Harold Croley is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Arizona State and Aidium Inc., among others. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, and foundations. The firm combines top-down index and sector strategies with bottom-up security selection, incorporates alternatives and private funds, and utilizes derivatives and leverage to tailor client portfolios.

Tyler Hamilton is a financial advisor at Black Swift Group, LLC with six years of industry experience. He holds a Series 65 designation and previously operated Tyler Hamilton Training, LLC for ten years. Black Swift Group provides discretionary investment management and financial planning for high-net-worth individuals, corporations, trusts, foundations, and other entities. The firm manages roughly $694 million in discretionary assets and combines top-down and bottom-up investment approaches, employing derivatives, leverage, and tailored risk assessments. Black Swift also sponsors multiple private pooled vehicles and directs a portion of certain fund management fees to a nonprofit charity.

Krista Strohoffer is a CFP® and holds a Series 66 license with 25 years of experience in financial advising. She has worked at Sustainable Advisors Alliance LLC since 2021 and previously spent 13 years at Portfolio Resources Group, Inc. She is also associated with Principled Investing, LLC, where she has been involved since 2006. Sustainable Advisors Alliance provides investment management and financial planning services to individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies to align portfolios with clients’ goals and preferences.

Margaret Nugent is a financial advisor at Colorado Capital Management with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including MAI Capital Management, Harbor Wealth Management, and Raymond James & Associates. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly monitoring, offering both discretionary and non-discretionary portfolio management along with ESG investing options and alternative investments when appropriate.

Theodore Harris is a financial advisor at Sachem Hill LLC in Boulder, Colorado, holding a Series 65 designation with 22 years of industry experience. He has been involved with Schoolcraft Capital LLC since 2016, serving as a member and manager responsible for day-to-day management and investment committee activities. Prior to this, he worked at Maricopa Capital Partners, LLC. Sachem Hill LLC advises ultra-high-net-worth families, their foundations, and private pooled investment funds, offering portfolio management, financial planning, and consulting. The firm combines passive management in efficient markets with active management in less efficient asset classes, tailoring investment strategies to individual client needs.

Joseph Morris is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining The Millstone Evans Group, he worked at Transamerica Capital Inc and has diverse experience including roles outside finance such as at Whole Foods Market and self-employment. The Millstone Evans Group serves individual and high-net-worth clients, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management and financial planning. The firm uses a range of investment vehicles including mutual funds, ETFs, and independent managers, incorporates ESG analysis upon request, and offers educational seminars and newsletters while managing approximately $893 million in client assets.

Emily Lucero is a CFP® with five years of industry experience, currently serving as a financial advisor at Colorado Capital Management. She previously worked at Raymond James Financial Services from 2016 to 2023. Outside of her advisory role, she volunteers with the Longmont Community Foundation. 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 manages approximately $638 million for about 234 client households, emphasizing written investment policy statements, long-term fundamental analysis, and quarterly reporting.

Kreighton Bieger is a CFA® charterholder with 14 years of industry experience. He has been with KilterHowling LLC in Boulder, CO since 2014. 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, complemented by individual equities, bonds, alternative investments, and third-party managers, managing a substantial asset base with a small advisory team.

Byron Wilson is a financial advisor with The Millstone Evans Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Vanguard Marketing Corp., Robinhood Financial, and Jackson National Life Distributors LLC. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering portfolio management and financial planning through discretionary and non-discretionary advisory services. The firm employs a diversified investment approach incorporating mutual funds, ETFs, stocks, fixed income, and specialized strategies, and manages client portfolios via independent clearing accounts and wrap-fee programs.

Katherine St Onge is a financial advisor at BSW Wealth Partners with credentials including Series 63 and Series 65 licenses. She has professional experience spanning roles at Cambridge Associates and Calvert Impact Capital before joining BSW in 2024. BSW Wealth Partners serves a diverse national clientele, including individuals, families, business owners, and institutional clients, offering comprehensive financial planning and customizable investment strategies. The firm employs a top-down tactical asset allocation process and operates as a Colorado Public Benefit Corporation with a focus on impact investing and coordinated planning across tax, estate, and concentrated positions.

Julia Wentworth is a financial advisor at BSW Wealth Partners with eight years of industry experience. She holds a Series 65 designation. Her prior positions include roles at Sequoia Financial Group, Colorado Capital Management, Hinman Financial, and Wash Park Capital. BSW Wealth Partners serves a national client base comprising individual and institutional investors, including multi-generational families, business owners, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation process and offers services that include comprehensive financial planning, portfolio management, and a specialized Visionary Impact Investing program aligned with client values.

Ava Allen is a Series 66-licensed financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, bringing four years of industry experience. Her background includes nearly a decade at Wells Fargo Clearing and a prior role at Olisamra Inc. Outside of her advisory work, she is involved in managing rental properties with immediate family members. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies, utilizing in-house management, independent managers, and specialist sub-advisors.

Toni Noto is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Millstone Evans Group in 2021, Noto worked at Raymond James & Associates from 2013 to 2021. The Millstone Evans Group serves individuals, including high net worth clients, trusts, charitable organizations, and other entities, offering discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm builds Financial Profiles and Investment Plans with clients and employs a range of investment vehicles and strategies, including mutual funds, ETFs, stocks, fixed income, and ESG analysis.

Steven Arrigan is a financial advisor at Geneos Wealth Management, Inc. in Boulder, CO, with 39 years of industry experience. He has been with Geneos Wealth Management and Joseph S. Sturniolo & Associates, Inc. since 2006. He holds Series 63 and Series 65 licenses. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

Joseph Sturniolo is a financial advisor with Geneos Wealth Management, Inc. in Boulder, CO, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has managed his own practice, Joseph S. Sturniolo & Associates, Inc., for over 20 years. Outside of advising, he is also an artist. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a variety of investment strategies including discretionary and non-discretionary account supervision across multiple platforms.

John Young is a financial advisor at Ascentis Independent Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, Inc. and Golden State Equity Partners. Young is also the owner of John R. Young Capital Management Inc. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management and financial planning services, utilizing portfolios that include both public and private securities, with ongoing monitoring and rebalancing.

Peter Ruh is a financial advisor at Secure Asset Management, L.L.C. with 24 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Wells Fargo Advisors LLC and RFG Advisory, LLC. Ruh is also the founder of BlueBird Advisory, an investment-related insurance and securities business. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and emphasizes individualized investment policy statements and equitable allocation of opportunities among clients.

Eric Barr is a financial advisor at Signal Advisors Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Geowealth Management LLC and other advisory firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Katherine Spines is a financial advisor with Advisors Capital Management, LLC in Boulder, CO, holding 26 years of industry experience. She has been the owner and CEO of HCM Investors, Inc., a state-registered RIA, since 1996 and is currently overseeing its wind-down as clients transition to Advisors Capital Management. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with fundamental, quantitative, and qualitative research, and serves a large client base through a multi-team structure.

Matthew Pyle is a financial advisor at Mission Wealth Management, LP, with one year of industry experience. He holds a Series 65 designation and has previously worked at Diversified Asset Management and served in academic roles at the University of Southern California and the University of Utah. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized, long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments. The firm offers tiered service models and emphasizes discretionary portfolio management alongside financial planning and consulting.