Nancy Siegel is a financial advisor at CitiWest Capital Corporation in Denver, CO, with 39 years of industry experience. She holds a Series 63 designation and has worked at Securities America, Inc. for 32 years before joining Osaic Wealth, Inc. and leading CitiWest Capital Corporation, a firm she has been associated with since 1979. Siegel serves as a volunteer on the Jewish National Fund Mountain States Board, contributing leadership and advisory roles. CitiWest Capital Corporation provides financial planning services focused on estate planning, business transfer and continuity planning, and investment planning for individuals, trusts, estates, and corporate clients. The firm emphasizes consultative relationships with a focus on higher-net-worth clients, delivering personalized advice through periodic reviews rather than discretionary portfolio management.

Reed Hogue is a financial advisor at Evercurrent Wealth Management with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including Park Avenue Securities, OneAmerica Securities, Mutual of Omaha, Allstate Insurance, and TIAA-CREF. Evercurrent Wealth Management is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs strategic and tactical asset allocation through pre-designed model portfolios and utilizes the AssetMark platform for portfolio construction and custodial services.

Joseph Davis is a financial advisor at Tree Line Strategy Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked for The Coca-Cola Company for ten years. Outside of his advisory role, he provides consulting services for consumer goods companies focusing on business strategy, digital commerce, and customer development. Tree Line Strategy Group LLC offers discretionary portfolio management mainly to individual and high-net-worth clients, using a trading system based on technical analysis and Elliott-Wave principles. The firm manages approximately $1.22 million across three accounts and emphasizes equities, ETFs, and unit investment trusts.

I started West Highland Advisors to give families and individuals the kind of advice I'd want for my own: honest, thoughtful, and built for the long run. I'm a CFP® professional and CFA charterholder, and I work mostly with couples and individuals approaching or in retirement, small business owners and those with stock-based compensation, along with younger families who want to get organized as the complexity of their financial situation increases. My clients hire me for ongoing investment management and financial planning, and most of our work comes back to a few big questions. Is my portfolio still appropriate for my current situation? Am I on track to retire on my target timeline? Can (and how should) we afford this big purchase? How do we minimize taxes? As a fee-only advisor, I'm paid only by my clients, so my advice is never tied to selling a product. West Highland is named after the Denver neighborhood my wife and I call home, with a nod to the rolling hills outside of Philadelphia where our families reside. When I'm not working, you'll find me skiing, hiking in the mountains, or trying a new local brewery. We're also growing our family, with our first baby on the way this winter, and that has made the planning I do for clients feel even more personal. I grew up in West Chester, PA, and I still believe good advice starts with getting to know people well. If that sounds like what you're looking for, I'd love to talk.

David McKinlay is the sole advisor at David W. McKinlay, CHFC, an independent firm based in Greenwood Village, CO. He holds the ChFC® designation and Series 63 license, with 27 years of industry experience. Mr. McKinlay has operated his firm since 1981 and voluntarily ended his insurance license in 2022 to focus exclusively on investment management. The firm provides discretionary investment management and advice to individuals, trusts, estates, businesses, owners, executives, and certain employee benefit plan participants, managing approximately $32.65 million in client assets as of the end of 2025. Its investment approach emphasizes active management across diverse asset classes with a defensive, opportunistic stance and includes serving charitable organizations, which is less common among independent advisors.

Sunisa Motta is a CFP® professional at InclineVest with four years of experience at the firm. Prior to joining InclineVest, she worked at Smile Education Holdings for six years and H&R Block for one year. InclineVest provides wealth management services to individuals, high-net-worth clients, and business clients, focusing on discretionary portfolio management and financial planning. The firm applies Modern Portfolio Theory and the Efficient Market Hypothesis alongside fundamental analysis to manage long-term, asset-allocation-driven portfolios, and offers estate-planning facilitation through third-party providers as a fee-only fiduciary.

Kevin Zech is the principal of KL Zech Investments, an independent firm based in Parker, Colorado. He holds a Series 63 designation and has 27 years of industry experience, having led his firm since its founding in 1998. Outside of his advisory work, he maintains a separate agricultural real estate business with limited time commitment. KL Zech Investments provides fee-based discretionary portfolio management and financial advice primarily to individual clients, including retirement, trust, family, and business accounts. The firm’s investment approach centers on client-specific asset allocation models and combines fundamental analysis with technical analysis for security selection and timing.

