Fernando Guardia Virreira is a financial advisor at Guardian Brothers in Boulder, CO, holding Series 65 and Series 66 licenses and one year of industry experience. His prior work includes roles at Finequities and a current position at the University of Colorado Boulder. Guardian Brothers Capital LLC provides portfolio management and financial planning services, tailoring investment strategies to clients’ goals and risk tolerances using a combination of analytical methods. The firm offers both standard management and performance-based fee structures and allows discretionary authority to implement various investment approaches, including strategic asset allocation and more active, higher-risk tactics in certain accounts.

Katherine Macauley is a financial advisor at Holos Consulting Group, LLC in Boulder, CO, with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs & Co. for six years and Ares Management for two years. Holos Consulting Group serves asset owners such as high-net-worth individuals, family offices, foundations, and institutional investors, as well as asset managers and non-profits, focusing on environmental, social, and impact investing. The firm provides tailored, project-based consulting on impact-investing strategy development, ESG integration, investment diligence, and third-party manager selection without managing client assets or providing ongoing portfolio management.

Charles Tobler is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Star Financial Services in Denver, CO since 2003. Star Financial Services provides comprehensive financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small business owners. The firm operates on a fee-only, independent basis and uses diversified, global asset allocation strategies implemented primarily with no-load mutual funds and ETFs.

Kristin Sullivan is a Certified Financial Planner® with 26 years of industry experience. She has been the principal advisor at Sullivan Financial Planning, LLC since 2007. Kristin holds Series 63 and Series 65 licenses and maintains a life and health insurance license that she utilizes within her financial planning practice. Sullivan Financial Planning, LLC offers personalized financial planning and consultative services to individuals and families, as well as subcontracting financial planning work for other registered investment adviser firms. The firm focuses on project-based and hourly engagements, providing written or oral plans on topics such as retirement, cash flow, college savings, and estate considerations, and employs scenario modeling tools without engaging in discretionary portfolio management or market timing.

You want to be more present in your day-to-day but you’re constantly thinking about all sorts of money questions: 1 – Should I sell that stock today or at $ XX amount? 2 – My boss is an idiot. Should I look for a new job? Can I afford to take a sabbatical? When can I retire? 3 – How can we afford to put three kids through college? 4 – What am I supposed to do with the retirement account I inherited from my grandmother? I don’t want to pay extra taxes or incur penalties this year! 5 – When should I start to take some equity out of my business? My spouse is always stressed about how irregular our cash flow is and I know we need to save more personally. We can help with all of these questions! PLUS pro-active tax planning and managing your investment portfolio in a low-cost, well-diversified and again, tax-aware manner. We’ll get to know each other through a series of meetings before we decide to work together long-term. Planning is a partnership. We will work collaboratively and step-by-step to develop and implement a financial plan with regular touch bases to see what has changed in your life or how recent economic or market updates may impact you personally. Ally Ecklund, CPA, CPWA®, CFP® has been an advisor for over 15 years working with clients from ages 18 to 98 and with those just getting started to a multi-generational family with over $1 billion dollars. She is passionate about empowering and educating clients about their personal finances at whatever asset level you are currently at in an unassuming way with simple explanations; even of complex tax regs! Ally is located in the heart of Denver and can be found zipping around on her scooter when the weather’s warm enough and skiing down mountains on the weekends when it’s cold enough! Let’s talk Bollywood music, local community organizations, favorite sushi haunts and anything else on your mind.

Jimmy Burton is a CFP® professional with 27 years of experience at Business Financial Strategies, Ltd., an independent advisory firm based in Boulder, CO. He has been with the firm since 1993. Outside of his advisory role, Burton serves as CEO, director, and shareholder of GBS Partners, Inc., a small food manufacturing company. Business Financial Strategies, Ltd. provides financial planning, investment management, and consulting services primarily to small businesses, business owners, and individual clients. The firm emphasizes a long-term, buy-and-hold investment approach with a non-discretionary portfolio oversight model.

Eric Chapman is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is the principal and sole advisor at CM20 Wealth Management, where he has worked since 2019 and formally established the firm in 2021. Prior to this, he was associated with The Corundum Group and has ongoing roles at The Milestone Group, Inc and CoBiz Wealth. Outside of his advisory work, Eric is a co-founder of investment-related firms involved in residential and commercial real estate transactions, dedicating limited time to assisting in property selection. CM20 Wealth Management is an independent registered investment adviser serving individuals, non-profits, and small businesses through discretionary portfolio management. The firm employs a growth-at-a-reasonable-price approach centered on fundamental analysis of individual U.S. equities, supplemented by mutual funds, ETFs, and derivatives strategies including covered-call option writing.

Daniel Figliola is a financial advisor at Alpine Capital Partners, LLC in Thornton, Colorado, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Alpine Capital Partners since 2009. Alpine Capital Partners serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides portfolio management, wealth management, retirement income, succession, and philanthropic planning using a proprietary investment-selection process and emphasizes ongoing written communications with clients.

Steven Zakelj is a CFP® professional with 15 years of industry experience. He has worked at Flatirons Wealth Management since 2018, following six years at Chrome Asset Management and overlapping experience with various insurance carriers. Flatirons Wealth Management is an independent firm serving individuals, high-net-worth clients, and pension/profit-sharing plan sponsors. The firm employs a primarily passive, asset-allocation approach complemented by fundamental and technical analysis, while incorporating options and derivatives strategies in discretionary portfolio management.

