Dmitry Popov is a Series 65–licensed financial advisor with three years of industry experience. He has worked at BSW Wealth Partners, Inc., a Public Benefit Corporation, since 2021 and previously spent seven years at Summit Portfolio Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies within a multi-advisor team managing approximately $2 billion in assets.

Jennifer Quire is a Certified Financial Planner® with 11 years of industry experience. She has been with Wrenne Financial Planning LLC since 2014, working as part of a six-advisor team in Boulder, CO. Wrenne Financial Planning LLC is an SEC-registered advisory firm serving individual and high-net-worth households as well as corporate clients. The firm follows a passive investment approach, utilizing diversified portfolios of index mutual funds and ETFs combined with comprehensive financial planning and discretionary portfolio management.

Peter Hedberg is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He holds the Series 63 designation and has worked at New West Investment Management, Inc. since 1990 before joining Peak Asset Management in 2026. 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 creates portfolios based on client-specific investment policy statements and employs fundamental, technical, and qualitative analysis with a generally long-term approach, offering personalized strategies including ESG options when requested.

Julie Pribble is a CFA® charterholder with 27 years of industry experience. She has been with Peak Asset Management, LLC since 2016. The firm, where she is part of a 12-advisor team based in Louisville, CO, manages approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. Peak Asset Management offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services, focusing on client-specific investment policy statements and utilizing fundamental, technical, and qualitative analysis in a generally long-term investment approach.

Raliegh Riddoch is a CFP® with 21 years of industry experience, currently serving as an advisor at BSW Wealth Partners in Boulder, CO. He has worked at BSW Wealth Partners since 2014 and was previously with R3 Returns, LLC from 2015 to 2023 and Sequoia Financial Group from 2026 to the present. 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 bespoke impact investing, operating as a Colorado Public Benefit Corporation with a dedicated Visionary Impact Investing program.

Lily Beitel Horton is a CFP® and holds a Series 66 designation with 11 years of industry experience. She currently works at BSW Wealth Partners and previously held roles at UBS and Sequoia Financial Group. BSW Wealth Partners serves a national mix of individual and institutional clients, offering comprehensive financial planning, discretionary and non-discretionary portfolio management, and a specialized Visionary Impact Investing program. The firm employs a tactical asset allocation process combined with macro-level rebalancing and integrates tax, estate, insurance, and concentrated-position planning.

Vincent Otterbein is a CFP® with seven years of industry experience, currently an advisor at Colorado Capital Management in Boulder, Colorado. Before joining Colorado Capital Management in 2020, he worked at Charles Schwab & Co., Inc. and 8z Real Estate. 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 emphasizes a written investment policy, long-term fundamental analysis, regular rebalancing, and quarterly reporting, offering discretionary and non-discretionary portfolio management along with ESG investment options and retirement-plan advisory.

Matthew Samek is a financial advisor at BSW Wealth Partners with 14 years of industry experience. He holds a Series 65 designation and has worked at BSW Wealth Partners since 2016. Prior to that, he was affiliated with Sequoia Financial Group and R3 Returns, LLC. BSW Wealth Partners serves a national clientele including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation approach and offers services such as comprehensive financial planning, portfolio management, and a specialized Visionary Impact Investing program.

Andrew Gilson is a financial advisor at Colorado Capital Management in Boulder, Colorado, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Colorado Capital Management since 2007. 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, and regular monitoring and reporting, serving approximately 234 client households with a team of ten advisors.

Lindy Yoshida is a CFP® professional with five years at BSW Wealth Partners and a total of six years in the financial industry. Prior to joining BSW, she worked at Uncharted and was involved with the Boys and Girls Club of Greater Onslow County. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm uses a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Donald Byrne is a financial advisor with Black Swift Group, LLC in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Mission Capital, NYLIFE Securities LLC, New York Life Insurance Co., and Forty3North Consulting Group. 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 process across fixed income, equities, and alternative investments, tailoring portfolios under discretionary authority to client objectives.

