Carol Johnson is a CFP® professional with nine years of experience in financial advising. She has worked at Prudent Man Investment Management since 2018, following prior roles at Atlantic Trust and Retirement Planning Specialist. Johnson holds Series 63 and Series 65 licenses. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional funds and emphasizes after-tax returns.

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® with 20 years of industry experience, currently serving at Boulder Wealth Advisors, LLC since 2021. Prior to this, he worked nine years with Pacific Investment Management Company LLC and PIMCO Investments LLC. Boulder Wealth Advisors is an SEC-registered investment adviser managing approximately $338 million for a diverse client base that includes individuals, families, trusts, and pension plans. The firm offers personalized financial planning and discretionary investment management using a top-down allocation process and a range of model portfolios across multiple asset classes.

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.

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 21 years of industry experience. She holds a Series 66 designation and has worked at Integrated Capital Management and Raymond James Financial Services Advisors, Inc. She is also involved with Integrated Capital Management, a support company related to her advisory work. Broadview Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing comprehensive portfolio management and financial planning with a focus on diversified asset allocation and ongoing monitoring.

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.

Michael Sikora is a financial advisor at Bighorn Wealth Management in Westminster, CO, with 38 years of industry experience. He holds the Series 63 license and has been with Bighorn Wealth Management since 2009, previously working with LPL Financial and Osaic FA, Inc. Outside his advisory role, he operates a non-investment S Corporation. Bighorn Wealth Management offers comprehensive financial planning and consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on delivering written financial plans emphasizing asset allocation and long-term purchase strategies, without managing client assets or accepting 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 at Savvly Advisor, LLC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Aon and Arthur J. Gallagher & Co. He also manages an insurance agency and serves as a sponsor and managing member of private funds. Savvly Advisor provides portfolio management and advisory services to pooled investment vehicles, investment companies, and employee benefit plans, combining modern portfolio theory with technical analysis in discretionary, long-term trading strategies. The firm is notable for its pension consulting services and its role as sponsor and manager of private funds.

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.

Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.

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.