Gil Berman is the sole advisor at Berman, Gil, an independent firm based in Boulder, CO. He holds a Series 65 designation and has 21 years of industry experience. He has been working as an advisor since 1991. Berman, Gil provides investment advice and financial planning primarily to individuals and families, as well as trusts, estates, and pension or profit-sharing plans. The firm emphasizes long-term, buy-and-hold portfolios built mainly with mutual funds and ETFs, using fundamental analysis and third-party research tools. Portfolio reviews are available on a consulting basis, and the firm generally offers non-discretionary advice while consulting clients prior to trades when limited trading authority is held.

Richard Simmons is the principal of Simmons & Associates, LLC, an independent advisory firm based in Broomfield, Colorado. He holds 22 years of industry experience and has led Simmons & Associates since 2001. Prior to founding the firm, he had a background in corporate finance and academia. Simmons & Associates provides fee-only advisory services to individuals, small businesses, and trusts, offering tax planning, financial and retirement planning, portfolio analysis, and estate planning. The firm emphasizes diversified asset allocation and a buy-and-hold investment approach, working with clients to develop investment policy statements and providing written recommendations while leaving trade execution and custody to clients’ chosen brokers.

Eduardo Rondon is a financial advisor at Shadowfax Investments LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Arbiter Investments LLC and Space Exploration Technologies (SpaceX). Outside of advising, he is employed as a Senior Propulsion Analyst at Ursa Major Technologies, where he is involved in the design and structural analysis of rocket engines. Shadowfax Investments provides discretionary portfolio management and financial planning to individual investors, employing a value-oriented, fundamental-analysis approach with relatively concentrated portfolios. The firm uses derivatives, margin, and performance-based compensation for certain clients, with an emphasis on low-cost execution through a single custodian.

I am a fee-only financial advisor based in Boulder, Colorado, working with business owners, professionals, and families who want clarity and confidence around their financial lives. My focus is on integrating investment management with tax-aware planning and long-term retirement strategy so decisions are coordinated rather than fragmented. Before launching Entree Wealth, I spent over two decades working with individuals navigating complex financial decisions, including retirement planning, equity compensation, business transitions, and portfolio construction. I also write a regular personal finance column, which helps me translate complex financial topics into practical, real-world guidance. My approach is straightforward and collaborative. I aim to be an experienced but approachable partner—helping clients simplify decisions, avoid costly mistakes, and stay aligned with what matters most to them over time.

Christopher Bahnsen is a financial advisor with Montgomery Financial Planning LLC in Arvada, CO. He holds a Series 65 designation and has recent financial planning credentials from the College for Financial Planning. His prior work experience includes roles at Anthem, Hitachi Digital Services, and Apple & Arrow Sales. Montgomery Financial Planning, LLC provides fee-only financial planning services to individuals and families, offering tiered engagements from basic plans to complex pre-retirement and business succession coordination. The firm emphasizes diversified, long-term investment approaches and operates with flat-fee and hourly billing structures rather than asset-based fees.

Talon Pitchforth is a CFP® with five years of industry experience, currently serving as the sole advisor at Q2 Financial. His background includes roles at Charles Schwab, Chauner Securities, and Franklin Covey Co. Pitchforth is also involved with Interwise Tax, where he provides tax preparation, bookkeeping, and accounting services. Q2 Financial is a fee-only registered investment adviser offering investment management and financial planning to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a blend of passive and active strategies guided by Modern Portfolio Theory, including the use of third-party models and private fund due diligence, and offers discretionary portfolio management tailored to client objectives and risk tolerance.

Karl Poehls is the principal of Poehls Associates LLC, an independent firm based in Boulder, Colorado. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Poehls has led his firm since 2016, focusing on discretionary investment management. Poehls Associates LLC provides investment management primarily for high-net-worth individuals and also serves charitable organizations. The firm employs a value-oriented approach based on fundamental security analysis, maintaining focused portfolios with a multi-year investment horizon.

Dale Clausnitzer is a financial advisor with Growth Equity Management, Inc. in Broomfield, Colorado, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. He has been affiliated with Growth Equity Management and Aura Financial Services since 2005 and has worked independently since 1976. Clausnitzer also operates an accounting and tax-preparation practice that occupies a significant portion of his time outside his advisory role. Growth Equity Management, Inc. provides diversified portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and business entities, focusing on asset allocation and diversification through mutual funds, ETFs, and listed stocks. The firm uses a client-driven approach with discretionary trading authority, daily investment monitoring, and monthly performance reviews facilitated by institutional platform services.