Jason Brooks is a CFP® with 20 years of industry experience. He has been with Indelible Wealth Group since 2013 and also owns MountainHound LLC, a company that manufactures outdoor gear for large breed dogs. Indelible Wealth Group provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a modern portfolio theory-based investment approach with model portfolios ranging from Aggressive to Conservative and serves clients on both discretionary and non-discretionary bases.

Carshon Rodgers is a financial advisor at Indelible Wealth Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2017, following prior roles at Belpointe Asset Management and LPL Financial. Outside of his advisory role, Rodgers is an independent insurance agent and is involved with Stryde Solution LLC, a business focused on tax incentives and cost reduction, as well as Archimedes Offspring Management, which invests in inventions. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm uses a modern portfolio theory-based approach with diversified model portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary.

Brian Lichtenheld is a CFP® professional with six years of industry experience. He currently serves at BSW Wealth Partners and recently worked at Sequoia Financial Group. Prior to that, he spent ten years at Crestone Capital. BSW Wealth Partners serves a national client base including individuals, families, business owners, executives, and 401(k) plan sponsors. The firm uses a top-down tactical asset allocation process and offers customized portfolios alongside coordinated tax, estate, insurance, and concentrated-position planning, operating as a Colorado Public Benefit Corporation with a dedicated Visionary Impact Investing program.

Julie Martinez is a CFP® with 16 years of industry experience. She is currently with BSW Wealth Partners in Boulder, CO, where she has worked since 2015, with a brief tenure at Sequoia Financial Group. Martinez also served at R3 Returns, LLC from 2018 to 2023. BSW Wealth Partners serves a national client base that includes individuals of varying net worth, families, business owners, executives, and 401(k) plan sponsors. The firm employs a top-down tactical asset allocation strategy and offers a range of services such as comprehensive financial planning, portfolio management, and a dedicated Visionary Impact Investing program.

Sacha Millstone is a financial advisor with The Millstone Evans Group, LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 27 years at Raymond James & Associates and five years at his current firm. The Millstone Evans Group serves individual and high-net-worth clients, trusts, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm offers customized investment plans utilizing mutual funds, ETFs, stocks, fixed income, and third-party managers, incorporating ESG analysis when requested, and manages approximately $893 million across several hundred client relationships.

Steven Szafranski is a CFP® with 14 years of experience in the financial services industry. He is currently with BSW Wealth Partners, a team of 18 advisors based in Boulder, CO, and has previously worked at Ameriprise Financial Services and Facet Wealth. Szafranski holds the Series 66 designation. BSW Wealth Partners serves a national clientele that includes individuals, families, business owners, executives, and 401(k) plan sponsors. The firm utilizes a top-down tactical asset allocation approach and offers services ranging from comprehensive financial planning to discretionary portfolio management and impact investing through its Visionary Impact Investing program.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her career includes roles at Adasina Social Capital, Impact Investors, Inc., and Better World Investments, Inc. She returned to First Affirmative in 2025 after earlier work with the firm from 2016 to 2018. First Affirmative Financial Network serves a diverse client base including individuals, trusts, estates, charitable organizations, and institutions through a nationwide network. The firm emphasizes values-aligned and faith-based investing, integrating environmental, social, and governance factors into portfolio construction and offering tailored solutions such as Values-Aligned Direct Indexing and proprietary model portfolios.

Jason Black is a CFP®-credentialed financial advisor at Colorado Capital Management with 19 years of industry experience. He previously worked for Jackson National Life Distributors LLC for 13 years before joining Colorado Capital Management in 2021. Outside of his advisory work, he has ownership in a rental property in Denver. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million. The firm emphasizes long-term fundamental analysis, written investment policy statements, and quarterly monitoring, offering discretionary and non-discretionary portfolio management along with ESG and alternative investment options.