Fernando Guardia Virreira is a financial advisor at Guardian Brothers with Series 65 and Series 66 registrations and one year of industry experience. He has worked at institutions including the University of Colorado Boulder and Finequities. Guardian Brothers Capital LLC provides portfolio management and financial planning services, tailoring portfolios to clients’ goals and risk tolerances using a range of analytical methods. The firm employs both a strategic buy-and-hold approach for standard fee clients and higher-risk, active strategies for performance-fee accounts.

Katherine Macauley is a financial advisor at Holos Consulting Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Ares Management and Goldman Sachs & Co. Holos Consulting Group provides advisory services focused on environmental, social, and impact investing for asset owners, asset managers, and non-profits. The firm specializes in project-based consulting related to impact-investing strategy development and ESG integration, primarily in private markets.

Jimmy Burton is a CFP® professional with 27 years of industry experience. He has been the principal advisor at Business Financial Strategies, Ltd. in Boulder, CO since 1993. Outside of financial advising, he serves as CEO, director, and shareholder of a small food manufacturing company, GBS Partners, Inc. Business Financial Strategies, Ltd. provides financial planning, investment management, and consulting services to individuals, small businesses, business owners, retirement plans, and trusts. The firm serves a limited client base with a long-term, buy-and-hold investment approach, primarily using non-discretionary account management and detailed trade recommendations.

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.

Steven Zakelj is a CFP® professional with 15 years of industry experience. He has worked at Flatirons Wealth Management since 2018, following six years at Chrome Asset Management and overlapping experience with various insurance carriers. Flatirons Wealth Management is an independent firm serving individuals, high-net-worth clients, and pension/profit-sharing plan sponsors. The firm employs a primarily passive, asset-allocation approach complemented by fundamental and technical analysis, while incorporating options and derivatives strategies in discretionary portfolio management.

David Nachtweih is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones for 12 years and currently operates as the sole advisor at Cultivate Wealth Partners. Cultivate Wealth Partners provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a modern portfolio theory-based investment approach, incorporating asset allocation across mutual funds, ETFs, fixed income, equities, and real estate funds, alongside longer-term trading and higher-risk strategies such as margin and options.

Theodore Van Rooy is a financial advisor at AEOM Investments, LLC with one year of industry experience. He holds a Series 65 credential and has a background in technology, having worked at Amazon Inc. and The Trade Desk Inc. prior to his current role. In addition to advising, he works as a software engineer and data scientist. AEOM Investments, LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blended investment approach combining passive and active strategies, with portfolios tailored to client goals and risk profiles.

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.

Filipe Delvaux is a financial advisor at Delvaux Wealth Management in Brighton, Colorado, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of advising, he founded Delvaux, LLC, a personal care product company. Delvaux Wealth Management provides fee-only, discretionary wealth management and financial planning to individuals, high-net-worth clients, and their trusts and estates. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory, manages portfolios under discretionary authority, and maintains a solo advisory structure with a focus on transparency and controlled use of derivative strategies.

Aditi Kapadia is a CFP® and CFA® with two years of experience in the financial industry. She is currently the sole advisor at Wealth IQ in Lafayette, CO. Prior to founding Wealth IQ, she worked at BMO Wealth Management for four years and at GE Capital for twelve years. Wealth IQ provides investment management and financial planning services to individual and high-net-worth clients, including specialized solutions for business owners and tax-aware strategies. The firm offers both a Do-It-Yourself advisory model and a Do-It-For-Me arrangement, utilizing proprietary allocation models and a combination of passive and active investments.

Steven Buxbaum is a financial advisor with Portsea Investments, Inc. in Louisville, Colorado, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Prior to founding Portsea Investments, he worked at Stonebridge Capital Management, Credit Suisse Securities, and UBS Financial Services. Outside of advising, he serves on the investment committee of the nonprofit Inner-City Arts in Los Angeles. Portsea Investments provides discretionary portfolio management and individualized investment advice to a small client base including individuals, families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite approach with value-oriented core holdings and growth satellites, using fundamental and cyclical analysis to guide 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.

Perry Vasquez is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Vascorp Wealth Advisors in Arvada, CO. He has worked at Genesee Wealth Strategists since 2003 and has been associated with Financial Planning Centers of America, Inc. since 1991. Vascorp Wealth Advisors serves individuals, families, and family trusts, focusing on retirement and estate planning, investment management, insurance planning, and tax preparation. The firm works primarily with professionals, farmers, ranchers, and business owners transitioning into retirement or restructuring business assets for multigenerational estate purposes, offering tailored planning and discretionary portfolio management that incorporates a variety of investment vehicles and strategies.

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, holding a Series 65 credential with one year of industry experience. She has held senior roles in technology companies, including positions at Airbnb and Pinterest. Outside of advising, she continues to work as an Enterprise Account Lead at Airbnb. Go Fish Finance is a solo independent advisory serving individual and high-net-worth clients through comprehensive financial planning and a 12-month Voyager Program that integrates planning with discretionary investment management. The firm employs a fixed, non-AUM fee structure and offers public educational seminars alongside personalized and project-based planning services.

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.

Michelle Francis is a financial advisor with Life Story Financial in Arvada, CO, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Western Wealth Management, LPL Financial, PBS Wealth Management Consultants, Royal Alliance, and a 12-year tenure at PR Unscripted. Life Story Financial serves individual and high-net-worth clients by offering discretionary investment management and various financial planning services, utilizing the AssetMark platform and third-party managers. The firm combines passive and active investment strategies guided by Modern Portfolio Theory and integrates ESG considerations when requested.

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.

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.