Peter Schopen is a financial advisor at P.A. Schopen & Associates, LLC with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Raymond James Financial and Evergreen Investing, LLC prior to his current role. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary management tailored to client objectives. The firm combines modern portfolio theory with fundamental, technical, quantitative, and cyclical analysis, using a mix of actively managed mutual funds and passive ETFs, and manages client assets in-house with a broader set of products and strategies than many peer firms.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

Michael Haykin is a financial advisor with 27 years of industry experience, operating under his own firm, Haykin, Michael, since 1988. The firm is a small, family-run practice based in Aurora, CO, with two advisors. Outside of his advisory work, Michael Haykin has ownership interests in a cider producer and related leased property. Haykin, Michael provides discretionary investment management to individuals and trusts, serving both high-net-worth and non-HNW clients. The firm employs a contrarian value investment philosophy that combines fundamental and technical analysis, emphasizing long-term horizons and relatively low turnover, with strategies including covered calls, individual bond selection, and ADRs for foreign exposure.

Edwin Liang is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Merrill and First Republic Bank before joining Downshift Financial in 2021. Downshift Financial is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm focuses on passive portfolio construction using mutual funds and ETFs, combines ongoing financial planning with portfolio management, and employs a fixed-fee billing model.

Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with nine years at the firm and four years of industry experience. She holds a Series 65 designation and has provided bookkeeping and accounting services as an independent contractor outside of investment advising. Cohesion Wealth Management serves individuals, families, foundations, trusts, estates, retirement plans, charitable organizations, and institutional clients with discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes client alignment, diversification, tactical market adjustments, and integrates both in-house and third-party management, including unique capabilities in institutional pension consulting.

Brian Sells is a CFP® and Series 65 credentialed advisor with 27 years of industry experience. He has been with Peak Financial Advisors in Denver, CO since 1997. 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 discretionary investment management alongside tax return preparation and planning.

Nicholas Pirnack is a financial advisor at LotusGroup Advisors with 16 years of industry experience. He holds a Series 66 designation and has been with LotusGroup Advisors since 2011. LotusGroup Advisors serves individual and high-net-worth clients, trust and business accounts, and plan sponsors, offering financial planning, discretionary portfolio management, and introductions to private investments. The firm employs a multi-strategy investment approach tailored to client risk profiles and provides business valuation services alongside ongoing reporting and goal tracking.

Heidi Phan is a CFP® with one year of industry experience, currently serving as an advisor at Rebalance LLC. Her prior roles include positions at Illumination Wealth Management and The Wealth Conservancy, Inc. Since September 2024, she has been the lead event planner for the Colorado Financial Planning Association, organizing pro bono financial planning events for the local community. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, and retirement plans, employing a strategic asset-allocation approach with a focus on long-term rebalancing using a small universe of ETFs organized into model portfolios.

Ned Meloni is a CFP® with 18 years of experience in the financial services industry. He is currently with Crusonia Wealth Advisors LLC in Denver, where he has worked since 2025. His prior roles include positions at Financial Steward Associates, LPL Financial, Elevations Credit Union, CUSO Financial Services, GWFS Equities, and Northstar Realty Securities. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering wealth advisory services that combine discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment approach incorporating equities, fixed income, ETFs, mutual funds, alternative investments, and third-party managers, and it is affiliated with a CPA firm that provides tax preparation and related services.

Noel Bennett is a financial advisor at Peak Asset Management, LLC with 26 years of industry experience. He has been with Peak Asset Management since 1999. Outside of his advisory role, he serves as a director for several family office and mining-related entities. 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 and integrated financial planning, employing client-specific investment policies and a combination of individual securities or mutual fund/ETF strategies, with an emphasis on long-term management and a range of analytical approaches.

Benjamin Weaver is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He is currently with BSW Wealth Partners in Boulder, CO, where he has worked since 2010. Prior to that, he spent eight years at R3 Returns, LLC and recently joined Sequoia Financial Group. BSW Wealth Partners serves a national client base that includes individuals, families, business owners, executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers a range of services including comprehensive financial planning, discretionary portfolio management, and a dedicated impact investing program as a Colorado Public Benefit Corporation.

Alexander Bastron is a financial advisor with Northstar Financial Companies, Inc. in Golden, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Northstar since 2020, and previously was with LongView Wealth Management and Cambridge Investment Research. Outside of advising, he spends a small portion of his time as an insurance consultant for various companies. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy and manages portfolios using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Chad Kopser is a financial advisor with Aegis Wealth Management, Inc. in Golden, CO, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Aegis Wealth Management since 2020 and has been involved with Aegis Financial since 2011. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure, utilizing third-party sub-advisers and model portfolios for day-to-day management.

Anna Todorova is a financial advisor at The Millstone Evans Group, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked at Syntrinsic for five years. 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 manages client assets through independent clearing accounts and wrap programs, and incorporates ESG analysis where requested.

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Spencer Walls is a financial advisor at Scarecrow Advisors, LLC in Denver, CO, holding a Series 65 credential with three years of industry experience. Prior to joining Scarecrow Advisors, he worked at Zumiez for five years. Scarecrow Advisors is a small team managing approximately $74 million for individual and institutional clients, providing portfolio management and investment supervisory services. The firm uses a combination of fundamental, technical, and cyclical analysis with proprietary models and third-party managers, employing both strategic long-term allocations and tactical shifts, including advanced strategies such as short-term trading, inverse and leveraged funds, short sales, margin, and covered options.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. 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 offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

Jason Foster is a financial advisor at Peak Asset Management, LLC with four years of industry experience. He previously worked at Colorado Financial Management, JP Morgan Securities LLC, and Fidelity Brokerage Services, LLC. Outside of his advisory role, Foster provides part-time care as a certified nurse aide through Team Select Home Services for his disabled son and serves as managing member and attorney of Foster Law, PLLC. Peak Asset Management is a multi-advisor SEC-registered firm managing over $1 billion for individuals, retirement plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policy statements and a mix of individual security selection or mutual fund/ETF strategies with a generally long-term approach.