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.

John Stefanich Jr. is a financial advisor at Advantage Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Stefanich & Associates, PC since 1985. Advantage Financial Services is an independent firm that provides investment advice primarily to individual clients through separately managed accounts and also serves trusts, estates, corporations, and self-directed retirement, pension, and profit-sharing plan accounts. The firm employs asset allocation, fundamental, and technical analysis to construct portfolios tailored to clients' objectives and risk tolerance, offering both discretionary and non-discretionary account management.

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.

Daniel Orourke is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is the sole advisor at O'Rourke Financial and also owns a CPA firm specializing in tax preparation, where he devotes the majority of his professional time. Prior to founding his firms, he worked at Ameriprise Financial Services, Inc. for four years. O'Rourke Financial provides financial planning and discretionary portfolio management to individuals, families, and businesses, focusing on a primarily passive, asset-class driven investment approach using index mutual funds and ETFs. The firm manages approximately $14.7 million in discretionary assets and integrates financial planning with tax and insurance services through the principal’s dual roles as a CPA and licensed insurance agent.

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.

Donald Loyd is the principal of Loyd Financial Management Inc. in Centennial, CO, with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Loyd previously worked at Signator Investors, Inc. for one year and has managed his own firm since 1987. Outside of financial advising, he is the manager and owner of Hurricane Holdings, LLC, which owns an office building. Loyd Financial Management provides comprehensive financial planning and fee-only investment management to individuals, high-net-worth clients, and charitable organizations. The firm uses a Turnkey Asset Management Platform with structured asset-class allocation models and manages client accounts on a non-discretionary basis, allowing clients final authority on investment decisions.

Raymond Stein is a CFP® with 12 years of experience in financial advisory. He is currently the sole advisor at New Light Financial, an independent firm based in Englewood, CO. His prior experience includes roles at APO Financial Services, Horter Investment Management, and Asset Protect One. Stein is also a licensed insurance agent involved in selling annuities and life insurance through a related business, New Light Services LLC. New Light Financial provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes model portfolios tailored to clients’ life stages and integrates strategic asset allocation with active, tactical, and risk-managed investment approaches.

Lane Weintraub is a financial advisor with Prima Wealth in Highlands Ranch, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Charles Schwab, Avant Garde Advisors LLC, and WealthSource® before founding Prima Wealth in 2016. He is also involved in insurance sales through a sole proprietorship. Prima Wealth provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a modern portfolio theory approach with a long-term orientation, offers customized portfolio construction and ongoing supervision, and includes charitable giving as part of its service offerings.

Bradley Noland is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Louis Henry Wealth Management LLC in Denver, CO, where he has worked since 2023. Prior to this, he held roles at Private Capital Management and Wagner Wealth Management. Louis Henry Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $84 million in assets across about 25 client relationships, employing a goal-oriented bucket strategy and a combination of fundamental, quantitative, and technical analysis to construct diversified portfolios.