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.

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.

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!

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.

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.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

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.

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.

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.

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.

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.

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.

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.

Lefteri Melonakis is a CFP® with 26 years of industry experience and is the sole advisor at Melonakis Financial, an independent firm based in Thornton, CO. He has been operating under Melonakis Financial since 2011. Melonakis Financial provides personal financial planning and investment management to individuals, families, small businesses, and non-profit entities, focusing on retirement planning, education funding, estate planning, charitable objectives, and business succession. The firm employs a fiduciary approach, emphasizing fundamental security analysis, strategic asset allocation, and tailored recommendations to align with each client's specific circumstances.

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.