Brian Read is a financial advisor at RPC Wealth, LLC in Loveland, CO. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he held positions in various fields including banking and education. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting to individual clients and their trusts, managing approximately $106 million in assets. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation.

Jaris Hansen is a financial advisor with RPC Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brookstone Capital Management for 10 years and has been associated with the Retirement Planning Center since 2001, where he also operates as a licensed insurance agent. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, and it also offers standalone planning and coordination with other advisors.

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.

Kate Grace is a financial advisor at Sankala Group LLC with a Series 65 designation and no prior industry experience. Before entering the advisory field, she was a professional athlete from 2014 to 2016 and has operated FastKate LLC since 2017. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, focusing on diversified global equity portfolios. The firm integrates macroeconomic themes with value-biased fundamental analysis and technical risk management, employing strategies such as derivatives and short selling that are uncommon among similar team-based advisory firms.

Emmett Fehlau Barton is a CFP® certified financial advisor with two years of industry experience. He is associated with Sharper Image Financial Services, LLC and has held roles at several related firms including Foundation Financial Planning, LLC and TrueInsights CFO, LLC, where he provides outsourced CFO services. Emmett also participates in tax preparation and business management activities through affiliated companies in Erie, Colorado. Sharper Image Financial Services, LLC offers discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm customizes portfolios based on client goals and risk tolerances, employing diverse analytical approaches and occasionally using margin and derivative instruments within separately managed accounts.

Thomas Denkenwolf is a financial advisor with Sankala Group LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Sankala Group since 2016 and previously spent five years at Bank of America, N.A. He serves as Vice President on the Board of Directors for the Front Range Mensa Group and is a member of the endowment committee for the Unitarian Universalist Church of Boulder, providing investment consultation and oversight. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a range of instruments, including ETFs, closed-end funds, and option strategies.

Joshua Cumrine is a financial advisor with RPC Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has operated Cumrine Wealth Management, LLC since 2015 and Cumrine & Company, LLC since 2009, where he is also involved in insurance sales and teaching. In addition, Cumrine is a co-owner of the Retirement Planning Center of the Rockies. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, and offers standalone planning alongside coordination with clients' other advisors.

Jason Aluague is a financial advisor at Haynie Wealth Management LLC with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Haynie & Company for five years and has held roles in various other businesses including Precision Machined Products and Centaurus Financial Inc. Haynie Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, and small businesses. The firm constructs customized, long-term portfolios using low-cost mutual funds and ETFs as well as individual securities, and offers discretionary portfolio management, financial planning, and employee benefit plan consulting.

Ambar Reddekopp is a ChFC® credentialed advisor with seven years of industry experience, currently serving at Journey Investments, LLC. Prior to founding his own firms, he worked at State Farm Insurance Companies for 16 years. He is also involved in insurance services through Reddekopp Insurance Services LLC. Journey Investments, LLC provides personalized financial planning and consulting primarily to individual clients, focusing on written recommendations and coordination with third-party money managers rather than direct asset management. The firm offers services including cash-flow analysis, tax and insurance reviews, retirement planning, and estate plan coordination.

Timothy Barnett is a financial advisor at Caledonia Wealth Management, Ltd. in Boulder, CO, holding a Series 66 designation with 27 years of industry experience. He has been with Caledonia Wealth Management since 2009. Caledonia Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and employs discretionary portfolio management through a variety of in-house investment programs ranging from conservative to aggressive, including Traditional and Sustainable (ESG-integrated) options.

Harold Hallstein is a financial advisor with Sankala Group LLC in Lyons, CO, holding a Series 65 designation and 15 years of industry experience. He has been with Sankala Group since 2010. Hallstein serves on the board of directors for the Winter Wildlands Alliance, a nonprofit organization, providing committee-level input on reserves investment. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a variety of securities and 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.

Robert Helgeland is a CFP® professional with 28 years of industry experience. He is currently with Curtis Wealth Management LLC and has previously worked at Theory Financial and TIAA-CREF. He serves as a community board member for the Colorado Music Festival Endowment Fund, a nonprofit organization focused on music education and performance. Curtis Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm provides investment management, financial planning, consulting, and retirement-plan advisory services, employing customized portfolios based on client goals and employing a mix of mutual funds, ETFs, and individual securities.

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.

Sarah Stamp is a CFP® professional with 15 years of experience in financial advising. She has worked at Compass Planning Associates, Inc. since 2014 and has additional experience with the St. Vrain Valley School District and Practical Financial Group, LLC. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, trusts, estates, business entities, and retirement plan participants. The firm employs a planning-first, long-term approach, typically using passive asset allocation with index funds and ETFs, and offers project, hourly, or ongoing annual billing without commissions or percentage-based fees.

MY Wealth Planners is a Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners serves three core demographics: Business owners and executives, pre-retiree and retiree couples, and type-a professionals. For business owners and executives, MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses to attract and retain top talent through executive compensation planning. For pre-retirees and retirees, MY Wealth Planners brings the latest in retirement and financial planning research to the establishment of sustainable retirement income plans and the development of legacy and estate plans that ensure families and community stakeholders are well-served. For type-A professionals, MY Wealth Planners offers full-scale delegation of financial needs, from insurance shopping to portfolio management, as well at the outsourcing of third party vendor relationships and management, so that these professionals and win back some precious time in their busy lives. An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.

David Mcmillan is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Caledonia Wealth Management, Ltd. in Boulder, CO since 2009. Caledonia Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and uses a range of discretionary investment programs that include both traditional and ESG-integrated options, combining strategic asset allocation with tactical adjustments.

Brandon Hansen is a financial advisor at RPC Wealth, LLC in Loveland, Colorado, holding Series 63 and Series 65 licenses. He has one year of industry experience, previously working in real estate with firms including Inside Real Estate and Keller Williams Realty. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts, managing approximately $106 million in regulatory assets. The firm’s investment approach focuses on top-down macro-environmental analysis with tactical asset allocation and sector rotation, offering direct management as well as access to independent managers and model portfolios.

John Gutierrez is a financial advisor at Indelible Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2019, following a decade at Schwab Private Client Investment Advisory, Inc. Indelible Wealth Group is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary investment management with financial planning and retirement-plan advisory services, employing a long-term investment approach based on Modern Portfolio Theory and fundamental analysis.