Ben Loeffler is a financial advisor at Acorn Creek Capital LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for over a decade. Outside of his advisory role, he is the general partner and managing member of Above the Tree Line, LLC, and contributes funds to the Bighorn Football Society to support Colorado State University’s football program. Acorn Creek Capital LLC provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and business owners. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and sector analysis to construct tailored portfolios, including the use of options and derivatives, and maintains an institutional relationship with Fidelity for research and startup support.

Nicholas Hoogendyk is a CFP® professional with five years of industry experience, currently serving at CogentBlue Wealth Advisors, LLC. He previously worked at Acorn Creek Capital LLC, Bank of America, Merrill, Black Mountain Tax & Consulting, and Hoogendyk & Associates LLC. Outside of his advisory role, he participates in a nonprofit organization focused on mentoring underserved youth in Fort Collins, Colorado. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client's investment policy statement, with regular monitoring and rebalancing.

Jennifer Sherman is a CFP® professional with six years at Trail Ridge Investment Advisors, LLC and Trail Ridge Trust Company, LLC, and 12 years of prior experience at MidFirst Bank. She serves as Director of Trust Services & Planning at Trail Ridge Trust Company. Sherman is also Treasurer of St. John's Cathedral in Denver, where she chairs the Finance Committee and manages the parish's financial reporting and budgeting. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and some institutional clients. The firm employs model allocations based on modern portfolio theory, offers a subscription service called Trailhead, and is affiliated with Trail Ridge Trust Company, which provides trust management services.

David Jordan is a CFA® charterholder with seven years of industry experience. He has worked at Trail Ridge Investment Advisors, LLC since 2018 and previously spent four years at Wells Fargo Private Bank. Outside of his advisory role, he serves on the Board of Trustees for the University of Colorado Foundation and is a member of the Investment Committee for Fort Lewis College. Additionally, he works as a wilderness experience driver for the Broadmoor Hotel in Colorado Springs. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm uses model allocations based on modern portfolio theory and offers a subscription service called Trailhead, which includes on-call advice and an index fund–based portfolio option.

Alec Muehlemeyer is an investment advisor at Aegis Wealth Management, Inc. in Fort Collins, CO, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Olive Tree Wealth Management, Integrity Alliance, LLC, and Park Avenue Securities. Outside of his advisory work, he is involved in long-term care planning and fixed insurance business through a partnership with Aegis Financial. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and leverages third-party sub-advisers alongside AI tools to manage client portfolios.

Nicholas Kemp is a financial advisor at Navigation Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has been with Navigation Wealth Management since 2016, previously working at Navigation Financial Services starting in 2013. Outside of his advisory role, he serves as the public relations and fundraising chair for the Centennial Children's Chorus, a non-profit semi-professional children's choir in Fort Collins, CO. Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, and also offers qualified plan and ERISA retirement-plan services. The firm combines fundamental, technical, and charting analysis in portfolio construction and may engage sub-advisors while exercising discretionary trading authority.

Cindy Bragdon is a CFP® with two years of industry experience, currently serving as an advisor at Vital Investment Management LLC. She previously worked at LPG Financial and First Western Trust/First Western Financial, where she spent 17 years. In addition to her advisory role, Cindy is the sole member of Lighthouse Planning, LLC, which provides financial, estate, business succession, and retirement planning without managing assets. Vital Investment Management is an SEC-registered advisory firm with a five-advisor team managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only core investment strategy complemented by tactical asset allocation and integrates planning tools and AI to support research and operations, while also offering educational seminars and pension consulting services.

Keely Cleveland is a CFP® at Jim Saulnier & Associates, LLC in Fort Collins, CO, with three years of industry experience. Prior to joining the firm, she held various roles including positions at Colorado State University and Laramie County Community College. Jim Saulnier & Associates serves individual and high-net-worth clients, especially those approaching or in retirement, offering retirement and financial planning, portfolio management, investment analysis, and tax-focused planning. The firm employs passive model portfolios aligned with third-party target-risk benchmarks and a fixed-fee structure, with many accounts managed on a discretionary basis.

William Carpenter is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation with three years of industry experience. He is also the owner and managing member of William L Carpenter Law, LLC, a legal practice he has operated since 1978. Navigation Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority, conducting quarterly account reviews.

