Frederick Cron is the sole advisor at Frederick H. Cron, an independent firm based in Englewood, CO. He holds a Series 63 designation and has 27 years of industry experience. He has been involved with Assist Investment Management Company, Inc. since 1998 and has operated his own firm since 1986. Frederick H. Cron provides comprehensive financial planning and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a buy/sell discipline with dynamic asset allocation and daily portfolio monitoring, emphasizing loss avoidance over tax minimization and occasionally using inverse or short index mutual funds as risk-management tools.

Brandon Collier is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and over 21 years of industry experience. He has operated Collier Financial, Inc., an independent registered investment advisor firm, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a broad platform of investment tools.

B. Dvorchak is a financial advisor at Dvorchak & Associates with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has worked with Equity Edge Wealth Advisors, LLC since 2005. In addition to advisory work, he is involved with NOVA STAR HOME MORTGAGE, INC. as a mortgage broker. Dvorchak & Associates is a state-registered independent investment adviser serving a small client base that includes individuals, corporations, trusts, and estates. The firm provides financial planning, investment counsel, and portfolio management using a combination of fundamental and technical analysis, with tailored discretionary portfolios and occasional client workshops.

Patrick Mickelson is a financial advisor at Dendrite Capital, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Stonefield Investment Advisory, Inc. from 2014 to 2021. Dendrite Capital, LLC serves individuals, families, trusts, estates, small businesses, and qualified pension or profit-sharing plans, offering wealth management, integrated financial planning, and group retirement plan consulting. The firm follows a modern portfolio theory-based investment approach focused on strategic asset allocation and diversified ETFs, while also providing pension consulting and group retirement plan services.

Mark Mogle is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Mogle Financial Solutions, an independent firm he founded in 2026. Prior to establishing his own practice, he worked at Paller Financial Services, Virtue Capital Management, Legacy Financial, and Jack Nadel International. Mogle Financial Solutions serves high-net-worth families with investable assets above $500,000, offering discretionary asset management and financial planning contingent on investment management engagement. The firm uses a blended active and passive investment approach tailored to client objectives and employs proprietary and third-party model portfolios while providing portfolio monitoring and investor behavior coaching.

Robert Dixon II is the sole advisor at Vero Advisors, LLC in Littleton, CO, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has managed Vero Advisors since 2011 and also works as an English teacher at Valor Christian High School. Vero Advisors, LLC provides ongoing discretionary portfolio management and investment supervisory services primarily to individuals and trusts. The firm employs a “core and explore” investment approach that combines a diversified, annually rebalanced core portfolio with a smaller sleeve using various analysis and trading strategies, and serves an atypical client mix that includes institutional as well as non-retail categories.

Keith Sprincz is the principal of Sprincz Advisory Group, LLC in Littleton, Colorado, holding the ChFC® designation and a Series 65 license with 13 years of industry experience. He has been involved with Sprincz Financial Group, LLC since 2013 and has over 29 years of experience with Sprincz & Associates, Inc., where he also serves as president. In addition to his advisory work, he operates as a licensed insurance broker. Sprincz Advisory Group provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to tailor portfolios and employs custodial platforms, model marketplaces, and third-party money managers, including strategies that incorporate options overlays.

Larry Burns is a financial advisor at Dream Catcher Financial Services, LLC in Centennial, CO, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burch & Company, Inc. since 2003 alongside operating Dream Catcher Financial Services since 2001. In addition to advising, he is licensed as a life and health insurance agent. Dream Catcher Financial Services primarily serves individual investors seeking diversification through alternative investments and proprietary money-management models. The firm manages a small number of client accounts using multiple defined strategies, including mutual funds and alternative investments, with portfolios tailored to clients’ risk tolerance.

We know you're busy, so we'll keep this brief! Like everyone else on this site, we're a fee-only Registered Investment Advisor! Fee-only means that our compensation comes directly from you, the client, and never from mutual fund companies, referral fees or insurance companies. While we're based in Denver, as an SEC-registered investment advisor, we serve clients from NY to California. We specialize in working with healthcare and technology professionals with equity compensation, delivering comprehensive wealth management services, including tax planning. Most of our clients pay a flat fee, with a low AUM fee for assets over $2MM. We'd love the opportunity to hear from you and see how we can help. Jump over to our site and book your introductory meeting. Thanks!

James Wheeler II is the principal of James Wheeler & Co. Advisors in Centennial, CO, holding Series 63 and Series 66 licenses with 34 years of industry experience. His career includes extensive experience managing his own firm since the mid-1990s as well as roles at First Discount Brokerage, Inc. and Select Quote, where he is also an insurance agent specializing in Medicare supplement sales. James Wheeler & Co. Advisors provides discretionary investment supervisory services and financial advice to individuals and business entities, using client-specific investment policy statements and a mix of stocks, bonds, ETFs, and mutual funds. The firm typically serves a small client base and incorporates fundamental, technical, and cyclical analysis in portfolio management, with accounts reviewed quarterly and objectives reassessed annually.

