Hi, I’m Leyder “Aiden” Murillo, CFP®, AWMA®, SE-AWMA®, MBA, Founder of Wolfpack Wealth Management LLC. I am a CERTIFIED FINANCIAL PLANNER®, an Accredited Wealth Management Advisor™, and a Sports & Entertainment Accredited Wealth Management Advisor™ professional. I founded Wolfpack Wealth Management to offer accessible, flat-fee financial planning services to individuals and families who need them most. Whether you’re a professional athlete, student-athlete, entertainer, educator, young professional, a married couple, small business owner, or someone seeking financial peace of mind, I’m here to help. I believe the easiest way to reduce financial stress is through casual conversation and genuine connection, which creates a safe space. I also view all my clients as friends, which is why I’ve adopted the moniker Your Friendly Neighborhood Wealth Management Advisor. I combine personalized strategies with a focus on transparency and fiduciary duty. I serve clients in Denver, Los Angeles, and virtually nationwide via Zoom. For those who need it, I’m happy to meet in person, wherever you are. I’m proud to offer services in English and Spanish to ensure that language is never a barrier to achieving financial clarity. Let’s build your financial future with confidence together. Ready to take the next step? Let’s connect and start your journey toward peace of mind and long-term success.

Sally Lieb is a CFP®, ChFC® with 31 years of industry experience. She is the principal advisor at Curated Wealth Solutions, LLC in Denver, CO, a firm she has led since 2022. Prior to founding Curated Wealth Solutions, she held advisory roles at Kestra Advisory and Kestra Investment Services. Lieb also operates a sole proprietorship, Sally Brandt Lieb, which she has maintained since 1998. Curated Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning to individuals and high-net-worth clients. The firm’s investment approach relies on modern portfolio theory and market efficiency, focusing on diversified, passively oriented asset-class funds and strategic asset allocation.

Daniel Orourke is a CFP® and Series 66 licensed financial advisor with nine years of industry experience. He is the sole advisor at O'Rourke Financial and also owns a CPA firm specializing in tax preparation, where he devotes the majority of his professional time. Prior to founding his firms, he worked at Ameriprise Financial Services, Inc. for four years. O'Rourke Financial provides financial planning and discretionary portfolio management to individuals, families, and businesses, focusing on a primarily passive, asset-class driven investment approach using index mutual funds and ETFs. The firm manages approximately $14.7 million in discretionary assets and integrates financial planning with tax and insurance services through the principal’s dual roles as a CPA and licensed insurance agent.

Randall Mauro is a financial advisor at Resnn Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Happy Mac & PC / Greater Than Data since 1995. Resnn Investments is an independent registered investment adviser providing discretionary portfolio management and financial planning to individual and institutional clients. The firm employs a growth-oriented, tactical approach that incorporates multiple analytical methods to seek capital appreciation and manages risk through diverse asset allocation and strategies, including performance-based compensation arrangements for eligible Qualified Investors.

Gary Davis is a financial advisor at Columbia Benefits, LLC, holding the ChFC® designation and Series 63 license with 21 years of industry experience. He has worked at Brookstreet Securities since 2004 and has been involved with Columbia Benefits, LLC since 2002, where he is the owner and manager. Columbia Benefits provides investment advisory services, financial planning, insurance brokerage, and retirement plan consulting and third-party administration for individuals, trusts, small businesses, charitable organizations, and employee benefit plans. The firm employs an open-architecture platform with a combination of discretionary portfolio management and pension consulting, serving clients with a mix of long- and short-term strategies and acting in a fiduciary capacity for ERISA plan clients.

Jonathan Shiffer is the owner and principal of Journey Capital Advisers, LLC, an independent firm based in Littleton, Colorado. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to founding Journey Capital Advisers in 2016, he worked at Freedom Investment Management, Inc. and Portsmouth Financial Services, Inc. Outside of his advisory role, he owns rental properties in Dallas, Texas. Journey Capital Advisers provides portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach integrates cyclical, fundamental, quantitative, and technical analysis with modern portfolio theory, focusing mainly on long-term trading while allowing for short-term strategies when appropriate.

Donald Loyd is the principal of Loyd Financial Management Inc. in Centennial, CO, with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Loyd previously worked at Signator Investors, Inc. for one year and has managed his own firm since 1987. Outside of financial advising, he is the manager and owner of Hurricane Holdings, LLC, which owns an office building. Loyd Financial Management provides comprehensive financial planning and fee-only investment management to individuals, high-net-worth clients, and charitable organizations. The firm uses a Turnkey Asset Management Platform with structured asset-class allocation models and manages client accounts on a non-discretionary basis, allowing clients final authority on investment decisions.

Raymond Stein is a CFP® with 12 years of experience in financial advisory. He is currently the sole advisor at New Light Financial, an independent firm based in Englewood, CO. His prior experience includes roles at APO Financial Services, Horter Investment Management, and Asset Protect One. Stein is also a licensed insurance agent involved in selling annuities and life insurance through a related business, New Light Services LLC. New Light Financial provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes model portfolios tailored to clients’ life stages and integrates strategic asset allocation with active, tactical, and risk-managed investment approaches.

