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.

David Patston is the sole advisor at David B. Patston, CPA, CFA, an independent firm based in Denver, CO. He holds CFA and Series 63 designations and has 21 years of industry experience. Patston has operated his firm since 2004. The firm provides investment management and financial consulting primarily to high-net-worth individuals and families, as well as retirement plans, business entities, and charitable organizations. Its investment approach combines macro-economic and fundamental securities analysis to create diversified, low-cost portfolios tailored to client goals and risk tolerance, with services including portfolio management, estate and succession planning, and business-structure consulting.

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.

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 in Aurora, CO, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has led GC Alternative Management since 2009. Outside of his primary role, he serves as an outside consultant for Inveco International, a family office, where he produces spreadsheets and monthly performance reports. GC Alternative Management provides investment counsel and portfolio management to individuals, investment companies, trusts, and corporations, including a significant client base outside the United States. The firm focuses on absolute-return strategies using liquid instruments and offers primarily non-discretionary portfolio management with client approval prior to execution.

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.

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.

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.

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.

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.

Anthony Bettencourt is a financial advisor at Wolf & Raven Private Wealth with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Scottrade, Vail Resorts, and Southpaw Builders. Wolf & Raven Private Wealth Management is an independent advisory firm serving high-net-worth individuals, businesses, and retirement plans with discretionary asset management, financial planning, and consulting. The firm emphasizes diversified portfolios and uses fundamental, technical, and cyclical analysis alongside Monte Carlo planning to guide investment decisions, with a particular focus on pension consulting for plan sponsors.

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 sole advisor at Rocky Mountain Humane Investing LLC in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Rocky Mountain Humane Investing since 1995. Rocky Mountain Humane Investing provides discretionary investment advisory services to individual investors and retirement-plan services to plan sponsors and participants, including ERISA-focused fiduciary consulting and discretionary management. The firm’s investment approach emphasizes humane and socially responsible screening with exclusionary criteria, concentrated portfolios focused on high return-on-invested-capital companies, and a combination of fundamental and technical analysis.

Horace Ruckel is a financial advisor with H. Anthony Ruckel in Denver, CO, holding a Series 65 credential and eight years of industry experience. He also maintains a limited residual law practice, devoting approximately 10% of his professional time to serving a small number of legal clients. The firm provides portfolio management and limited investment advice primarily for individual investors, families, and straightforward trusts. It employs a relatively conservative, long-term investment approach focused on publicly traded securities and incorporates fundamental analysis as the primary method for security selection.

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.