Allison Beckmann is a financial advisor at Liberated Financial based in Denver, CO, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior work includes roles at Money Concepts Capital Corp and NYLIFE Securities LLC. In addition to her advisory work, she is involved in teaching through Madecraft. Liberated Financial provides comprehensive financial planning and discretionary investment management for individual clients and business owners, incorporating goal-based planning, money-mindset coaching, and business-owner succession advice. The firm employs diversified portfolios based on modern portfolio theory, with quarterly reviews and tools such as expense trackers and Monte Carlo simulations to assist clients.

Brae Holdridge is a CFP®-certified financial advisor at Someday Advisors with eight years of industry experience. His prior work includes roles at Standard Planning Company and California Resources Corporation. Based in Denver, CO, Holdridge has been with Someday Advisors since 2021. Someday Advisors provides financial planning, investment consultation, and portfolio management services to individuals and high-net-worth households. The firm employs a passive, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers client education through workshops and seminars.

Gil Berman is the sole advisor at Berman, Gil, an independent firm based in Boulder, CO. He holds a Series 65 designation and has 21 years of industry experience. He has been working as an advisor since 1991. Berman, Gil provides investment advice and financial planning primarily to individuals and families, as well as trusts, estates, and pension or profit-sharing plans. The firm emphasizes long-term, buy-and-hold portfolios built mainly with mutual funds and ETFs, using fundamental analysis and third-party research tools. Portfolio reviews are available on a consulting basis, and the firm generally offers non-discretionary advice while consulting clients prior to trades when limited trading authority is held.

Adrian Kowal is a financial advisor with Equity Financial Management in Denver, CO, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He previously worked with Wells Fargo Advisors and Wells Fargo Clearing. Outside of financial advising, he is a licensed insurance agent and also works in rideshare and delivery services. Equity Financial Management offers discretionary and non-discretionary asset and portfolio management to individuals, high-net-worth clients, and business entities. The firm focuses on customized investment programs based on clients’ goals, risk tolerance, and time horizons, employing fundamental analysis and modern portfolio theory.

Richard Simmons is the principal of Simmons & Associates, LLC, an independent advisory firm based in Broomfield, Colorado. He holds 22 years of industry experience and has led Simmons & Associates since 2001. Prior to founding the firm, he had a background in corporate finance and academia. Simmons & Associates provides fee-only advisory services to individuals, small businesses, and trusts, offering tax planning, financial and retirement planning, portfolio analysis, and estate planning. The firm emphasizes diversified asset allocation and a buy-and-hold investment approach, working with clients to develop investment policy statements and providing written recommendations while leaving trade execution and custody to clients’ chosen brokers.

Eduardo Rondon is a financial advisor at Shadowfax Investments LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Arbiter Investments LLC and Space Exploration Technologies (SpaceX). Outside of advising, he is employed as a Senior Propulsion Analyst at Ursa Major Technologies, where he is involved in the design and structural analysis of rocket engines. Shadowfax Investments provides discretionary portfolio management and financial planning to individual investors, employing a value-oriented, fundamental-analysis approach with relatively concentrated portfolios. The firm uses derivatives, margin, and performance-based compensation for certain clients, with an emphasis on low-cost execution through a single custodian.

I am a fee-only financial advisor based in Boulder, Colorado, working with business owners, professionals, and families who want clarity and confidence around their financial lives. My focus is on integrating investment management with tax-aware planning and long-term retirement strategy so decisions are coordinated rather than fragmented. Before launching Entree Wealth, I spent over two decades working with individuals navigating complex financial decisions, including retirement planning, equity compensation, business transitions, and portfolio construction. I also write a regular personal finance column, which helps me translate complex financial topics into practical, real-world guidance. My approach is straightforward and collaborative. I aim to be an experienced but approachable partner—helping clients simplify decisions, avoid costly mistakes, and stay aligned with what matters most to them over time.

Christopher Bahnsen is a financial advisor with Montgomery Financial Planning LLC in Arvada, CO. He holds a Series 65 designation and has recent financial planning credentials from the College for Financial Planning. His prior work experience includes roles at Anthem, Hitachi Digital Services, and Apple & Arrow Sales. Montgomery Financial Planning, LLC provides fee-only financial planning services to individuals and families, offering tiered engagements from basic plans to complex pre-retirement and business succession coordination. The firm emphasizes diversified, long-term investment approaches and operates with flat-fee and hourly billing structures rather than asset-based fees.

Glenn Edwards is a financial advisor at Alpine Financial Advisers, LLC in Golden, Colorado, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Alpine Financial Advisers since 2007, operating as the sole advisor at the firm. Alpine Financial Advisers serves individual clients by providing comprehensive financial planning and discretionary portfolio management focused on retirement, education, and estate goals. The firm uses a documented six-step planning process supported by a licensed, internet-accessible platform, applying Modern Portfolio Theory combined with tactical asset allocation across diversified global asset classes.

Daniel Schutte is a financial advisor at Schutte Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Visa, Inc. and Juniper Networks, Inc. Outside of his advisory role, he has been involved with the Civil Air Patrol and The Salvation Army for over a decade. Schutte Financial serves individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm combines referral-based portfolio management using third-party advisory platforms with in-house private funds employing market-timing and active strategies.

