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.

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 financial advisor at Sharper Image Financial Services, LLC with five years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including The Millstone Evans Group and GenEra Wealth. Outside of advisory services, he leads TrueInsights CFO, LLC, a business management and consulting firm providing outsourced CFO services, and is involved with Sharper Image Tax Services, LLC as a lead tax preparer. Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a variety of analytical approaches across multiple investment strategies and offers project-based consulting along with public educational seminars.

David Fellows is a financial advisor at Broadview Wealth Partners with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Fidelity Brokerage Services. He is also associated with Integrated Capital Management, LLC, which supports his activities at Broadview Wealth Partners. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative investment approaches and offers comprehensive portfolio management alongside third-party money manager referrals.

Jamie Sladky is a financial advisor at Broadview Wealth Partners with 29 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial and Waddell & Reed. He is also the owner of Innamorato Strategies, LLC, a holding company associated with Broadview Wealth Partners. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $304.7 million in discretionary assets and employs a combination of qualitative and quantitative investment methods, offering diversified portfolio management alongside referrals to 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 22 years of industry experience and holds a Series 66 designation. She has worked at Broadview Wealth Partners since 2025 and has a notable history with Integrated Capital Management and Raymond James Financial Services Advisors. Dawn is also associated with Integrated Capital Management in a support role. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative analysis and offers diversified portfolio management, including referrals to third-party money managers.

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 with Savvly Advisor, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked with Aon and Arthur J. Gallagher & Co., and he maintains involvement as an insurance agency owner and a sponsor or managing member of private funds. Savvly Advisor, LLC provides portfolio management and advisory services to pooled investment vehicles, investment companies, and pension or profit-sharing plans, with a focus on long-term discretionary trading strategies guided by client-specific Investment Policy Statements. The firm also offers pension consulting services and manages private funds, distinguishing itself through its active pension consulting practice and connections to the insurance industry.

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.

Jeremy Shevlin is a CFP® with 21 years of industry experience, currently serving as an advisor at Toro West Capital Advisors. His prior roles include positions at Aveo Capital Partners, Cresset Asset Management, Crestone Asset Management LLC, and Crestone Securities LLC. He is a general partner of Chaingate Capital LLC, a private fund advisor. Toro West Capital Advisors is an SEC-registered wealth management and family office adviser serving ultra-high net worth individuals, family offices, trusts, estates, and other entities. The firm provides tailored investment and wealth-planning services, combining passive and active strategies with an emphasis on fundamental analysis, external manager selection, ESG customization, and access to private partnerships and illiquid investments.

John Reynolds is a financial advisor at Downshift Financial in Boulder, CO, holding a Series 65 license with one year of industry experience. Prior to joining Downshift Financial, he spent 12 years at Apple Inc. 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 with mutual funds and ETFs, combining ongoing financial planning with portfolio management using a fixed-fee billing approach.

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.