David Nachtweih is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones for 12 years and currently operates as the sole advisor at Cultivate Wealth Partners. Cultivate Wealth Partners provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a modern portfolio theory-based investment approach, incorporating asset allocation across mutual funds, ETFs, fixed income, equities, and real estate funds, alongside longer-term trading and higher-risk strategies such as margin and options.

Theodore Van Rooy is a financial advisor at AEOM Investments, LLC with one year of industry experience. He holds a Series 65 credential and has a background in technology, having worked at Amazon Inc. and The Trade Desk Inc. prior to his current role. In addition to advising, he works as a software engineer and data scientist. AEOM Investments, LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blended investment approach combining passive and active strategies, with portfolios tailored to client goals and risk profiles.

Jai Singh is a financial advisor at Arroit Services Inc with four years of industry experience. He holds a Series 65 designation and has a background working at Opentext Inc and Infosys Inc. In addition to his advisory role, Singh is a licensed real estate agent in Colorado. Arroit Services Inc provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s approach focuses on asset allocation driven by macroeconomic analysis combined with client-specific factors, implementing strategies across various asset classes including mutual funds, ETFs, equities, bonds, options, REITs, and cryptocurrency exposures.

Derek Serlet is a financial advisor at Legacy Financial, Ltd in Denver, CO, with 14 years of industry experience. He holds the Series 66 designation and has been with Legacy Financial since 2016. In addition to his advisory role, he is licensed as an insurance agent and works with various insurance carriers through W&R Insurance Agencies. Legacy Financial, Ltd provides discretionary portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, and small business entities. The firm uses a mix of fundamental, technical, cyclical, and economic analysis within a strategic asset allocation framework, offering tailored portfolios that may include derivative-based strategies and blockchain-focused ETFs for indirect cryptocurrency exposure.

Eric Courage is a CFP® with 13 years of industry experience. He has been with Margin, LLC since 2018 and previously worked at U.S. Bancorp Investments, Inc. from 2016 to 2017. Outside of his advisory role, he is the owner and coach of Make Yourself, LLC, a start-up and entrepreneur coaching business. Margin is an independent, fee-only advisory firm serving high-net-worth individuals, families, and institutional clients. The firm offers discretionary investment management and comprehensive financial planning, utilizing diversified portfolios and a wide range of investment strategies including tax-aware decisions, derivatives, and private investments.

Bradford Pappas is the principal advisor at Rocky Mountain Humane Investing LLC in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EPG Wealth Management LLC and his own firm since 1995. Rocky Mountain Humane Investing is an independent, single-advisor firm providing discretionary portfolio management and retirement plan services, including ERISA fiduciary consulting and management. The firm emphasizes socially responsible investing with exclusionary screens for sustainable and vegan criteria and manages relatively concentrated portfolios alongside institutional retirement assets.

Aditi Kapadia is a CFP® and CFA® credentialed advisor with over a year of industry experience. She currently works as the sole advisor at Wealth IQ and has prior experience with BMO Wealth Management and GE Capital. Wealth IQ serves individual and high-net-worth clients with investment management and comprehensive financial planning, offering both DIY advisory models and discretionary portfolio management. The firm’s services include specialized planning for business owners and cross-border advisory, using proprietary and third-party model strategies with a focus on tax-aware and socially responsible investments.

Horace Ruckel is the sole advisor at H. Anthony Ruckel, an independent firm based in Denver, CO. He holds a Series 65 designation and has eight years of experience in financial advising, alongside a long legal career dating back to 1969. Ruckel maintains a residual law practice and does not accept new legal clients, with any overlap between legal and advisory roles carefully managed to remain separate. The firm provides discretionary portfolio management for individuals, families, and straightforward trusts, focusing primarily on fundamental analysis supplemented by technical analysis. Portfolios are generally conservative and include publicly traded stocks, mutual funds, and ETFs, with bond exposure primarily through mutual funds.

Raul Chavez is a financial advisor at RCH Fields Family Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with RCH Fields Family Wealth Management since 2010. RCH Fields Family Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, selection of third-party advisers, and financial planning on a fixed or hourly basis. The firm constructs client-specific Investment Policy Statements and employs a range of analytical methods and trading strategies, with accounts reviewed at least quarterly.

Steven Buxbaum is a financial advisor at Portsea Investments, Inc. with 13 years of industry experience. He previously worked at Stonebridge Capital Management for four years before joining Portsea in 2018. Outside of his advisory role, he serves on the investment committee of the board of Inner-City Arts, a nonprofit provider of arts education in Los Angeles, and manages a real estate investment business, Ysidro Capital Partners. Portsea Investments provides discretionary portfolio management and personalized investment advice to individuals, high-net-worth families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite investment approach with value-oriented core holdings and growth satellites, applying fundamental and cyclical analysis for asset allocation and security selection.

Tom Nelson is a CFP® professional with 17 years of industry experience and operates as the sole advisor at Tom C. Nelson, PhD, CFP® Personal Financial Consultant in Broomfield, Colorado. He has been a senior instructor of finance at the University of Colorado at Boulder since 1999. Nelson holds a doctoral academic background in finance. His firm provides fee-only, hourly financial planning and investment advice primarily to individual clients, as well as trusts, estates, charitable organizations, and small businesses. The practice operates on a consultative basis without managing or trading client assets, focusing on educational, project-based engagements with investment recommendations typically limited to low-cost index mutual funds and ETFs.