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.

Roger Harris is the principal advisor at R. Kent Harris and Associates, Ltd., an independent firm based in Denver, Colorado. He holds a Series 63 designation and has 33 years of industry experience, including long tenures at Kestra Investment Services and Partners Securities. He also provides investment advisory services through his own firm, which he has operated since 1996. R. Kent Harris and Associates, Ltd. is a state-registered independent advisory firm serving individuals and other clients with asset management and fee-based financial planning. The firm manages approximately $62.5 million in assets for about 337 clients, employing a long-term investment approach and customized management plans often involving established third-party managers.

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.

Haley Sanders is a financial advisor with Altitude Wealth Management, LLC in Denver, CO, holding a Series 65 designation and 13 years of industry experience. She has worked at Altitude Wealth Management since 2017 and was previously with Gradient Advisors, LLC. Sanders is also involved in an affiliated insurance business through Altitude Planning Group, where she serves as an insurance agent. Altitude Wealth Management serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, and consulting, typically placing client assets with third-party money managers and providing ongoing monitoring and reporting.

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.

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.

Nestor Vargas is a Certified Financial Planner® (CFP®) at AlignPoint Wealth with 15 years of industry experience. He has previously worked at Fidelity Brokerage Services, LLC, Green Mountain Planning, and Origin Financial. Vargas is the owner of Green Mountain Planning, a registered investment advisor based in Lakewood, CO. AlignPoint Wealth is an independent firm that provides financial planning and discretionary investment management primarily for individual and high-net-worth households. The firm employs diversified ETF and mutual fund portfolios based on Modern Portfolio Theory, offering both comprehensive planning and project-based services, with features such as flat-fee planning and sub-advisor usage for direct indexing and tax-loss harvesting.

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.

Devika Kamboh is a financial advisor at Sohum Financial Planning, LLC with 25 years of industry experience. She holds the CFP® and Series 66 designations. Outside of advising, she is the owner and CEO of Sohum Mountain Ranch LLC, a non-investment related business. Sohum Financial Planning LLC provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized investment programs and quarterly subscription services, using fundamental and technical analysis alongside Monte Carlo planning, with accounts custodied at Charles Schwab and reviewed at least quarterly.

Benjamin Klesinger is a financial advisor at Helping Hand Financial, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of advisory work, he serves as president of Klesinger Consulting, LLC, providing occasional business consulting focused on IT-related financial planning and analysis. Helping Hand Financial, LLC offers comprehensive financial planning and discretionary portfolio management to individuals and business entities, including high-net-worth clients. The firm focuses on individualized plans, asset allocation, and fundamental analysis, utilizing proprietary model portfolios and third-party sub-advisers while maintaining discretionary trading authority.

Paul Monax is a CFP® with 11 years of industry experience and is the principal advisor at Agile Wealth LLC, an independent firm based in Littleton, CO. His previous experience includes roles at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., as well as entrepreneurial work with Object Designs, LLC. Outside of advisory services, he performs seasonal tax-preparation work. Agile Wealth serves individual clients, high-net-worth individuals, and small businesses by providing financial planning and investment management services. The firm’s approach focuses on goal-based portfolio construction, tax-aware asset location, and a combination of low-cost index ETFs and selected active funds, with an emphasis on fee-for-service planning products and tailored offerings for solopreneurs.

Frederick Cron is the sole advisor at Frederick H. Cron, an independent firm based in Englewood, CO. He holds a Series 63 designation and has 27 years of industry experience. He has been involved with Assist Investment Management Company, Inc. since 1998 and has operated his own firm since 1986. Frederick H. Cron provides comprehensive financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a buy/sell discipline with dynamic asset allocation and daily portfolio monitoring, emphasizing loss avoidance over tax minimization and occasionally using inverse or short index mutual funds as risk-management tools.

Brandon Collier is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and over 21 years of industry experience. He has operated Collier Financial, Inc., an independent registered investment advisor firm, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment tools.

B. Dvorchak is a financial advisor at Dvorchak & Associates with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has worked with Equity Edge Wealth Advisors, LLC since 2005. In addition to advisory work, he is involved with NOVA STAR HOME MORTGAGE, INC. as a mortgage broker. Dvorchak & Associates is a state-registered independent investment adviser serving a small client base that includes individuals, corporations, trusts, and estates. The firm provides financial planning, investment counsel, and portfolio management using a combination of fundamental and technical analysis, with tailored discretionary portfolios and occasional client workshops.

Patrick Mickelson is a financial advisor at Dendrite Capital, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Stonefield Investment Advisory, Inc. from 2014 to 2021. Dendrite Capital, LLC serves individuals, families, trusts, estates, small businesses, and qualified pension or profit-sharing plans, offering wealth management, integrated financial planning, and group retirement plan consulting. The firm follows a modern portfolio theory-based investment approach focused on strategic asset allocation and diversified ETFs, while also providing pension consulting and group retirement plan services.