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.

Kevin Campbell is a financial advisor at Focus Point Capital LLC with 24 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at several firms, including James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients by providing discretionary management and non-discretionary model portfolios, focusing on multi-asset and concentrated equity strategies implemented through ETFs and proprietary risk frameworks.

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.

Amy Smith is a financial advisor at Bonsai Advisors LLC in Boulder, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at TIAA-CREF for 26 years before joining Bonsai Advisors and Purshe Kaplan Sterling Investments. Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to individuals, trusts and estates, charitable organizations, and business entities. The firm manages client assets using proprietary software for Investment Policy Statements and offers access to third-party money managers and TAMPs as part of its services.

Dennis Channer is a CFP® professional with 25 years of industry experience and has been with Cornerstone Investment Advisors, LLC since 2001. He holds a Series 63 license and is based in Boulder, Colorado. Outside of his advisory role, he is a member of The Private Trust Consortium, LLC, where he provides fiduciary support services. Cornerstone Investment Advisors offers comprehensive financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and constructs globally diversified portfolios using a range of investment vehicles, implementing client objectives through written investment policy statements, ongoing monitoring, and periodic rebalancing.

Michael Hake is a CFP® with 20 years of industry experience, currently serving at Boulder Wealth Advisors, LLC since 2021. Prior to this, he worked nine years with Pacific Investment Management Company LLC and PIMCO Investments LLC. Boulder Wealth Advisors is an SEC-registered investment adviser managing approximately $338 million for a diverse client base that includes individuals, families, trusts, and pension plans. The firm offers personalized financial planning and discretionary investment management using a top-down allocation process and a range of model portfolios across multiple asset classes.

Caleb Sevian is a financial advisor with Focus Point Capital LLC, holding a Series 65 credential and over 23 years of industry experience. His prior roles include positions at Perella Weinberg Partners Capital Management and Tenet Capital LLC. He owns and operates several businesses outside of investment advising, including Focus Point Strategy LLC, which provides transactional and business consulting services, and Focus Point LMI LLC, offering institutional economic and technical research. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, acting mainly as a subadviser or third-party portfolio manager. The firm employs standardized multi-asset and concentrated equity strategies that incorporate proprietary risk frameworks and maintains a focus on both discretionary and non-discretionary portfolio management.

Jarrett Sharp is a Series 65 licensed advisor with Sharper Image Financial Services, LLC in Erie, Colorado, with four years of industry experience. He has held roles at multiple affiliated companies, including Sharper Image Tax Service, LLC, where he serves as Lead Tax Preparer, and TrueInsights CFO, LLC, where he acts as Lead Fractional CFO. Sharp is also the Founder and CEO of Sharper Image Holdings, Inc. Sharper Image Financial Services provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs a variety of analytical approaches and offers project-based investment consulting as well as public educational seminars and workshops.

David Fellows is a financial advisor at Broadview Wealth Partners with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Fidelity Brokerage Services. He is also associated with Integrated Capital Management, LLC, which supports his activities at Broadview Wealth Partners. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative investment approaches and offers comprehensive portfolio management alongside third-party money manager referrals.

Jamie Sladky is a financial advisor at Broadview Wealth Partners with 29 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial and Waddell & Reed. He is also the owner of Innamorato Strategies, LLC, a holding company associated with Broadview Wealth Partners. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $304.7 million in discretionary assets and employs a combination of qualitative and quantitative investment methods, offering diversified portfolio management alongside referrals to third-party money managers.

Michael Tracy is a CFP® with 23 years of industry experience and is currently affiliated with Principium Investments LLC in Boulder, CO. He has been with Vinoy Capital, LLC since 2008. Tracy is also associated with Sarasota Asset Management, a registered investment advisor. Principium Investments is a fee-only, SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an actively managed allocation process across proprietary risk profiles, combining ETFs, individual stocks, and mutual funds, supported by CFP®-driven financial planning and ongoing portfolio monitoring.

Robert Helgeland is a CFP® professional with 28 years of industry experience. He is currently with Curtis Wealth Management LLC and has previously worked at Theory Financial and TIAA-CREF. He serves as a community board member for the Colorado Music Festival Endowment Fund, a nonprofit organization focused on music education and performance. Curtis Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm provides investment management, financial planning, consulting, and retirement-plan advisory services, employing customized portfolios based on client goals and employing a mix of mutual funds, ETFs, and individual securities.

Dawn Jones is a financial advisor at Broadview Wealth Partners with 21 years of industry experience. She holds a Series 66 designation and has worked at Integrated Capital Management and Raymond James Financial Services Advisors, Inc. She is also involved with Integrated Capital Management, a support company related to her advisory work. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing comprehensive portfolio management and financial planning with a focus on diversified asset allocation and ongoing monitoring.

Myra Salzer is a CFP® with 27 years of industry experience, currently serving at The Wealth Conservancy, Inc. in Boulder, CO, where she has worked since 1983. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, wealth coaching, and consulting. The firm manages approximately $260 million and employs a long-term, allocation-driven investment approach combined with tactical adjustments, alongside a distinctive emphasis on educational outreach and inheritance-focused coaching.

William Knorr is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Castle Pines Investment Management LLC in Boulder, CO. He holds a Series 63 license and has spent the past several years engaged in extended travel. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, retirement plans, and foundations. The firm uses a combination of macroeconomic analysis, fundamental equity research, and technical analysis within a structured investment policy framework to manage a concentrated client base.

Maryan Jaross is a Series 66 licensed advisor with 20 years of industry experience. She has been with Gold Medal Waters, Inc. in Boulder, CO since 2008, where she serves as one of three advisors at the firm. Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a long-term, strategic asset allocation approach primarily using mutual funds and offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting.

Robert Zimberg is a CFP® professional with 27 years of industry experience. He has been with Financial Mountain Inc. in Boulder, CO, since 1991. Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning and consulting. The firm customizes portfolios using fundamental and technical analysis alongside modern portfolio theory, employing techniques such as options, margin, short sales, and derivatives under discretionary authority.

Dario Fusato is a financial advisor at Savvly Advisor, LLC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Aon and Arthur J. Gallagher & Co. He also manages an insurance agency and serves as a sponsor and managing member of private funds. Savvly Advisor provides portfolio management and advisory services to pooled investment vehicles, investment companies, and employee benefit plans, combining modern portfolio theory with technical analysis in discretionary, long-term trading strategies. The firm is notable for its pension consulting services and its role as sponsor and manager of private funds.

John Reynolds is a financial advisor at Downshift Financial in Boulder, CO, holding a Series 65 license with one year of industry experience. Prior to joining Downshift Financial, he spent 12 years at Apple Inc. Downshift Financial is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm focuses on passive portfolio construction with mutual funds and ETFs, combining ongoing financial planning with portfolio management using a fixed-fee billing approach.

Heather Williams is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial in Boulder, CO. She has been with LPL Financial since 2013 and also provides financial planning and consulting services through her independent firm, Financial Steward Associates. In addition, she sells and services fixed annuities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment models and tools, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.