Mark Schumacher is a CFA® charterholder and principal of Third Day Capital Management, LLC in Denver, Colorado, with 21 years of industry experience. He has been with Third Day Capital Management since 2013 and worked at Howland Capital Management LLC in 2021. He plans to wind down Third Day Capital Management after transitioning its clients to Howland Capital Management. Third Day Capital Management provides discretionary investment management and financial planning services to individuals, families, businesses, and private foundations. The firm focuses on long-term, after-tax, after-inflation outcomes using portfolios built from individual stocks, bonds, and ETFs, guided by client-specific Investment Policy Statements.

Cassandra Alfaro is a CFP®-certified financial advisor with three years of industry experience. She is the sole principal of Fox Meadow Financial Planning in Denver, CO, where she has worked since 2025. Prior to this, she held positions at IWP Wealth Management, Charles Schwab, and FirstBank. Outside of financial advising, Cassandra works as a Systems Analyst for the City and County of Denver. Fox Meadow Financial Planning is a fee-only advisory firm that provides one-time and hourly financial planning services to individuals, couples, and families. The firm emphasizes passive, low-cost investment strategies and does not manage client assets or provide trade execution.

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.

Dustin Bell is a financial advisor at Reflective Financial, holding a Series 65 designation with two years of industry experience. Prior to founding Reflective Financial in 2023, he worked at T-Mobile for seven years and was involved with Tearfund USA. His background includes corporate strategy and nonprofit finance. Reflective Financial is an independent, single-advisor firm providing comprehensive financial planning to individuals and high-net-worth clients through a fee-only model. The firm emphasizes asset allocation, low-cost ETFs and mutual funds, and passive strategies grounded in Modern Portfolio Theory, offering planning services without discretionary portfolio management or percentage-of-assets fees.

Jacob Dubose is a CFP® professional with 20 years of experience in the financial services industry. He is the principal and sole advisor at Pivot Planning, LLC, an independent firm he founded in 2025. His prior experience includes roles at Savvy, Empower Advisory Group, Personal Capital Advisors, and TIAA-CREF. Pivot Planning is a fee-only, SEC-registered investment adviser focused on comprehensive wealth management and financial planning for individual clients. The firm employs a mix of model-based strategies and incorporates both passive and active methods, tailoring portfolios to client-specific factors such as risk tolerance and tax considerations.

Curtis Rose is the sole advisor at Curtis C. Rose & Associates in Aurora, Colorado, with 27 years of industry experience. He has worked at his firm since 1993. Curtis C. Rose & Associates provides discretionary portfolio management for individuals, trusts, estates, and small businesses. The firm combines fundamental and technical analysis to tailor investment decisions to client goals, using a mix of passive fixed-income and index exposures alongside active equities and ETFs, with a focus on flexible downside risk management and a hands-on discretionary trading approach.

Yves Geniaux is the sole advisor at GC Alternative Management, LLC, an independent firm based in Aurora, CO. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 17 years with his current firm. Since 2009, he has also served as an outside consultant to Inveco International, Inc., a family office, where he produces monthly performance reports unrelated to investment decision-making. GC Alternative Management is a boutique registered investment adviser that serves individual investors, investment companies, trusts, and corporations worldwide. The firm offers absolute-return oriented strategies focused on liquid securities and provides non-discretionary portfolio management through its own wrap-fee programs, distinguishing itself by serving a significant non-U.S. client base and institutional clients.

Phillip Weber is a CFP®-certified financial advisor with 27 years of industry experience. He is the sole advisor at Zeit Capital Advisors, where he has worked since 2009. The firm manages approximately $143.65 million for about 73 clients, including individuals, charitable organizations, corporate accounts, pension and profit-sharing plans, and other institutional clients. Zeit Capital Advisors employs a passive, index-aware investment approach with diversified portfolios tailored to client-specific time horizons, liquidity needs, and risk tolerance.

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.

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.

Robert Smith is a financial advisor with RCS Wealth Management in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Brookstone Capital Management LLC and MariPau Wealth Management LLC. Outside of his advisory role, Smith serves as president of Seniors Only of Colorado, an insurance agency focused on life and annuity sales. RCS Wealth Management provides discretionary investment management and financial planning services to individual, high-net-worth, corporate, and multi-generational family clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs, and incorporates third-party risk assessment tools and sub-advisers to manage portfolios.

Robert Douglass is the sole advisor at Douglass Financial Group in Conifer, CO, holding a Series 65 designation with 24 years of industry experience. He has led Douglass Financial Group since 2013. Douglass Financial Group provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients, as well as advisory services for 401(k) plans. The firm’s investment approach focuses on tailored portfolio construction based on clients’ income, tax considerations, time horizon, and risk tolerance, utilizing a range of investment vehicles including mutual funds, ETFs, REITs, hedge funds, and insurance products.