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.

Brian Harper is a CFA® charterholder with 21 years of experience in the financial industry. He is the principal of Harper Asset Management, LLC, an independent firm based in Longmont, CO, and previously worked at Inlight Wealth. Harper serves as board member and chairman of The Stephan Company, an investment-related business. Harper Asset Management, LLC provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a value-oriented, fundamental analysis approach, managing concentrated equity portfolios alongside ETFs and mutual funds, and also focuses on fixed-income allocations tailored to client risk profiles and income needs.

I am a fee-only financial advisor based in Boulder, Colorado, working with business owners, professionals, and families who want clarity and confidence around their financial lives. My focus is on integrating investment management with tax-aware planning and long-term retirement strategy so decisions are coordinated rather than fragmented. Before launching Entree Wealth, I spent over two decades working with individuals navigating complex financial decisions, including retirement planning, equity compensation, business transitions, and portfolio construction. I also write a regular personal finance column, which helps me translate complex financial topics into practical, real-world guidance. My approach is straightforward and collaborative. I aim to be an experienced but approachable partner—helping clients simplify decisions, avoid costly mistakes, and stay aligned with what matters most to them over time.

Karl Poehls is the principal of Poehls Associates LLC, an independent firm based in Boulder, Colorado. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Poehls has led his firm since 2016, focusing on discretionary investment management. Poehls Associates LLC provides investment management primarily for high-net-worth individuals and also serves charitable organizations. The firm employs a value-oriented approach based on fundamental security analysis, maintaining focused portfolios with a multi-year investment horizon.

Susan Einberger is a CFP® professional with nine years at Mutual Advantage, LLC and four years of prior experience at Justin's, LLC. She is based in Boulder, Colorado. Outside of her advisory role, she coaches and instructs swimming at RallySport Health and Fitness. Mutual Advantage, LLC is an independent firm providing fee-only comprehensive financial planning services to middle- to high-income individuals and families. The firm follows a market-efficient, buy-and-hold investment approach using broadly diversified mutual funds, ETFs, and bonds, while emphasizing tax management and does not custody client assets or engage in discretionary trading.

Chad Young is the principal of Young Wealth Partners, an independent advisory firm. He holds Series 65 and Series 63 licenses and has 1 year of industry experience as a financial advisor. Prior to founding Young Wealth Partners, he spent 16 years with The Young Insurance Group. Young Wealth Partners is a fee-only firm serving individuals and high-net-worth clients, offering investment management and comprehensive financial planning. The firm’s approach combines asset allocation and Modern Portfolio Theory, utilizing passive and active funds as well as third-party sub-advisers when appropriate.

David Robinson is the principal advisor at Best Life Financial Planning, LLC in Longmont, Colorado. He holds a Series 65 designation and has a background that includes 12 years of service in the United States Navy followed by roles at Magellan Federal and Zeiders Enterprises. He began his advisory career in 2026 with Best Life Financial Planning. Best Life Financial Planning, LLC is a fee-only registered investment adviser providing comprehensive financial planning to individuals and high-net-worth clients. The firm emphasizes modern portfolio theory and passive investing, focusing on asset allocation with index funds and ETFs, and uses a fixed-fee and hourly/project-based pricing model rather than charging a percentage of assets.

Hi, I’m Dwight. Thanks for stopping by. I am a CPA and fee-only financial advisor in Lafayette, Colorado, and I specialize in tax-efficient financial planning for retirees and those about to retire in Colorado or elsewhere in the United States. My clients are typically age 50 or older and have successfully launched their kids. They are either retired or planning to retire within the next five years or less. Most are property owners, U.S. citizens, and have liquid assets above $750,000. They want comprehensive financial guidance—not just an investment salesperson—and need support as they approach one of the biggest financial transitions of their lives. They prefer to delegate the heavy lifting of investments, financial planning, and tax planning to a professional on an ongoing basis rather than seeking one-time projects. Just as important, they are genuinely nice people. While it may sound cliché, I only work with clients where there is mutual respect and a strong long-term relationship Winding Trail Financial Planning is a fee-only financial planning firm based in Lafayette, Colorado, serving retirees and small business owners who want more than just investment management. We specialize in tax-aware financial planning—helping clients make smarter decisions around retirement income, business structure, and long-term wealth strategies. Our approach integrates tax planning, investment management, and cash flow into a cohesive strategy designed to reduce lifetime taxes and improve financial clarity. Many of our clients are business owners, pre-retirees, or recently retired households who want a proactive advisor that looks around corners—not just reacts at tax time. As a fee-only fiduciary firm, we do not sell products or earn commissions. Advice is objective, transparent, and aligned with your goals. We aim to serve as a long-term partner—helping clients simplify complexity, make confident decisions, and stay on track throughout retirement. • Tax planning and proactive tax strategy • Retirement income planning and distribution strategies • Financial planning for small business owners and S-Corp optimization • Investment management integrated with tax efficiency • Cash flow and balance sheet planning • Coordination with CPAs and attorneys • Ongoing comprehensive financial planning (not one-time plans) Our process emphasizes forward-looking planning—identifying opportunities before year-end and aligning financial decisions with long-term tax outcomes.

Steven Nading is a CFP® professional with nine years of industry experience. He is the sole advisor at Outbound Financial, where he has worked since 2017. Outbound Financial, Inc. provides wealth management, comprehensive and focused financial planning, and income and gift tax preparation to individuals, high-net-worth clients, not-for-profit entities, and business interests. The firm employs a passive wealth management approach using diversified portfolios of index mutual funds and ETFs, integrating tax preparation and planning with investment advice.

