Benjamin Guillon is a CFA® charterholder with nine years of industry experience. He previously worked at WRA, Inc. for six years. Outside of his advisory role, he is a partner in two real estate companies based in Castle Rock, Colorado. He is the sole advisor at Cim, an independent firm affiliated with NetEarth, LLC, which focuses on conservation venture incubation and investment consulting for accredited investors, foundations, family offices, and corporations. The firm emphasizes developing proprietary private conservation companies through system exploration, commercial validation, and capital structuring, typically providing non-discretionary, non-custodial advisory services rather than traditional portfolio management.

Roger Clendenning is a financial advisor at Pine Cone Capital with 23 years of industry experience. He holds the Series 66 designation and has been with Pine Cone Capital since 2003. Pine Cone Capital provides discretionary asset and portfolio management for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, corporations, and business owners. The firm combines fundamental and technical analysis to assign clients to targeted asset-allocation models, employs a variety of investment instruments, and manages most accounts on a discretionary basis.

Craig Johnston is a financial advisor with Fiduciary Counsel, Inc. in Aurora, Colorado. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 1999, he has worked at Foresight Management Co. Inc. Outside of advisory work, he is involved in managing automated teller machines that generate residual income for his firm. Fiduciary Counsel, Inc. provides investment supervisory and portfolio management services to individuals, families, trusts, and business entities, along with financial planning, tax planning, and tax-return preparation. The firm utilizes third-party technology and managers, including Envestnet and Dimensional Fund Advisors, and combines in-house tax services with advisory work, supporting both discretionary and non-discretionary management relationships.

Brett Hickman is a Series 65-licensed financial advisor with VSI Capital Group, bringing over 11 years of industry experience including a prior role at Janus Henderson Investors. He is also employed by the U.S. Department of State in a non-investment-related capacity. VSI Capital Group is an independent, fee-only firm offering wealth management, investment management, and financial planning services to individuals, high-net-worth clients, corporations, and other advisers. The firm’s approach combines Modern Portfolio Theory with both passive and active strategies, providing discretionary portfolio management and regular reviews, along with complementary seminars and speaking engagements on investment and personal finance topics.

Paul Monax is a CFP® with 11 years of industry experience and is the principal advisor at Agile Wealth LLC, an independent firm based in Littleton, CO. His previous experience includes roles at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., as well as entrepreneurial work with Object Designs, LLC. Outside of advisory services, he performs seasonal tax-preparation work. Agile Wealth serves individual clients, high-net-worth individuals, and small businesses by providing financial planning and investment management services. The firm’s approach focuses on goal-based portfolio construction, tax-aware asset location, and a combination of low-cost index ETFs and selected active funds, with an emphasis on fee-for-service planning products and tailored offerings for solopreneurs.

Terry Herron is a financial advisor at New Frontier Wealth Management in Englewood, CO, with 13 years of industry experience. He holds a Series 65 designation and has been associated with New Frontier Advisory, LLC since 2012 and New Frontier Financial, LLC since 2002, where he also serves as managing member. Herron spends a significant portion of his time involved in insurance services through New Frontier Financial. New Frontier Wealth Management provides investment advisory and financial planning services primarily to individual and high net worth clients. The firm tailors investment strategies based on documented client objectives and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Jason Yeager is the sole advisor at JDY Eigen Advisors in Parker, CO, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2019, and he has operated JD Yeager & Co L.L.C. since 2020. JDY Eigen Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as small businesses, foundations, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis, utilizing strategies such as core-and-satellite, active management, and value investing, and offers both direct portfolio management and access to a broad range of third-party model managers.

B. Dvorchak is a financial advisor at Dvorchak & Associates with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has worked with Equity Edge Wealth Advisors, LLC since 2005. In addition to advisory work, he is involved with NOVA STAR HOME MORTGAGE, INC. as a mortgage broker. Dvorchak & Associates is a state-registered independent investment adviser serving a small client base that includes individuals, corporations, trusts, and estates. The firm provides financial planning, investment counsel, and portfolio management using a combination of fundamental and technical analysis, with tailored discretionary portfolios and occasional client workshops.

Patrick Mickelson is a financial advisor at Dendrite Capital, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Stonefield Investment Advisory, Inc. from 2014 to 2021. Dendrite Capital, LLC serves individuals, families, trusts, estates, small businesses, and qualified pension or profit-sharing plans, offering wealth management, integrated financial planning, and group retirement plan consulting. The firm follows a modern portfolio theory-based investment approach focused on strategic asset allocation and diversified ETFs, while also providing pension consulting and group retirement plan services.

Mark Mogle is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Mogle Financial Solutions, an independent firm he founded in 2026. Prior to establishing his own practice, he worked at Paller Financial Services, Virtue Capital Management, Legacy Financial, and Jack Nadel International. Mogle Financial Solutions serves high-net-worth families with investable assets above $500,000, offering discretionary asset management and financial planning contingent on investment management engagement. The firm uses a blended active and passive investment approach tailored to client objectives and employs proprietary and third-party model portfolios while providing portfolio monitoring and investor behavior coaching.

