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 in Broomfield, Colorado, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to founding Peacock Financial, he held roles at MML Investors Services, MassMutual Life Insurance, and Fidelity Brokerage Services. Before entering the financial sector, he worked for 17 years at Hunter Douglas. Peacock Financial is an independent advisory firm serving individuals, families, and small businesses with tailored financial planning, investment research, and portfolio management through its Guided Portfolio Solutions program. The firm emphasizes client-specific asset allocation and a long-term buy-and-hold investment approach, offering discretionary management with periodic reviews and the option for clients to impose investment restrictions or use other planning providers.

Lynda Gregory is a CFP® professional with 25 years of industry experience. She is the sole owner of Boulder Canyon Financial Partners, an independent firm based in Lafayette, CO. Prior to founding her firm in 2020, she held positions at BSW Wealth Partners and Charles Schwab. Outside of financial advising, she is a co-owner and silent partner of Reefs To Rockies, a travel company specializing in sustainable group itineraries. Boulder Canyon Financial Partners is a fee-only, woman-founded registered investment adviser serving individuals, families, high-net-worth clients, trusts, pension participants, and nonprofit organizations. The firm employs a top-down tactical asset allocation strategy and incorporates sustainable and socially conscious investment approaches, including private micro-loans within its fixed-income portfolios.

Debra Huttner is a financial advisor at Pearl Wealth LLC in Boulder, Colorado, holding a Series 65 designation with 12 years of industry experience. She has been associated with Colorado Capital Management, Inc. since 2013. Pearl Wealth advises individuals, high-net-worth families, trusts, estates, foundations, charitable organizations, and retirement plans. The firm uses a long-term investment process based on fundamental analysis, primarily employing diversified ETFs and mutual funds, and manages approximately $130 million for a small client base that includes charitable organizations and retirement plan sponsors.

Jesse Stubbs is a financial advisor with Stubbs Investments, LLC in Erie, Colorado. He holds a Series 65 designation and has six years of industry experience. Prior to founding his advisory firm, he spent ten years involved with JSP Enterprise, Ltd., operating Pappardelle's Pasta Co. Stubbs Investments, LLC is an independent, single-advisor registered investment adviser serving individuals, families, trusts, estates, and corporate clients. The firm manages approximately $52 million, using a combination of fundamental and technical analysis, long- and short-term strategies, and a range of securities including stocks, bonds, ETFs, and mutual funds. Its services include corporate-focused planning such as equity compensation analysis and employee benefit review, alongside individual wealth management, and it employs options and derivatives in separately managed accounts.

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.

Alexis Delulio is a financial advisor at Driven Wealth in Denver, CO, holding a Series 65 credential with one year of industry experience. Before founding Driven Wealth, Alexis worked at Silicon Valley Bank and Segall Bryant & Hamill and spent time engaged in extended international travel. Driven Wealth serves individuals, high-net-worth individuals, and families with investment management and comprehensive financial planning. The firm follows an evidence-based, long-term investment approach using low-cost ETFs and index funds, and offers a range of planning services including seminars, workshops, and access to third-party model strategies.

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.

Brandon Fischer is a CFP® professional based in Aurora, Colorado, with experience across accounting and financial services since 2014. He is the principal of STRIDE Tax and Wealth Advisors, LLC, where he has worked since 2025, and also owns BMF Tax and Financial, LLC, an accounting and tax services firm. STRIDE Tax and Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with financial planning and discretionary investment management, emphasizing asset allocation based on Modern Portfolio Theory and primarily passive investment strategies.