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 nine years of experience, currently serving at Trail Ridge Investment Advisors, LLC and Trail Ridge Wealth Management, Inc. since 2017. His background includes work at Colorado State University from 2015 to 2018. Trail Ridge Investment Advisors, LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and institutional clients such as insurance companies. The firm employs model allocations based on modern portfolio theory, uses a mix of mutual funds, ETFs, and derivatives strategies, and operates a subscription service called Trailhead targeting 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.

Josh Weisel is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He is currently with Perspective Wealth Advisors and previously worked at Elk River Wealth Management. Outside of his advisory role, he serves as a board member at Trinity Lutheran Church and contributes to Denver Gold Group as a data analytics and modeling contractor. Perspective Wealth Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth families, and institutions. The firm employs a mix of strategic and tactical asset allocation and incorporates fundamental, technical, and quantitative analysis in portfolio construction.

Christopher Stein is a CFP® professional with seven years of industry experience, currently serving at Jim Saulnier & Associates, LLC since 2018. He has also been affiliated with Jim Saulnier since 2008. In addition to his advisory role, Stein is a finance lecturer at Colorado State University, where he has taught since 2008. Jim Saulnier & Associates provides retirement-focused financial planning, tax-aware planning, and discretionary portfolio management primarily for individual and high-net-worth clients nearing or in retirement. The firm emphasizes comprehensive retirement analyses, passive investment models, and tax-focused planning with ongoing client engagement.

Dillon Goodman is a financial advisor at Vital Investment Management LLC in Loveland, CO, holding a Series 65 credential with four years of industry experience. He has worked at Vital since 2021 and is also employed part-time at Stephanie Packham CPA LLC, an accounting firm providing bookkeeping services for veterinary hospitals. Prior to his current roles, Dillon worked at Deloitte and Touche LLC and Idaho State University. 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 tactical asset allocation and integrates planning tools and AI to support research and operations.

Seth Brunin is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation. He has been with Navigation Wealth Management since 2024 and has no prior industry experience before joining the firm. Navigation Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory arrangements. The firm uses a combination of fundamental, technical, and charting analysis to develop tailored investment programs and typically exercises discretionary trading authority while conducting regular account reviews.

David Berg IV is a financial advisor at Acorn Creek Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Acorn Creek Capital, he held roles at XiFin and worked in the ice cream industry while completing his education at Colorado State University. 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 approach combining fundamental, technical, quantitative, and sector analysis to build tailored portfolios that may include stocks, bonds, ETFs, mutual funds, and alternative investments.

Ashlie Bostick is a financial advisor at Acorn Creek Capital LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC for eight years. 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 create tailored portfolios and offers access to third-party money managers alongside comprehensive financial planning and consulting.

James Davies is a Series 65-registered advisor with Navigation Wealth Management in Fort Collins, CO, where he has worked since 2016. He has 14 years of industry experience and also operates Choice Plus Insurance, providing financial services and life insurance through multiple insurance companies. Navigation Wealth Management manages approximately $103 million in assets, serving individual and high-net-worth clients with discretionary asset management and financial planning. The firm combines fundamental, technical, and charting analysis in portfolio construction and offers qualified plan and ERISA retirement-plan services.

Myles O'Reilly Jr. is a financial advisor at Navigation Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has worked at Navigation Wealth Management since 2018, with previous roles at Retirement Wealth Advisors and O'Reilly Financial. He is also involved in insurance sales and services as an insurance agent. Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, along with qualified plan and ERISA retirement-plan services. The firm employs a combination of fundamental, technical, and charting analysis to build portfolios and offers regular educational seminars and workshops.

Katherine Haynes is a Series 65-licensed financial advisor at Atwood Financial Planning LLC in Fort Collins, Colorado, with five years of industry experience. She has worked at Apollo Energy since 2019 and previously at EcoMark Solar from 2014 to 2019. Outside of financial advising, she co-owns Alpaca Imports LLC, a wholesale apparel and accessories import business. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and non-discretionary portfolio management, alongside supplemental programs such as concierge services and employer-focused small-business planning.

Erika Agard is a CFP® professional with 11 years of industry experience, currently with Aptus Financial, LLC. Her prior experience includes roles at LPL Financial LLC, Ryan Yoder, and Northwestern Mutual. Aptus Financial offers flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing and client education through structured reviews, newsletters, and educational programs.

Adam Brunin is a financial advisor with Navigation Wealth Management in Fort Collins, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Navigation Financial Services since 2004 and with Navigation Wealth Management since 2016. Navigation Wealth Management serves primarily individual and high-net-worth clients through discretionary asset management and financial planning, offering qualified plan and ERISA retirement-plan services. The firm utilizes a combination of fundamental, technical, and charting analysis in portfolio construction and provides educational seminars at no charge.

Jeffrey Kadavy is a financial advisor at Trail Ridge Investment Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Trail Ridge entities since 2017 and at MidFirst Bank from 2014 to 2017. In addition to his advisory role, he is the President and CEO of Trail Ridge Trust Company, LLC, and owns Qapla Consulting LLC, which provides fiduciary oversight consulting services. Trail Ridge Investment Advisors offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and some insurance company clients. The firm employs fundamental analysis and modern portfolio theory to construct and manage discretionary portfolios, including options and derivatives strategies, and provides an ongoing subscription advice service for early-career professionals.