William Byk is a financial advisor at Stableford Capital Partners in Denver, Colorado, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Vida Capital and Optas, LLC. Stableford Capital Partners provides fee-based, discretionary investment management to a diverse client base including individuals, trusts, and institutional clients. The firm employs a tactical allocation strategy, using fundamental and cyclical analysis to tailor portfolios across various asset classes such as listed securities, fixed income, options, and private equity.

Brian Minturn is a financial advisor at Norton Barkley Asset Management in Denver, Colorado, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Norton Barkley since 2000. Norton Barkley Asset Management provides discretionary portfolio management and financial planning for individuals, high-net-worth households, trusts, family offices, and institutional clients including ERISA profit-sharing plans and foundations. The firm uses a financial planning process to develop tailored asset-allocation strategies implemented through individual securities and funds, combining fundamental research with technical analysis and portfolio-optimization tools.

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.

Luke Nagell is a financial advisor at Gallatin River Capital LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously at firms including Goldman Sachs Personal Financial Management and JPL Wealth Management. Gallatin River Capital provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach using low-cost, diversified mutual funds and ETFs, integrating formal financial planning with portfolio management.

Frederick Ravid is a financial advisor at MoneyGrow.com® in Denver, CO, with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Since 1994, he has been associated with Chartered Financial Services, Inc. Outside of his advisory work, he curates a blog for ProOrganic.org, which focuses on organic and local food production and gardening. MoneyGrow.com® provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, corporations, and plan trustees. The firm offers family-office style services and uses a sector-rotation investment approach with a conservative tilt, favoring ETFs and quarterly portfolio adjustments.

James Elliott is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is the sole advisor at Alpine Crest Private Wealth LLC, having previously worked at Aspen Grove Capital, LLC for eleven years. Alpine Crest Private Wealth LLC is an independent, fee-only firm that serves individuals and high-net-worth clients with investment management and financial planning. The firm advises across traditional and alternative investments, including private equity, hedge funds, and potential cryptocurrency exposure, combining passive and active strategies aligned with modern portfolio theory.

Jeffrey Hoag is the sole advisor at Three Circles Capital Management, LLC, an independent firm based in Denver, CO. He holds a Series 65 credential and has 20 years of industry experience, including over two decades with his current firm. Hoag serves on the boards of Compass Bank of Colorado and ACI Electronics, a distributor of electronic components. Three Circles Capital Management provides discretionary portfolio management for individuals, trusts, corporations, and banking institutions, managing both separate accounts and a private pooled investment vehicle. The firm uses a proprietary analytical process to select global equity investments based on value, growth, and momentum, employing long and short positions as well as options strategies to manage risk and generate income.

Tyler Peterson is a financial advisor at Kindred Financial LLC in Lakewood, CO, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Kindred Financial and its predecessor entity since 2013. Kindred Financial LLC provides portfolio management and financial planning services to individuals, corporations, and a small number of institutional clients, including insurance companies and retirement plans. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary management, with a client base that notably includes insurance and retirement-plan clients.

Gabe Luna is the sole advisor at LUNA Investment Services Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked at LUNA Investment Services since 2012 and concurrently at Axa Advisors, LLC since 2011. LUNA Investment Services provides discretionary asset management and financial planning services primarily to individual clients, employing a tactical investment approach focused on global mutual fund managers with low turnover and risk aversion, combined with fundamental and technical stock analysis. The firm manages accounts under discretionary authority while allowing clients to retain proxy voting rights.

Audrey has enjoyed a successful 30 year career in the corporate world as a business leader and executive coach. After going through her own divorce and moving to Colorado, she started a nonprofit to help educate and empower women in the divorce process. Helping these women has been so personally fulfilling, Audrey decided to leave her corporate position and create a high touch financial planning firm focused on helping women and their families navigate the financial aspects of their busy, messy and exciting lives. She enjoys helping her clients plan and strategize on how to recover financially from a divorce or losing a spouse to death, figure out how to afford college for the kids and save for a well deserved retirement. Audrey’s is a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Her background includes an accounting degree and an MBA from Northwestern’s Kellogg School of Management. She worked in finance and operations for GE and GE Capital for 15 years; and in management consulting at Accenture and smaller NYC firm for 10 plus years. She has three teen children, her oldest is currently attending University of Colorado in Boulder, plus twins in high school. She is the founder and Board President of the Colorado nonprofit, Blue Iris. In her free time Audrey enjoys hiking with her dog, trying fun new restaurants in Denver, reading (always too many books going at the same time) and movies. She is active her children's school and attending their sporting events.

Troy Schield is the sole investment adviser representative and owner of Disciplined Wealth Management, LLC, where he has worked since 2006. He holds a Series 65 credential and has 30 years of industry experience. Disciplined Wealth Management provides wealth management services primarily to individuals and retirement accounts, along with subadvisory research and consultation services to other registered investment advisers and 401(k) plan sponsors. The firm uses a quantitative, rules-based approach with tactical models that adjust allocations across multiple asset groups, managing portfolios on a discretionary basis.

Matthew Mcdonnell is a financial advisor at Blue Duck Wealth with Series 65 and Series 66 designations and three years of industry experience. His prior work includes roles at LPL Financial LLC and Fidelity Investments. Outside of his advisory work, he operates GMAT Ninja Tutoring LLC. Blue Duck Wealth is a fee-only registered investment adviser serving individuals, families, and business owners. The firm combines passive and active investment strategies grounded in modern portfolio theory and frequently incorporates third-party managers and custodial platform strategies in its client portfolios.

