Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Jonathan White is a CFP® with 15 years of experience in the financial services industry. He is currently with White Hawk Wealth Management and previously worked at Western Wealth Management, LLC, LPL Financial, and Edward Jones. White Hawk Wealth Management advises individuals, businesses, and families, providing integrated wealth management that combines investment management with financial planning. The firm constructs portfolios tailored to client objectives using a variety of analytical approaches and investment vehicles.

Kevin Campbell is a financial advisor at Focus Point Capital LLC with 24 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at several firms, including James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients by providing discretionary management and non-discretionary model portfolios, focusing on multi-asset and concentrated equity strategies implemented through ETFs and proprietary risk frameworks.

Kristopher Kelley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Legacy Ridge Capital Management, LLC. He worked at Janus Capital Group from 2008 to 2017 before joining Legacy Ridge in 2018. Outside of his advisory role, he has ownership interests in private businesses, including a car wash and a powersports dealership in Wyoming. Legacy Ridge Capital Management provides discretionary portfolio management to individual and high-net-worth investors, trusts, pension and profit-sharing plans, and business entities. The firm employs a research-driven, bottom-up investment approach with an owner’s mindset, combining long-term holdings with focused short positions and risk management strategies.

Jarrett Sharp is a Series 65 licensed advisor with Sharper Image Financial Services, LLC in Erie, Colorado, with four years of industry experience. He has held roles at multiple affiliated companies, including Sharper Image Tax Service, LLC, where he serves as Lead Tax Preparer, and TrueInsights CFO, LLC, where he acts as Lead Fractional CFO. Sharp is also the Founder and CEO of Sharper Image Holdings, Inc. Sharper Image Financial Services provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs a variety of analytical approaches and offers project-based investment consulting as well as public educational seminars and workshops.

Amy Bloom is a Series 65-licensed financial advisor with Bloom Financial, LLC and has seven years of industry experience. She is also involved with Bloom Life, LLC, an insurance-related business where she serves as an agent. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to clients’ goals and risk tolerance.

Michael Sikora is a financial advisor at Bighorn Wealth Management in Westminster, CO, with 38 years of industry experience. He holds the Series 63 license and has been with Bighorn Wealth Management since 2009, previously working with LPL Financial and Osaic FA, Inc. Outside his advisory role, he operates a non-investment S Corporation. Bighorn Wealth Management offers comprehensive financial planning and consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on delivering written financial plans emphasizing asset allocation and long-term purchase strategies, without managing client assets or accepting discretionary authority.

Emily Green is a financial advisor at Hinman Financial Planning, Inc. in Erie, Colorado, holding a Series 65 designation with two years of industry experience. Prior to joining Hinman Financial Planning in 2025, she worked at MY Wealth Planners LLC and held several roles including operating her own business and experience in home health services. Hinman Financial Planning serves individual and high-net-worth clients through integrated wealth management, standalone financial planning, and discretionary portfolio management. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing model portfolios and tax-management tools primarily through the Altruist platform.

I strive to help people committed to creating a better financial life for themselves. From my firm in Erie, Colorado, I provide individually tailored advice and realistic, implementable solutions for busy individuals. Twenty-plus years working for national and regional firms focused on wealthy clients in Denver and Boulder taught me how to provide highly personalized advice and coaching with simplicity and clarity. Today I am especially passionate about helping people like me: Gen X professionals trying to navigate the myriad challenges of saving for retirement, kids, aging parents and busy households. What sets Hinman Financial Planning apart, though, is the ability to connect the art and science of financial planning. I run the numbers but also spend time exploring your values (your “Why?”) because your values and beliefs around money drive your actions. While you shouldn’t expect each meeting to turn into a session on a counselor’s couch, we do circle back from time-to-time to ensure our work together truly reflects your values and goals. A Colorado native, I earned a B.S. in Finance from CU-Boulder and am a member of several professional organizations. I also serve as Treasurer and Board Member for Mental Health Partners. When away from work, I enjoy quiet evenings at home with my husband. With two teenage boys, though, my evenings and weekends are frequently spent suffering through homework, chores and, soon, teaching my older son to drive. We are avid basketball fans (Go Buffs!) and enjoy many of the outdoor activities Colorado has to offer.

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

Stephen Moorman is a CFP® and holds a Series 66 license, currently serving as an advisor at Libra Wealth LLC with five years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, PlanMember Securities Corporation, and Hattig Financial. Libra Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework. The firm manages approximately $640 million in assets with a small team and offers negotiated fixed fees rather than percentage-based charges.

Narvel Casas is a financial advisor at Mountain Capital Investment Advisors Inc with five years of industry experience. He holds the Series 65 designation and has been with Mountain Capital Investment Advisors since 2017. Casas is also engaged in ongoing studies since 2009. Mountain Capital Investment Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, offering discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Jason Pott is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Securities America, Inc. and COUNTRY FINANCIAL. Outside of financial advising, he owns an insurance brokerage providing life, auto, home, and commercial insurance. WealthPLAN Partners serves individuals, high-net-worth clients, and institutions with financial planning, investment management, and retirement plan consulting. The firm employs a "Strategy Diversification" investment approach that utilizes a mix of mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Tyler Hentges is a financial advisor at Townsend with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wambolt & Associates, U.S. Bancorp Investments, Surefoot, Charles Schwab & Co., and FirstBank. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion through a team of 18 advisors, offering financial planning, asset management, retirement plan consultation, and related investment services.

Zachary Rhodes is a financial advisor at Mountain Capital Investment Advisors Inc with one year of industry experience. He holds a Series 65 designation and previously worked at Buck Wealth Strategies, LLC and Udemy. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across more than 1,100 client relationships, offering customized investment approaches focused on long-term strategies with diversified mutual funds, ETFs, and selective individual stocks and bonds.

Tiffany Brown is a CFP® professional at Townsend with 24 years of industry experience. She has been with Townsend & Associates, Inc. since 2009 and previously worked at Securities America, Inc. from 2008 to 2024. She holds the Series 66 designation and operates from Westminster, CO. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities, using a combination of top-down macro and bottom-up fundamental investment approaches.