Robert Dixon II is the sole advisor at Vero Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has managed Vero Advisors since 2011 and also works as an English teacher at Valor Christian High School. Vero Advisors, LLC provides ongoing discretionary portfolio management and investment supervisory services primarily to individuals and trusts. The firm employs a “core and explore” investment approach that combines a diversified, annually rebalanced core portfolio with a smaller sleeve using various analysis and trading strategies, and serves an atypical client mix that includes institutional as well as non-retail categories.

Keith Sprincz is the principal of Sprincz Advisory Group, LLC in Littleton, Colorado, holding the ChFC® designation and a Series 65 license with 13 years of industry experience. He has been involved with Sprincz Financial Group, LLC since 2013 and has over 29 years of experience with Sprincz & Associates, Inc., where he also serves as president. In addition to his advisory work, he operates as a licensed insurance broker. Sprincz Advisory Group provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to tailor portfolios and employs custodial platforms, model marketplaces, and third-party money managers, including strategies that incorporate options overlays.

Larry Burns is a financial advisor at Dream Catcher Financial Services, LLC in Centennial, CO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burch & Company, Inc. since 2003 alongside operating Dream Catcher Financial Services since 2001. In addition to advising, he is licensed as a life and health insurance agent. Dream Catcher Financial Services primarily serves individual investors seeking diversification through alternative investments and proprietary money-management models. The firm manages a small number of client accounts using multiple defined strategies, including mutual funds and alternative investments, with portfolios tailored to clients’ risk tolerance.

We know you're busy, so we'll keep this brief! Like everyone else on this site, we're a fee-only Registered Investment Advisor! Fee-only means that our compensation comes directly from you, the client, and never from mutual fund companies, referral fees or insurance companies. While we're based in Denver, as an SEC-registered investment advisor, we serve clients from NY to California. We specialize in working with healthcare and technology professionals with equity compensation, delivering comprehensive wealth management services, including tax planning. Most of our clients pay a flat fee, with a low AUM fee for assets over $2MM. We'd love the opportunity to hear from you and see how we can help. Jump over to our site and book your introductory meeting. Thanks!

James Wheeler II is the principal of James Wheeler & Co. Advisors in Centennial, CO, holding Series 63 and Series 66 licenses with 34 years of industry experience. His career includes extensive experience managing his own firm since the mid-1990s as well as roles at First Discount Brokerage, Inc. and Select Quote, where he is also an insurance agent specializing in Medicare supplement sales. James Wheeler & Co. Advisors provides discretionary investment supervisory services and financial advice to individuals and business entities, using client-specific investment policy statements and a mix of stocks, bonds, ETFs, and mutual funds. The firm typically serves a small client base and incorporates fundamental, technical, and cyclical analysis in portfolio management, with accounts reviewed quarterly and objectives reassessed annually.

Lisa McCann is the founder and sole advisor at Seva Wealth Management in Centennial, CO. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to establishing Seva Wealth Management, she worked at Northwestern Mutual and has held roles including CEO of Vi-Bhakti Ventures and Assistant CFO of the Colorado Satsang Society, a nonprofit organization. Seva Wealth Management provides discretionary asset management and advisory services focused on retirement plan sponsors, offering ERISA 3(21) fiduciary advice alongside financial planning and consulting. The firm employs diversified portfolios consistent with modern portfolio theory and utilizes third-party managers to implement client strategies.

Charles Curtis Jr. is a financial advisor at WAPG, LLC with 26 years of industry experience. He has been with WAPG since 2006 and holds a Series 63 designation. Outside of his advisory role, Curtis is also an independent insurance agent representing various insurance companies. WAPG primarily serves pension and profit-sharing plans, charitable organizations, corporations, and other pooled or institutional clients, while also providing financial planning and consulting services to individuals and families. The firm’s investment approach focuses on long-term, fundamentally driven analysis and diversified asset allocation, offering strategies for both capital appreciation and preservation tailored to client objectives.

Qiang Raleigh is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Red Meadow Advisors, LLC, an independent advisory firm based in Littleton, CO. Prior to founding the firm, he has institutional operations experience, including building an in-house international trading desk. Red Meadow Advisors serves individual clients, trusts, estates, and business entities, focusing on discretionary portfolio management alongside financial planning and business consulting. The firm employs an index-driven core portfolio using mutual funds and ETFs combined with a sector-rotation overlay based on fundamental research and economic analysis, maintaining a long-only, discretionary approach with frequent client engagement.

Thomas Little is a CFP® and holds a Series 66 license with seven years of industry experience. He is the principal of Yeti Wealth Management Group, LLC, an independent firm in Highlands Ranch, CO. Prior to founding Yeti Wealth Management Group, he worked at multiple firms, including LPL Financial and McKinlay Smallwood Financial Partners. Yeti Wealth Management Group provides advisory services to individuals, trusts, corporations, and retirement and profit-sharing plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach guided by written investment policy statements and serves as an ERISA fiduciary for select retirement plans.

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms. Through the holistic and collaborative EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people who just want help without feeling pressured. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.