Ty Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has been with Peak Financial Management, Inc. since 2020 and previously worked at Modern Wingman LLC and Colorado Christian University. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $109 million in assets and integrates consulting, coaching, and investment management through its “Start to Finish Planning Program,” employing a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory.

Amy Smith is a financial advisor at Bonsai Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF for 26 years. Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to individuals, trusts and estates, charitable organizations, and business entities. The firm employs a proprietary Investment Policy Statement process and offers a range of investment strategies across multiple asset classes.

Dennis Channer is a CFP® professional with 25 years of industry experience and has been with Cornerstone Investment Advisors, LLC since 2001. He holds a Series 63 license and is based in Boulder, Colorado. Outside of his advisory role, he is a member of The Private Trust Consortium, LLC, where he provides fiduciary support services. Cornerstone Investment Advisors offers comprehensive financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and constructs globally diversified portfolios using a range of investment vehicles, implementing client objectives through written investment policy statements, ongoing monitoring, and periodic rebalancing.

Carlie Campuzano is a financial advisor at Millennial Wealth Management, LLC in Broomfield, CO, holding a Series 65 designation. She has been with Millennial Wealth Management since 2026 and has prior experience working for the City of Aurora and Kimley-Horn & Associates. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans, favoring a passive, low-cost investment approach using diversified portfolios of index funds and ETFs alongside selected outside managers. The firm operates with a small team and employs multiple institutional platforms to centralize portfolio implementation and held-away account management.

Carol Johnson is a CFP® professional with nine years of experience in financial advising. She has worked at Prudent Man Investment Management since 2018, following prior roles at Atlantic Trust and Retirement Planning Specialist. Johnson holds Series 63 and Series 65 licenses. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional funds and emphasizes after-tax returns.

Skyler Gillespie is a financial advisor with CayDen Wealth Management holding a CFP® designation and Series 65 license. Gillespie has been with the firm since 2026 and has prior experience at several related firms, including CayDen Financial Inc. Outside of financial advising, Gillespie has been involved with bookkeeping and tax-related services. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates accounting and tax preparation services through an affiliated business and emphasizes passive portfolio construction using index funds and ETFs tailored to client risk profiles.

Shane Dennehy is a CFP® and ChFC® with 12 years of industry experience. He currently works at CayDen Wealth Management and has held roles at Daniel Alexander Capital Inc and Charles Schwab. Outside of his advisory role, he co-owns a consulting business, CayDen Consulting. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index mutual funds and ETFs, and provides integrated tax and bookkeeping services through an affiliated accounting business.

Michael Hake is a CFP® professional at Boulder Wealth Advisors, LLC, with 19 years of industry experience. Prior to joining Boulder Wealth Advisors in 2021, he worked for Pacific Investment Management Company LLC and PIMCO Investments LLC from 2012 to 2021. Boulder Wealth Advisors manages approximately $338 million for around 174 clients, providing financial planning and discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a top-down allocation process across a range of asset classes and offers model portfolios alongside third-party strategies for taxable equity exposure and risk management.

Caleb Sevian is a financial advisor at Focus Point Capital LLC with 22 years of industry experience. He holds a Series 65 designation and has been involved with multiple affiliated entities including Focus Point Strategy LLC, which provides business consulting services, and Focus Point LMI LLC, which conducts institutional economic and technical research. He is also a partial owner of Driven Experiences, a company offering off-road vehicle testing support for OEM manufacturers. Focus Point Capital LLC provides discretionary portfolio management primarily to institutional clients and high-net-worth individuals, utilizing a proprietary macro strategy that employs a model-driven approach to asset allocation and risk management across diverse asset classes. The firm also serves as a subadviser on managed-account platforms and offers model portfolios to platform sponsors and TAMPs.