Christopher Hanson is a financial advisor at Trevan Financial with 14 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Prime Brands International and USA Rugby, among others. Trevan Financial provides wealth management and financial planning services to individuals, high-net-worth clients, families, and small businesses. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and offers a range of engagement options including ongoing portfolio management and limited-scope plans.

Susan Einberger is a CFP® professional with nine years at Mutual Advantage, LLC and four years of prior experience at Justin's, LLC. She is based in Boulder, Colorado. Outside of her advisory role, she coaches and instructs swimming at RallySport Health and Fitness. Mutual Advantage, LLC is an independent firm providing fee-only comprehensive financial planning services to middle- to high-income individuals and families. The firm follows a market-efficient, buy-and-hold investment approach using broadly diversified mutual funds, ETFs, and bonds, while emphasizing tax management and does not custody client assets or engage in discretionary trading.

Chad Young is the principal of Young Wealth Partners, an independent advisory firm. He holds Series 65 and Series 63 licenses and has 1 year of industry experience as a financial advisor. Prior to founding Young Wealth Partners, he spent 16 years with The Young Insurance Group. Young Wealth Partners is a fee-only firm serving individuals and high-net-worth clients, offering investment management and comprehensive financial planning. The firm’s approach combines asset allocation and Modern Portfolio Theory, utilizing passive and active funds as well as third-party sub-advisers when appropriate.

Lefteri Melonakis is a CFP® with 26 years of industry experience and is the sole advisor at Melonakis Financial, an independent firm based in Thornton, CO. He has been operating under Melonakis Financial since 2011. Melonakis Financial provides personal financial planning and investment management to individuals, families, small businesses, and non-profit entities, focusing on retirement planning, education funding, estate planning, charitable objectives, and business succession. The firm employs a fiduciary approach, emphasizing fundamental security analysis, strategic asset allocation, and tailored recommendations to align with each client's specific circumstances.

Nathan Friend is a financial advisor at Friend Financial Group Inc with one year of industry experience. He holds a Series 65 credential and has previously worked at firms including Charles Schwab, ICAT, and Conexus Insurance Partners. Outside of investment advising, he is involved in a tax and accounting practice with McGehee Davis & Associates. Friend Financial Group Inc is an independent investment adviser founded in 2024 that provides discretionary asset management to individuals, including high-net-worth clients. The firm manages approximately $1.43 million across three accounts using fundamental analysis and modern portfolio theory to construct diversified portfolios.

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.

Adrien Vanpoperinghe is a financial advisor with Lybis Investing and holds a Series 65 designation. He has five years of industry experience, including prior roles at CNA Insurance. Lybis Investing, LLC is a single-advisor investment management firm based in Colorado that serves individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm employs a defined investment process focused on asset allocation and typically uses passive index ETF strategies with an emphasis on sustainability factors, incorporating ESG scores alongside macroeconomic indicators.

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.

Beulah Messick is a financial advisor with A2Resources LLC, holding a Series 65 designation and two years of industry experience. She has worked for the State of Colorado since 2004, currently serving as Controller with responsibilities including financial reporting, budget administration, and audit response. A2Resources LLC provides financial planning and consulting services to individuals and employer groups, offering comprehensive planning that includes investment, retirement, tax, education, estate, charitable, and risk management components. The firm does not manage client accounts or recommend individual securities, focusing instead on creating individualized financial plans and accepting negotiable or hourly fee arrangements.

Daniel Bereck is a CFP® and Series 63 credentialed advisor with 27 years of industry experience. He has been the principal of Financial Consulting Associates in Boulder, CO since 1983. Financial Consulting Associates is a small, independent, fee-only advisory serving individual investors, including IRAs and small-business retirement accounts. The firm manages discretionary portfolios primarily composed of no-load mutual funds, applying an active trading approach tailored to client suitability and the adviser’s economic outlook, and also offers limited tax preparation and planning services.

Jonathan Cooper is a financial advisor at Joy Equity Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill, and several advisory firms. Joy Equity Management LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on long-term portfolios constructed with ETFs, individual equities, and bonds using fundamental analysis and diversification. The firm manages approximately $9.2 million across about a dozen clients and utilizes third-party model managers accessed through Charles Schwab.