Tron Welch is a CFP® with 24 years of industry experience and currently serves at Welch Financial Planning, LLC. His prior experience includes roles at WealthPLAN Partners and Cambridge Investment Research Advisors. Outside of advisory work, he volunteers as a Membership Lead for Team Rubicon, assisting in training and disaster relief efforts. Welch Financial Planning advises individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm employs a “Bucket System” for asset allocation and offers integrated financial planning alongside discretionary and non-discretionary portfolio management.

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gulfstream Capital since 2019. In addition to his advisory role, Gaffney has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. He is also the owner of Gaffney Capital Management, an independent investment advisory firm that currently has minimal business activity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven approach combining fundamental and quantitative analysis to create diversified asset allocations and manages private funds while providing various financial and consulting services.

Kirsten Roeber is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Silverpeak Wealth Advisors since 2018 and previously spent seven years at Colorado Capital MGT Inc. Silverpeak Wealth Advisors provides discretionary portfolio management to individual and high-net-worth clients, employing long-term, model-based strategies grounded in fundamental analysis and modern portfolio theory. The firm offers customized allocations and access to complex investment solutions, including private equity, hedge-style managers, and non-traded real estate vehicles.

Jesse Grimes is a financial advisor at MIFI Wealth, LLC in Boulder, CO, with 17 years of industry experience. He holds a Series 65 designation and has been associated with Highlander Wealth Services, LLC since 2008. MIFI Wealth provides discretionary investment management to a diverse client base including high-net-worth individuals, retirement plans, trusts, and institutions. The firm employs an open-architecture allocation approach, utilizing both in-house models and third-party strategies, and offers customized portfolios with selective use of structured products and private investments.

Reid Mcintyre is a financial advisor at Financial Mountain Inc in Boulder, CO, holding a Series 65 designation with 10 years of industry experience. He has been with Financial Mountain since 2007. Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning, offering customized portfolios and written plans that address cash flow, retirement, tax, and estate matters. The firm uses a range of investment techniques under discretionary authority and manages over $100 million for approximately 127 clients.

Solomon Halpern is a financial advisor at MIFI Wealth, LLC in Boulder, CO, holding a Series 65 designation with 23 years of industry experience. He has been with Highlander Wealth Services, LLC since 2009. MIFI Wealth provides discretionary investment management to individuals, retirement plans, trusts, foundations, and institutions. The firm uses an open-architecture allocation approach and offers active strategies including charting, fundamental and technical analysis, and cyclical analysis, focusing on individualized portfolios and select access to structured products and private investments.

Marion Steward is a CFP® professional with 29 years of industry experience. She is affiliated with Financial Steward Associates, LLC, where she has worked since 2001, and also maintains a long-term association with LPL Financial. Marion organizes educational seminars for the general public and oversees a scholarship program through her firm. Financial Steward Associates, LLC is an independent investment advisory firm serving clients with financial planning and consulting services.

Henry Nicholson is a financial advisor at Silverpeak Wealth Advisors in Boulder, CO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Silverpeak Wealth Advisors since 2014. Silverpeak Wealth Advisors provides discretionary portfolio management to individual and high-net-worth clients, utilizing long-term, model-based strategies grounded in fundamental analysis and modern portfolio theory. The firm manages a concentrated discretionary book and offers access to complex investment solutions including private equity, hedge-style managers, and non-traded real estate vehicles.

Michele Osterberg is a financial advisor with Bonsai Advisors LLC in Boulder, CO, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked with Bonsai Advisors since 2022 and concurrently maintains an independent consulting role with Rodan+Fields, a skincare business. Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses proprietary software to create Investment Policy Statements and generally maintains broad discretionary authority over client accounts, offering access to third-party money managers and model implementation platforms.

Timothy Barnett is a financial advisor at Caledonia Wealth Management, Ltd. in Boulder, CO, holding a Series 66 designation with 27 years of industry experience. He has been with Caledonia Wealth Management since 2009. Caledonia Wealth Management provides investment management and financial planning to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and employs discretionary portfolio management through a variety of in-house investment programs ranging from conservative to aggressive, including Traditional and Sustainable (ESG-integrated) options.

