Nicholas Wolverton is a CFP® and Series 65-licensed advisor with 10 years of industry experience. He has been with Peak Financial Management, Inc. since 2015. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm uses a phased planning approach combining consulting, coaching, and investment management, employing fundamental analysis and Modern Portfolio Theory to construct portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed income.

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 26 years of industry experience. He has been with Peak Asset Management since 1999. Outside of his advisory role, he serves as a director for several family office and mining-related entities. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base 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 individual securities or mutual fund/ETF strategies, with an emphasis on long-term management and a range of analytical approaches.

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 previously worked at Colorado Financial Management, JP Morgan Securities LLC, and Fidelity Brokerage Services, LLC. Outside of his advisory role, Foster provides part-time care as a certified nurse aide through Team Select Home Services for his disabled son and serves as managing member and attorney of Foster Law, PLLC. Peak Asset Management is a multi-advisor SEC-registered firm managing over $1 billion for individuals, retirement plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policy statements and a mix of individual security selection or mutual fund/ETF strategies with a generally long-term approach.

Casey Wesson is a financial advisor at Gainline Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity in various advisory and brokerage roles from 2016 to 2024. Outside of his advisory work, Wesson is involved in operations management for SAASTR’s annual conference. Gainline Financial Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, qualified retirement plans, and institutional clients. The firm uses diversified portfolios blending passive and active strategies, including options and alternative investments, and manages a substantial portion of its assets through a wrap fee program.

Chanda Sloat is a CFP® and holds a Series 66 license with two years of industry experience. She is currently an advisor at Varra Wealth Management LLC, where she has worked since 2024. Prior to this role, she attended the University of Colorado’s Leeds School of Business and has experience with Varra Financial and LPL Financial. Varra Wealth Management LLC is a team advisory firm managing approximately $237.5 million for about 425 clients, including individuals, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and financial planning, employing modern portfolio theory with a long-term trading approach.

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.

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.

Ladd Solomon is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Rothschild Investment LLC since 2009. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection using multiple analytical methods.

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.