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.

Aditi Kapadia is a CFP® and CFA® with two years of experience in the financial industry. She is currently the sole advisor at Wealth IQ in Lafayette, CO. Prior to founding Wealth IQ, she worked at BMO Wealth Management for four years and at GE Capital for twelve years. Wealth IQ provides investment management and financial planning services to individual and high-net-worth clients, including specialized solutions for business owners and tax-aware strategies. The firm offers both a Do-It-Yourself advisory model and a Do-It-For-Me arrangement, utilizing proprietary allocation models and a combination of passive and active investments.

Steven Buxbaum is a financial advisor with Portsea Investments, Inc. in Louisville, Colorado, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Prior to founding Portsea Investments, he worked at Stonebridge Capital Management, Credit Suisse Securities, and UBS Financial Services. Outside of advising, he serves on the investment committee of the nonprofit Inner-City Arts in Los Angeles. Portsea Investments provides discretionary portfolio management and individualized investment advice to a small client base including individuals, families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite approach with value-oriented core holdings and growth satellites, using fundamental and cyclical analysis to guide 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.

Perry Vasquez is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Vascorp Wealth Advisors in Arvada, CO. He has worked at Genesee Wealth Strategists since 2003 and has been associated with Financial Planning Centers of America, Inc. since 1991. Vascorp Wealth Advisors serves individuals, families, and family trusts, focusing on retirement and estate planning, investment management, insurance planning, and tax preparation. The firm works primarily with professionals, farmers, ranchers, and business owners transitioning into retirement or restructuring business assets for multigenerational estate purposes, offering tailored planning and discretionary portfolio management that incorporates a variety of investment vehicles and strategies.

Christopher Swales is a CFA® charterholder and financial advisor with 18 years of industry experience. He is the sole advisor at Swales Financial LLC, an independent firm he founded in 2020. Prior to establishing his firm, Swales worked for Citigroup Global Markets Inc. for seven years and has held roles with State Farm VP Management Corp. and Paul Little Insurance Agency. Swales Financial LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm follows a goals-driven investment process that combines fundamental analysis, Modern Portfolio Theory, and technical analysis, and is noted for its explicit use of options and derivatives in separately managed accounts.

Leah Copertino is a financial advisor at Go Fish Finance, LLC, holding a Series 65 credential with one year of industry experience. She has held senior roles in technology companies, including positions at Airbnb and Pinterest. Outside of advising, she continues to work as an Enterprise Account Lead at Airbnb. Go Fish Finance is a solo independent advisory serving individual and high-net-worth clients through comprehensive financial planning and a 12-month Voyager Program that integrates planning with discretionary investment management. The firm employs a fixed, non-AUM fee structure and offers public educational seminars alongside personalized and project-based planning services.

Abigail Kovach is the principal of Abby Kovach Financial Planning, LLC in Lafayette, Colorado, with 15 years of industry experience. She holds the CFP® and Series 65 designations and has operated her independent financial planning firm since 2009. Outside of financial advising, she is a minority owner of GPN Alliance, an organization supporting accessible, fee-only financial planning, and owns Red Dog Property, LLC, which manages office space leasing. Abby Kovach Financial Planning, LLC is a fee-only practice serving individual investors, trusts, estates, foundations, and businesses, primarily focusing on non-high-net-worth clients. The firm emphasizes comprehensive financial planning and investment consultation, with an investment approach centered on long-term, passive allocation and a focus on educational workshops rather than ongoing portfolio management.

Michelle Francis is a financial advisor with Life Story Financial in Arvada, CO, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Western Wealth Management, LPL Financial, PBS Wealth Management Consultants, Royal Alliance, and a 12-year tenure at PR Unscripted. Life Story Financial serves individual and high-net-worth clients by offering discretionary investment management and various financial planning services, utilizing the AssetMark platform and third-party managers. The firm combines passive and active investment strategies guided by Modern Portfolio Theory and integrates ESG considerations when requested.

I am a CERTIFIED FINANCIAL PLANNER™, an Accredited Behavioral Finance Professional™️, and the founder of Ryerson Financial. I started Ryerson Financial to make financial planning more accessible to mid-career families and individuals who struggle to find unbiased financial advice. After working in financial services and wealth management for most of my career, I found myself frequently frustrated by the opaqueness of the industry. I observed that the complicated investment products and confusing account types did not foster client understanding. Ryerson Financial was born to empower clients and simplify the financial planning experience. My goal is to help clients prioritize financial health amidst the competing demands of life. As an advice-only financial planning firm, I focus on teaching clients the skills to effectively manage their finances. I work with individuals and families interested in taking control of their unique financial stories. Outside work, I spend most of my time with my husband and three kids. We live in Houston, TX, where I enjoy reading (or listening!) to a broad array of books, staying active, and volunteering at my children’s school. I also serve as a volunteer financial coach with Savvy Ladies.

