Lisa McCann is the founder and sole advisor at Seva Wealth Management in Centennial, CO. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to establishing Seva Wealth Management, she worked at Northwestern Mutual and has held roles including CEO of Vi-Bhakti Ventures and Assistant CFO of the Colorado Satsang Society, a nonprofit organization. Seva Wealth Management provides discretionary asset management and advisory services focused on retirement plan sponsors, offering ERISA 3(21) fiduciary advice alongside financial planning and consulting. The firm employs diversified portfolios consistent with modern portfolio theory and utilizes third-party managers to implement client strategies.

Jahndavid Teschler is a financial advisor at The Western Wealth Group, Inc. in Greenwood Village, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 1999, alongside his role at Western Wealth Group since 2009. The Western Wealth Group, Inc. offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $107 million across about 60 client relationships, employing a primarily long-term investment approach based on fundamental analysis with portfolios composed largely of mutual funds, ETFs, individual stocks, bonds, and occasional alternative investments.

Brandon Fischer is a CFP® professional based in Aurora, Colorado, with experience across accounting and financial services since 2014. He is the principal of STRIDE Tax and Wealth Advisors, LLC, where he has worked since 2025, and also owns BMF Tax and Financial, LLC, an accounting and tax services firm. STRIDE Tax and Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with financial planning and discretionary investment management, emphasizing asset allocation based on Modern Portfolio Theory and primarily passive investment strategies.

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.

I help people nearing retirement and living in retirement make sense of the financial decisions that all start to come together at once. Investments are part of that, but so are taxes, retirement income, Social Security, Medicare, insurance, and the trade-offs that come with each decision. I work with clients who want advice that is thoughtful, coordinated, and grounded in the realities of retirement rather than generic rules of thumb. My firm uses a flat-fee fiduciary model because I want the relationship to be transparent and aligned from the start. I provide ongoing financial planning and investment management, with a strong focus on tax efficiency and practical decision-making. Much of the value comes from helping clients think through things like withdrawal strategies, Roth conversions, Social Security timing, Medicare-related tax issues, and how to fit all of that into a sustainable long-term plan. Tax preparation is also available for a separate fee through my separate tax firm under common ownership, which can help create a more coordinated planning process where appropriate. As a person, I tend to bring a calm, straightforward style to my work. I am not interested in making things sound more complicated than they need to be. I want clients to feel informed, organized, and confident that their plan is being looked after with care and attention.

Lefteri Melonakis is a CFP® with 26 years of industry experience and is the sole advisor at Melonakis Financial, an independent firm based in Thornton, CO. He has been operating under Melonakis Financial since 2011. Melonakis Financial provides personal financial planning and investment management to individuals, families, small businesses, and non-profit entities, focusing on retirement planning, education funding, estate planning, charitable objectives, and business succession. The firm employs a fiduciary approach, emphasizing fundamental security analysis, strategic asset allocation, and tailored recommendations to align with each client's specific circumstances.

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.

Scott Gorham is a financial advisor at Gorham Wealth Management, LLC in Golden, CO, holding a ChFC® designation and a Series 65 license with 18 years of industry experience. He has led his own firms since 2007 and has worked as an airline pilot for United Airlines since 1990. Outside of advisory services, he maintains a significant career as a pilot and volunteers as a committee chair. Gorham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, small businesses, and charitable organizations. The firm employs third-party managers through the Envestnet platform and combines fundamental analysis with technical reviews in its client strategies.

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.

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.