Jasmine Gallegos is a Series 65-licensed advisor with two years of industry experience. She currently works at The Millstone Evans Group, LLC, joining the firm in 2026. Prior to this, she spent four years at Fisher Investments. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning. The firm offers customized investment plans utilizing mutual funds, ETFs, stocks, fixed income, and third-party managers, with ESG analysis available upon request.

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 a Series 66 designation and has worked at firms including Tifin and Picwell, Inc. Outside of his advisory role, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning services company. Cypress Financial Planning is a fee-only, SEC-registered firm that provides comprehensive financial planning and investment management services to high-net-worth individuals, families, businesses, and institutional clients. The firm employs a blend of modern portfolio theory and active trading strategies, including derivatives, to manage approximately $490 million in client assets across discretionary and non-discretionary accounts.

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 seven years of industry experience, currently serving as a financial advisor at Townsend in Westminster, CO. Prior to joining Townsend, he worked at Securities America, Inc. and operated Jonny Moneyseed, LLC, which provides handyman and rideshare services. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm offers tailored financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis across various investment vehicles.

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® with 17 years of industry experience, currently serving as a financial advisor at Varra Financial. He has worked at Varra Wealth Management LLC since 2022 and previously held roles at LPL Financial and COUNTRY Financial. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a long-term trading approach based on modern portfolio theory and prepares detailed Investment Policy Statements to guide portfolio management.

Richard Harrison is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Townsend, where he has worked since 2019, and has prior experience at TIAA-CREF and Securities America. Harrison is also involved with Townsend Retirement, a registered investment advisory firm. 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, with investment approaches that include dividend-growth and capital-appreciation strategies.

Brandon Kane is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC and has held positions at firms including Wells Fargo Clearing and Cetera Advisor Networks. Outside of his advisory role, he serves as the registered agent for a nonprofit basketball club in Colorado. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations through discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based approach and primarily builds portfolios with ETFs and mutual funds, incorporating independent managers as appropriate.

Branden Bunch is a financial advisor at Invst, LLC with eight years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Invst in 2018, he operated his own firm, Branden G. Bunch, Inc., for ten years. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,100 clients with approximately $1.565 billion in assets under management.

Sacha Millstone is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 27 years at Raymond James & Associates and five years at his current firm. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm offers customized investment plans utilizing mutual funds, ETFs, stocks, fixed income, and third-party managers, incorporating ESG analysis when requested, and manages approximately $893 million across several hundred client relationships.

Steven Szafranski is a CFP® with 14 years of experience in the financial services industry. He is currently with BSW Wealth Partners, a team of 18 advisors based in Boulder, CO, and has previously worked at Ameriprise Financial Services and Facet Wealth. Szafranski holds the Series 66 designation. BSW Wealth Partners serves a national clientele that includes individuals, families, business owners, executives, and 401(k) plan sponsors. The firm utilizes a top-down tactical asset allocation approach and offers services ranging from comprehensive financial planning to discretionary portfolio management and impact investing through its Visionary Impact Investing program.

Charles Barkmeier is a CFP®-certified financial advisor with six years of industry experience. He currently works at Gainline Financial Partners, LLC and has previously been employed by PKS Investments, Wells Fargo Advisors Financial Network, and KeyCorp. Barkmeier is also president of QuickTap Holdings Inc., a holding company. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset allocation strategies, managing approximately $273.1 million in client assets across discretionary and non-discretionary accounts.