Craig Jacobson is the sole advisor at Roads Capital LLC, an independent investment advisory firm based in Denver, CO. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. Jacobson founded Roads Capital in 2010 and has maintained his role there since. Roads Capital provides discretionary portfolio management to individual clients through separately managed accounts, focusing on tailored portfolio construction with publicly traded securities. The firm's investment approach emphasizes value-based, fundamental analysis and typically employs relatively concentrated equity positions within client guidelines.

Charles Curtis Jr. is a financial advisor at WAPG, LLC with 26 years of industry experience. He has been with WAPG since 2006 and holds a Series 63 designation. Outside of his advisory role, Curtis is also an independent insurance agent representing various insurance companies. WAPG primarily serves pension and profit-sharing plans, charitable organizations, corporations, and other pooled or institutional clients, while also providing financial planning and consulting services to individuals and families. The firm’s investment approach focuses on long-term, fundamentally driven analysis and diversified asset allocation, offering strategies for both capital appreciation and preservation tailored to client objectives.

James Mcknight is a CFA® charterholder with 16 years of experience in the financial advisory industry. He is the principal of Polaris Wealth Partners, an independent firm he joined in 2024 after 18 years at Rio Asset Management LLC. Polaris Wealth Partners is a fee-only investment adviser serving high-net-worth individuals, pension and profit-sharing plan sponsors, and charitable organizations. The firm focuses on asset-allocation-driven portfolios combining passive and active strategies, and provides retirement plan consulting alongside bespoke wealth management.

I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I helped build. But that excitement quickly turned to confusion when it came time to actually develop a strategic plan. I understood that things like the Alternative Minimum Tax existed, but what I really needed was a holistic strategy — something that connected my equity decisions with my broader financial goals. My own experience is what inspired me to found Presidio Advisors. Today, I help Millennials and tech professionals gain clarity and confidence around their equity compensation and path toward financial independence. Building deep, long-term relationships with my clients is what is what gets me up in the morning. I’m based in Denver, CO and serve clients virtually across the U.S.

Vincent Jansen is a financial advisor at Artificial Alpha Investments in Denver, CO, holding a Series 65 designation with five years of industry experience. His background includes roles at Visit California and NanoAl, as well as a four-year tenure at Northwestern University. Artificial Alpha Investments is an independent firm that provides discretionary portfolio management and standalone hourly financial consulting, primarily serving individuals as well as small businesses, trusts, and estates. The firm employs a quantitative investment approach focused on proprietary trading models for large-cap equities and offers detailed performance reporting, model backtesting, and comprehensive retirement and withdrawal strategy analyses.

Suzue Sato is a financial advisor at MoneyCafe Advisors, LLC in Denver, CO, holding a Series 65 designation with 16 years of industry experience. She has been with MoneyCafe Advisors since 2009. MoneyCafe Advisors serves individual and small-business clients, including high-net-worth households, offering comprehensive financial planning, investment management, and project-based consulting. The firm emphasizes fundamental analysis and longer-term holdings, providing mostly non-discretionary management and coordinating closely with clients and other professionals.

Nicholas Donaldson is a financial advisor at Investment Fiduciary Planners, LLC in Denver, CO, with 20 years of industry experience. He holds the Series 66 designation and has worked at GVC Capital LLC and Cape Securities, Inc. He is also an independent insurance agent and mortgage loan officer outside of his advisory role. Investment Fiduciary Planners provides customized portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, and small businesses. The firm uses a structured investment approach combining fundamental analysis, modern portfolio theory, and technical analysis, with a focus on both discretionary and non-discretionary asset management.

Qiang Raleigh is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Red Meadow Advisors, LLC, an independent advisory firm based in Littleton, CO. Prior to founding the firm, he has institutional operations experience, including building an in-house international trading desk. Red Meadow Advisors serves individual clients, trusts, estates, and business entities, focusing on discretionary portfolio management alongside financial planning and business consulting. The firm employs an index-driven core portfolio using mutual funds and ETFs combined with a sector-rotation overlay based on fundamental research and economic analysis, maintaining a long-only, discretionary approach with frequent client engagement.

