Gina Gentilini is a financial advisor at Finer Wealth Management, Inc. with a Series 65 designation and one year of industry experience. Prior to entering the financial sector, she managed chiropractic and wellness services for 15 years and has been involved with 429 Bridge St Investments, LLC since 2007. Finer Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and offers tailored portfolios that include both long-term and short-term strategies across multiple asset classes.

David Day is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Gold Medal Waters, Inc. since 2017 and previously worked at Diversified Asset Management, Inc. from 2014 to 2016. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds, tailoring portfolios to client goals, risk tolerance, and tax considerations.

Peter Locke is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at InSight, Corp. since 2020. His prior experience includes roles at TD Ameritrade Investment Management, LLC and Scottrade. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth clients, retirement plan sponsors, and trusts, generally requiring a $250,000 minimum relationship. The firm employs an investment approach based on fundamental analysis and internally constructed model portfolios, offering both standardized and fully customized portfolio management with discretionary oversight.

Todd Lebor is a CFP® certificant with over 21 years of experience in the financial industry. He is the principal advisor at Snowball Wealth Management, where he has worked since 2003. Outside of his advisory role, he manages a family real estate holding company. Snowball Wealth Management serves individuals, families, trusts, estates, charitable organizations, and business entities, providing portfolio management and comprehensive financial planning. The firm integrates external assets into holistic plans and employs a blend of fundamental and cyclical analysis with modern portfolio theory, including the use of derivatives in separately managed accounts.

Katelyn Palone is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 65 designation with approximately two years of experience in the industry. Her prior work includes roles at Net Energy, Aledade, and Legacy Health, among others. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth individuals, retirement plan sponsors, and trusts, typically serving clients with a minimum of $250,000 in assets. The firm employs a fundamental analysis-based investment approach using four internally constructed model portfolios, with management generally conducted on a discretionary, buy-and-hold basis tailored to client risk profiles.

David Baines is the sole advisor at Pantile Investments in Boulder, CO, holding a Series 65 credential with five years of industry experience. Prior to founding Pantile Investments, he worked at Verizon for seven years. Pantile Investments offers discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs systematic, value-oriented investment processes that incorporate both fundamental and technical analysis, utilizing long-only and long-short strategies tailored to each client’s Investment Policy Statement.

Martial Frindethie is a Series 65-licensed financial advisor with five years of industry experience, currently serving as the sole advisor at GenEra Wealth in Erie, Colorado. His prior experience includes roles at The Millstone Evans Group, LLC and its Raymond James affiliate, where he worked for nearly a decade. GenEra Wealth primarily serves retirement plan sponsors and institutional clients, offering discretionary asset management, ERISA 3(21) fiduciary services, and specialized education-planning programs alongside financial planning and consulting. The firm utilizes a combined fundamental and technical investment approach, frequently engaging third-party sub-advisors to implement portfolio models.

Gary Shirman is a financial advisor at Boulder Wealth Advisors, LLC with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Boulder Wealth Advisors in 2021, he worked at Ludwick & Shirman, LLC for 24 years. Boulder Wealth Advisors offers personalized financial planning and discretionary investment management to a diverse client base including individuals, families, trusts, and charitable organizations. The firm manages approximately $338 million in assets and employs a range of investment strategies including model portfolios and third-party tax-aware and overlay solutions.

Ryley Cowan is a financial advisor at Welch Financial Planning, LLC in Boulder, CO, holding a Series 65 credential. He has been with Welch Financial Planning since 2023 and has prior experience at Castle Real Estate Group. Welch Financial Planning serves individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm uses individualized financial plans and a “Bucket System” for asset allocation across different time horizons, offering both portfolio management and integrated financial planning services.

Sidney Smith is a CFP®-certified financial advisor with four years of industry experience, currently with Financial Steward Associates, LLC. He has previously worked at LPL Financial LLC and Fidelity Investments. Smith provides financial planning and consulting services through Financial Steward Associates, an independent firm where he also supports administrative activities. Financial Steward Associates delivers comprehensive, goal-oriented financial planning and limited-scope consulting for individual clients, focusing on areas such as estate, tax, cashflow, charitable, and wealth-transfer objectives. The firm operates as a planning-only boutique without discretionary authority or assets under management, offering fixed or hourly fee engagements.

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 in Boulder, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at TIAA-CREF for 26 years before joining Bonsai Advisors and Purshe Kaplan Sterling Investments. 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 manages client assets using proprietary software for Investment Policy Statements and offers access to third-party money managers and TAMPs as part of its services.

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® with 10 years of industry experience, currently serving as an advisor at Prudent Man Investment Management since 2018. Her prior experience includes roles at Atlantic Trust, Retirement Planning Specialist, and Charles Schwab. Prudent Man Investment Management is an independent, fee-only registered investment adviser serving individuals, estates, family trusts, and employer-sponsored retirement plans. The firm follows a long-term, disciplined investment approach focused on global diversification and after-tax returns, primarily utilizing no-load, passively managed index funds and ETFs.

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 with 20 years of industry experience, currently serving at Boulder Wealth Advisors, LLC since 2021. Prior to this, he spent nine years at Pacific Investment Management Company LLC and PIMCO Investments LLC. Boulder Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $338 million in client assets using diversified model portfolios and incorporates third-party tax-aware and option overlay strategies in its investment approach.

Caleb Sevian is a financial advisor with Focus Point Capital LLC, holding a Series 65 credential and over 23 years of industry experience. His prior roles include positions at Perella Weinberg Partners Capital Management and Tenet Capital LLC. He owns and operates several businesses outside of investment advising, including Focus Point Strategy LLC, which provides transactional and business consulting services, and Focus Point LMI LLC, offering institutional economic and technical research. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, acting mainly as a subadviser or third-party portfolio manager. The firm employs standardized multi-asset and concentrated equity strategies that incorporate proprietary risk frameworks and maintains a focus on both discretionary and non-discretionary portfolio management.

Jarrett Sharp is a Series 65 licensed advisor with Sharper Image Financial Services, LLC in Erie, Colorado, with four years of industry experience. He has held roles at multiple affiliated companies, including Sharper Image Tax Service, LLC, where he serves as Lead Tax Preparer, and TrueInsights CFO, LLC, where he acts as Lead Fractional CFO. Sharp is also the Founder and CEO of Sharper Image Holdings, Inc. Sharper Image Financial Services provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs a variety of analytical approaches and offers project-based investment consulting as well as public educational seminars and workshops.