Heather Williams is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial in Boulder, CO. She has been with LPL Financial since 2013 and also provides financial planning and consulting services through her independent firm, Financial Steward Associates. In addition, she sells and services fixed annuities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment models and tools, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Emily Green is a financial advisor at Hinman Financial Planning, Inc. in Erie, Colorado, holding a Series 65 designation with two years of industry experience. Prior to joining Hinman Financial Planning in 2025, she worked at MY Wealth Planners LLC and held several roles including operating her own business and experience in home health services. Hinman Financial Planning serves individual and high-net-worth clients through integrated wealth management, standalone financial planning, and discretionary portfolio management. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing model portfolios and tax-management tools primarily through the Altruist platform.

I strive to help people committed to creating a better financial life for themselves. From my firm in Erie, Colorado, I provide individually tailored advice and realistic, implementable solutions for busy individuals. Twenty-plus years working for national and regional firms focused on wealthy clients in Denver and Boulder taught me how to provide highly personalized advice and coaching with simplicity and clarity. Today I am especially passionate about helping people like me: Gen X professionals trying to navigate the myriad challenges of saving for retirement, kids, aging parents and busy households. What sets Hinman Financial Planning apart, though, is the ability to connect the art and science of financial planning. I run the numbers but also spend time exploring your values (your “Why?”) because your values and beliefs around money drive your actions. While you shouldn’t expect each meeting to turn into a session on a counselor’s couch, we do circle back from time-to-time to ensure our work together truly reflects your values and goals. A Colorado native, I earned a B.S. in Finance from CU-Boulder and am a member of several professional organizations. I also serve as Treasurer and Board Member for Mental Health Partners. When away from work, I enjoy quiet evenings at home with my husband. With two teenage boys, though, my evenings and weekends are frequently spent suffering through homework, chores and, soon, teaching my older son to drive. We are avid basketball fans (Go Buffs!) and enjoy many of the outdoor activities Colorado has to offer.

Michael Sherman is a financial advisor at M4 A3 LLC with 25 years of industry experience. He holds a Series 63 designation and is also the managing partner and investment adviser representative of Schoolcraft Capital LLC, where he has worked since 2015. M4 A3 LLC provides financial planning, consulting, and investment management services primarily to high net worth individuals, families, charitable organizations, and their foundations. The firm manages accounts on both discretionary and non-discretionary bases and operates affiliated private investment funds, employing a mix of passive and active strategies tailored to client risk tolerances and liquidity needs.

Derrick Robinson is a CFP® professional with 22 years of industry experience. He has been with Robinson Capital Management LLC since 2007 and previously worked at Sargent Bickham & Associates. The firm serves individuals, family partnerships, trusts, foundations, and corporate clients, providing discretionary portfolio management alongside financial planning and consulting. Robinson Capital Management manages diversified portfolios using mutual funds, ETFs, and individual securities, employing a combination of fundamental and technical analysis under client-specific investment policy statements.

Steven Henningsen is a financial advisor at The Wealth Conservancy, Inc. in Boulder, CO, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Wealth Conservancy since 2000. The Wealth Conservancy serves high-net-worth individuals, business entities, and some non-HNW clients, managing approximately $260 million. The firm offers portfolio management, financial planning, and wealth coaching with a long-term, allocation-driven investment approach, supplemented by educational outreach and inheritance-focused coaching programs.

Bryce Wilson is a financial advisor at Accession Partners LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Sphere Capital Group, Aero-Tech Investments, and The Chelonia Group. Accession Partners provides non-discretionary investment advisement and consulting primarily to accredited and qualified investors, focusing on alternative investments such as private credit, private equity, and real assets. The firm emphasizes client-specific suitability and monitoring, combining third-party due diligence with internal screening, and offers a consultative practice model without discretionary assets under management.

Sarah Stamp is a CFP® professional with 15 years of experience in financial advising. She has worked at Compass Planning Associates, Inc. since 2014 and has additional experience with the St. Vrain Valley School District and Practical Financial Group, LLC. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, trusts, estates, business entities, and retirement plan participants. The firm employs a planning-first, long-term approach, typically using passive asset allocation with index funds and ETFs, and offers project, hourly, or ongoing annual billing without commissions or percentage-based fees.

David Darmour is a CFP® and CFA® with 25 years of experience at Cornerstone Investment Advisors, LLC in Boulder, CO, where he has worked since 2001. He is also involved with TFA Holdings, LLC, providing fiduciary support services related to business administration and tax filings. Cornerstone Investment Advisors offers financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach based on Modern Portfolio Theory and constructs globally diversified portfolios across multiple asset classes, implementing client objectives through written investment policy statements and ongoing portfolio management.

