John Krivacs is the sole advisor at Krivacs Capital Management, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led his independent advisory firm since 2004. Krivacs Capital Management is an independent, fee-based investment adviser managing approximately $17 million for individuals, trusts, estates, retirement plans, charitable organizations, and select institutional clients. The firm employs a fundamental, value-oriented investment approach with a long-term horizon and relatively low turnover, while occasionally engaging in opportunistic strategies. It serves clients on both discretionary and non-discretionary bases, with a notable portion of assets managed non-discretionarily.

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms. Through the holistic and collaborative EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people who just want help without feeling pressured. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.

John Stefanich Jr. is a financial advisor at Advantage Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Stefanich & Associates, PC since 1985. Advantage Financial Services is an independent firm that provides investment advice primarily to individual clients through separately managed accounts and also serves trusts, estates, corporations, and self-directed retirement, pension, and profit-sharing plan accounts. The firm employs asset allocation, fundamental, and technical analysis to construct portfolios tailored to clients' objectives and risk tolerance, offering both discretionary and non-discretionary account management.

We provide tax advice for clients who want to make the most of a significant financial opportunity, such as selling a major asset, managing a concentrated stock position, running a small business, or minimizing your taxes during retirement. We examine many different potential strategies to identify which might be the best fit for your situation and your goals. We provide advice for a flat project fee, which means you do not have to commit to a long-term engagement, and you do not have to transfer assets to our management. The fee for a planning project will depend on the complexity of your situation and the breadth of topics you want assistance with. Clients with special tax situations may benefit from our Specialized investment management service, which utilizes options trading to control risk and generate tax losses. This type of investment management is not appropriate for all clients, but given the right opportunity, it could create significant tax savings.

Daniel Orourke is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is the sole advisor at O'Rourke Financial and also owns a CPA firm specializing in tax preparation, where he devotes the majority of his professional time. Prior to founding his firms, he worked at Ameriprise Financial Services, Inc. for four years. O'Rourke Financial provides financial planning and discretionary portfolio management to individuals, families, and businesses, focusing on a primarily passive, asset-class driven investment approach using index mutual funds and ETFs. The firm manages approximately $14.7 million in discretionary assets and integrates financial planning with tax and insurance services through the principal’s dual roles as a CPA and licensed insurance agent.

Randall Mauro is a financial advisor at Resnn Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Happy Mac & PC / Greater Than Data since 1995. Resnn Investments is an independent registered investment adviser providing discretionary portfolio management and financial planning to individual and institutional clients. The firm employs a growth-oriented, tactical approach that incorporates multiple analytical methods to seek capital appreciation and manages risk through diverse asset allocation and strategies, including performance-based compensation arrangements for eligible Qualified Investors.

Gary Davis is a financial advisor at Columbia Benefits, LLC, holding the ChFC® designation and Series 63 license with 21 years of industry experience. He has worked at Brookstreet Securities since 2004 and has been involved with Columbia Benefits, LLC since 2002, where he is the owner and manager. Columbia Benefits provides investment advisory services, financial planning, insurance brokerage, and retirement plan consulting and third-party administration for individuals, trusts, small businesses, charitable organizations, and employee benefit plans. The firm employs an open-architecture platform with a combination of discretionary portfolio management and pension consulting, serving clients with a mix of long- and short-term strategies and acting in a fiduciary capacity for ERISA plan clients.

Jonathan Shiffer is the owner and principal of Journey Capital Advisers, LLC, an independent firm based in Littleton, Colorado. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to founding Journey Capital Advisers in 2016, he worked at Freedom Investment Management, Inc. and Portsmouth Financial Services, Inc. Outside of his advisory role, he owns rental properties in Dallas, Texas. Journey Capital Advisers provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach integrates cyclical, fundamental, quantitative, and technical analysis with modern portfolio theory, focusing mainly on long-term trading while allowing for short-term strategies when appropriate.

Donald Loyd is the principal of Loyd Financial Management Inc. in Centennial, CO, with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Loyd previously worked at Signator Investors, Inc. for one year and has managed his own firm since 1987. Outside of financial advising, he is the manager and owner of Hurricane Holdings, LLC, which owns an office building. Loyd Financial Management provides comprehensive financial planning and fee-only investment management to individuals, high-net-worth clients, and charitable organizations. The firm uses a Turnkey Asset Management Platform with structured asset-class allocation models and manages client accounts on a non-discretionary basis, allowing clients final authority on investment decisions.