Lucy Barnett is the sole advisor at Barnett Investment Counsel, LLC in Denver, Colorado. She holds 27 years of industry experience and has been with Barnett Investment Counsel since 1995. Barnett Investment Counsel provides discretionary portfolio management and hourly investment advice to individuals, trusts, retirement accounts, pension and profit-sharing plans, and small businesses. The firm emphasizes individualized portfolios focused on high-quality companies, sector positioning, asset allocation, and risk management, with a notable focus on pension/profit-sharing plans and business clients.

Thomas Little is a CFP® and holds a Series 66 license with seven years of industry experience. He is the principal of Yeti Wealth Management Group, LLC, an independent firm in Highlands Ranch, CO. Prior to founding Yeti Wealth Management Group, he worked at multiple firms, including LPL Financial and McKinlay Smallwood Financial Partners. Yeti Wealth Management Group provides advisory services to individuals, trusts, corporations, and retirement and profit-sharing plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach guided by written investment policy statements and serves as an ERISA fiduciary for select retirement plans.

John Krivacs is the sole advisor at Krivacs Capital Management, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led his independent advisory firm since 2004. Krivacs Capital Management is an independent, fee-based investment adviser managing approximately $17 million for individuals, trusts, estates, retirement plans, charitable organizations, and select institutional clients. The firm employs a fundamental, value-oriented investment approach with a long-term horizon and relatively low turnover, while occasionally engaging in opportunistic strategies. It serves clients on both discretionary and non-discretionary bases, with a notable portion of assets managed non-discretionarily.

Andrew Ulibarri is a financial advisor at Ember Wealth Concepts & Financial Planning in Denver, CO, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Financial Advocates Investment Management and MML Investors Services LLC. Ulibarri is also an agent with MassMutual Life Insurance Company. Ember Wealth Concepts & Financial Planning offers discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, high-net-worth families, retirement plans, corporations, and pension clients. The firm employs proprietary quantitative tools and a value-oriented research approach, alongside strategic and tactical asset allocation, and serves institutional as well as individual clients.

My superpower is taking complex financial matters and translating them into layman’s terms. The goal in our relationship is to dig deeper, to find what matters to you in your financial present and future and together develop solutions to fulfill your goals and put your fears to rest. The environment in which I grew up was financially chaotic. As such, I’ve made it my mission to understand not just money and finance, but also human behavior around money. As a wealth manager, I have the privilege of helping people transform their relationships with money and gain mastery over it. I recognized that earning a CFP is a big decision. Like any relationship, ours must be rooted in integrity, trust, and clear communication for it to thrive. I hold wealth management as sacred work. My job is to understand my client’s vision for their future, then work with them to design and implement a plan to fulfill that vision. After completing a triple major in Finance, Accounting, and German, I set off for a meditation retreat about the art of being human. This combination of experiences informs how I work and interact with others. If and when you would like to meet, feel free to schedule a call via my Calendly link. Whether or not we choose to work together, you’ll gain new knowledge and insight. It will be time well-spent. I’m available to meet globally, and have a physical office in Denver. In case you’re curious, when I’m not working for my clients, you can find me baking, hiking, or biking. I hold a Certificate in Pastry Arts from the Culinary Institute of Canada and participate in the annual AIDS/LifeCycle, a 550-mile fundraising ride from San Francisco to Los Angeles. I am a former Co-Chair for the Human Rights Campaign (HRC) and various local charities over the years. That’s the vision I’m making real in the world. You can also find me in the Horizons Foundation Professional Advisors Directory.

EIGHT PEAKS Wealth Management is a Fee-Only Financial Planning practice based in Parker, Colorado serving individuals, families and business owners across the United States. Founded by Brett R. Polzin, CFP®, a US Air Force Veteran, EIGHT PEAKS is a HERO-FRIENDLY advisory. We especially enjoy working with Military Veterans, Health Care Workers, and Educators who feel like they have been neglected by the larger investment firms. Through the holistic and collaborative EIGHT PEAKS approach, we create comprehensive financial plans and investment strategies for people who just want help without feeling pressured. We strive to meet you where you are, on your schedule and to simply be there for support when you need it.