David Fellows is a financial advisor with Broadview Wealth Partners in Boulder, CO, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Be Smart About Your Money, LLC. He is also associated with Integrated Capital Management, LLC, which supports his activities at Broadview Wealth Partners. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, offering comprehensive portfolio management and financial planning. The firm employs a disciplined investment process combining qualitative and quantitative analysis, diversified asset allocation, and periodic monitoring, with flexibility to include alternative investments and third-party money managers.

Jamie Sladky is a financial advisor at Broadview Wealth Partners in Boulder, CO, with 29 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. for 16 years. Sladky is also the owner of Innamorato Strategies, LLC, a holding company for Broadview Wealth Partners. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing comprehensive portfolio management and financial planning. The firm uses a combination of qualitative and quantitative analysis, diversified asset allocation, and periodic monitoring, with access to individual equities, fixed income, mutual funds, ETFs, and third-party money managers.

Michael Tracy is a CFP® with 23 years of industry experience and is currently affiliated with Principium Investments LLC in Boulder, CO. He has been with Vinoy Capital, LLC since 2008. Tracy is also associated with Sarasota Asset Management, a registered investment advisor. Principium Investments is a fee-only, SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an actively managed allocation process across proprietary risk profiles, combining ETFs, individual stocks, and mutual funds, supported by CFP®-driven financial planning and ongoing portfolio monitoring.

Dawn Jones is a financial advisor at Broadview Wealth Partners with 21 years of industry experience. She holds a Series 66 designation and has worked at Integrated Capital Management and Raymond James Financial Services Advisors, Inc. She is also involved with Integrated Capital Management, a support company related to her advisory work. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing comprehensive portfolio management and financial planning with a focus on diversified asset allocation and ongoing monitoring.

Myra Salzer is a CFP® with 27 years of industry experience, currently serving at The Wealth Conservancy, Inc. in Boulder, CO, where she has worked since 1983. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, wealth coaching, and consulting. The firm manages approximately $260 million and employs a long-term, allocation-driven investment approach combined with tactical adjustments, alongside a distinctive emphasis on educational outreach and inheritance-focused coaching.

William Knorr is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Castle Pines Investment Management LLC in Boulder, CO. He holds a Series 63 license and has spent the past several years engaged in extended travel. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, retirement plans, and foundations. The firm uses a combination of macroeconomic analysis, fundamental equity research, and technical analysis within a structured investment policy framework to manage a concentrated client base.

Maryan Jaross is a Series 66 licensed advisor with 20 years of industry experience. She has been with Gold Medal Waters, Inc. in Boulder, CO since 2008, where she serves as one of three advisors at the firm. Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a long-term, strategic asset allocation approach primarily using mutual funds and offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting.

Robert Zimberg is a CFP® professional with 27 years of industry experience. He has been with Financial Mountain Inc. in Boulder, CO, since 1991. Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning and consulting. The firm customizes portfolios using fundamental and technical analysis alongside modern portfolio theory, employing techniques such as options, margin, short sales, and derivatives under discretionary authority.

Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.

Dario Fusato is a financial advisor at Savvly Advisor, LLC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Aon and Arthur J. Gallagher & Co. He also manages an insurance agency and serves as a sponsor and managing member of private funds. Savvly Advisor provides portfolio management and advisory services to pooled investment vehicles, investment companies, and employee benefit plans, combining modern portfolio theory with technical analysis in discretionary, long-term trading strategies. The firm is notable for its pension consulting services and its role as sponsor and manager of private funds.

Betsy Moszeter is a financial advisor at Reflection Asset Management with two years of industry experience. She holds the Series 65 designation and previously worked at Green Alpha Advisors LLC for ten years, followed by a brief tenure at Newday Funds, Inc. Reflection Asset Management provides discretionary portfolio management and consulting primarily to individual investors and serves as the adviser to two registered investment companies, including the Democratic Large Cap Core ETF and the Sphere 500 Climate Fund. The firm’s investment approach focuses on ESG and thematic U.S. equity strategies using a proprietary quantitative framework that evaluates social and environmental data across multiple pillars to construct optimized portfolios.