Beulah Messick is a financial advisor with A2Resources LLC, holding a Series 65 designation and two years of industry experience. She has worked for the State of Colorado since 2004, currently serving as Controller with responsibilities including financial reporting, budget administration, and audit response. A2Resources LLC provides financial planning and consulting services to individuals and employer groups, offering comprehensive planning that includes investment, retirement, tax, education, estate, charitable, and risk management components. The firm does not manage client accounts or recommend individual securities, focusing instead on creating individualized financial plans and accepting negotiable or hourly fee arrangements.

Kirk Peterson is the sole advisor at Peterson Financial Services LLC in Denver, CO, holding a Series 63 designation with 27 years of industry experience. He has worked at The Crosby Group Ind. since 1986. Peterson also maintains a licensed insurance practice as part of his service offerings. Peterson Financial Services provides investment portfolio management, financial planning, and insurance services primarily to individual clients and retirement plans, while also managing non-retirement corporate accounts and trusts. The firm focuses on mainstream liquid investments and manages most accounts on a discretionary basis, using a combination of fundamental and technical analysis without third-party managers or wrap programs.

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.

Daniel Bereck is a CFP® and Series 63 credentialed advisor with 27 years of industry experience. He has been the principal of Financial Consulting Associates in Boulder, CO since 1983. Financial Consulting Associates is a small, independent, fee-only advisory serving individual investors, including IRAs and small-business retirement accounts. The firm manages discretionary portfolios primarily composed of no-load mutual funds, applying an active trading approach tailored to client suitability and the adviser’s economic outlook, and also offers limited tax preparation and planning services.

Justin Arnold is a CFP® with 17 years of industry experience and is the sole advisor at Washpark Capital, LLC in Denver, CO. He has led Washpark Capital since 2015. Washpark Capital provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, focusing on retirement income transition and distribution planning. The firm employs a blend of fundamental analysis and Modern Portfolio Theory to construct diversified, long-term model portfolios, often using lower-cost funds that incorporate ESG metrics.

Paula Fleming is a CFA® charterholder and holds a Series 63 license with six years of experience in the financial industry. She has worked at Next Chapter Financial, LLC since 2020 and previously held positions at Janus Henderson Investors and ArrowMark Partners. Next Chapter Financial, LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm uses client-specific investment policies and a combination of fundamental, cyclical analysis, and modern portfolio theory to construct portfolios, often incorporating both passive and active strategies, and also manages allocations to outside managers through a formalized selection and supervision process.

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.

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.

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.

Jonathan Cooper is a financial advisor at Joy Equity Management LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill, and several advisory firms. Joy Equity Management LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on long-term portfolios constructed with ETFs, individual equities, and bonds using fundamental analysis and diversification. The firm manages approximately $9.2 million across about a dozen clients and utilizes third-party model managers accessed through Charles Schwab.

Dennis Haberkorn is the principal of Haberkorn Financial Services, Inc. in Louisville, CO, with 26 years of experience in the financial industry. He has operated his firm since 1999 and holds credentials as a Certified Public Accountant. Haberkorn Financial Services provides portfolio management and related advisory services to individuals, charitable organizations, corporations, and trusts. The firm combines investment advisory services with accounting, tax, and business-management offerings, focusing on strategic asset allocation, diversification, and long-term portfolio management.

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.

Linda Towe is a financial advisor with Heritage Planning & Investing Services, LLC in Louisville, CO, holding a Series 65 credential and 25 years of industry experience. She has been with Heritage Planning & Investing Services since 1999. Heritage Planning & Investing Services is an independent, single-advisor firm serving individuals, trusts, and small business owners with hourly consulting, comprehensive financial planning, and discretionary portfolio management. The firm’s investment approach emphasizes fundamental analysis combined with technical analysis, diversification, and a mix of long-term and shorter-term positions, with ongoing portfolio monitoring and annual reviews of investment policy statements.

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.

Mariah Quish is a CFP® with 13 years of industry experience and is the sole advisor at Quish. She has worked at Sequoia Financial Group since 2026 and has been with Quish & Co. LLC since 2008. Quish provides personalized financial planning and discretionary investment management primarily to complex multi-generational families, trusts, estates, and selected charitable organizations. The firm combines traditional public securities with alternative investments and serves high-net-worth, institutional-scale clients, managing approximately $154.2 million in assets.