Hi, I’m Leyder “Aiden” Murillo, CFP®, AWMA®, SE-AWMA®, MBA, Founder of Wolfpack Wealth Management LLC. I am a CERTIFIED FINANCIAL PLANNER®, an Accredited Wealth Management Advisor™, and a Sports & Entertainment Accredited Wealth Management Advisor™ professional. I founded Wolfpack Wealth Management to offer accessible, flat-fee financial planning services to individuals and families who need them most. Whether you’re a professional athlete, student-athlete, entertainer, educator, young professional, a married couple, small business owner, or someone seeking financial peace of mind, I’m here to help. I believe the easiest way to reduce financial stress is through casual conversation and genuine connection, which creates a safe space. I also view all my clients as friends, which is why I’ve adopted the moniker Your Friendly Neighborhood Wealth Management Advisor. I combine personalized strategies with a focus on transparency and fiduciary duty. I serve clients in Denver, Los Angeles, and virtually nationwide via Zoom. For those who need it, I’m happy to meet in person, wherever you are. I’m proud to offer services in English and Spanish to ensure that language is never a barrier to achieving financial clarity. Let’s build your financial future with confidence together. Ready to take the next step? Let’s connect and start your journey toward peace of mind and long-term success.

We provide tax advice for clients who want to make the most of a significant financial opportunity, such as selling a major asset, managing a concentrated stock position, running a small business, or minimizing your taxes during retirement. We examine many different potential strategies to identify which might be the best fit for your situation and your goals. We provide advice for a flat project fee, which means you do not have to commit to a long-term engagement, and you do not have to transfer assets to our management. The fee for a planning project will depend on the complexity of your situation and the breadth of topics you want assistance with. Clients with special tax situations may benefit from our Specialized investment management service, which utilizes options trading to control risk and generate tax losses. This type of investment management is not appropriate for all clients, but given the right opportunity, it could create significant tax savings.

Sally Lieb is a CFP®, ChFC® with 31 years of industry experience. She is the principal advisor at Curated Wealth Solutions, LLC in Denver, CO, a firm she has led since 2022. Prior to founding Curated Wealth Solutions, she held advisory roles at Kestra Advisory and Kestra Investment Services. Lieb also operates a sole proprietorship, Sally Brandt Lieb, which she has maintained since 1998. Curated Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning to individuals and high-net-worth clients. The firm’s investment approach relies on modern portfolio theory and market efficiency, focusing on diversified, passively oriented asset-class funds and strategic asset allocation.

Randall Mauro is a financial advisor at Resnn Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Happy Mac & PC / Greater Than Data since 1995. Resnn Investments is an independent registered investment adviser providing discretionary portfolio management and financial planning to individual and institutional clients. The firm employs a growth-oriented, tactical approach that incorporates multiple analytical methods to seek capital appreciation and manages risk through diverse asset allocation and strategies, including performance-based compensation arrangements for eligible Qualified Investors.

Gary Davis is a financial advisor at Columbia Benefits, LLC, holding the ChFC® designation and Series 63 license with 21 years of industry experience. He has worked at Brookstreet Securities since 2004 and has been involved with Columbia Benefits, LLC since 2002, where he is the owner and manager. Columbia Benefits provides investment advisory services, financial planning, insurance brokerage, and retirement plan consulting and third-party administration for individuals, trusts, small businesses, charitable organizations, and employee benefit plans. The firm employs an open-architecture platform with a combination of discretionary portfolio management and pension consulting, serving clients with a mix of long- and short-term strategies and acting in a fiduciary capacity for ERISA plan clients.

Jonathan Shiffer is the owner and principal of Journey Capital Advisers, LLC, an independent firm based in Littleton, Colorado. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to founding Journey Capital Advisers in 2016, he worked at Freedom Investment Management, Inc. and Portsmouth Financial Services, Inc. Outside of his advisory role, he owns rental properties in Dallas, Texas. Journey Capital Advisers provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach integrates cyclical, fundamental, quantitative, and technical analysis with modern portfolio theory, focusing mainly on long-term trading while allowing for short-term strategies when appropriate.