Mark Ivan is the sole advisor at Ivan Capital Management, Inc. in Longmont, Colorado, holding a Series 63 designation with 29 years of industry experience. He has led Ivan Capital Management since its founding in 1996. Ivan serves on the Board of Directors of CM Advisors, an investment advisory business, a role he has held since 2003. Ivan Capital Management provides discretionary, fee-only investment management for individuals, businesses, trusts, and retirement plans. The firm emphasizes value investing, focusing on quality, out-of-favor securities through sector and company-specific analysis and proprietary research methods.

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.

Michael Corbett is a CFP® and CFA® with nine years of industry experience. He is the sole advisor at WealthEQ, an independent firm based in Erie, Colorado, where he has worked since 2022. Prior to WealthEQ, he was with Innovest Portfolio Solutions for three years and Bessemer Trust for five years. WealthEQ provides wealth management and investment advisory services to high-net-worth individuals, families, family offices, and captive insurance companies. The firm employs a research-based investment approach that combines goals-based and liability-driven portfolio construction with behavioral finance, automation, and quantitative analysis.

Momentum's innovative "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money. Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)

James Morgan is a CFP® professional with 18 years of experience in financial advisory. He is the sole advisor at James Morgan Asset Management, LLC, founded in 2014, and also operates JHM Financial Services, LLC and James H Morgan LLC. In addition to his advisory work, he provides estate, business planning, tax planning, and elder law services through a separate legal practice. James Morgan Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including retirement, estate, tax, and business planning. The firm constructs tailored investment policies and manages portfolios using a mix of fundamental, technical, cyclical, and charting methods, with an affiliation to an estate and tax law practice that allows for referral to related legal services.

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® professional with 23 years of experience in financial planning and wealth management. He has been the principal advisor at Lunsford Financial Planning, Inc. since 2003. The firm provides comprehensive financial planning and investment management services to individual clients, including retirement and estate plan reviews, cash-flow planning, and employer benefits guidance. Lunsford Financial Planning employs a long-term, fundamental investment approach focusing on diversified, low-cost index funds with discretionary portfolio management and tax-aware strategies.

Daniel Herman is a Series 65-licensed advisor at Classic Financial & Investment Services, Inc. with three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Classic Financial & Investment Services, Inc. provides investment supervisory and portfolio management services to individuals, trusts, estates, businesses, charitable organizations, and pension or profit-sharing plans. The firm manages approximately $58.6 million across 41 client relationships using a diversified asset-allocation approach that combines fundamental and technical analysis and emphasizes option premium strategies within a long-term, total-return framework.

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® and holds a Series 66 license, with seven years of industry experience. He has worked at White Hawk Wealth Management since 2026, following seven years at Western Wealth Management, LLC. Outside of his advisory role, Dye coaches and creates training plans for amateur athletes through Peak Athletic Collective. White Hawk Wealth Management serves individuals, businesses, and families by providing integrated wealth management that includes investment management and financial planning. The firm constructs portfolios tailored to clients’ objectives and risk tolerance, utilizing a variety of strategies and investment vehicles.

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.

Glenn Wager is a financial advisor with Wager Wealth Management and Financial Planning LLC in Longmont, CO, holding a Series 63 designation and 28 years of industry experience. He previously worked at Guerin Financial Services from 1994 to 2017 before founding his current firm in 2016. Outside of his advisory work, he serves as a director and treasurer for Niwot Youth Sports Field and Softball and coaches softball at a local high school. Wager Wealth Management and Financial Planning provides discretionary investment management, financial planning, and limited-scope consulting to individuals, families, trusts, estates, and certain institutions. The firm emphasizes asset allocation and diversified portfolios using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

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.

Emmett Fehlau Barton is a CFP® certified financial advisor with two years of industry experience. He is associated with Sharper Image Financial Services, LLC and has held roles at several related firms including Foundation Financial Planning, LLC and TrueInsights CFO, LLC, where he provides outsourced CFO services. Emmett also participates in tax preparation and business management activities through affiliated companies in Erie, Colorado. Sharper Image Financial Services, LLC offers discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm customizes portfolios based on client goals and risk tolerances, employing diverse analytical approaches and occasionally using margin and derivative instruments within separately managed accounts.

Chris Rebich is a financial advisor at Toro West Capital Advisors with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Aveo Capital Partners, LLC for nine years. Outside of advising, he is involved with O'Connor Development, where he manages tenant relations and property oversight. Toro West Capital Advisors provides investment advisory and family-office wealth planning services to ultra-high net worth clients, including individuals, families, trusts, and non-profit entities. The firm employs a blend of passive and active strategies tailored to client objectives, incorporating both public and private investments with a family-office style approach.

Ricky Byrd is a financial advisor at Bighorn Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial since 2007. In addition to his advisory work, he is involved in disability and health insurance services. Bighorn Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and long-term purchase strategies, delivering written financial plans and targeted advice without discretionary authority over client assets.

Jonathan White is a CFP® with 15 years of industry experience. He is currently with White Hawk Wealth Management in Broomfield, CO, where he has worked since 2026. Prior to this, he worked at Western Wealth Management, LLC and LPL Financial from 2017 to 2026, and Edward Jones from 2011 to 2017. White Hawk Wealth Management advises individuals, families, and businesses by providing integrated wealth management services that combine investment management with financial planning and consulting. The firm constructs portfolios tailored to client objectives and risk tolerance, utilizing a diverse range of investment strategies and instruments.

Martial Frindethie is a Series 65-licensed financial advisor with five years of industry experience. He currently serves as the sole advisor at GenEra Wealth, LLC, a newly formed firm in Erie, Colorado. Frindethie has prior experience at The Millstone Evans Group, where he worked for nearly a decade. GenEra Wealth is a state-registered investment adviser that provides discretionary asset management, ERISA 3(21) retirement-plan advisory services, and comprehensive financial and education planning. The firm utilizes a range of strategies including asset allocation, fundamental and technical analysis, and options, often employing third-party sub-advisors with discretionary authority.

Kevin Campbell is a financial advisor at Focus Point Capital LLC with 24 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at several firms, including James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients by providing discretionary management and non-discretionary model portfolios, focusing on multi-asset and concentrated equity strategies implemented through ETFs and proprietary risk frameworks.