William Knorr is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Castle Pines Investment Management LLC in Boulder, CO. He holds a Series 63 license and has spent the past several years engaged in extended travel. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, retirement plans, and foundations. The firm uses a combination of macroeconomic analysis, fundamental equity research, and technical analysis within a structured investment policy framework to manage a concentrated client base.

Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He was previously associated with LPL Financial for more than 20 years before joining Graystone Partners Wealth Management in 2025. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach utilizes Modern Portfolio Theory and is tailored to client risk tolerance and investment objectives, typically employing mutual funds, ETFs, and individual equities.

Jeffrey Arnold is a Certified Financial Planner® with 19 years of industry experience. He has worked at IMPACTfolio LLC since 2017 and previously at G&S Capital LLC from 2014 to 2017. He holds Series 63 and Series 65 licenses and is based in Denver, Colorado. IMPACTfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm manages approximately $289 million across about 126 relationships, using a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis, with discretionary account management and a retainer-based advisory approach.

Glenn Hermanson Jr. is a CFP®-designated financial advisor with 22 years of industry experience. He has been with Hoffmann Hermanson LLC since 2009. Outside of his advisory work, he is a musician in a local band. Hoffmann Hermanson provides investment management and financial planning services to individuals, high-net-worth households, trusts, estates, charitable organizations, and business retirement plans. The firm employs a discretionary portfolio management approach using a range of instruments, including alternatives and cryptocurrency, and tailors portfolios based on client goals, risk tolerance, and time horizon.

Mckenna Bolger is a financial advisor at Summit Wealth Strategies in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, Bolger worked at Whole Foods Market and previously held a position at Tasty Harmony. Summit Wealth Strategies provides ongoing portfolio management and financial planning primarily for individual and corporate clients. The firm combines multiple analytical approaches with active and long-term trading strategies to build diversified portfolios tailored to client objectives.

Adam Carr is a financial advisor at Cornbelt Financial, LLC in Denver, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at JFThompson (Leyenda Capital Partners LLC), Great West Financial, and ALPS a DST Company. Cornbelt Financial serves individual clients and small service-based business owners, providing discretionary portfolio management, financial planning, tax preparation, and business services such as bookkeeping and payroll. The firm employs a combined top-down and bottom-up investment approach using fundamental, technical, and quantitative methods, with an emphasis on tax efficiency and regular risk analysis.

Maryan Jaross is a Series 66 licensed advisor with 20 years of industry experience. She has been with Gold Medal Waters, Inc. in Boulder, CO since 2008, where she serves as one of three advisors at the firm. Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a long-term, strategic asset allocation approach primarily using mutual funds and offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting.

Debbie Freeman is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. She has been with Peak Financial Advisors in Denver, CO since 2005. Peak Financial Advisors serves individuals, trusts, estates, and small business clients, offering fee-only portfolio management and financial planning. The firm integrates accounting expertise into its advisory services, providing tax preparation and planning alongside discretionary investment management tailored through a financial-planning-led process.

Robert Zimberg is a CFP® professional with 27 years of industry experience. He has been with Financial Mountain Inc. in Boulder, CO, since 1991. Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning and consulting. The firm customizes portfolios using fundamental and technical analysis alongside modern portfolio theory, employing techniques such as options, margin, short sales, and derivatives under discretionary authority.

Amy Bloom is a Series 65-licensed financial advisor with Bloom Financial, LLC and has seven years of industry experience. She is also involved with Bloom Life, LLC, an insurance-related business where she serves as an agent. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to clients’ goals and risk tolerance.

Michael Sikora is a financial advisor at Bighorn Wealth Management in Westminster, CO, with 38 years of industry experience. He holds the Series 63 license and has been with Bighorn Wealth Management since 2009, previously working with LPL Financial and Osaic FA, Inc. Outside his advisory role, he operates a non-investment S Corporation. Bighorn Wealth Management offers comprehensive financial planning and consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on delivering written financial plans emphasizing asset allocation and long-term purchase strategies, without managing client assets or accepting discretionary authority.

Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.