Lane Weintraub is a financial advisor with Prima Wealth in Highlands Ranch, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Charles Schwab, Avant Garde Advisors LLC, and WealthSource® before founding Prima Wealth in 2016. He is also involved in insurance sales through a sole proprietorship. Prima Wealth provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a modern portfolio theory approach with a long-term orientation, offers customized portfolio construction and ongoing supervision, and includes charitable giving as part of its service offerings.

Beulah Messick is a financial advisor with A2Resources LLC, holding a Series 65 designation and two years of industry experience. She has worked for the State of Colorado since 2004, currently serving as Controller with responsibilities including financial reporting, budget administration, and audit response. A2Resources LLC provides financial planning and consulting services to individuals and employer groups, offering comprehensive planning that includes investment, retirement, tax, education, estate, charitable, and risk management components. The firm does not manage client accounts or recommend individual securities, focusing instead on creating individualized financial plans and accepting negotiable or hourly fee arrangements.

Bradley Noland is a CFP® professional with 20 years of experience in financial advising. He is the sole advisor at Louis Henry Wealth Management LLC in Denver, CO, where he has worked since 2023. Prior to this, he held roles at Private Capital Management and Wagner Wealth Management. Louis Henry Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $84 million in assets across about 25 client relationships, employing a goal-oriented bucket strategy and a combination of fundamental, quantitative, and technical analysis to construct diversified portfolios.

Kirk Peterson is the sole advisor at Peterson Financial Services LLC in Denver, CO, holding a Series 63 designation with 27 years of industry experience. He has worked at The Crosby Group Ind. since 1986. Peterson also maintains a licensed insurance practice as part of his service offerings. Peterson Financial Services provides investment portfolio management, financial planning, and insurance services primarily to individual clients and retirement plans, while also managing non-retirement corporate accounts and trusts. The firm focuses on mainstream liquid investments and manages most accounts on a discretionary basis, using a combination of fundamental and technical analysis without third-party managers or wrap programs.

Justin Lee Kay is the sole advisor at JKAY Securities Corporation in Lakewood, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been operating Jkay Capital since 2012. JKAY Securities primarily serves individual and high-net-worth clients by providing ongoing, discretionary portfolio management without account minimums. The firm employs an investment process that integrates charting, fundamental, technical, and cyclical analysis, focusing on long-term trading with limited options strategies and managing portfolios composed of equities, bonds, ETFs, REITs, and government securities.

Justin Arnold is a CFP® with 17 years of industry experience and is the sole advisor at Washpark Capital, LLC in Denver, CO. He has led Washpark Capital since 2015. Washpark Capital provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, focusing on retirement income transition and distribution planning. The firm employs a blend of fundamental analysis and Modern Portfolio Theory to construct diversified, long-term model portfolios, often using lower-cost funds that incorporate ESG metrics.

Emmanuel Eliason is a CFP® professional with four years of industry experience, currently operating Eliason Wealth Management LLC in Centennial, CO. He has been self-employed since 2007 and works as a business consultant for small businesses in addition to his advisory role. Eliason Wealth Management LLC provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs an investment approach based on evidence-based research and modern portfolio theory, offering both passive and active strategies alongside pension consulting and a subscription newsletter.

Paula Fleming is a CFA® charterholder and holds a Series 63 license with six years of experience in the financial industry. She has worked at Next Chapter Financial, LLC since 2020 and previously held positions at Janus Henderson Investors and ArrowMark Partners. Next Chapter Financial, LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm uses client-specific investment policies and a combination of fundamental, cyclical analysis, and modern portfolio theory to construct portfolios, often incorporating both passive and active strategies, and also manages allocations to outside managers through a formalized selection and supervision process.

Shane Smith is a CFA® charterholder and the sole advisor at Foothills Investments, L.L.C. in Lakewood, CO, with one year of industry experience. Prior to founding Foothills Investments, he held roles at Foothills Accountants, the IRS, AMG National Trust Bank, and other financial firms. Foothills Investments provides portfolio analysis, financial planning, and investment management services to individuals, trusts, estates, corporations, and other business entities. The firm integrates tax-aware and tax-advantaged considerations into its investment approach and offers educational seminars along with specialized planning packages addressing corporate tax issues and retirement plans.

William Byk is a financial advisor at Stableford Capital Partners in Denver, Colorado, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Vida Capital and Optas, LLC. Stableford Capital Partners provides fee-based, discretionary investment management to a diverse client base including individuals, trusts, and institutional clients. The firm employs a tactical allocation strategy, using fundamental and cyclical analysis to tailor portfolios across various asset classes such as listed securities, fixed income, options, and private equity.

Brian Minturn is a financial advisor at Norton Barkley Asset Management in Denver, Colorado, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Norton Barkley since 2000. Norton Barkley Asset Management provides discretionary portfolio management and financial planning for individuals, high-net-worth households, trusts, family offices, and institutional clients including ERISA profit-sharing plans and foundations. The firm uses a financial planning process to develop tailored asset-allocation strategies implemented through individual securities and funds, combining fundamental research with technical analysis and portfolio-optimization tools.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.