Chad Young is the sole advisor at Young Financial Planning in Lafayette, CO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Young Tax Planning, Young Wealth Partners, and The Young Insurance Group, where he was employed for 16 years. He is also involved in a tax preparation business. Young Financial Planning is a fee-only independent investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm utilizes institutional custodial platforms and combines passive and active investment vehicles guided by asset allocation and Modern Portfolio Theory.

David Robinson is the principal of Best Life Financial Planning, LLC, an independent advisory firm based in Longmont, Colorado. He holds a Series 65 designation and has experience in financial services since 2023, following a 12-year career in the United States Navy. Best Life Financial Planning offers comprehensive, fee-only financial planning primarily to individuals and high-net-worth clients. The firm emphasizes holistic planning and uses a Modern Portfolio Theory framework focused on passive, asset-allocation strategies, providing investment management exclusively to ongoing planning clients.

Hi, I’m Dwight. Thanks for stopping by. I am a CPA and fee-only financial advisor in Lafayette, Colorado, and I specialize in tax-efficient financial planning for retirees and those about to retire in Colorado or elsewhere in the United States. My clients are typically age 50 or older and have successfully launched their kids. They are either retired or planning to retire within the next five years or less. Most are property owners, U.S. citizens, and have liquid assets above $750,000. They want comprehensive financial guidance—not just an investment salesperson—and need support as they approach one of the biggest financial transitions of their lives. They prefer to delegate the heavy lifting of investments, financial planning, and tax planning to a professional on an ongoing basis rather than seeking one-time projects. Just as important, they are genuinely nice people. While it may sound cliché, I only work with clients where there is mutual respect and a strong long-term relationship Winding Trail Financial Planning is a fee-only financial planning firm based in Lafayette, Colorado, serving retirees and small business owners who want more than just investment management. We specialize in tax-aware financial planning—helping clients make smarter decisions around retirement income, business structure, and long-term wealth strategies. Our approach integrates tax planning, investment management, and cash flow into a cohesive strategy designed to reduce lifetime taxes and improve financial clarity. Many of our clients are business owners, pre-retirees, or recently retired households who want a proactive advisor that looks around corners—not just reacts at tax time. As a fee-only fiduciary firm, we do not sell products or earn commissions. Advice is objective, transparent, and aligned with your goals. We aim to serve as a long-term partner—helping clients simplify complexity, make confident decisions, and stay on track throughout retirement. • Tax planning and proactive tax strategy • Retirement income planning and distribution strategies • Financial planning for small business owners and S-Corp optimization • Investment management integrated with tax efficiency • Cash flow and balance sheet planning • Coordination with CPAs and attorneys • Ongoing comprehensive financial planning (not one-time plans) Our process emphasizes forward-looking planning—identifying opportunities before year-end and aligning financial decisions with long-term tax outcomes.

Steven Nading is a CFP® professional with nine years of industry experience. He is the sole advisor at Outbound Financial, where he has worked since 2017. Outbound Financial, Inc. provides wealth management, comprehensive and focused financial planning, and income and gift tax preparation to individuals, high-net-worth clients, not-for-profit entities, and business interests. The firm employs a passive wealth management approach using diversified portfolios of index mutual funds and ETFs, integrating tax preparation and planning with investment advice.

Thomas Basil is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Colorado Diversified Financial since 2009, serving as the firm's sole advisor. The firm provides portfolio management and financial planning services to individual clients, focusing on income and retirement planning for older clients. Colorado Diversified Financial offers a variety of investment and insurance products, primarily on a non-discretionary basis, and combines asset-based advisory fees with commissions from insurance and annuity sales. The firm maintains a material affiliation with insurance agencies and uses a single custodian platform for trading and reporting.

Kyle Simmons, CFP®, CRPC®, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of being a highly compensated employee as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too. We are a fiduciary, fee-only firm, which means we're required to always put your interests ahead of our own. We don't sell products, get paid commissions, or receive referral fees. Many advisors or financial salespeople work for a brokerage or insurance company and are paid commissions or are "fee-based". We believe that our fee-only, fiduciary structure allows us to have a more objective relationship with our clients because it reduces the possible conflicts of interest.

In the last 20 years, I’ve retired 60 times with my various clients. Most people only do it once — which is too bad: you get better with practice. I’ve seen firsthand how the right plan can change a family's future. It’s my mission to share these lessons so you get there faster and succeed on day one of retirement. Some approach retirement like a static mathematical equation - it’s not. It is about funding your purpose, protecting your time, and building a lasting legacy. It is about solving a dynamic, multi-decade cash flow puzzle. I specialize in transforming complex balance sheets into reliable, tax-efficient income streams. For those building wealth, I am comfortable with the technical side of financial planning. I began my career in public accounting and only later transitioned to comprehensive financial planning. That foundational experience taught me that true wealth management is not just about what you earn—it is about what you keep. As a dual Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), I translate complex tax codes into clear, actionable wealth strategies At the end of the day, main goal is to take the stress out of money. Whether you are trying to navigate a successful retirement, manage a complex business exit, handle a major life transition, or pass wealth down to your kids, I’m here to help. I don't believe in just talking about financial theories—I focus on real-world, personalized strategies that build lasting success.

Dennis Haberkorn is the principal of Haberkorn Financial Services, Inc. in Louisville, CO, with 26 years of experience in the financial industry. He has operated his firm since 1999 and holds credentials as a Certified Public Accountant. Haberkorn Financial Services provides portfolio management and related advisory services to individuals, charitable organizations, corporations, and trusts. The firm combines investment advisory services with accounting, tax, and business-management offerings, focusing on strategic asset allocation, diversification, and long-term portfolio management.

