Ethan Anderson is a CFP® credentialed financial advisor at Denewiler Capital Management Inc with five years of industry experience. His prior roles include work at Texas Mountain Flora and AnderMill LLC, where he has been involved for several years alongside his advisory career. Denewiler Capital Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts by providing discretionary portfolio management and comprehensive financial planning. The firm follows a value-based, long-term approach focusing on dividend growth and hand-constructed equity and fixed-income portfolios.

Todd Lebor is a CFP® certificant with over 21 years of experience in the financial industry. He is the principal advisor at Snowball Wealth Management, where he has worked since 2003. Outside of his advisory role, he manages a family real estate holding company. Snowball Wealth Management serves individuals, families, trusts, estates, charitable organizations, and business entities, providing portfolio management and comprehensive financial planning. The firm integrates external assets into holistic plans and employs a blend of fundamental and cyclical analysis with modern portfolio theory, including the use of derivatives in separately managed accounts.

Katelyn Palone is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 65 designation with approximately two years of experience in the industry. Her prior work includes roles at Net Energy, Aledade, and Legacy Health, among others. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth individuals, retirement plan sponsors, and trusts, typically serving clients with a minimum of $250,000 in assets. The firm employs a fundamental analysis-based investment approach using four internally constructed model portfolios, with management generally conducted on a discretionary, buy-and-hold basis tailored to client risk profiles.

David Baines is the sole advisor at Pantile Investments in Boulder, CO, holding a Series 65 credential with five years of industry experience. Prior to founding Pantile Investments, he worked at Verizon for seven years. Pantile Investments offers discretionary asset management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs systematic, value-oriented investment processes that incorporate both fundamental and technical analysis, utilizing long-only and long-short strategies tailored to each client’s Investment Policy Statement.

Martial Frindethie is a Series 65-licensed financial advisor with five years of industry experience. He currently serves as the sole advisor at GenEra Wealth, LLC, a newly formed firm in Erie, Colorado. Frindethie has prior experience at The Millstone Evans Group, where he worked for nearly a decade. GenEra Wealth is a state-registered investment adviser that provides discretionary asset management, ERISA 3(21) retirement-plan advisory services, and comprehensive financial and education planning. The firm utilizes a range of strategies including asset allocation, fundamental and technical analysis, and options, often employing third-party sub-advisors with discretionary authority.

Chad Hume is a financial advisor at Capital Asset Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at several private banks and financial firms, as well as involvement with various sports and recreational organizations such as the Colorado High School Activities Association and the American Alpine Club. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, offering a range of model-based mutual fund and ETF strategies alongside custom managed accounts. The firm emphasizes fundamental analysis with multi-year investment horizons and utilizes third-party platforms including Envestnet and SEI.

Gary Shirman is a financial advisor at Boulder Wealth Advisors, LLC with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Boulder Wealth Advisors in 2021, he worked at Ludwick & Shirman, LLC for 24 years. Boulder Wealth Advisors offers personalized financial planning and discretionary investment management to a diverse client base including individuals, families, trusts, and charitable organizations. The firm manages approximately $338 million in assets and employs a range of investment strategies including model portfolios and third-party tax-aware and overlay solutions.

Robert Persichitte is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Delagify Financial. His prior roles include work at Metropolitan State University of Denver and the City and County of Denver. Delagify Financial provides comprehensive financial planning, investment analysis, and consulting services to individuals, trusts, estates, and business entities. The firm emphasizes a planning-first approach with one-time planning products, assessments, and consultations, and is noted for its affiliation with accounting services and educational seminars.

Ryley Cowan is a financial advisor at Welch Financial Planning, LLC in Boulder, CO, holding a Series 65 credential. He has been with Welch Financial Planning since 2023 and has prior experience at Castle Real Estate Group. Welch Financial Planning serves individuals, trusts, estates, charitable organizations, and business entities with a focus on retirement investing and income generation. The firm uses individualized financial plans and a “Bucket System” for asset allocation across different time horizons, offering both portfolio management and integrated financial planning services.

Kevin Malloy is a financial advisor at Focus Point Capital LLC with a Series 65 designation and one year of industry experience. He has been associated with Focus Point Capital and FPF Wealth LLC since 2026 and has been involved with End5 Insights LLC since 2013. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, functioning mainly as a subadviser or third-party portfolio manager. The firm offers discretionary management and non-discretionary model portfolios through strategies that emphasize standardized approaches using ETFs and proprietary risk frameworks.

