Edwin Liang is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Merrill and First Republic Bank before joining Downshift Financial in 2021. 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 using mutual funds and ETFs, combines ongoing financial planning with portfolio management, and employs a fixed-fee billing model.

Nikole Larson is a financial advisor at Cohesion Wealth Management, LLC with nine years at the firm and four years of industry experience. She holds a Series 65 designation and has provided bookkeeping and accounting services as an independent contractor outside of investment advising. Cohesion Wealth Management serves individuals, families, foundations, trusts, estates, retirement plans, charitable organizations, and institutional clients with discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes client alignment, diversification, tactical market adjustments, and integrates both in-house and third-party management, including unique capabilities in institutional pension consulting.

Heidi Phan is a CFP® with one year of industry experience, currently serving as an advisor at Rebalance LLC. Her prior roles include positions at Illumination Wealth Management and The Wealth Conservancy, Inc. Since September 2024, she has been the lead event planner for the Colorado Financial Planning Association, organizing pro bono financial planning events for the local community. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, and retirement plans, employing a strategic asset-allocation approach with a focus on long-term rebalancing using a small universe of ETFs organized into model portfolios.

Noel Bennett is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He has been with Peak Asset Management since 1999 and serves on several non-investment-related boards, including as director of The Bennett Office, Inc., and Cascade Mining, LLC, and Superior Minerals, LLC. Bennett is also president of the Cedarhurst Family Corporation, a private family trust. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm provides discretionary portfolio management and integrated financial planning, focusing on client-specific investment policy statements and employing both individual security selection and mutual fund/ETF strategies.

Benjamin Weaver is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He is currently with BSW Wealth Partners in Boulder, CO, where he has worked since 2010. Prior to that, he spent eight years at R3 Returns, LLC and recently joined Sequoia Financial Group. BSW Wealth Partners serves a national client base that includes individuals, families, business owners, executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers a range of services including comprehensive financial planning, discretionary portfolio management, and a dedicated impact investing program as a Colorado Public Benefit Corporation.

Anna Todorova is a financial advisor at The Millstone Evans Group, LLC with 11 years of industry experience. She holds a Series 65 designation and previously worked at Syntrinsic for five years. The Millstone Evans Group serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing discretionary and non-discretionary portfolio management and financial planning. The firm manages client assets through independent clearing accounts and wrap programs, and incorporates ESG analysis where requested.

Jason Foster is a financial advisor at Peak Asset Management, LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Peak Asset Management in 2023, he worked at Colorado Financial Management, JP Morgan Securities LLC, and Fidelity Brokerage Services, LLC. Outside of finance, he works part-time as a Colorado Nurse Aid providing home health services related to his son’s care and is the managing member and attorney of Foster Law, PLLC. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including high-net-worth individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services, typically implementing client-specific investment policies through individual securities or mutual fund/ETF strategies.

Casey Wesson is a financial advisor at Gainline Financial Partners, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of advisory work, he assists with operations management for SAASTR’s annual conference. Gainline Financial Partners provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients. The firm utilizes diversified multi-style portfolios blending passive and active strategies and manages a significant portion of assets through its proprietary wrap program.

Chanda Sloat is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Varra Financial and Varra Wealth Management LLC in Louisville, CO. Prior to her advisory roles, she spent time at the University of Colorado, Leeds School of Business. Varra Financial provides portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in modern portfolio theory and typically offers non-discretionary management to its clients.

Michael Banks is a financial advisor with Lakeridge Wealth Management LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Cetera, FlanderMeyer Financial LLC, and Financial Network Investment Corporation. Banks is also a non-fiction book author and volunteers with conservation nonprofits such as the World Wildlife Fund and The Nature Conservancy. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based investment approach and builds customized portfolios primarily with ETFs and mutual funds.

Ronald Stoner is a CFP® with 20 years of industry experience, currently serving at Capstone Wealth Management Group, Inc. in Boulder, CO. He has been with the Capstone organization since 2006, working through its earlier LLC structure and now the current corporation as part of a five-advisor team. Capstone Wealth Management Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and retirement accounts. The firm offers customized, diversified portfolios supported by fundamental and technical analysis alongside accounting services and written financial plans.

Timothy Wojtalik is a CFP® professional with 20 years of industry experience. He has been with BSW Wealth Partners since 2016 and previously worked at Harvest Wealth Management and R3 Returns, LLC. He is based in Boulder, CO. BSW Wealth Partners serves a national clientele that includes individual and institutional investors across various wealth levels, offering comprehensive financial planning, portfolio management, and specialized services such as Visionary Impact Investing. The firm employs a tactical asset allocation strategy and integrates tax, estate, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with an emphasis on impact investing.

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 and has previously worked at firms including Thornburg Investment Management, Core Alternative Capital, and UBS Financial Services. Outside of advisory roles, he served as Executive Director at Core Alternative Capital Fund. KilterHowling serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing discretionary asset management, retirement consulting, and participant-directed plan services. The firm uses model portfolios combining ETFs, mutual funds, individual securities, and select private investment funds, with a focus on diversified equity and bond strategies.

Erica Loughrey is a financial advisor at Colorado Capital Management in Boulder, CO, holding a Series 65 credential with five years of industry experience. She previously worked at Alaska Permanent Capital Management and California Polytechnic State. Colorado Capital Management provides advisory and planning services to individuals, families, trusts, corporations, foundations, and employer-sponsored retirement plans. The firm manages about $638 million across roughly 234 client households, focusing on long-term investment strategies, written investment policy statements, and offering ESG/sustainable investing options.

Ladd Solomon is a CFP® professional with 19 years of experience in the financial services industry. He has been with Rothschild Investment LLC since 2009 and previously worked at Wells Fargo Investments, LLC. Solomon is based in Broomfield, Colorado, and holds the Series 66 designation. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs a portfolio process focused on client-specific asset allocation models and offers services such as discretionary portfolio management, retirement plan consulting, and oversight of third-party sub-advisers.

Steven Goodell is a CFP® with 14 years of industry experience, currently serving at Endeavor Private Wealth, Inc. in Boulder, CO. He previously worked at Wells Fargo Clearing and LPL Financial. Outside of advising, he has partial ownership in Aztec Brothers, LLC. 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 mix of active and passive strategies and offers services including investment and wealth management, financial planning, and fiduciary and non-fiduciary plan sponsor services.

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.