Tom Nelson is a CFP® professional with 17 years of industry experience and operates as the sole advisor at Tom C. Nelson, PhD, CFP® Personal Financial Consultant in Broomfield, Colorado. He has been a senior instructor of finance at the University of Colorado at Boulder since 1999. Nelson holds a doctoral academic background in finance. His firm provides fee-only, hourly financial planning and investment advice primarily to individual clients, as well as trusts, estates, charitable organizations, and small businesses. The practice operates on a consultative basis without managing or trading client assets, focusing on educational, project-based engagements with investment recommendations typically limited to low-cost index mutual funds and ETFs.

Perry Vasquez is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at Vascorp Wealth Advisors in Arvada, CO. He has worked at Genesee Wealth Strategists since 2003 and has been associated with Financial Planning Centers of America, Inc. since 1991. Vascorp Wealth Advisors serves individuals, families, and family trusts, focusing on retirement and estate planning, investment management, insurance planning, and tax preparation. The firm works primarily with professionals, farmers, ranchers, and business owners transitioning into retirement or restructuring business assets for multigenerational estate purposes, offering tailored planning and discretionary portfolio management that incorporates a variety of investment vehicles and strategies.

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.

Michelle Francis is a financial advisor with Life Story Financial in Arvada, CO, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Western Wealth Management, LPL Financial, PBS Wealth Management Consultants, Royal Alliance, and a 12-year tenure at PR Unscripted. Life Story Financial serves individual and high-net-worth clients by offering discretionary investment management and various financial planning services, utilizing the AssetMark platform and third-party managers. The firm combines passive and active investment strategies guided by Modern Portfolio Theory and integrates ESG considerations when requested.

Justin Boyle is a financial advisor at Benefit Investing LLC in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in education, including positions at the Montessori School of Denver and Aurora Public Schools, and spent five years at The University of Alabama. His background in mathematics education and academic research influences his approach to financial advising. Benefit Investing LLC provides employer-funded financial education workshops as well as individualized project-based financial planning and ongoing advisory services. The firm emphasizes client education and decision-making, offering diversified investment recommendations without custody or trade execution, and serves businesses, individuals, and families through interactive workshops and advisory meetings.

Nestor Vargas is a CFP® with 14 years of industry experience, currently serving as the sole advisor at AlignPoint Wealth in Lakewood, CO. His prior roles include positions at Fidelity Brokerage Services and Green Mountain Planning, where he is also the owner. Vargas’s experience spans comprehensive financial planning and investment management. AlignPoint Wealth is an independent advisory firm focused on individuals, high-net-worth clients, and business owners. The firm offers diversified ETF and mutual fund portfolios based on Modern Portfolio Theory, emphasizing disciplined buy-hold-rebalance strategies and specialized services for business-owner needs such as equity-compensation planning and exit strategies.

Maia Babbs is a CFA charterholder and holds a Series 63 license with 10 years of industry experience. She has worked at Obermeyer Wood Investment Counsel for six years before founding Lariat Wealth Management, where she has been since 2021. Maia is based in Denver, CO. Lariat Wealth Management is an independent, state-registered adviser providing discretionary investment management and financial planning to individual and high-net-worth clients. The firm manages approximately $37.7 million in discretionary assets across 27 client relationships, employing a long-term, fundamentally driven investment approach using four model portfolios that combine equities, fixed income, mutual funds, and ETFs.

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.

Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.

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.

Uwaila Osagiede is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Peakstone Wealth Management, LLC in Denver, CO. She has been with Peakstone Wealth Management since 2014. Osagiede is also licensed to sell life, accident, and health insurance products and may engage in commissionable insurance or fixed annuities sales with clients. Peakstone Wealth Management is an independent, solo-advocate registered investment adviser offering financial planning, discretionary investment management, consulting for individuals and families, and fiduciary retirement plan services to plan sponsors. The firm utilizes academically grounded, passive model portfolios with ETFs and no-load mutual funds, integrating financial planning with portfolio oversight and coordinating with clients’ tax and legal advisors.

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 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.

Duane Webber is the principal of TerraNorth Investment Management LLC and holds a Series 65 credential. He has one year of experience in investment management and has been with TerraNorth since 2024. Prior to this role, he has served as President and Director of Blue Heron Commercial Group Inc., a commercial real estate company, since 2013, and also leads several other business ventures in software, technology, and entertainment. TerraNorth Investment Management LLC provides discretionary asset management and ongoing supervision of client accounts, primarily serving individuals and high-net-worth clients. The firm employs a combination of tactical and strategic asset allocation strategies, utilizing technical analysis and a range of securities including ETFs, options, and fixed income, with services tailored to each client’s financial situation.

Christopher Redmon is a financial advisor at Sorensen Financial Management with Series 63 and 65 credentials and four years of industry experience. Prior to joining Sorensen Financial Management in 2021, he worked as an associate brokerage service representative and held various roles in other industries. Outside of finance, he is a singer-songwriter involved in a performing fine arts business called Bear and the Beasts. Sorensen Financial Management is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs fundamental analysis to guide investment decisions and offers personalized planning services alongside educational seminars and client communications.

Frederick Cron is the sole advisor at Frederick H. Cron, an independent firm based in Englewood, CO. He holds a Series 63 designation and has 27 years of industry experience. He has been involved with Assist Investment Management Company, Inc. since 1998 and has operated his own firm since 1986. Frederick H. Cron provides comprehensive financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a buy/sell discipline with dynamic asset allocation and daily portfolio monitoring, emphasizing loss avoidance over tax minimization and occasionally using inverse or short index mutual funds as risk-management tools.

Brandon Collier is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and over 21 years of industry experience. He has operated Collier Financial, Inc., an independent registered investment advisor firm, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment tools.

Sanjiv Malkan is a financial advisor at Peacock Financial, LLC in Broomfield, Colorado, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to founding Peacock Financial, he held roles at MML Investors Services, MassMutual Life Insurance, and Fidelity Brokerage Services. Before entering the financial sector, he worked for 17 years at Hunter Douglas. Peacock Financial is an independent advisory firm serving individuals, families, and small businesses with tailored financial planning, investment research, and portfolio management through its Guided Portfolio Solutions program. The firm emphasizes client-specific asset allocation and a long-term buy-and-hold investment approach, offering discretionary management with periodic reviews and the option for clients to impose investment restrictions or use other planning providers.

John Fields is the sole advisor at Fields Asset Management LLC in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Calton & Associates, Inc. since 2006. In addition to his advisory role, he is an independent life insurance producer focusing on term insurance. Fields Asset Management LLC provides customized investment management primarily to individual clients and related entities, using discretionary strategies informed largely by technical analysis. The firm offers a range of investment approaches including option writing and short-selling, with ongoing monitoring and regular reporting.