Thomas Basil is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Colorado Diversified Financial since 2009, serving as the firm's sole advisor. The firm provides portfolio management and financial planning services to individual clients, focusing on income and retirement planning for older clients. Colorado Diversified Financial offers a variety of investment and insurance products, primarily on a non-discretionary basis, and combines asset-based advisory fees with commissions from insurance and annuity sales. The firm maintains a material affiliation with insurance agencies and uses a single custodian platform for trading and reporting.

In the last 20 years, I’ve retired 60 times with my various clients. Most people only do it once — which is too bad: you get better with practice. I’ve seen firsthand how the right plan can change a family's future. It’s my mission to share these lessons so you get there faster and succeed on day one of retirement. Some approach retirement like a static mathematical equation - it’s not. It is about funding your purpose, protecting your time, and building a lasting legacy. It is about solving a dynamic, multi-decade cash flow puzzle. I specialize in transforming complex balance sheets into reliable, tax-efficient income streams. For those building wealth, I am comfortable with the technical side of financial planning. I began my career in public accounting and only later transitioned to comprehensive financial planning. That foundational experience taught me that true wealth management is not just about what you earn—it is about what you keep. As a dual Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), I translate complex tax codes into clear, actionable wealth strategies At the end of the day, main goal is to take the stress out of money. Whether you are trying to navigate a successful retirement, manage a complex business exit, handle a major life transition, or pass wealth down to your kids, I’m here to help. I don't believe in just talking about financial theories—I focus on real-world, personalized strategies that build lasting success.

Daniel Bereck is a CFP® and Series 63 credentialed advisor with 27 years of industry experience. He has been the principal of Financial Consulting Associates in Boulder, CO since 1983. Financial Consulting Associates is a small, independent, fee-only advisory serving individual investors, including IRAs and small-business retirement accounts. The firm manages discretionary portfolios primarily composed of no-load mutual funds, applying an active trading approach tailored to client suitability and the adviser’s economic outlook, and also offers limited tax preparation and planning services.

Jonathan Cooper is a financial advisor at Joy Equity Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill, and several advisory firms. Joy Equity Management LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on long-term portfolios constructed with ETFs, individual equities, and bonds using fundamental analysis and diversification. The firm manages approximately $9.2 million across about a dozen clients and utilizes third-party model managers accessed through Charles Schwab.

Mark Ivan is the sole advisor at Ivan Capital Management, Inc. in Longmont, Colorado, holding a Series 63 designation with 29 years of industry experience. He has led Ivan Capital Management since its founding in 1996. Ivan serves on the Board of Directors of CM Advisors, an investment advisory business, a role he has held since 2003. Ivan Capital Management provides discretionary, fee-only investment management for individuals, businesses, trusts, and retirement plans. The firm emphasizes value investing, focusing on quality, out-of-favor securities through sector and company-specific analysis and proprietary research methods.

Mariah Quish is a CFP® with 13 years of industry experience and is the sole advisor at Quish. She has worked at Sequoia Financial Group since 2026 and has been with Quish & Co. LLC since 2008. Quish provides personalized financial planning and discretionary investment management primarily to complex multi-generational families, trusts, estates, and selected charitable organizations. The firm combines traditional public securities with alternative investments and serves high-net-worth, institutional-scale clients, managing approximately $154.2 million in assets.

Marc Nicolay is the sole advisor at Halcyon Wealth Management, LLC in Boulder, Colorado, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Halcyon Wealth Management since 2008 and has served as president of Nicolay Norman & Associates Inc, a certified public accounting firm, since 2014, providing attest and non-attest CPA services. Halcyon Wealth Management is an independent, state-registered firm offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and integrated tax preparation services. The firm serves individuals, families, trusts, estates, and retirement plans, focusing on asset allocation, diversification, and long-term investment strategies.

Michael Corbett is a CFP® and CFA® with nine years of industry experience. He is the sole advisor at WealthEQ, an independent firm based in Erie, Colorado, where he has worked since 2022. Prior to WealthEQ, he was with Innovest Portfolio Solutions for three years and Bessemer Trust for five years. WealthEQ provides wealth management and investment advisory services to high-net-worth individuals, families, family offices, and captive insurance companies. The firm employs a research-based investment approach that combines goals-based and liability-driven portfolio construction with behavioral finance, automation, and quantitative analysis.

Momentum's innovative "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money. Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)

Diedre Braverman is a CFP® and Series 65 licensed financial advisor with six years of industry experience. She is the principal of Braverman Wealth Advisors, LLC in Boulder, CO, and also practices as an attorney at Braverman Law Group, LLC, where she assists clients with estate planning including wills and trusts. Braverman Wealth Advisors, LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan participants. The firm emphasizes a passive, indexed ETF approach tailored by individualized investment policy statements and integrates portfolio management with ongoing planning services.

Michael Lunsford is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been the principal of Lunsford Financial Planning, Inc. in Lafayette, CO since 2003. Lunsford Financial Planning, Inc. provides wealth management and financial planning services to individual clients, including investment management, retirement and estate-plan review, cash-flow and distribution planning, and employer benefit guidance. The firm employs a fundamental, long-term buy-and-hold investment approach focusing on diversified asset allocation and low-cost index funds, with discretionary portfolio management and additional pension consulting services such as 401(k) plan reviews and rollover guidance.