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.

David Lampe is the principal advisor at Lampe Financial Group LLC in Littleton, Colorado, holding a Series 66 designation with 13 years of industry experience. Before founding Lampe Financial Group in 2018, he worked at Sowell Management Services and Concert Wealth Management, Inc. Outside of financial advising, he owns VidaMobility.com, a mobile office consulting business he has operated since 2010. Lampe Financial Group is an independent, fee-only investment adviser serving individuals, high-net-worth clients, and small businesses. The firm provides discretionary investment management and financial planning services, employing asset-allocation portfolios that combine passive and active strategies with consideration of fundamental, technical, and ESG factors.

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.

Devika Kamboh is a financial advisor at Sohum Financial Planning, LLC with 25 years of industry experience. She holds the CFP® and Series 66 designations. Outside of advising, she is the owner and CEO of Sohum Mountain Ranch LLC, a non-investment related business. Sohum Financial Planning LLC provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized investment programs and quarterly subscription services, using fundamental and technical analysis alongside Monte Carlo planning, with accounts custodied at Charles Schwab and reviewed at least quarterly.

Benjamin Klesinger is a financial advisor at Helping Hand Financial, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of advisory work, he serves as president of Klesinger Consulting, LLC, providing occasional business consulting focused on IT-related financial planning and analysis. Helping Hand Financial, LLC offers comprehensive financial planning and discretionary portfolio management to individuals and business entities, including high-net-worth clients. The firm focuses on individualized plans, asset allocation, and fundamental analysis, utilizing proprietary model portfolios and third-party sub-advisers while maintaining discretionary trading authority.

Paul Monax is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Agile Wealth LLC. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and has experience in various business ventures including Object Designs, LLC. Agile Wealth LLC provides financial planning and investment management services to individual clients, high-net-worth individuals, and small businesses. The firm focuses on goal-based portfolio construction, tax-aware strategies, and a mix of low-cost index ETFs and selected active funds, with offerings that include one-time comprehensive plans, subscription-based continuous planning, and tailored solutions for solopreneurs.

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.

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.

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.

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.

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.