William Palmer is a CFP® professional with 17 years of experience in financial advising. He has led William Palmer Associates, LLC since its founding in 2012. The firm provides discretionary investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, and small businesses. William Palmer Associates applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified passive funds and tailored asset allocations supported by written investment policies and Monte Carlo analysis. The firm combines retail wealth management with employee benefit and pension consulting services, integrating third-party model portfolios and sub-advisors, which is uncommon among similarly sized independent advisory practices.

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.

Lisa McCann is the founder and sole advisor at Seva Wealth Management in Centennial, CO. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to establishing Seva Wealth Management, she worked at Northwestern Mutual and has held roles including CEO of Vi-Bhakti Ventures and Assistant CFO of the Colorado Satsang Society, a nonprofit organization. Seva Wealth Management provides discretionary asset management and advisory services focused on retirement plan sponsors, offering ERISA 3(21) fiduciary advice alongside financial planning and consulting. The firm employs diversified portfolios consistent with modern portfolio theory and utilizes third-party managers to implement client strategies.

Jahndavid Teschler is a financial advisor at The Western Wealth Group, Inc. in Greenwood Village, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 1999, alongside his role at Western Wealth Group since 2009. The Western Wealth Group, Inc. offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $107 million across about 60 client relationships, employing a primarily long-term investment approach based on fundamental analysis with portfolios composed largely of mutual funds, ETFs, individual stocks, bonds, and occasional alternative investments.

Charles Curtis Jr. is a financial advisor at WAPG, LLC with 26 years of industry experience. He has been with WAPG since 2006 and holds a Series 63 designation. Outside of his advisory role, Curtis is also an independent insurance agent representing various insurance companies. WAPG primarily serves pension and profit-sharing plans, charitable organizations, corporations, and other pooled or institutional clients, while also providing financial planning and consulting services to individuals and families. The firm’s investment approach focuses on long-term, fundamentally driven analysis and diversified asset allocation, offering strategies for both capital appreciation and preservation tailored to client objectives.

I help people nearing retirement and living in retirement make sense of the financial decisions that all start to come together at once. Investments are part of that, but so are taxes, retirement income, Social Security, Medicare, insurance, and the trade-offs that come with each decision. I work with clients who want advice that is thoughtful, coordinated, and grounded in the realities of retirement rather than generic rules of thumb. My firm uses a flat-fee fiduciary model because I want the relationship to be transparent and aligned from the start. I provide ongoing financial planning and investment management, with a strong focus on tax efficiency and practical decision-making. Much of the value comes from helping clients think through things like withdrawal strategies, Roth conversions, Social Security timing, Medicare-related tax issues, and how to fit all of that into a sustainable long-term plan. Tax preparation is also available for a separate fee through my separate tax firm under common ownership, which can help create a more coordinated planning process where appropriate. As a person, I tend to bring a calm, straightforward style to my work. I am not interested in making things sound more complicated than they need to be. I want clients to feel informed, organized, and confident that their plan is being looked after with care and attention.

Suzue Sato is a financial advisor at MoneyCafe Advisors, LLC in Denver, CO, holding a Series 65 designation with 16 years of industry experience. She has been with MoneyCafe Advisors since 2009. MoneyCafe Advisors serves individual and small-business clients, including high-net-worth households, offering comprehensive financial planning, investment management, and project-based consulting. The firm emphasizes fundamental analysis and longer-term holdings, providing mostly non-discretionary management and coordinating closely with clients and other professionals.

Nicholas Donaldson is a financial advisor at Investment Fiduciary Planners, LLC in Denver, CO, with 20 years of industry experience. He holds the Series 66 designation and has worked at GVC Capital LLC and Cape Securities, Inc. He is also an independent insurance agent and mortgage loan officer outside of his advisory role. Investment Fiduciary Planners provides customized portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, and small businesses. The firm uses a structured investment approach combining fundamental analysis, modern portfolio theory, and technical analysis, with a focus on both discretionary and non-discretionary asset management.

Qiang Raleigh is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Red Meadow Advisors, LLC, an independent advisory firm based in Littleton, CO. Prior to founding the firm, he has institutional operations experience, including building an in-house international trading desk. Red Meadow Advisors serves individual clients, trusts, estates, and business entities, focusing on discretionary portfolio management alongside financial planning and business consulting. The firm employs an index-driven core portfolio using mutual funds and ETFs combined with a sector-rotation overlay based on fundamental research and economic analysis, maintaining a long-only, discretionary approach with frequent client engagement.

Thomas Little is a CFP® and holds a Series 66 license with seven years of industry experience. He is the principal of Yeti Wealth Management Group, LLC, an independent firm in Highlands Ranch, CO. Prior to founding Yeti Wealth Management Group, he worked at multiple firms, including LPL Financial and McKinlay Smallwood Financial Partners. Yeti Wealth Management Group provides advisory services to individuals, trusts, corporations, and retirement and profit-sharing plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach guided by written investment policy statements and serves as an ERISA fiduciary for select retirement plans.