Dustin Bell is a financial advisor at Reflective Financial with two years of industry experience. He holds a Series 65 credential and previously worked at T-Mobile for seven years before transitioning to advisory roles, including a position with Tearfund USA. Reflective Financial is an independent, fee-only firm serving individuals and high-net-worth clients with wealth management and financial planning services, including discretionary portfolio management. The firm emphasizes a diversified investment approach based on Modern Portfolio Theory, utilizing primarily passive index funds and ETFs while allowing for active and ESG-screened options tailored to client goals and risk tolerance.

Jacob Dubose is a CFP® professional with 20 years of experience in the financial services industry. He is the principal and sole advisor at Pivot Planning, LLC, an independent firm he founded in 2025. His prior experience includes roles at Savvy, Empower Advisory Group, Personal Capital Advisors, and TIAA-CREF. Pivot Planning is a fee-only, SEC-registered investment adviser focused on comprehensive wealth management and financial planning for individual clients. The firm employs a mix of model-based strategies and incorporates both passive and active methods, tailoring portfolios to client-specific factors such as risk tolerance and tax considerations.

Curtis Rose is the sole advisor at Curtis C. Rose & Associates in Aurora, Colorado, with 27 years of industry experience. He has worked at his firm since 1993. Curtis C. Rose & Associates provides discretionary portfolio management for individuals, trusts, estates, and small businesses. The firm combines fundamental and technical analysis to tailor investment decisions to client goals, using a mix of passive fixed-income and index exposures alongside active equities and ETFs, with a focus on flexible downside risk management and a hands-on discretionary trading approach.

Yves Geniaux is the sole advisor at GC Alternative Management, LLC, an independent firm based in Aurora, CO. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 17 years with his current firm. Since 2009, he has also served as an outside consultant to Inveco International, Inc., a family office, where he produces monthly performance reports unrelated to investment decision-making. GC Alternative Management is a boutique registered investment adviser that serves individual investors, investment companies, trusts, and corporations worldwide. The firm offers absolute-return oriented strategies focused on liquid securities and provides non-discretionary portfolio management through its own wrap-fee programs, distinguishing itself by serving a significant non-U.S. client base and institutional clients.

Phillip Weber is a CFP®-certified financial advisor with 27 years of industry experience. He is the sole advisor at Zeit Capital Advisors, where he has worked since 2009. The firm manages approximately $143.65 million for about 73 clients, including individuals, charitable organizations, corporate accounts, pension and profit-sharing plans, and other institutional clients. Zeit Capital Advisors employs a passive, index-aware investment approach with diversified portfolios tailored to client-specific time horizons, liquidity needs, and risk tolerance.

Kristin Sullivan is a Certified Financial Planner® with 26 years of industry experience, operating independently through Sullivan Financial Planning, LLC in Denver, Colorado. She has previously worked at Fidelity and has been with her current firm since 2007. Sullivan also holds life and health insurance licenses, which she utilizes as part of her financial planning services. Sullivan Financial Planning provides personalized financial planning and consultative services primarily to individuals and families, as well as subcontracting financial planning work for other registered investment adviser firms. The firm offers project-based and hourly planning engagements, employing tools such as Monte Carlo simulations and scenario modeling, and generally recommends diversified allocations without engaging in market timing or discretionary trading.

You want to be more present in your day-to-day but you’re constantly thinking about all sorts of money questions: 1 – Should I sell that stock today or at $ XX amount? 2 – My boss is an idiot. Should I look for a new job? Can I afford to take a sabbatical? When can I retire? 3 – How can we afford to put three kids through college? 4 – What am I supposed to do with the retirement account I inherited from my grandmother? I don’t want to pay extra taxes or incur penalties this year! 5 – When should I start to take some equity out of my business? My spouse is always stressed about how irregular our cash flow is and I know we need to save more personally. We can help with all of these questions! PLUS pro-active tax planning and managing your investment portfolio in a low-cost, well-diversified and again, tax-aware manner. We’ll get to know each other through a series of meetings before we decide to work together long-term. Planning is a partnership. We will work collaboratively and step-by-step to develop and implement a financial plan with regular touch bases to see what has changed in your life or how recent economic or market updates may impact you personally. Ally Ecklund, CPA, CPWA®, CFP® has been an advisor for over 15 years working with clients from ages 18 to 98 and with those just getting started to a multi-generational family with over $1 billion dollars. She is passionate about empowering and educating clients about their personal finances at whatever asset level you are currently at in an unassuming way with simple explanations; even of complex tax regs! Ally is located in the heart of Denver and can be found zipping around on her scooter when the weather’s warm enough and skiing down mountains on the weekends when it’s cold enough! Let’s talk Bollywood music, local community organizations, favorite sushi haunts and anything else on your mind.

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 at RCS Wealth Management in Centennial, CO, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management LLC and MariPau Wealth Management LLC before joining RCS Wealth Management. He is also president of Seniors Only of Colorado, an insurance agency focused on life and annuity products. RCS Wealth Management provides discretionary investment management and comprehensive financial and retirement planning to individuals, high-net-worth households, and select corporate clients. The firm uses a passive, mean-variance approach with index mutual funds and ETFs, supplemented by third-party managers and risk-profiling tools, overseeing approximately $22.7 million in assets across 64 client relationships.

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 8 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc., Scottrade, Vail Resorts, and Southpaw Builders. Bettencourt is based in Aurora, Colorado. Wolf & Raven Private Wealth Management is a small independent advisory firm serving high-net-worth individuals, businesses, and retirement plans. The firm offers discretionary asset management, financial planning, and pension consulting, using diversified portfolios and a combination of fundamental, technical, and cyclical analyses alongside Monte Carlo planning techniques.

Eric Courage is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Margin, LLC since 2018. His prior experience includes roles at U.S. Bancorp Investments, Inc. and Geneos Wealth Management, Inc. In addition to his financial advisory work, he is the owner and coach at Make Yourself, LLC, a start-up and entrepreneurial coaching business. Margin is a fee-only independent advisory firm that offers discretionary investment management, comprehensive financial planning, tax planning, outsourced tax preparation, and consulting primarily for high-net-worth individuals and families, as well as corporate clients, foundations, endowments, and ERISA retirement plans. The firm emphasizes diversified, long-term portfolios using low-cost ETFs and mutual funds, tax-aware strategies, and a broader set of tools including margin borrowing, derivatives, and private investments within separately managed accounts.

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.