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.

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.

Bradford Pappas is the principal advisor at Rocky Mountain Humane Investing LLC in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EPG Wealth Management LLC and his own firm since 1995. Rocky Mountain Humane Investing is an independent, single-advisor firm providing discretionary portfolio management and retirement plan services, including ERISA fiduciary consulting and management. The firm emphasizes socially responsible investing with exclusionary screens for sustainable and vegan criteria and manages relatively concentrated portfolios alongside institutional retirement assets.

Horace Ruckel is the sole advisor at H. Anthony Ruckel, an independent firm based in Denver, CO. He holds a Series 65 designation and has eight years of experience in financial advising, alongside a long legal career dating back to 1969. Ruckel maintains a residual law practice and does not accept new legal clients, with any overlap between legal and advisory roles carefully managed to remain separate. The firm provides discretionary portfolio management for individuals, families, and straightforward trusts, focusing primarily on fundamental analysis supplemented by technical analysis. Portfolios are generally conservative and include publicly traded stocks, mutual funds, and ETFs, with bond exposure primarily through mutual funds.

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.

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.

Justin Boyle is a financial advisor at Benefit Investing LLC in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in education, including positions at the Montessori School of Denver and Aurora Public Schools, and spent five years at The University of Alabama. His background in mathematics education and academic research influences his approach to financial advising. Benefit Investing LLC provides employer-funded financial education workshops as well as individualized project-based financial planning and ongoing advisory services. The firm emphasizes client education and decision-making, offering diversified investment recommendations without custody or trade execution, and serves businesses, individuals, and families through interactive workshops and advisory meetings.

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.

Maia Babbs is a CFA charterholder and holds a Series 63 license with 10 years of industry experience. She has worked at Obermeyer Wood Investment Counsel for six years before founding Lariat Wealth Management, where she has been since 2021. Maia is based in Denver, CO. Lariat Wealth Management is an independent, state-registered adviser providing discretionary investment management and financial planning to individual and high-net-worth clients. The firm manages approximately $37.7 million in discretionary assets across 27 client relationships, employing a long-term, fundamentally driven investment approach using four model portfolios that combine equities, fixed income, mutual funds, and ETFs.

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.

Uwaila Osagiede is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Peakstone Wealth Management, LLC in Denver, CO. She holds Series 63 and Series 65 licenses and has been with Peakstone since 2014. Osagiede is also licensed to sell life, accident, and health insurance products, which may include commissionable insurance or fixed annuities. Peakstone Wealth Management is an independent registered investment adviser that provides financial planning, discretionary investment management, and fiduciary retirement plan services to individuals, families, and plan sponsors. The firm employs an academically grounded, passive investment approach using primarily ETFs and no-load mutual funds, with integrated financial planning and ongoing portfolio oversight.

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.

Paul Monax is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Agile Wealth LLC. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and has experience in various business ventures including Object Designs, LLC. Agile Wealth LLC provides financial planning and investment management services to individual clients, high-net-worth individuals, and small businesses. The firm focuses on goal-based portfolio construction, tax-aware strategies, and a mix of low-cost index ETFs and selected active funds, with offerings that include one-time comprehensive plans, subscription-based continuous planning, and tailored solutions for solopreneurs.

Christopher Redmon is a financial advisor at Sorensen Financial Management with Series 63 and 65 credentials and four years of industry experience. Prior to joining Sorensen Financial Management in 2021, he worked as an associate brokerage service representative and held various roles in other industries. Outside of finance, he is a singer-songwriter involved in a performing fine arts business called Bear and the Beasts. Sorensen Financial Management is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs fundamental analysis to guide investment decisions and offers personalized planning services alongside educational seminars and client communications.

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.

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.

John Fields is the sole advisor at Fields Asset Management LLC in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Calton & Associates, Inc. since 2006. In addition to his advisory role, he is an independent life insurance producer focusing on term insurance. Fields Asset Management LLC provides customized investment management primarily to individual clients and related entities, using discretionary strategies informed largely by technical analysis. The firm offers a range of investment approaches including option writing and short-selling, with ongoing monitoring and regular reporting.

Michael Johnson is the sole advisor at MCJ Capital Partners in Denver, CO, holding a Series 65 license and six years of industry experience. He is the founder and managing partner of Singleton Valuations, a business appraisal and strategic consulting firm, and also leads M.C. Johnson Enterprises, a general business consulting company. MCJ Capital Partners provides portfolio management services to institutional and individual clients, including high-net-worth individuals, corporations, and endowments. The firm employs a concentrated long/short equity strategy across U.S. and non-U.S. equities, utilizing fundamental and momentum analysis primarily through separately managed accounts.