Corey Wiederholt is a CFP® professional with five years of experience in financial advising. He is the sole advisor at Trailpoint Financial Planning, an independent firm based in Castle Rock, CO. Prior to founding Trailpoint, he worked in the oil and gas industry at Extraction Oil & Gas, Ultra Petroleum, and EOG Resources. He also provides contract accounting services to corporate and individual clients. Trailpoint Financial Planning serves individual clients with integrated financial planning and portfolio management, primarily using passive, model-based portfolios managed by a sub-advisor. The firm offers a range of planning services, including retirement, tax, estate, and college funding, and maintains discretionary authority over client accounts within a small client base.

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.

Ronald Manning II is a financial advisor at Manning Financial Advisors in Evergreen, CO, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Eggert Financial Management, Inc. and Colorado Financial Service Corp. Manning Financial Advisors serves high-net-worth accredited investors, trusts, and business entities with concentrated real-estate investments, focusing on specialized financial planning and tax-deferred exchange reporting. The firm emphasizes an asset-allocation approach aimed at reducing concentration risk and increasing income through conservative, long-term net-leased real estate portfolios.

Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

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.

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.

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.

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.

Eric Lybarger is a financial advisor at Evergreen Investing, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Evergreen Global Investment Group, LLC since 2008. In addition to his advisory role, he is a pilot with United Airlines. Evergreen Investing, LLC serves individuals, trusts, and business clients by providing portfolio management and financial planning services. The firm employs a variety of analytical techniques and investment strategies while emphasizing documented client objectives and risk tolerance through formal Investment Policy Statements.

Thomas Vanderheiden is the sole advisor at VanderHeiden Financial in Centennial, CO, holding a ChFC® designation and a Series 63 license with 24 years of industry experience. He has been operating VanderHeiden Financial since 1981. In addition to advisory services, he engages in the sale of life and health insurance through various companies. VanderHeiden Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with a modest client base. The firm focuses on written financial planning and coordinating third-party investment advisers, typically operating on a non-discretionary basis with client portfolios structured as fund-of-funds using Modern Portfolio Theory and the Fama-French three-factor model.

Stewardship is important to my clients and me. Stewardship is the idea that the money we have, the time we're given, and the gifts and experiences we have should be managed well so that we can be all that we can be - to make the world a better place for us and those around us. My goal is to help free up my client's time spent on figuring out the tax code, investments and retirement income planning so that they can focus on being a good steward of two more important resources - their time and gifts/experiences. As a financial stewardship partner, I help my clients pay less in taxes, invest wisely, and develop and follow a plan so they won't outlive their retirement income. I’ve always had a passion for helping people with their personal finances. As an accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career as a tax-focused, comprehensive personal financial planner. My greatest joy is spending time with my wife, Michelle, and five kids; Jack, Kate, Elijah, Clayton, and Annalise. I also enjoy mountain biking, snowboarding, and running in the beautiful Colorado outdoors. I grew up in New Zealand, where I developed my passion for being outdoors.

Kyle Kues is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Snowcap Financial in Castle Rock, CO. His prior experience includes roles at Securities America and Daimler AG. Snowcap Financial is an independent advisory firm managing approximately $13.2 million for around 45 clients, including individual investors, businesses, and employer-sponsored retirement plans. The firm focuses on passive portfolio construction combined with fundamental, technical, and cyclical analysis, offering services such as discretionary portfolio management, financial planning, employee benefit plan advisory, and educational seminars.

Chad Gordon is a financial advisor at GreenStar Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Independent Financial Partners, and LPL Financial LLC. In addition to his advisory work, he is an author published through GreenStar Press and is involved in software development through Sharp Archive, LLC. GreenStar Advisors is a Colorado-registered independent firm providing discretionary portfolio management and personal financial planning for individuals, high-net-worth families, trusts, and retirement accounts. The firm manages diversified portfolios across multiple asset classes and serves both retail and institutional clients.

Simon Hildenbrand is a financial advisor at Cherry Creek Financial Planning in Englewood, CO. He holds a Series 65 designation and has worked in the financial industry since 2016, including at Artisan Partners from 2016 to 2023 and Kaiser Permanente from 2024 to the present. He operates Cherry Creek Financial Planning part-time alongside a full-time role in information security. Cherry Creek Financial Planning provides personalized financial planning and consulting to individuals and families, focusing on couples. The firm emphasizes cash-flow management, integrated debt and tax analysis, and long-term, evidence-based portfolio guidance, offering flat-fee and hourly billing arrangements along with complimentary seminars and workshops. The firm does not manage client assets or take custody of client funds, leaving implementation to clients and their chosen custodians.

David Lampe is the principal advisor at Lampe Financial Group LLC in Littleton, Colorado, holding a Series 66 designation with 13 years of industry experience. Before founding Lampe Financial Group in 2018, he worked at Sowell Management Services and Concert Wealth Management, Inc. Outside of financial advising, he owns VidaMobility.com, a mobile office consulting business he has operated since 2010. Lampe Financial Group is an independent, fee-only investment adviser serving individuals, high-net-worth clients, and small businesses. The firm provides discretionary investment management and financial planning services, employing asset-allocation portfolios that combine passive and active strategies with consideration of fundamental, technical, and ESG factors.

Ty Boggs is a financial advisor at Resolute Retirement Consulting with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Financial Securities, LLC, and Portfolio Design Services, LLC prior to his current role. Resolute Retirement Consulting provides discretionary asset management to individuals, non-profits, and small businesses, along with pension consulting services to plan sponsors and committees. The firm combines portfolio management with limited financial planning, utilizes a buy-and-hold investment approach, and offers ERISA 3(21) fiduciary services as part of its pension consulting practice.

Thomas Vann is the sole advisor at Vann Investments LLC in Castle Rock, Colorado, holding a Series 63 designation with 49 years of industry experience. He has been with Vann Investments and Royal Alliance Associates, Inc. since 1991. Vann Investments LLC serves individual investors and small businesses, offering fee-only investment advice and financial planning through a value-oriented portfolio management approach. The firm employs a bottom-up, fundamental strategy focused on securities trading at a discount with stable earnings and dividend growth, and it is currently closed to new clients.

Benjamin Guillon is a CFA® charterholder with nine years of industry experience. He previously worked at WRA, Inc. for six years. Outside of his advisory role, he is a partner in two real estate companies based in Castle Rock, Colorado. He is the sole advisor at Cim, an independent firm affiliated with NetEarth, LLC, which focuses on conservation venture incubation and investment consulting for accredited investors, foundations, family offices, and corporations. The firm emphasizes developing proprietary private conservation companies through system exploration, commercial validation, and capital structuring, typically providing non-discretionary, non-custodial advisory services rather than traditional portfolio management.