Haley Sanders is a financial advisor with Altitude Wealth Management, LLC in Denver, CO, holding a Series 65 designation and 13 years of industry experience. She has worked at Altitude Wealth Management since 2017 and was previously with Gradient Advisors, LLC. Sanders is also involved in an affiliated insurance business through Altitude Planning Group, where she serves as an insurance agent. Altitude Wealth Management serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers portfolio management, financial planning, and consulting, typically placing client assets with third-party money managers and providing ongoing monitoring and reporting.

Chad Gordon is a financial advisor at GreenStar Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Independent Financial Partners, and LPL Financial LLC. In addition to his advisory work, he is an author published through GreenStar Press and is involved in software development through Sharp Archive, LLC. GreenStar Advisors is a Colorado-registered independent firm providing discretionary portfolio management and personal financial planning for individuals, high-net-worth families, trusts, and retirement accounts. The firm manages diversified portfolios across multiple asset classes and serves both retail and institutional clients.

Eric Courage is a CFP® with 13 years of industry experience. He has been with Margin, LLC since 2018 and previously worked at U.S. Bancorp Investments, Inc. from 2016 to 2017. Outside of his advisory role, he is the owner and coach of Make Yourself, LLC, a start-up and entrepreneur coaching business. Margin is an independent, fee-only advisory firm serving high-net-worth individuals, families, and institutional clients. The firm offers discretionary investment management and comprehensive financial planning, utilizing diversified portfolios and a wide range of investment strategies including tax-aware decisions, derivatives, and private investments.

Kaleb Paddock is a CFP® with nine years of industry experience, currently serving as the sole advisor at Ten Talents Financial Planning LLC in Parker, CO. His prior experience includes roles at Aspiriant, LLC and Stanford Investment Group, Inc. He has maintained his independent practice since 2018. Ten Talents Financial Planning provides financial planning and discretionary investment management to individuals, families, trusts, estates, and high-net-worth clients. The firm typically begins engagements with project-based financial planning and offers tax preparation and planning services to investment management clients, utilizing diversified, long-term portfolios with passive, low-cost mutual funds and ETFs tailored through fundamental analysis and Investment Policy Statements.

Scott Campbell is a CFP® and ChFC® with 26 years of experience in financial advising. He has been the principal of Wealth Acumen, Inc. since 2004. In addition to his advisory role, he serves as president of Life Acumen, Inc., a company providing accounting and consulting services to business clients. Wealth Acumen, Inc. is an independent, fee-only advisory firm serving individuals, trusts, and business entities with discretionary portfolio management, financial planning, and consulting. The firm emphasizes fundamental analysis, long-term holdings, and incorporates a significant allocation to physically-backed precious metal trusts within its investment approach.

Simon Hildenbrand is a financial advisor at Cherry Creek Financial Planning in Englewood, CO. He holds a Series 65 designation and has worked in the financial industry since 2016, including at Artisan Partners from 2016 to 2023 and Kaiser Permanente from 2024 to the present. He operates Cherry Creek Financial Planning part-time alongside a full-time role in information security. Cherry Creek Financial Planning provides personalized financial planning and consulting to individuals and families, focusing on couples. The firm emphasizes cash-flow management, integrated debt and tax analysis, and long-term, evidence-based portfolio guidance, offering flat-fee and hourly billing arrangements along with complimentary seminars and workshops. The firm does not manage client assets or take custody of client funds, leaving implementation to clients and their chosen custodians.

Nestor Vargas is a Certified Financial Planner® (CFP®) at AlignPoint Wealth with 15 years of industry experience. He has previously worked at Fidelity Brokerage Services, LLC, Green Mountain Planning, and Origin Financial. Vargas is the owner of Green Mountain Planning, a registered investment advisor based in Lakewood, CO. AlignPoint Wealth is an independent firm that provides financial planning and discretionary investment management primarily for individual and high-net-worth households. The firm employs diversified ETF and mutual fund portfolios based on Modern Portfolio Theory, offering both comprehensive planning and project-based services, with features such as flat-fee planning and sub-advisor usage for direct indexing and tax-loss harvesting.

David Lampe is the principal advisor at Lampe Financial Group LLC in Littleton, Colorado, holding a Series 66 designation with 13 years of industry experience. Before founding Lampe Financial Group in 2018, he worked at Sowell Management Services and Concert Wealth Management, Inc. Outside of financial advising, he owns VidaMobility.com, a mobile office consulting business he has operated since 2010. Lampe Financial Group is an independent, fee-only investment adviser serving individuals, high-net-worth clients, and small businesses. The firm provides discretionary investment management and financial planning services, employing asset-allocation portfolios that combine passive and active strategies with consideration of fundamental, technical, and ESG factors.

Blair Quinn is a financial advisor at Alpine Wealth Advisors, LLC in Denver, CO, holding a Series 66 designation with 17 years of industry experience. He has been with Alpine Wealth Advisors since 2013. Alpine Wealth Advisors is an independent firm providing discretionary investment management and financial planning to individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes long-term, diversified portfolios constructed with no-load mutual funds, ETFs, equities, and bonds, tailoring recommendations based on detailed client interviews and managing accounts on a discretionary basis.

Ty Boggs is a financial advisor at Resolute Retirement Consulting with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Financial Securities, LLC, and Portfolio Design Services, LLC prior to his current role. Resolute Retirement Consulting provides discretionary asset management to individuals, non-profits, and small businesses, along with pension consulting services to plan sponsors and committees. The firm combines portfolio management with limited financial planning, utilizes a buy-and-hold investment approach, and offers ERISA 3(21) fiduciary services as part of its pension consulting practice.

Thomas Vann is the sole advisor at Vann Investments LLC in Castle Rock, Colorado, holding a Series 63 designation with 49 years of industry experience. He has been with Vann Investments and Royal Alliance Associates, Inc. since 1991. Vann Investments LLC serves individual investors and small businesses, offering fee-only investment advice and financial planning through a value-oriented portfolio management approach. The firm employs a bottom-up, fundamental strategy focused on securities trading at a discount with stable earnings and dividend growth, and it is currently closed to new clients.

Brian Midtbo is a financial advisor with StrongHaven Capital LLC in Centennial, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at The Wealth Consulting Group, LPL Financial LLC, and 13th & Downing. Outside of his advisory work, he has experience in entrepreneurial ventures dating back to 2012. StrongHaven Capital LLC serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, family office, and wealth management services. The firm emphasizes customized portfolio construction focused on capital preservation and diversification across various asset classes, with ongoing monitoring of client accounts and selected independent managers.

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.

Benjamin Klesinger is a financial advisor at Helping Hand Financial, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of advisory work, he serves as president of Klesinger Consulting, LLC, providing occasional business consulting focused on IT-related financial planning and analysis. Helping Hand Financial, LLC offers comprehensive financial planning and discretionary portfolio management to individuals and business entities, including high-net-worth clients. The firm focuses on individualized plans, asset allocation, and fundamental analysis, utilizing proprietary model portfolios and third-party sub-advisers while maintaining discretionary trading authority.

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.