Tyler Peterson is a financial advisor at Kindred Financial LLC in Lakewood, CO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Kindred Financial and its predecessor entity since 2013. Kindred Financial LLC provides portfolio management and financial planning services to individuals, corporations, and a small number of institutional clients, including insurance companies and retirement plans. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary management, with a client base that notably includes insurance and retirement-plan clients.

Dennis Haberkorn is the principal of Haberkorn Financial Services, Inc. in Louisville, CO, with 26 years of experience in the financial industry. He has operated his firm since 1999 and holds credentials as a Certified Public Accountant. Haberkorn Financial Services provides portfolio management and related advisory services to individuals, charitable organizations, corporations, and trusts. The firm combines investment advisory services with accounting, tax, and business-management offerings, focusing on strategic asset allocation, diversification, and long-term portfolio management.

Linda Towe is a financial advisor with Heritage Planning & Investing Services, LLC in Louisville, CO, holding a Series 65 credential and 25 years of industry experience. She has been with Heritage Planning & Investing Services since 1999. Heritage Planning & Investing Services is an independent, single-advisor firm serving individuals, trusts, and small business owners with hourly consulting, comprehensive financial planning, and discretionary portfolio management. The firm’s investment approach emphasizes fundamental analysis combined with technical analysis, diversification, and a mix of long-term and shorter-term positions, with ongoing portfolio monitoring and annual reviews of investment policy statements.

James Morgan is the principal of James Morgan Asset Management, LLC in Broomfield, Colorado, with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he practices law specializing in estate, business, tax planning, and elder law through his separate legal practice. James Morgan Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm combines active, manager-driven portfolio construction with in-house legal and tax expertise, offering integrated financial, investment, and estate planning services tailored to each client’s objectives.

Curtis Clegg is a CFP® with 20 years of industry experience, currently serving as the sole advisor at AMA Financial Planning LLC in Louisville, CO. His prior experience includes roles at Silver Oak Securities, Inc. and Jackson National Life Distributors. Outside of financial planning, he is the owner of an independent auto, home, and life insurance brokerage. AMA Financial Planning LLC provides fee-only financial planning and investment advice on an hourly or fixed-fee basis to individuals, couples, and families. The firm focuses on strategic asset allocation using a core-and-satellite approach, emphasizing passive index funds and ETFs for core holdings and selective active managers as satellites, while typically delivering project-based advice without ongoing portfolio management.

Michael Lunsford is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been the principal of Lunsford Financial Planning, Inc. in Lafayette, CO since 2003. Lunsford Financial Planning, Inc. provides wealth management and financial planning services to individual clients, including investment management, retirement and estate-plan review, cash-flow and distribution planning, and employer benefit guidance. The firm employs a fundamental, long-term buy-and-hold investment approach focusing on diversified asset allocation and low-cost index funds, with discretionary portfolio management and additional pension consulting services such as 401(k) plan reviews and rollover guidance.

Patrio Mckenzie is a financial advisor at Proper Money Management LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Transamerica Financial Advisors and Bankers Life. Mckenzie is also involved in insurance sales as an independent contractor through affiliated entities. Proper Money Management LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and businesses. The firm offers customized, long-term portfolios primarily using low-cost mutual funds and ETFs, with ongoing client contact and discretionary account management.

Joseph Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding the ChFC® designation and Series 63 license with 27 years of industry experience. He previously worked for Financial Counseling Associates, Inc. for 31 years before joining Full Financial Inc. in 2024. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in client assets, emphasizing diversified portfolios with no-load mutual funds, ETFs, stocks, bonds, and cash equivalents, while typically managing accounts on a discretionary basis and coordinating with clients’ attorneys and accountants on tax and estate matters.

Keith Diamond is a Series 65-licensed financial advisor with Prudent Man Investment Management in Broomfield, CO. He has 21 years of industry experience and has been with the firm since 2004. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional mutual funds and ETFs, tailoring portfolios to clients through written investment policy statements.