Craig Jacobson is the sole advisor at Roads Capital LLC, an independent investment advisory firm based in Denver, CO. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. Jacobson founded Roads Capital in 2010 and has maintained his role there since. Roads Capital provides discretionary portfolio management to individual clients through separately managed accounts, focusing on tailored portfolio construction with publicly traded securities. The firm's investment approach emphasizes value-based, fundamental analysis and typically employs relatively concentrated equity positions within client guidelines.

Talon Pitchforth is a CFP® with five years of industry experience, currently serving as the sole advisor at Q2 Financial. His background includes roles at Charles Schwab, Chauner Securities, and Franklin Covey Co. Pitchforth is also involved with Interwise Tax, where he provides tax preparation, bookkeeping, and accounting services. Q2 Financial is a fee-only registered investment adviser offering investment management and financial planning to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a blend of passive and active strategies guided by Modern Portfolio Theory, including the use of third-party models and private fund due diligence, and offers discretionary portfolio management tailored to client objectives and risk tolerance.

Karl Poehls is the principal of Poehls Associates LLC, an independent firm based in Boulder, Colorado. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Poehls has led his firm since 2016, focusing on discretionary investment management. Poehls Associates LLC provides investment management primarily for high-net-worth individuals and also serves charitable organizations. The firm employs a value-oriented approach based on fundamental security analysis, maintaining focused portfolios with a multi-year investment horizon.

Dale Clausnitzer is a financial advisor with Growth Equity Management, Inc. in Broomfield, Colorado, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. He has been affiliated with Growth Equity Management and Aura Financial Services since 2005 and has worked independently since 1976. Clausnitzer also operates an accounting and tax-preparation practice that occupies a significant portion of his time outside his advisory role. Growth Equity Management, Inc. provides diversified portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and business entities, focusing on asset allocation and diversification through mutual funds, ETFs, and listed stocks. The firm uses a client-driven approach with discretionary trading authority, daily investment monitoring, and monthly performance reviews facilitated by institutional platform services.

Christopher Hanson is a financial advisor at Trevan Financial with 14 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Prime Brands International and USA Rugby, among others. Trevan Financial provides wealth management and financial planning services to individuals, high-net-worth clients, families, and small businesses. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and offers a range of engagement options including ongoing portfolio management and limited-scope plans.

Susan Einberger is a CFP® professional with nine years at Mutual Advantage, LLC and four years of prior experience at Justin's, LLC. She is based in Boulder, Colorado. Outside of her advisory role, she coaches and instructs swimming at RallySport Health and Fitness. Mutual Advantage, LLC is an independent firm providing fee-only comprehensive financial planning services to middle- to high-income individuals and families. The firm follows a market-efficient, buy-and-hold investment approach using broadly diversified mutual funds, ETFs, and bonds, while emphasizing tax management and does not custody client assets or engage in discretionary trading.

Chad Young is the principal of Young Wealth Partners, an independent advisory firm. He holds Series 65 and Series 63 licenses and has 1 year of industry experience as a financial advisor. Prior to founding Young Wealth Partners, he spent 16 years with The Young Insurance Group. Young Wealth Partners is a fee-only firm serving individuals and high-net-worth clients, offering investment management and comprehensive financial planning. The firm’s approach combines asset allocation and Modern Portfolio Theory, utilizing passive and active funds as well as third-party sub-advisers when appropriate.

James Mcknight is a CFA® charterholder with 16 years of experience in the financial advisory industry. He is the principal of Polaris Wealth Partners, an independent firm he joined in 2024 after 18 years at Rio Asset Management LLC. Polaris Wealth Partners is a fee-only investment adviser serving high-net-worth individuals, pension and profit-sharing plan sponsors, and charitable organizations. The firm focuses on asset-allocation-driven portfolios combining passive and active strategies, and provides retirement plan consulting alongside bespoke wealth management.

I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I helped build. But that excitement quickly turned to confusion when it came time to actually develop a strategic plan. I understood that things like the Alternative Minimum Tax existed, but what I really needed was a holistic strategy — something that connected my equity decisions with my broader financial goals. My own experience is what inspired me to found Presidio Advisors. Today, I help Millennials and tech professionals gain clarity and confidence around their equity compensation and path toward financial independence. Building deep, long-term relationships with my clients is what is what gets me up in the morning. I’m based in Denver, CO and serve clients virtually across the U.S.

Vincent Jansen is a financial advisor at Artificial Alpha Investments in Denver, CO, holding a Series 65 designation with five years of industry experience. His background includes roles at Visit California and NanoAl, as well as a four-year tenure at Northwestern University. Artificial Alpha Investments is an independent firm that provides discretionary portfolio management and standalone hourly financial consulting, primarily serving individuals as well as small businesses, trusts, and estates. The firm employs a quantitative investment approach focused on proprietary trading models for large-cap equities and offers detailed performance reporting, model backtesting, and comprehensive retirement and withdrawal strategy analyses.