Andrew Bowden is the sole principal and a Series 65-registered advisor at Merels Capital in Denver, CO. He has been with Merels Capital since 2025 and concurrently maintains a security consulting role at Coalfire, where he has worked since 2018. Prior to that, he was employed at CNS Group from 2015 to 2018. Merels Capital is a registered investment adviser that provides investment management and financial planning services to individuals, including high-net-worth clients. The firm’s approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing both passive and active investment vehicles to align with client goals and risk tolerance.

Kevin Starkey is a financial advisor with FTN Capital Management in Littleton, Colorado, holding a Series 66 designation and 15 years of industry experience. He founded FTN Capital Management in 2013 and has also worked with NewEdge Advisors, LLC since 2021. FTN Capital Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and other business entities. The firm offers Micro Family Office services, including trustee coordination and private foundation oversight, and employs a range of investment strategies incorporating fundamental, technical, and cyclical analysis.

Hi, I’m Paul Staib, CFP®, MBA, RICP®, the founder of Staib Financial Planning, LLC. Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services on a FLAT FEE ONLY basis to help clients achieve their personal financial goals. Our financial advisors are independent fiduciary professionals that you can trust to offer unbiased advice in your best interest. Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually. My wife, Jill, and I have 3 children and 2 dogs and reside in Highlands Ranch. When not at work, I enjoy training for and competing in triathlons and Spartan races and enjoying the great outdoor activities Colorado offers. Whether you're a few years from retiring, transitioning into retirement, or already retired, I welcome the opportunity to help you navigate your way to a comfortable and secure retirement.

Judy Mchale is a CFP® professional with 18 years of industry experience and the principal advisor at Moneyfull, an independent firm based in Denver, CO. She has led Moneyfull since 2013. Outside of advising, she operates a licensed health insurance agency, Healthfull, LLC, enrolling clients in health insurance plans on a commission basis. Moneyfull serves individual clients, including high-net-worth individuals, providing comprehensive financial planning, investment management, and implementation support. The firm employs a risk-first managed-volatility approach, using diversified allocations to mutual funds, ETFs, and selected third-party managers, and offers specialized programs such as budgeting services and a solopreneur training system.

Garrett Brookes is a CFA® charterholder with 16 years of industry experience. He is the principal of Slingshot Financial, an independent firm based in Denver, CO. His prior work includes positions at Oppenheimerfunds and GLOBALT Investments. Garrett is involved in institutional business development and investor relations as part of his role at Slingshot Financial. Slingshot Financial provides consulting and institutional sales services to asset managers and financial technology companies, while also offering discretionary investment management to both non-high-net-worth and high-net-worth individual clients. The firm applies Modern Portfolio Theory alongside fundamental, technical, and macroeconomic analysis to construct portfolios using a mix of passive and active strategies.

Andrew Davis is a CFP® professional with 12 years of experience in financial planning and advisory services. He is the sole advisor at Seamless Financial Planning, an independent firm based in Littleton, CO. Prior to his current role, he worked at The Baldwin Group, LLC and The Prestige Journal, LLC. Seamless Financial Planning serves individuals, high-net-worth clients, and other advisers by offering financial planning and discretionary portfolio management. The firm employs a passive, index-oriented investment strategy using low-cost index mutual funds and ETFs, focusing on a small number of larger client relationships.

Katherine Lewis is a CFP® and holds a Series 65 license, with seven years of industry experience. She is the principal of Tonn Financial Planning, where she has worked since 2023. Her prior experience includes roles at Opus Financial Solutions, Kestra Advisory Services LLC, and Financial Security Management, Inc. Outside of her advisory work, she volunteers as a coach for Wings For Widows, providing pro-bono financial planning advice to recently widowed individuals. Tonn Financial Planning offers fee-only investment management and financial planning services to employer plan sponsors and individual clients, including non-high-net-worth households. The firm uses a combination of passive and active strategies guided by Modern Portfolio Theory and provides retirement plan consulting with an ERISA fiduciary role.

I’m Kevin Shuller, Founder and Chief Investment Officer of Cedar Peak Wealth Advisors (CPWA). CPWA is a boutique investment manager and financial planning firm catering to the needs of families with small children and couples about to start their families. It’s easy to obsess over everything when you have young kids. You never really know if you are making the right decisions. You don’t even know if you are asking the right questions. How do I save for college? How am I supposed to operate on 4 hours of sleep? How will I ever be able to retire if I spend this much on organic berries? You are so afraid of doing the wrong thing that you end up doing nothing. Navigating your finances can be as easy as working with a financial advisor who understands you. That’s where CPWA can help. I am based in Denver but work with families all over the country. Many people are surprised by how collaborative good financial planning is. We will work together to figure out what you want your life to look like tomorrow, 10 years from now, and 40 years from now. After we build a comprehensive financial picture, we will make a map to get you to your goals. Your plan is just for you. I’ll be your guide, helping you stay on the path and avoid the quicksand. It's your journey. I’ll be with you every step of the way. Other than a brief period where I thought I would be a professional golfer, investing is all I’ve wanted to do with my career. I’ve picked stocks for massive mutual funds and small hedge funds. I’ve done portfolio construction and investment research at a $750m independent advisor. I’ve seen all angles of the financial system. I want to use that knowledge and understanding to guide you to your goals. I started by investing my Bar Mitzvah money. That’s how I’ve accumulated 25+ years of investing experience while still being young enough to guide you through the financial jungle for decades to come. I will help you focus on the long-term no matter what the headlines say. I have a BS with University Honors in Finance and Accountancy from Miami University. I have an MBA from Cornell University with a focus on Capital Markets and Asset Management. I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. My wife and I live in Denver with our two young kids and a dog. When I’m not investing or thinking about investing, you will find me burying my nose in a book, swinging kettlebells, or fondly remembering all of the hobbies I had before kids.