Mark Ivan is the sole advisor at Ivan Capital Management, Inc. in Longmont, Colorado, holding a Series 63 designation with 29 years of industry experience. He has led Ivan Capital Management since its founding in 1996. Ivan serves on the Board of Directors of CM Advisors, an investment advisory business, a role he has held since 2003. Ivan Capital Management provides discretionary, fee-only investment management for individuals, businesses, trusts, and retirement plans. The firm emphasizes value investing, focusing on quality, out-of-favor securities through sector and company-specific analysis and proprietary research methods.

Linda Towe is a financial advisor with Heritage Planning & Investing Services, LLC in Louisville, CO, holding a Series 65 credential and 25 years of industry experience. She has been with Heritage Planning & Investing Services since 1999. Heritage Planning & Investing Services is an independent, single-advisor firm serving individuals, trusts, and small business owners with hourly consulting, comprehensive financial planning, and discretionary portfolio management. The firm’s investment approach emphasizes fundamental analysis combined with technical analysis, diversification, and a mix of long-term and shorter-term positions, with ongoing portfolio monitoring and annual reviews of investment policy statements.

Michael Corbett is a CFP® and CFA® with nine years of industry experience. He is the sole advisor at WealthEQ, an independent firm based in Erie, Colorado, where he has worked since 2022. Prior to WealthEQ, he was with Innovest Portfolio Solutions for three years and Bessemer Trust for five years. WealthEQ provides wealth management and investment advisory services to high-net-worth individuals, families, family offices, and captive insurance companies. The firm employs a research-based investment approach that combines goals-based and liability-driven portfolio construction with behavioral finance, automation, and quantitative analysis.

Momentum's innovative "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money. Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)

Hi, I'm Angela Sorensen, founder of Paired Purpose Financial Planning, an independent financial planning firm that specializes in helping tech professionals make the most of their money. I work with individuals and families navigating complex financial decisions, particularly those involving equity compensation like RSUs and stock options. Having worked extensively with employees at companies like Microsoft, Amazon, and Meta, I understand the unique opportunities and challenges that come with compensation in the tech industry. I started Paired Purpose because I believe financial planning should be about more than just investments and retirement. It's about making intentional decisions that align your financial resources with what matters most to you. My approach is personalized, comprehensive, and transparent, with a focus on financial planning rather than simply managing investments. Whether you're navigating a major career decision, optimizing equity compensation, or planning for financial independence, my goal is to help you make confident, informed decisions. For tech employees. For what matters.

Curtis Clegg is a CFP® with 20 years of industry experience, currently serving as the sole advisor at AMA Financial Planning LLC in Louisville, CO. His prior experience includes roles at Silver Oak Securities, Inc. and Jackson National Life Distributors. Outside of financial planning, he is the owner of an independent auto, home, and life insurance brokerage. AMA Financial Planning LLC provides fee-only financial planning and investment advice on an hourly or fixed-fee basis to individuals, couples, and families. The firm focuses on strategic asset allocation using a core-and-satellite approach, emphasizing passive index funds and ETFs for core holdings and selective active managers as satellites, while typically delivering project-based advice without ongoing portfolio management.

Michael Lunsford is a CFP® professional with 23 years of experience in financial planning and wealth management. He has been the principal advisor at Lunsford Financial Planning, Inc. since 2003. The firm provides comprehensive financial planning and investment management services to individual clients, including retirement and estate plan reviews, cash-flow planning, and employer benefits guidance. Lunsford Financial Planning employs a long-term, fundamental investment approach focusing on diversified, low-cost index funds with discretionary portfolio management and tax-aware strategies.

Daniel Herman is a Series 65-licensed advisor at Classic Financial & Investment Services, Inc. with three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Classic Financial & Investment Services, Inc. provides investment supervisory and portfolio management services to individuals, trusts, estates, businesses, charitable organizations, and pension or profit-sharing plans. The firm manages approximately $58.6 million across 41 client relationships using a diversified asset-allocation approach that combines fundamental and technical analysis and emphasizes option premium strategies within a long-term, total-return framework.

Keith Diamond is a Series 65-licensed financial advisor with Prudent Man Investment Management in Broomfield, CO. He has 21 years of industry experience and has been with the firm since 2004. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional mutual funds and ETFs, tailoring portfolios to clients through written investment policy statements.

Darrell Roberts III is a financial advisor at American Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with American Wealth Advisors since 2010. American Wealth Advisors provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm builds predominantly long-term, diversified portfolios using mutual funds, ETFs, and individual stocks or bonds, emphasizing tailored service within a small-team structure.

Christopher Reading is a financial advisor at Prudent Man Investment Management with 18 years of industry experience. He holds a Series 65 designation and has worked at Prudent Man Investment Management since 2005. Outside of his advisory role, he is involved with Reading Entertainment, a business he has managed since 1997. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional funds and emphasizes after-tax returns.

Glenn Wager is a financial advisor with Wager Wealth Management and Financial Planning LLC in Longmont, CO, holding a Series 63 designation and 28 years of industry experience. He previously worked at Guerin Financial Services from 1994 to 2017 before founding his current firm in 2016. Outside of his advisory work, he serves as a director and treasurer for Niwot Youth Sports Field and Softball and coaches softball at a local high school. Wager Wealth Management and Financial Planning provides discretionary investment management, financial planning, and limited-scope consulting to individuals, families, trusts, estates, and certain institutions. The firm emphasizes asset allocation and diversified portfolios using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.