Cameron Dye is a CFP® professional with seven years of industry experience. He is currently affiliated with White Hawk Wealth Management and has previously worked at Western Wealth Management, LLC and LPL Financial. Outside of wealth management, he coaches and trains amateur athletes through the Peak Athletic Collective. White Hawk Wealth Management provides integrated wealth management services to individuals, families, and businesses, combining investment management with financial planning. The firm designs portfolios tailored to client objectives and risk tolerance, using a variety of analytical methods and investment vehicles.

William Shriver is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Gilpin Wealth Management LLC and previously led Shriver Investments Inc. for 16 years. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across about 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, utilizing customized portfolios that incorporate asset allocation, tactical adjustments, fundamental and technical analysis, and modern portfolio theory.

Darrell Roberts III is a financial advisor at American Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with American Wealth Advisors since 2010. American Wealth Advisors provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm builds predominantly long-term, diversified portfolios using mutual funds, ETFs, and individual stocks or bonds, emphasizing tailored service within a small-team structure.

Christopher Reading is a financial advisor at Prudent Man Investment Management with 18 years of industry experience. He holds a Series 65 designation and has worked at Prudent Man Investment Management since 2005. Outside of his advisory role, he is involved with Reading Entertainment, a business he has managed since 1997. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional funds and emphasizes after-tax returns.

Ally Chanel is a financial advisor at Lundeen Abrams Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services and ABC Consulting, where she also serves as owner. Ally recently obtained her Colorado insurance license to assist clients in understanding annuity and insurance options. Lundeen Abrams Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm combines cyclical and quantitative analysis using both passive and active strategies, emphasizing ETFs and custom model portfolios, and its advisory staff are licensed insurance agents who provide additional non-investment services.

Daniel Caycedo is a financial advisor at CayDen Wealth Management with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to his current role, he worked at Charles Schwab and Daniel Alexander Capital. Outside of advising, he serves as a director at CayDen LLC, a business consulting and bookkeeping firm. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index funds and ETFs, and offers integrated tax and bookkeeping services through an affiliated accounting business.

Jeffrey Robinson is a financial advisor at Robinson Capital Management LLC in Boulder, CO, holding a Series 65 designation with 19 years at the firm and eight years of industry experience. He has been with Robinson Capital Management since 2007. Robinson Capital Management LLC is a fee-only registered investment adviser serving individuals, family partnerships, trusts, foundations, and corporate clients with discretionary portfolio management and financial planning. The firm manages approximately $77 million across about 62 client relationships, employing diversified portfolios with a combination of fundamental and technical analysis tailored to client-specific investment policy statements.

Eric Eisenhard is a financial advisor at Redwood Family Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and XO Wealth Management. Eisenhard is also a registered representative with Cabot Lodge Securities LLC. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, corporations, and other businesses. The firm offers tailored portfolio management and financial planning, employing a wide range of investment instruments and providing ongoing account monitoring and consultative guidance.

Chris Rebich is a financial advisor at Toro West Capital Advisors with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Aveo Capital Partners, LLC for nine years. Outside of his advisory role, he is involved operationally with O'Connor Development, overseeing tenant relations and property management. Toro West Capital Advisors provides investment advisory and family-office wealth planning services to ultra-high net worth individuals, families, trusts, estates, family offices, non-profit entities, and other business entities. The firm employs a combination of passive and active strategies across public and private investments, tailoring portfolios to client objectives and ESG preferences while offering a family-office style range of services.

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gulfstream Capital since 2019. In addition to his advisory role, Gaffney has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. He is also the owner of Gaffney Capital Management, an independent investment advisory firm that currently has minimal business activity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven approach combining fundamental and quantitative analysis to create diversified asset allocations and manages private funds while providing various financial and consulting services.

Nicholas Rose is a CFP® with 11 years of experience in the financial services industry. He is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial LLC and Commonwealth Financial Network. Rose is also the managing member of NOVATRAK, LLC, a company that develops proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services such as investment management, financial planning, and business transition consulting. The firm employs a strategic asset allocation approach and utilizes third-party risk-profiling tools to tailor portfolios, with a notable focus on business-transition advisory services.