Melissa Hoyer is a CFP® professional with 15 years of industry experience, currently serving at The Wealth Conservancy, Inc. since 2020. She previously worked at LIFE XT and My Impax. Outside of her advisory role, Hoyer owns Salted Toast Coaching, LLC, providing life coaching services on a limited basis. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, and wealth coaching. The firm employs a long-term, allocation-driven investment approach and integrates an inheritance-focused coaching program alongside its investment services.

Matthew Goldstein is a financial advisor at Exit Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Kestra Advisory, U.S. Bancorp Investments, and Ameriprise. Outside of advising, he has a passive ownership interest in a mortgage lending business. Exit Wealth Advisors serves primarily high-net-worth individuals, business owners, family offices, and other entities with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $243 million and employs a broad, tailored investment approach supported by both fundamental analysis and an AI-enabled financial planning platform.

Michael Rich is a financial advisor at MIFI Wealth, LLC in Boulder, Colorado, holding a Series 65 designation. He has been with MIFI Wealth since 2025 and has prior experience with Gather Farm and Good Work Coaching. MIFI Wealth, LLC provides discretionary investment management to individuals, corporate retirement plans, charities, foundations, trusts, and other institutions. The firm uses an open-architecture approach with in-house asset allocation models and third-party managers, employing both traditional and non-traditional investment strategies.

MY Wealth Planners is a Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners serves three core demographics: Business owners and executives, pre-retiree and retiree couples, and type-a professionals. For business owners and executives, MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses to attract and retain top talent through executive compensation planning. For pre-retirees and retirees, MY Wealth Planners brings the latest in retirement and financial planning research to the establishment of sustainable retirement income plans and the development of legacy and estate plans that ensure families and community stakeholders are well-served. For type-A professionals, MY Wealth Planners offers full-scale delegation of financial needs, from insurance shopping to portfolio management, as well at the outsourcing of third party vendor relationships and management, so that these professionals and win back some precious time in their busy lives. An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.

David Mcmillan is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Caledonia Wealth Management, Ltd. in Boulder, CO since 2009. Caledonia Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and uses a range of discretionary investment programs that include both traditional and ESG-integrated options, combining strategic asset allocation with tactical adjustments.

Hilla Hascalovici is a financial advisor at Savvly Advisor with Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Savvly in 2025, she worked at Goldman Sachs & Co. LLC for five years and held roles at JP Morgan Chase & Co. and Varsity Tutors. She is based in Boulder, Colorado. Savvly Advisor provides portfolio management and advisory services primarily to pooled investment vehicles, investment companies, and pension or profit-sharing plans, alongside consulting for employee benefit plans such as 401(k)s. The firm combines modern portfolio theory and technical analysis to implement tailored, long-term investment strategies and maintains an active pension consulting practice.

Edwin Liang is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Merrill and First Republic Bank before joining Downshift Financial in 2021. Downshift Financial is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm focuses on passive portfolio construction using mutual funds and ETFs, combines ongoing financial planning with portfolio management, and employs a fixed-fee billing model.

Heidi Phan is a CFP® with one year of industry experience, currently serving as an advisor at Rebalance LLC. Her prior roles include positions at Illumination Wealth Management and The Wealth Conservancy, Inc. Since September 2024, she has been the lead event planner for the Colorado Financial Planning Association, organizing pro bono financial planning events for the local community. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, and retirement plans, employing a strategic asset-allocation approach with a focus on long-term rebalancing using a small universe of ETFs organized into model portfolios.

Noel Bennett is a financial advisor at Peak Asset Management, LLC with 26 years of industry experience. He has been with Peak Asset Management since 1999. Outside of his advisory role, he serves as a director for several family office and mining-related entities. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of individual securities or mutual fund/ETF strategies, with an emphasis on long-term management and a range of analytical approaches.

Benjamin Weaver is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He is currently with BSW Wealth Partners in Boulder, CO, where he has worked since 2010. Prior to that, he spent eight years at R3 Returns, LLC and recently joined Sequoia Financial Group. BSW Wealth Partners serves a national client base that includes individuals, families, business owners, executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers a range of services including comprehensive financial planning, discretionary portfolio management, and a dedicated impact investing program as a Colorado Public Benefit Corporation.

Anna Todorova is a financial advisor at The Millstone Evans Group, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked at Syntrinsic for five years. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning. The firm manages client assets through independent clearing accounts and wrap programs, and incorporates ESG analysis where requested.