Joshua Blanchfield is a Series 65 licensed advisor at Avos Capital Management, LLC with five years of industry experience. He previously worked at Bridgewater Associates from 2007 to 2018 and is also the owner and consultant of West Ridge Partners, providing management consulting services primarily to technology companies. Avos Capital Management offers discretionary investment management and advisory services to individuals, institutional clients, pension and profit-sharing plans, trusts, estates, and privately offered pooled investment vehicles. The firm employs diversified, strategic portfolios using publicly traded securities and ETFs, supplemented by actively traded overlays to enhance risk-adjusted returns, and manages a private commodity-focused fund as well as a global equities ETF.

Gina Gentilini is a financial advisor at Finer Wealth Management, Inc. with a Series 65 designation and one year of industry experience. Prior to entering the financial sector, she managed chiropractic and wellness services for 15 years and has been involved with 429 Bridge St Investments, LLC since 2007. Finer Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and offers tailored portfolios that include both long-term and short-term strategies across multiple asset classes.

David Day is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Gold Medal Waters, Inc. since 2017 and previously worked at Diversified Asset Management, Inc. from 2014 to 2016. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds, tailoring portfolios to client goals, risk tolerance, and tax considerations.

Peter Locke is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at InSight, Corp. since 2020. His prior experience includes roles at TD Ameritrade Investment Management, LLC and Scottrade. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth clients, retirement plan sponsors, and trusts, generally requiring a $250,000 minimum relationship. The firm employs an investment approach based on fundamental analysis and internally constructed model portfolios, offering both standardized and fully customized portfolio management with discretionary oversight.

Todd Lebor is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Snowball Wealth Management, where he has provided services since 2003. He also manages a family real estate holding company. Snowball Wealth Management offers portfolio management and comprehensive financial planning for individuals, families, trusts, estates, charitable organizations, and business entities. The firm serves both non-high-net-worth and high-net-worth clients, integrating assets held outside the firm into holistic planning, and employs a distinctive investment approach that includes discretionary asset allocation, long-term equity strategies, options trading, and the use of derivatives.

Katelyn Palone is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 65 designation with approximately two years of experience in the industry. Her prior work includes roles at Net Energy, Aledade, and Legacy Health, among others. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth individuals, retirement plan sponsors, and trusts, typically serving clients with a minimum of $250,000 in assets. The firm employs a fundamental analysis-based investment approach using four internally constructed model portfolios, with management generally conducted on a discretionary, buy-and-hold basis tailored to client risk profiles.

David Baines is the sole advisor at Pantile Investments in Boulder, CO, holding a Series 65 credential with five years of industry experience. Prior to founding Pantile Investments, he worked at Verizon for seven years. Pantile Investments offers discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs systematic, value-oriented investment processes that incorporate both fundamental and technical analysis, utilizing long-only and long-short strategies tailored to each client’s Investment Policy Statement.

Gary Shirman is a financial advisor at Boulder Wealth Advisors, LLC with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Boulder Wealth Advisors in 2021, he was a partner at Ludwick & Shirman, LLC from 1997 to 2021. Boulder Wealth Advisors is an SEC-registered investment adviser managing approximately $338 million for around 174 clients. The firm provides personalized financial planning and discretionary investment management to a diverse client base, utilizing a top-down asset allocation process across multiple model portfolios and incorporating tax-aware separately managed accounts and option overlays for customized risk and income management.

Ryley Cowan is a financial advisor at Welch Financial Planning, LLC in Boulder, CO, holding a Series 65 credential. He has been with Welch Financial Planning since 2023 and has prior experience at Castle Real Estate Group. Welch Financial Planning serves individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm uses individualized financial plans and a “Bucket System” for asset allocation across different time horizons, offering both portfolio management and integrated financial planning services.

Sidney Smith is a CFP®-certified financial advisor with four years of industry experience, currently with Financial Steward Associates, LLC. He has previously worked at LPL Financial LLC and Fidelity Investments. Smith provides financial planning and consulting services through Financial Steward Associates, an independent firm where he also supports administrative activities. Financial Steward Associates delivers comprehensive, goal-oriented financial planning and limited-scope consulting for individual clients, focusing on areas such as estate, tax, cashflow, charitable, and wealth-transfer objectives. The firm operates as a planning-only boutique without discretionary authority or assets under management, offering fixed or hourly fee engagements.