Tina Ottersberg is a CFP® professional with 15 years of experience in financial planning and investment management. She has worked at To Wealth, LLC since 2017 and previously at BSW Wealth Partners for six years. Ottersberg operates as the sole advisor at her independent firm based in Boulder, CO. To Wealth, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable accounts, providing comprehensive financial planning and discretionary investment management. The firm follows a long-term, asset-allocation driven investment approach with customized portfolio strategies and offers services including wealth preservation, estate coordination, philanthropic planning, and next-generation financial education.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Outside of finance, Elliott is the owner and occasional consultant for ZMT, Inc., a pump distribution company. Aspen Gold Financial is a Colorado-registered investment adviser that serves individuals, high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm employs a multi-strategy investment approach emphasizing strategic asset allocation, risk control, and diversification, and offers ERISA pension consulting services alongside portfolio management and financial planning.

Duane Webber is the principal of TerraNorth Investment Management LLC and holds a Series 65 credential. He has one year of experience in investment management and has been with TerraNorth since 2024. Prior to this role, he has served as President and Director of Blue Heron Commercial Group Inc., a commercial real estate company, since 2013, and also leads several other business ventures in software, technology, and entertainment. TerraNorth Investment Management LLC provides discretionary asset management and ongoing supervision of client accounts, primarily serving individuals and high-net-worth clients. The firm employs a combination of tactical and strategic asset allocation strategies, utilizing technical analysis and a range of securities including ETFs, options, and fixed income, with services tailored to each client’s financial situation.

Sanjiv Malkan is a financial advisor at Peacock Financial, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including MML Investors Services, MassMutual Life Insurance Co, and Fidelity Brokerage Services. Outside of advisory services, he owns a licensed life and health insurance agency. Peacock Financial, LLC is a small independent advisory firm serving individuals, families, and small businesses with financial planning, investment research, and portfolio management. The firm emphasizes a client-tailored, long-term investment approach using both passive and active vehicles through its Guided Portfolio Solutions program.

Lynda Gregory is a CFP® with 25 years of experience in the financial industry. She is the founder and sole advisor at Boulder Canyon Financial, an independent registered investment adviser based in Lafayette, CO. Prior to founding Boulder Canyon Financial in 2020, she held positions at BSW Wealth Partners, Charles Schwab, and New England Securities. Outside of her advisory work, she is co-owner and silent partner of Reefs To Rockies, a company that organizes sustainable travel itineraries to biodiversity hotspots. Boulder Canyon Financial Partners, LLC provides written financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, pension plan participants, and not-for-profit organizations. The firm uses a top-down tactical asset allocation process and incorporates sustainable, responsible, and impact investing strategies, including private micro-loans for social benefit, as part of its investment approach.

Debra Huttner is a financial advisor at Pearl Wealth LLC in Boulder, Colorado, holding a Series 65 designation with 13 years of industry experience. She previously worked for five years at Colorado Capital Management, Inc. Pearl Wealth advises individuals, high-net-worth families, trusts, estates, foundations, charitable organizations, and retirement plans. The firm follows a long-term investment process based on fundamental analysis, primarily using diversified ETFs and mutual funds, and manages approximately $130 million for a small, specialized client base.

Jesse Stubbs is a financial advisor with Stubbs Investments, LLC in Erie, Colorado. He holds a Series 65 designation and has six years of industry experience. Prior to founding his advisory firm, he spent ten years involved with JSP Enterprise, Ltd., operating Pappardelle's Pasta Co. Stubbs Investments, LLC is an independent, single-advisor registered investment adviser serving individuals, families, trusts, estates, and corporate clients. The firm manages approximately $52 million, using a combination of fundamental and technical analysis, long- and short-term strategies, and a range of securities including stocks, bonds, ETFs, and mutual funds. Its services include corporate-focused planning such as equity compensation analysis and employee benefit review, alongside individual wealth management, and it employs options and derivatives in separately managed accounts.

Gil Berman is the sole advisor at Berman, Gil, an independent firm based in Boulder, CO. He holds a Series 65 designation and has 21 years of industry experience. He has been working as an advisor since 1991. Berman, Gil provides investment advice and financial planning primarily to individuals and families, as well as trusts, estates, and pension or profit-sharing plans. The firm emphasizes long-term, buy-and-hold portfolios built mainly with mutual funds and ETFs, using fundamental analysis and third-party research tools. Portfolio reviews are available on a consulting basis, and the firm generally offers non-discretionary advice while consulting clients prior to trades when limited trading authority is held.