Steven Buxbaum is a financial advisor at Portsea Investments, Inc. with 13 years of industry experience. He previously worked at Stonebridge Capital Management for four years before joining Portsea in 2018. Outside of his advisory role, he serves on the investment committee of the board of Inner-City Arts, a nonprofit provider of arts education in Los Angeles, and manages a real estate investment business, Ysidro Capital Partners. Portsea Investments provides discretionary portfolio management and personalized investment advice to individuals, high-net-worth families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite investment approach with value-oriented core holdings and growth satellites, applying fundamental and cyclical analysis for 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.

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 in Louisville, Colorado, holding a Series 65 designation with one year of industry experience. Prior to founding her advisory firm, she worked at Pinterest and Twitter and currently serves as an Enterprise Account Lead at Airbnb, where she spends approximately thirty hours per week. Go Fish Finance is a single-advisor independent registered investment adviser serving individual and high-net-worth clients with financial planning and investment management. The firm offers defined planning engagements, project-based sessions, estate-planning referrals, and educational seminars, using Modern Portfolio Theory to build customized investment plans focused on mutual funds and ETFs.

Adam Robinson is a CFP® with 26 years of industry experience. He currently serves as the sole advisor at SevenWealth LLC and previously worked at Commonwealth Financial Network for 20 years. Outside of his advisory work, he owns Chill303, LLC, a business focused on cryotherapy and instasculpting, and serves as a board member for Niwot Youth Sports. SevenWealth LLC provides discretionary asset management and comprehensive financial planning services primarily to individuals and high-net-worth clients. The firm employs a blended active and passive investment approach tailored to client objectives and offers quarterly reviews and discretionary trading authority.

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.

Sanay Patel is a financial advisor at Purpose Wealth with a Series 65 designation and two years of industry experience. He has held roles at Purpose Wealth LLC since 2023 and has ownership interests in Pravasa Partners LLC, which operates Pravasa Waxing LLC. He also works part-time with Exhale Home LLC, assisting on a limited basis. Purpose Wealth is an independent advisory firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm emphasizes top-down asset allocation and fund-level analysis, primarily using low-cost ETFs and index funds, and integrates investment guidance with broader financial planning through ongoing relationships as well as project and hourly engagements.

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 in Broomfield, Colorado, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to founding Peacock Financial, he held roles at MML Investors Services, MassMutual Life Insurance, and Fidelity Brokerage Services. Before entering the financial sector, he worked for 17 years at Hunter Douglas. Peacock Financial is an independent advisory firm serving individuals, families, and small businesses with tailored financial planning, investment research, and portfolio management through its Guided Portfolio Solutions program. The firm emphasizes client-specific asset allocation and a long-term buy-and-hold investment approach, offering discretionary management with periodic reviews and the option for clients to impose investment restrictions or use other planning providers.

Lynda Gregory is a CFP® professional with 25 years of industry experience. She is the sole owner of Boulder Canyon Financial Partners, an independent firm based in Lafayette, CO. Prior to founding her firm in 2020, she held positions at BSW Wealth Partners and Charles Schwab. Outside of financial advising, she is a co-owner and silent partner of Reefs To Rockies, a travel company specializing in sustainable group itineraries. Boulder Canyon Financial Partners is a fee-only, woman-founded registered investment adviser serving individuals, families, high-net-worth clients, trusts, pension participants, and nonprofit organizations. The firm employs a top-down tactical asset allocation strategy and incorporates sustainable and socially conscious investment approaches, including private micro-loans within its fixed-income portfolios.

Debra Huttner is a financial advisor at Pearl Wealth LLC in Boulder, Colorado, holding a Series 65 designation with 12 years of industry experience. She has been associated with Colorado Capital Management, Inc. since 2013. Pearl Wealth advises individuals, high-net-worth families, trusts, estates, foundations, charitable organizations, and retirement plans. The firm uses a long-term investment process based on fundamental analysis, primarily employing diversified ETFs and mutual funds, and manages approximately $130 million for a small client base that includes charitable organizations and retirement plan sponsors.

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.

Richard Simmons is the principal of Simmons & Associates, LLC, an independent advisory firm based in Broomfield, Colorado. He holds 22 years of industry experience and has led Simmons & Associates since 2001. Prior to founding the firm, he had a background in corporate finance and academia. Simmons & Associates provides fee-only advisory services to individuals, small businesses, and trusts, offering tax planning, financial and retirement planning, portfolio analysis, and estate planning. The firm emphasizes diversified asset allocation and a buy-and-hold investment approach, working with clients to develop investment policy statements and providing written recommendations while leaving trade execution and custody to clients’ chosen brokers.

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.

Talon Pitchforth is a CFP® with five years of industry experience, currently serving as the sole advisor at Q2 Financial. His background includes roles at Charles Schwab, Chauner Securities, and Franklin Covey Co. Pitchforth is also involved with Interwise Tax, where he provides tax preparation, bookkeeping, and accounting services. Q2 Financial is a fee-only registered investment adviser offering investment management and financial planning to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a blend of passive and active strategies guided by Modern Portfolio Theory, including the use of third-party models and private fund due diligence, and offers discretionary portfolio management tailored to client objectives and risk tolerance.