Michael Banks is a financial advisor at Lakeridge Wealth Management LLC with 40 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with several firms, including Cetera and FlanderMeyer Financial LLC. Outside of advisory roles, he is a non-fiction book author and volunteers with the World Wildlife Fund and The Nature Conservancy. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm offers customized portfolios primarily using ETFs and mutual funds with a long-term orientation and serves as a fiduciary across multiple practice lines.

Ronald Stoner is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. He is currently with Capstone Wealth Management Group, Inc. and has been affiliated with related entities since 2006. The firm operates in the wealth management sector.

Stephen Moorman is a CFP® and holds a Series 66 license, currently serving as an advisor at Libra Wealth LLC with five years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, PlanMember Securities Corporation, and Hattig Financial. Libra Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework. The firm manages approximately $640 million in assets with a small team and offers negotiated fixed fees rather than percentage-based charges.

Timothy Wojtalik is a CFP® at BSW Wealth Partners with 19 years of industry experience. He has been with BSW Wealth Partners since 2016 and also worked at Sequoia Financial Group starting in 2026. BSW Wealth Partners serves a national client base including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation approach and offers services ranging from comprehensive financial planning to Visionary Impact Investing, operating as a Colorado Public Benefit Corporation with a focus on impact and values alignment.

Molly Devnani is a financial advisor at BSW Wealth Partners with two years of industry experience. She holds a Series 65 designation and has been with BSW Wealth Partners, a Public Benefit Corporation based in Boulder, CO, since 2015. BSW Wealth Partners is an independent, woman-founded, fee-only advisory firm serving individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies aligned with its public benefit charter.

Daniel Gamache is a CFA® charterholder with 14 years of industry experience. He is currently with KilterHowling LLC, where he has worked since 2026. His prior roles include positions at Thornburg Investment Management, Quasar Distributors, Core Alternative Capital, and IFAM Capital. KilterHowling serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering discretionary asset management, retirement consulting, and participant-directed plan services. The firm employs primarily model portfolios with ETFs, mutual funds, individual securities, and select private investment funds, providing financial planning at no additional charge to asset management clients and managing assets without formal minimums or proxy voting on behalf of clients.

Erica Loughrey is a financial advisor at Colorado Capital Management with four years of industry experience. She holds a Series 65 credential and has worked at Colorado Capital Management since 2021, with prior experience at Alaska Permanent Capital Management and California Polytechnic State. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households. The firm focuses on long-term fundamental analysis, written investment policy statements, and regular monitoring, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Steven Goodell is a CFP® with 14 years of experience in the financial services industry. He currently works at Endeavor Private Wealth, Inc. and has previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is a part owner of Aztec Brothers, LLC, a company involved in managing property renovations in Boulder, Colorado. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, and institutions. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive investment strategies and offers both wrap fee programs and separately managed account platforms.

Tami Carroll is a CFP® professional with 14 years of industry experience, currently serving at BSW Wealth Partners. She previously worked at Sequoia Financial Group, Aveo Capital Partners, LLC, and CoBiz Wealth. BSW Wealth Partners advises a diverse range of clients, including individuals, families, business owners, executives, and plan sponsors, using a top-down tactical asset allocation process and customized portfolios. The firm operates as a Colorado Public Benefit Corporation and offers a dedicated Visionary Impact Investing program focused on mission alignment.

Lee Strongwater is a financial advisor at Colorado Capital Management in Boulder, CO, with 23 years of industry experience. He holds the Series 66 designation and has been with Colorado Capital Management since 2010. Colorado Capital Management provides investment advisory and planning services to individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes long-term fundamental analysis, written investment policy statements, periodic rebalancing, and regular monitoring, with services that include discretionary and non-discretionary portfolio management, retirement-plan advisory, and ESG/sustainable investing options.

William Stites is a CFA® charterholder with 11 years of industry experience. He has been with KilterHowling LLC since 2014, where he serves as one of three advisors at the firm’s Boulder, Colorado office. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm primarily uses mutual funds and ETFs, supplemented by individual equities, bonds, alternative investments, and third-party managers, focusing on defined strategies such as global growth and capital preservation.

Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Timothy Shasserre is a CFA® charterholder with two years of industry experience. He is currently an advisor at Black Swift Group, LLC, where he has worked since 2023. Prior to this, he spent eight years at Stifel Financial Corp. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations. The firm combines top-down and bottom-up investment processes across a range of asset classes, including fixed income, equities, and alternatives, and manages approximately $558 million in discretionary assets.

Grant Bugner is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Asset Management, LLC. His prior experience includes four years at MorganRosel Wealth Management and roles in various industries such as mining and brewing. He is Board President of the Listen Foundation, which supports children who are deaf and hard of hearing and their families, and creates personal finance video content under the name "moneymentorGrant." Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of fundamental, technical, and qualitative analyses in its generally long-term investment approach.

Trevor Schimschock is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at KilterHowling LLC. His prior experience includes roles at Northwestern Mutual Investment Services LLC, James Dreiling, Crestone Asset Management, Great West Investments, and Janus Henderson Investors. Outside of his advisory work, he owns WPSquared LLC, a company that holds real estate rental properties. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm employs a range of investment strategies focused on mutual funds, ETFs, individual equities, bonds, and alternative investments, managing approximately $258 million in assets with a small team of three advisors.

Aaron Deitz is a financial advisor at BSW Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has worked at BSW Wealth Partners since 2018. His prior roles include positions at Focused Energy, Sonotize, and RMB Capital Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, corporate executives, and plan sponsors, employing a top-down tactical asset allocation approach and offering comprehensive financial planning, portfolio management, and impact investing strategies.

Gregory Casals is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Swift Group, LLC since 2017. Prior to this, he worked at Fortis Asset Management for one year. He holds the Series 63 designation and is based in Boulder, CO. Black Swift Group is a small advisory team managing approximately $558 million in discretionary assets, primarily for high-net-worth individuals, corporations, trusts, and foundations. The firm employs a blended top-down and bottom-up investment process across equities, fixed income, and alternative investments, tailoring portfolios under discretionary authority and offering both separately managed accounts and pooled fund vehicles.

Madeline Stutz is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding a Series 65 designation with two years of industry experience. She has been with The Millstone Evans Group since 2022, including during her time as a college student. The Millstone Evans Group serves individuals, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm develops tailored financial profiles and investment plans, managing portfolios with mutual funds, ETFs, stocks, fixed income, and other strategies that include fundamental, technical, and ESG analysis.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC in Louisville, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Peak Asset Management in 2022, she worked at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered 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 comprehensive financial planning, using client-specific investment policy statements and a range of strategies including individual securities and mutual funds/ETFs.

Richard Anderson is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. Prior to his advisory career, he worked for 17 years at ICON Eye Care. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts and private limited-partnership funds. The firm employs a blended top-down and fundamental bottom-up investment approach, incorporating fixed income, equities, and alternative investments to manage volatility and pursue income.