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.

Steven Buxbaum is a financial advisor with Portsea Investments, Inc. in Louisville, Colorado, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Prior to founding Portsea Investments, he worked at Stonebridge Capital Management, Credit Suisse Securities, and UBS Financial Services. Outside of advising, he serves on the investment committee of the nonprofit Inner-City Arts in Los Angeles. Portsea Investments provides discretionary portfolio management and individualized investment advice to a small client base including individuals, families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite approach with value-oriented core holdings and growth satellites, using fundamental and cyclical analysis to guide asset allocation and security selection.

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.

Leah Copertino is a financial advisor at Go Fish Finance, LLC, holding a Series 65 credential with one year of industry experience. She has held senior roles in technology companies, including positions at Airbnb and Pinterest. Outside of advising, she continues to work as an Enterprise Account Lead at Airbnb. Go Fish Finance is a solo independent advisory serving individual and high-net-worth clients through comprehensive financial planning and a 12-month Voyager Program that integrates planning with discretionary investment management. The firm employs a fixed, non-AUM fee structure and offers public educational seminars alongside personalized and project-based planning services.

Abigail Kovach is the principal of Abby Kovach Financial Planning, LLC in Lafayette, Colorado, with 15 years of industry experience. She holds the CFP® and Series 65 designations and has operated her independent financial planning firm since 2009. Outside of financial advising, she is a minority owner of GPN Alliance, an organization supporting accessible, fee-only financial planning, and owns Red Dog Property, LLC, which manages office space leasing. Abby Kovach Financial Planning, LLC is a fee-only practice serving individual investors, trusts, estates, foundations, and businesses, primarily focusing on non-high-net-worth clients. The firm emphasizes comprehensive financial planning and investment consultation, with an investment approach centered on long-term, passive allocation and a focus on educational workshops rather than ongoing portfolio management.

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 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.

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.

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 holds Series 63 and Series 65 licenses and has been with Peakstone since 2014. Osagiede is also licensed to sell life, accident, and health insurance products, which may include commissionable insurance or fixed annuities. Peakstone Wealth Management is an independent registered investment adviser that provides financial planning, discretionary investment management, and fiduciary retirement plan services to individuals, families, and plan sponsors. The firm employs an academically grounded, passive investment approach using primarily ETFs and no-load mutual funds, with integrated financial planning and ongoing portfolio oversight.

Brian Midtbo is a financial advisor at StrongHaven Capital LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including The Wealth Consulting Group and LPL Financial LLC. Outside of advisory services, he has been involved in managing related investment advisory activities through affiliated business entities. StrongHaven Capital LLC serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, family office, consulting services, and both discretionary and non-discretionary investment management. The firm emphasizes diversified portfolios across public and private asset classes, employs tax-aware strategies such as direct indexing, and offers formal family office services alongside institutional and corporate client support.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Outside of finance, Elliott is the owner and occasional consultant for ZMT, Inc., a pump distribution company. Aspen Gold Financial is a Colorado-registered investment adviser that serves individuals, high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm employs a multi-strategy investment approach emphasizing strategic asset allocation, risk control, and diversification, and offers ERISA pension consulting services alongside portfolio management and financial planning.

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.

Sanjiv Malkan is a financial advisor at Peacock Financial, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including MML Investors Services, MassMutual Life Insurance Co, and Fidelity Brokerage Services. Outside of advisory services, he owns a licensed life and health insurance agency. Peacock Financial, LLC is a small independent advisory firm serving individuals, families, and small businesses with financial planning, investment research, and portfolio management. The firm emphasizes a client-tailored, long-term investment approach using both passive and active vehicles through its Guided Portfolio Solutions program.

Lynda Gregory is a CFP® with 25 years of experience in the financial industry. She is the founder and sole advisor at Boulder Canyon Financial, an independent registered investment adviser based in Lafayette, CO. Prior to founding Boulder Canyon Financial in 2020, she held positions at BSW Wealth Partners, Charles Schwab, and New England Securities. Outside of her advisory work, she is co-owner and silent partner of Reefs To Rockies, a company that organizes sustainable travel itineraries to biodiversity hotspots. Boulder Canyon Financial Partners, LLC provides written financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, pension plan participants, and not-for-profit organizations. The firm uses a top-down tactical asset allocation process and incorporates sustainable, responsible, and impact investing strategies, including private micro-loans for social benefit, as part of its investment approach.

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.

Michael Johnson is the sole advisor at MCJ Capital Partners in Denver, CO, holding a Series 65 license and six years of industry experience. He is the founder and managing partner of Singleton Valuations, a business appraisal and strategic consulting firm, and also leads M.C. Johnson Enterprises, a general business consulting company. MCJ Capital Partners provides portfolio management services to institutional and individual clients, including high-net-worth individuals, corporations, and endowments. The firm employs a concentrated long/short equity strategy across U.S. and non-U.S. equities, utilizing fundamental and momentum analysis primarily through separately managed accounts.