Raymond Stein is a CFP® with 12 years of experience in financial advisory. He is currently the sole advisor at New Light Financial, an independent firm based in Englewood, CO. His prior experience includes roles at APO Financial Services, Horter Investment Management, and Asset Protect One. Stein is also a licensed insurance agent involved in selling annuities and life insurance through a related business, New Light Services LLC. New Light Financial provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes model portfolios tailored to clients’ life stages and integrates strategic asset allocation with active, tactical, and risk-managed investment approaches.

Lane Weintraub is a financial advisor with Prima Wealth in Highlands Ranch, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Charles Schwab, Avant Garde Advisors LLC, and WealthSource® before founding Prima Wealth in 2016. He is also involved in insurance sales through a sole proprietorship. Prima Wealth provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a modern portfolio theory approach with a long-term orientation, offers customized portfolio construction and ongoing supervision, and includes charitable giving as part of its service offerings.

Bradley Noland is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Louis Henry Wealth Management LLC in Denver, CO, where he has worked since 2023. Prior to this, he held roles at Private Capital Management and Wagner Wealth Management. Louis Henry Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $84 million in assets across about 25 client relationships, employing a goal-oriented bucket strategy and a combination of fundamental, quantitative, and technical analysis to construct diversified portfolios.

Terry Lambert is a Series 65-licensed financial advisor with one year of experience at Tailored Tax and Wealth, an independent firm he founded. Prior to this, he worked at the Department of Treasury for five years and Charles Schwab for four years. Tailored Tax and Wealth provides portfolio management, financial planning, and tax compliance and bookkeeping services to individual and corporate clients. The firm employs Modern Portfolio Theory through Betterment Advisor Solutions and integrates tax and accounting services alongside investment management.

Justin Lee Kay is the sole advisor at JKAY Securities Corporation in Lakewood, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been operating Jkay Capital since 2012. JKAY Securities primarily serves individual and high-net-worth clients by providing ongoing, discretionary portfolio management without account minimums. The firm employs an investment process that integrates charting, fundamental, technical, and cyclical analysis, focusing on long-term trading with limited options strategies and managing portfolios composed of equities, bonds, ETFs, REITs, and government securities.

Emmanuel Eliason is a CFP® professional with four years of industry experience, currently operating Eliason Wealth Management LLC in Centennial, CO. He has been self-employed since 2007 and works as a business consultant for small businesses in addition to his advisory role. Eliason Wealth Management LLC provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs an investment approach based on evidence-based research and modern portfolio theory, offering both passive and active strategies alongside pension consulting and a subscription newsletter.

Stephan Maikkula is a CFA® charterholder and the sole advisor at Devil's Head Capital LLC, with seven years of prior experience at Macquarie. He currently serves as a business development consultant in a limited capacity outside of market hours. Devil's Head Capital provides discretionary portfolio management through customized strategies for institutions, pooled vehicles, and various other clients. The firm uses a bottom-up, systematic investment process that combines quantitative screening with fundamental and technical analysis, integrating a human-rights framework to assess global equities.

John Haggar is the sole advisor at JD Haggar Financial in Castle Rock, CO, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Cedrus, LLC, Equitable Advisors, LLC, Axa Advisors, LLC, and Lincoln Financial/SageMark. He serves as a board member of the Ed Haggar Family Foundation, a nonprofit organization that distributes funds to charities such as St. Jude Care and the Red Cross. JD Haggar Financial is an independent registered investment adviser providing customized portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes diversified asset allocation through fundamental and technical analysis, offering both discretionary and advisory, non-discretionary solutions primarily via custodial platforms like Schwab and SEI.

Shane Smith is a CFA® charterholder and the sole advisor at Foothills Investments, L.L.C. in Lakewood, CO, with one year of industry experience. Prior to founding Foothills Investments, he held roles at Foothills Accountants, the IRS, AMG National Trust Bank, and other financial firms. Foothills Investments provides portfolio analysis, financial planning, and investment management services to individuals, trusts, estates, corporations, and other business entities. The firm integrates tax-aware and tax-advantaged considerations into its investment approach and offers educational seminars along with specialized planning packages addressing corporate tax issues and retirement plans.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.

Brian Rudd is a financial advisor at Kickstart Financial Planning LLC in Parker, CO. He holds a Series 65 designation and has experience working at Anteriq, LLC and RTX. In addition to his advisory role, he operates a practice-management software business. Kickstart Financial Planning LLC provides financial planning and advisory services to individuals and families, with a focus on early-career professionals. The firm offers fee-for-service financial plans and investment consultation without managing client portfolios or using assets-under-management fees.