Emily Biehler is a CFP® with 13 years of industry experience and currently serves as an advisor at Trailwise Financial Partners, LLC. She has previously worked at LPL Financial, Summit Wealth Group, and Commonwealth Financial Network. Outside of her advisory role, she is a notary public. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services including investment management, financial planning, and business transition consulting. The firm employs strategic asset allocation and uses a third-party risk-profiling tool to tailor portfolios, providing both one-time financial plans and ongoing managed accounts.

Rem Bashari is a Series 65-licensed financial advisor with 18 years of industry experience, currently practicing at IDG Advisors, LLC in Denver, CO. He has been associated with Ian D. Gardenswartz & Associates since 2002. In addition to his advisory work, he owns CPA Mortgage LLC, a mortgage loan origination business. IDG Advisors, LLC is an independent, sole-practitioner registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm provides ongoing investment supervisory and portfolio management services, tax-preparation support, and assistance with selecting outside money managers, managing client assets primarily on a non-discretionary basis.

Dario Fusato is a financial advisor at Savvly Advisor, LLC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Aon and Arthur J. Gallagher & Co. He also manages an insurance agency and serves as a sponsor and managing member of private funds. Savvly Advisor provides portfolio management and advisory services to pooled investment vehicles, investment companies, and employee benefit plans, combining modern portfolio theory with technical analysis in discretionary, long-term trading strategies. The firm is notable for its pension consulting services and its role as sponsor and manager of private funds.

Adam Carmel is a CFP® with 43 years of experience in the financial services industry. He has been with Larimer Capital Corporation since 1986, following a brief period at Avior Wealth Management, LLC. Based in Denver, CO, he holds a Series 63 license. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients controlling privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop and implement individualized investment policies and offers both discretionary and non-discretionary portfolio management.

Jeffrey Brown is a financial advisor at Shearwater Capital with 27 years of industry experience and holds the CFA® designation and Series 65 license. He has served as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine since 2011. Brown has been with Shearwater Capital since 1999. Shearwater Capital manages approximately $427 million for about 180 clients, primarily individuals, families, high net worth clients, qualified retirement plans, and trusts. The firm employs a scientific, long-term investment approach focused on global diversification, tax efficiency, and low-cost passive funds, offering customized investment policy statements and discretionary portfolio management.

Joshua Torgerson is a financial advisor at nVest Advisors, LLC with two years of industry experience. He holds a Series 65 designation and serves as Lead Instructor and Examiner at DriveSafe Driving School. Prior to his advisory role, he worked in various positions including at TSA and Adams County 27-J Public Schools. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models, serving both direct clients and other registered investment advisers.

Matthew Fahrney is a CFP®-designated financial advisor with 21 years of industry experience. He has worked at Arbor Investment Management since 2018 and previously spent five years at Investment Professionals Inc. based in Lakewood, CO. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm uses a valuation-based, fundamentally driven approach, constructing diversified portfolios primarily from individual stocks and bonds, and offers extensive financial forecasting and specialized strategies including derivatives and options in separately managed accounts.

Betty Wang, CFP®, RICP®, TPCP®| Founder of BW Financial Planning Betty Wang is the founder of BW Financial Planning, a virtual financial planning firm dedicated to helping women across the U.S. achieve financial confidence. She believes that success isn’t just about numbers—it’s about creating a life of balance, fulfillment, and purpose. ⭐ Empowering Women Through Financial Clarity Betty’s mission is to help women make informed financial decisions so they can feel confident in every aspect of their lives—whether that means excelling in their careers or embracing a fulfilling retirement. 🤝 A Trusted Wealth Partner Clients turn to Betty for her expert financial guidance, deep listening skills, and approachable style, making her a trusted partner in their financial journey. 🙌 Featured Thought Leader Betty’s insights have been featured in The Wall Street Journal, Forbes, MarketWatch, Kiplinger’s, USA Today, and more. 🎙️ Host of Betty’s Smart Friends Podcast Through candid conversations with inspiring experts, Betty explores what true success looks like for women over 45—covering topics like health, relationships, personal growth, and passion projects. If you're looking for a transparent, supportive wealth partner to help you navigate your financial journey with confidence, let's connect!