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 industry experience. He is currently with White Hawk Wealth Management in Broomfield, CO, where he has worked since 2026. Prior to this, he worked at Western Wealth Management, LLC and LPL Financial from 2017 to 2026, and Edward Jones from 2011 to 2017. White Hawk Wealth Management advises individuals, families, and businesses by providing integrated wealth management services that combine investment management with financial planning and consulting. The firm constructs portfolios tailored to client objectives and risk tolerance, utilizing a diverse range of investment strategies and instruments.

Martial Frindethie is a Series 65-licensed financial advisor with five years of industry experience. He currently serves as the sole advisor at GenEra Wealth, LLC, a newly formed firm in Erie, Colorado. Frindethie has prior experience at The Millstone Evans Group, where he worked for nearly a decade. GenEra Wealth is a state-registered investment adviser that provides discretionary asset management, ERISA 3(21) retirement-plan advisory services, and comprehensive financial and education planning. The firm utilizes a range of strategies including asset allocation, fundamental and technical analysis, and options, often employing third-party sub-advisors with discretionary authority.

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.

Jarrett Sharp is a financial advisor at Sharper Image Financial Services, LLC with five years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including The Millstone Evans Group and GenEra Wealth. Outside of advisory services, he leads TrueInsights CFO, LLC, a business management and consulting firm providing outsourced CFO services, and is involved with Sharper Image Tax Services, LLC as a lead tax preparer. Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a variety of analytical approaches across multiple investment strategies and offers project-based consulting along with public educational seminars.

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.

Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.

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.

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.

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.

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.

Ladd Solomon is a CFP® professional with 19 years of experience in the financial services industry. He has been with Rothschild Investment LLC since 2009 and previously worked at Wells Fargo Investments, LLC. Solomon is based in Broomfield, Colorado, and holds the Series 66 designation. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs a portfolio process focused on client-specific asset allocation models and offers services such as discretionary portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.

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.

John Lynch is a financial advisor at Worth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Lynch Financial Group LLC, Wealth Watch Advisors LLC, and Royal Funds Management LLC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party managers while maintaining oversight and due diligence.

Michelle Burns is a financial advisor at Mountain Capital Investment Advisors Inc in Westminster, CO, holding a Series 65 designation with seven years of industry experience. She has been with Mountain Capital Investment Advisors since 2011. In addition to her advisory role, she works as a staff accountant for Mountain Capital CPAs in Denver. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm employs a long-term investment approach, using diversified portfolios that emphasize low-cost mutual funds and ETFs, combined with fundamental and technical analysis tailored to client goals and risk tolerance.

Robin Carlin is a financial advisor at Townsend with a Series 65 designation and one year of industry experience. Prior to joining Townsend, Robin worked at Gallacher Capital Management and held roles in media and nonprofit organizations, including the Mississippi Wildlife Federation. 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 provides tailored financial planning and asset management services, using a combination of top-down and bottom-up investment strategies across various asset classes.

Adam Allgaier is a CFP® with five years of industry experience currently serving at Mountain Capital Investment Advisors Inc. He has been with the firm since 2020 and also works as a pilot and first officer for United Airlines. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across about 1,191 client relationships and offers customized investment strategies focusing on long-term growth through low-cost, diversified funds, with ongoing portfolio monitoring and fiduciary advice for ERISA and IRA accounts.