Kevin Campbell is a financial advisor at Focus Point Capital LLC with 24 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at several firms, including James Alpha Advisors, FDX Capital LLC, and Global Financial Private Capital, LLC. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients by providing discretionary management and non-discretionary model portfolios, focusing on multi-asset and concentrated equity strategies implemented through ETFs and proprietary risk frameworks.

Warren Denewiler is a CFA® charterholder with 27 years of industry experience. He is the principal of Denewiler Capital Management Inc in Denver, CO, where he has worked since 1991 after a decade at Sage Investment Management. Denewiler Capital Management advises individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts, offering discretionary portfolio management and comprehensive financial planning. The firm employs a value-based, long-term discipline focused on dividend growth, managing hand-constructed portfolios with a target holding horizon near ten years.

Peter Huffman is a financial advisor at P.A. Schopen & Associates, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and Evergreen Investing prior to joining his current firm. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, using a combination of discretionary and non-discretionary management tailored to client objectives. The firm employs a hybrid investment approach that integrates actively managed mutual funds and passive ETFs, and it manages client assets in-house while utilizing a broad range of products and strategies, including structured notes and cryptocurrency exposure.

Sidney Smith is a CFP®-certified financial advisor with four years of industry experience, currently with Financial Steward Associates, LLC. He has previously worked at LPL Financial LLC and Fidelity Investments. Smith provides financial planning and consulting services through Financial Steward Associates, an independent firm where he also supports administrative activities. Financial Steward Associates delivers comprehensive, goal-oriented financial planning and limited-scope consulting for individual clients, focusing on areas such as estate, tax, cashflow, charitable, and wealth-transfer objectives. The firm operates as a planning-only boutique without discretionary authority or assets under management, offering fixed or hourly fee engagements.

Ty Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has been with Peak Financial Management, Inc. since 2020 and previously worked at Modern Wingman LLC and Colorado Christian University. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $109 million in assets and integrates consulting, coaching, and investment management through its “Start to Finish Planning Program,” employing a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory.

Alicia Duong is a CFP® professional with eight years at Wealth Engineers, LLC and a total of 14 years of industry experience, including 12 years at Raytheon. She is based in Denver, CO. Wealth Engineers, LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm emphasizes low-cost, diversified portfolios grounded in modern portfolio theory and offers discretionary investment management alongside financial planning and retirement-plan consulting.

Amy Smith is a financial advisor at Bonsai Advisors LLC in Boulder, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at TIAA-CREF for 26 years before joining Bonsai Advisors and Purshe Kaplan Sterling Investments. Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to individuals, trusts and estates, charitable organizations, and business entities. The firm manages client assets using proprietary software for Investment Policy Statements and offers access to third-party money managers and TAMPs as part of its services.

Dennis Channer is a CFP® professional with 25 years of industry experience and has been with Cornerstone Investment Advisors, LLC since 2001. He holds a Series 63 license and is based in Boulder, Colorado. Outside of his advisory role, he is a member of The Private Trust Consortium, LLC, where he provides fiduciary support services. Cornerstone Investment Advisors offers comprehensive financial planning and investment advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs strategic asset allocation grounded in Modern Portfolio Theory and constructs globally diversified portfolios using a range of investment vehicles, implementing client objectives through written investment policy statements, ongoing monitoring, and periodic rebalancing.

Carlie Campuzano is a financial advisor at Millennial Wealth Management, LLC in Broomfield, CO, holding a Series 65 designation. She has been with Millennial Wealth Management since 2026 and has prior experience working for the City of Aurora and Kimley-Horn & Associates. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans, favoring a passive, low-cost investment approach using diversified portfolios of index funds and ETFs alongside selected outside managers. The firm operates with a small team and employs multiple institutional platforms to centralize portfolio implementation and held-away account management.

Carol Johnson is a CFP® with 10 years of industry experience, currently serving as an advisor at Prudent Man Investment Management since 2018. Her prior experience includes roles at Atlantic Trust, Retirement Planning Specialist, and Charles Schwab. Prudent Man Investment Management is an independent, fee-only registered investment adviser serving individuals, estates, family trusts, and employer-sponsored retirement plans. The firm follows a long-term, disciplined investment approach focused on global diversification and after-tax returns, primarily utilizing no-load, passively managed index funds and ETFs.