Vincent Hourigan is a Series 65 licensed advisor at Acorn Creek Capital LLC in Fort Collins, CO, with two years of industry experience. His prior roles include positions at JBS USA and Colorado State University Facilities Management. Acorn Creek Capital LLC provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and business owners. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, quantitative, and sector analysis to tailor portfolios, and it maintains an institutional relationship with Fidelity for third-party research and support.

David Eads is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Vital Investment Management LLC since 2019. Prior to that, he worked at Colorado Financial Management LLC for seven years. Outside of his advisory role, he is co-owner of Something Canadian, LLC, a mobile home sales business, and a partner in Estate Navigation Services, LLC, which assists clients with legal document coordination and asset distribution. Vital Investment Management is an SEC-registered advisory firm with a five-advisor team managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only core strategy combined with strategic and tactical asset allocation, incorporating model-driven tactical overlays and portfolios primarily constructed with ETFs and mutual funds.

Zachary Gasper is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perspective Wealth Advisors and has previously worked at Northwestern Mutual Wealth Management Company and Grant Thornton LLP. He serves as treasurer for Parish Life Ministries, a nonprofit organization in Loveland, Colorado. Perspective Wealth Advisors provides discretionary investment management and financial planning services to individuals, families, estates, trusts, and institutions, using a mix of strategic and tactical asset allocation alongside fundamental, technical, and quantitative analysis.

Kevin Yorgensen is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with The Estate Planners Group since 2019 and previously retired from the industry between 2014 and 2019. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, employing fundamental analysis and diversified allocations, and provides educational programming including public financial and retirement planning classes on college campuses.

Jacqueline Kabel is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with CogentBlue Wealth Advisors, LLC and has prior experience at Acorn Creek Capital, Merrill, and Wells Fargo Clearing Services. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and offers integrated solutions including third-party managers and held-away account support.

Jacob Schaffer is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Jacob Schaffer LLC, Colonial Life, and other businesses in various sectors. Navigation Wealth Management provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, with approximately $103 million in assets under management. The firm combines fundamental, technical, and charting analysis to build portfolios and offers qualified plan and ERISA retirement-plan services.

Sierra Merrick is a financial advisor at Acorn Creek Capital LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Community Banks of Colorado. Acorn Creek Capital LLC provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and business owners. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, quantitative, and sector analysis to create tailored portfolios and offers discretionary asset management, financial planning, and access to third-party money managers.

Tyler Hensen is a CFP®-certified financial advisor with five years of industry experience, currently serving at Perspective Wealth Advisors in Loveland, CO. He has held roles at Northwestern Mutual Wealth Management Company and related entities from 2020 to 2024. Perspective Wealth Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, retirement plans, corporations, and foundations. The firm uses a combination of strategic and tactical asset allocation supported by fundamental, technical, and quantitative analysis and offers access to tax planning through an affiliated entity.

Joseph Duran is a financial advisor at WinCap Financial LLC in Fort Collins, CO, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at UBS Financial Services, Inc., Questar Capital Corporation, and Cambridge Investment Research, Inc. He is also a licensed insurance agent. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical analysis to create customized, long-term asset allocations, while also trading tactically based on market conditions and client needs.

David Jones is a CFP® professional with 10 years of industry experience. He has worked at Trail Ridge Wealth Management, Inc. and Trail Ridge Investment Advisors, LLC since 2017 and also spent three years at Colorado State University. Trail Ridge Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and some insurance company clients. The firm uses fundamental analysis and modern portfolio theory to construct and manage discretionary portfolios, including options and other derivatives strategies, and offers a subscription advice service called Trailhead for early-career professionals.

Peter Loritz is a financial advisor at Trail Ridge Investment Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Trail Ridge-affiliated firms since 2017, following a brief tenure at First National Bank of Omaha. Outside of his advisory role, Mr. Loritz serves as a volunteer board member for the Spring Creek Farms North Homeowners Association in Fort Collins, Colorado. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm offers a subscription service called Trailhead, which includes on-call advice and an index fund–based portfolio option, and incorporates model allocations, derivatives strategies, and trust management through its affiliation with Trail Ridge Trust Company, LLC.