Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.

Peter Hedberg is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He holds the Series 63 designation and has worked at New West Investment Management, Inc. since 1990 before joining Peak Asset Management in 2026. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm creates portfolios based on client-specific investment policy statements and employs fundamental, technical, and qualitative analysis with a generally long-term approach, offering personalized strategies including ESG options when requested.

Julie Pribble is a CFA® charterholder with 27 years of industry experience. She has been with Peak Asset Management, LLC since 2016. The firm, where she is part of a 12-advisor team based in Louisville, CO, manages approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. Peak Asset Management offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services, focusing on client-specific investment policy statements and utilizing fundamental, technical, and qualitative analysis in a generally long-term investment approach.

Emily Bandoni is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2023. She collaborates with individuals and families to develop comprehensive financial plans tailored to their unique goals. Emily takes a holistic approach to understanding her clients' entire financial situations to implement strategies that provide confidence and align with their long-term objectives. Emily has been with Fidelity Investments since 2020, progressing through roles from Workplace Planning Consultant to Planning Consultant before becoming a Financial Consultant. She holds insurance licenses in Arkansas and California, supporting her ability to assist clients with various financial products. Outside of her professional work, Emily enjoys biking, fitness, skiing, music, reading, and spending time with family.

Adam Allgaier is a CFP® with five years of industry experience currently serving at Mountain Capital Investment Advisors Inc. He has been with the firm since 2020 and also works as a pilot and first officer for United Airlines. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million across about 1,191 client relationships and offers customized investment strategies focusing on long-term growth through low-cost, diversified funds, with ongoing portfolio monitoring and fiduciary advice for ERISA and IRA accounts.

Andrew Hanna is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Securities America Inc., Townsend & Associates, OSAIC, and Private Client Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, offering tailored financial planning and asset management services.

Benjamin Pitts is a financial advisor at Cypress Financial Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Tifin and Picwell, Inc. Outside of his advisory role, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning services company. Cypress Financial Planning is a fee-only, SEC-registered firm that provides comprehensive financial planning and investment management services to high-net-worth individuals, families, businesses, and institutional clients. The firm employs a blend of modern portfolio theory and active trading strategies, including derivatives, to manage approximately $490 million in client assets across discretionary and non-discretionary accounts.

Paul Rohr is a financial advisor at Gainline Financial Partners, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for Wells Fargo Advisors from 2016 to 2023. Outside of his advisory role, he also works as a licensed insurance agent and serves as co-trustee for his father’s trust. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios that combine passive and active strategies and manages most of its assets through a wrap fee program.

Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.

Jonathan Amick is a CFP® with seven years of industry experience, currently serving as a financial advisor at Townsend in Westminster, CO. Prior to joining Townsend, he worked at Securities America, Inc. and operated Jonny Moneyseed, LLC, which provides handyman and rideshare services. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm offers tailored financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis across various investment vehicles.

James Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Varra Financial. He has worked at Varra Wealth Management LLC since 2022 and previously held roles at LPL Financial and COUNTRY Financial. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and businesses. The firm employs a long-term trading approach based on modern portfolio theory and prepares detailed Investment Policy Statements to guide portfolio management.

Richard Harrison is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Townsend, where he has worked since 2019, and has prior experience at TIAA-CREF and Securities America. Harrison is also involved with Townsend Retirement, a registered investment advisory firm. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, with investment approaches that include dividend-growth and capital-appreciation strategies.

Brandon Kane is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC and has held positions at firms including Wells Fargo Clearing and Cetera Advisor Networks. Outside of his advisory role, he serves as the registered agent for a nonprofit basketball club in Colorado. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations through discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based approach and primarily builds portfolios with ETFs and mutual funds, incorporating independent managers as appropriate.

Charles Barkmeier is a CFP®-certified financial advisor with six years of industry experience. He currently works at Gainline Financial Partners, LLC and has previously been employed by PKS Investments, Wells Fargo Advisors Financial Network, and KeyCorp. Barkmeier is also president of QuickTap Holdings Inc., a holding company. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset allocation strategies, managing approximately $273.1 million in client assets across discretionary and non-discretionary accounts.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Adasina Social Capital, Impact Investors, Inc., Better World Investments, Inc., and National Planning Corporation. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide through a network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into diversified, long-term portfolios with tailored solutions such as Values-Aligned Direct Indexing and discretionary management.

Mark Bosley is a financial advisor at Townsend with Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Townsend and Private Client Services since 2025 and was previously employed at TIAA and TIAA-CREF from 2016 to 2025. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion for approximately 1,500 clients, offering tailored financial planning, asset management, retirement plan consultation, and services related to variable annuities using a combination of top-down and bottom-up investment approaches.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.