Eric Chapman is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is the principal and sole advisor at CM20 Wealth Management, where he has worked since 2019 and formally established the firm in 2021. Prior to this, he was associated with The Corundum Group and has ongoing roles at The Milestone Group, Inc and CoBiz Wealth. Outside of his advisory work, Eric is a co-founder of investment-related firms involved in residential and commercial real estate transactions, dedicating limited time to assisting in property selection. CM20 Wealth Management is an independent registered investment adviser serving individuals, non-profits, and small businesses through discretionary portfolio management. The firm employs a growth-at-a-reasonable-price approach centered on fundamental analysis of individual U.S. equities, supplemented by mutual funds, ETFs, and derivatives strategies including covered-call option writing.

Robert Smith is a financial advisor with RCS Wealth Management in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Brookstone Capital Management LLC and MariPau Wealth Management LLC. Outside of his advisory role, Smith serves as president of Seniors Only of Colorado, an insurance agency focused on life and annuity sales. RCS Wealth Management provides discretionary investment management and financial planning services to individual, high-net-worth, corporate, and multi-generational family clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs, and incorporates third-party risk assessment tools and sub-advisers to manage portfolios.

Robert Douglass is the sole advisor at Douglass Financial Group in Conifer, CO, holding a Series 65 designation with 24 years of industry experience. He has led Douglass Financial Group since 2013. Douglass Financial Group provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients, as well as advisory services for 401(k) plans. The firm’s investment approach focuses on tailored portfolio construction based on clients’ income, tax considerations, time horizon, and risk tolerance, utilizing a range of investment vehicles including mutual funds, ETFs, REITs, hedge funds, and insurance products.

Eric Lybarger is a financial advisor at Evergreen Investing, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Evergreen Global Investment Group, LLC since 2008. In addition to his advisory role, he is a pilot with United Airlines. Evergreen Investing, LLC serves individuals, trusts, and business clients by providing portfolio management and financial planning services. The firm employs a variety of analytical techniques and investment strategies while emphasizing documented client objectives and risk tolerance through formal Investment Policy Statements.

Thomas Vanderheiden is the sole advisor at VanderHeiden Financial in Centennial, CO, holding a ChFC® designation and a Series 63 license with 24 years of industry experience. He has been operating VanderHeiden Financial since 1981. In addition to advisory services, he engages in the sale of life and health insurance through various companies. VanderHeiden Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with a modest client base. The firm focuses on written financial planning and coordinating third-party investment advisers, typically operating on a non-discretionary basis with client portfolios structured as fund-of-funds using Modern Portfolio Theory and the Fama-French three-factor model.

Roger Harris is the principal advisor at R. Kent Harris and Associates, Ltd., an independent firm based in Denver, Colorado. He holds a Series 63 designation and has 33 years of industry experience, including long tenures at Kestra Investment Services and Partners Securities. He also provides investment advisory services through his own firm, which he has operated since 1996. R. Kent Harris and Associates, Ltd. is a state-registered independent advisory firm serving individuals and other clients with asset management and fee-based financial planning. The firm manages approximately $62.5 million in assets for about 337 clients, employing a long-term investment approach and customized management plans often involving established third-party managers.

Stewardship is important to my clients and me. Stewardship is the idea that the money we have, the time we're given, and the gifts and experiences we have should be managed well so that we can be all that we can be - to make the world a better place for us and those around us. My goal is to help free up my client's time spent on figuring out the tax code, investments and retirement income planning so that they can focus on being a good steward of two more important resources - their time and gifts/experiences. As a financial stewardship partner, I help my clients pay less in taxes, invest wisely, and develop and follow a plan so they won't outlive their retirement income. I’ve always had a passion for helping people with their personal finances. As an accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career as a tax-focused, comprehensive personal financial planner. My greatest joy is spending time with my wife, Michelle, and five kids; Jack, Kate, Elijah, Clayton, and Annalise. I also enjoy mountain biking, snowboarding, and running in the beautiful Colorado outdoors. I grew up in New Zealand, where I developed my passion for being outdoors.

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.

Derek Serlet is a financial advisor at Legacy Financial, Ltd in Denver, CO, with 14 years of industry experience. He holds the Series 66 designation and has been with Legacy Financial since 2016. In addition to his advisory role, he is licensed as an insurance agent and works with various insurance carriers through W&R Insurance Agencies. Legacy Financial, Ltd provides discretionary portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, and small business entities. The firm uses a mix of fundamental, technical, cyclical, and economic analysis within a strategic asset allocation framework, offering tailored portfolios that may include derivative-based strategies and blockchain-focused ETFs for indirect cryptocurrency exposure.

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.

Anthony Bettencourt is a financial advisor at Wolf & Raven Private Wealth with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Scottrade, Vail Resorts, and Southpaw Builders. Wolf & Raven Private Wealth Management is an independent advisory firm serving high-net-worth individuals, businesses, and retirement plans with discretionary asset management, financial planning, and consulting. The firm emphasizes diversified portfolios and uses fundamental, technical, and cyclical analysis alongside Monte Carlo planning to guide investment decisions, with a particular focus on pension consulting for plan sponsors.

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.

Bradford Pappas is the sole advisor at Rocky Mountain Humane Investing LLC in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Rocky Mountain Humane Investing since 1995. Rocky Mountain Humane Investing provides discretionary investment advisory services to individual investors and retirement-plan services to plan sponsors and participants, including ERISA-focused fiduciary consulting and discretionary management. The firm’s investment approach emphasizes humane and socially responsible screening with exclusionary criteria, concentrated portfolios focused on high return-on-invested-capital companies, and a combination of fundamental and technical analysis.

Horace Ruckel is a financial advisor with H. Anthony Ruckel in Denver, CO, holding a Series 65 credential and eight years of industry experience. He also maintains a limited residual law practice, devoting approximately 10% of his professional time to serving a small number of legal clients. The firm provides portfolio management and limited investment advice primarily for individual investors, families, and straightforward trusts. It employs a relatively conservative, long-term investment approach focused on publicly traded securities and incorporates fundamental analysis as the primary method for security selection.

Raul Chavez is a financial advisor at RCH Fields Family Wealth Management LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with RCH Fields Family Wealth Management since 2010. RCH Fields Family Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, selection of third-party advisers, and financial planning on a fixed or hourly basis. The firm constructs client-specific Investment Policy Statements and employs a range of analytical methods and trading strategies, with accounts reviewed at least quarterly.

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.

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.

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.