investing program.

Jonathan Amick is a CFP® with six years of industry experience, currently serving as a Private Client Services advisor at Townsend. He has worked at multiple firms, including SECURITIES AMERICA, Inc. and OSAIC, and previously operated Jonny Moneyseed, LLC, a handyman and rideshare services business. Townsend is an SEC-registered advisory firm with a team of 18 advisors serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion and offers financial planning, asset management, retirement plan consultation, and related services using both top-down macro and bottom-up fundamental analysis.

Julie Martinez is a CFP® with 16 years of industry experience. She is currently with BSW Wealth Partners in Boulder, CO, where she has worked since 2015, with a brief tenure at Sequoia Financial Group. Martinez also served at R3 Returns, LLC from 2018 to 2023. BSW Wealth Partners serves a national client base that includes individuals of varying net worth, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation strategy and offers a range of services such as comprehensive financial planning, portfolio management, and a dedicated Visionary Impact Investing program.

James Johnson is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Varra Wealth Management LLC. His prior experience includes roles at LPL Financial and COUNTRY Financial. Johnson is also involved with the Rocky Mountain Insurance Network as a solicitor and agent. Varra Wealth Management LLC is a team advisory firm with five advisors managing approximately $237.5 million for around 425 clients. The firm serves individuals, charitable organizations, and business entities, focusing on customized investment policy statements and long-term portfolio management using mutual funds, ETFs, equities, and fixed income.