MY Wealth Planners is a Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners serves three core demographics: Business owners and executives, pre-retiree and retiree couples, and type-a professionals. For business owners and executives, MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses to attract and retain top talent through executive compensation planning. For pre-retirees and retirees, MY Wealth Planners brings the latest in retirement and financial planning research to the establishment of sustainable retirement income plans and the development of legacy and estate plans that ensure families and community stakeholders are well-served. For type-A professionals, MY Wealth Planners offers full-scale delegation of financial needs, from insurance shopping to portfolio management, as well at the outsourcing of third party vendor relationships and management, so that these professionals and win back some precious time in their busy lives. An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.

Bryan Sullivan is a CFP® with 19 years of industry experience, currently serving at Cohesion Wealth Management, LLC since 2020. He also has experience with Asset Exchange and American Portfolios Financial Service, Inc., among other firms. Outside of investment advisory, he is involved in marketing through The Asset Exchange and manages insurance sales and agent supervision at Epiqwest Financial Corporation. Cohesion Wealth Management provides investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, foundations, trusts, and institutional clients. The firm utilizes a diversified, values-based investment approach with tactical adjustments and offers specialized pension and plan consulting services uncommon for its size.

David Mcmillan is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Caledonia Wealth Management, Ltd. in Boulder, CO since 2009. Caledonia Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, pension plans, small businesses, and charitable organizations. The firm operates on a fee-only basis and uses a range of discretionary investment programs that include both traditional and ESG-integrated options, combining strategic asset allocation with tactical adjustments.

Hilla Hascalovici is a financial advisor at Savvly Advisor with Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Savvly in 2025, she worked at Goldman Sachs & Co. LLC for five years and held roles at JP Morgan Chase & Co. and Varsity Tutors. She is based in Boulder, Colorado. Savvly Advisor provides portfolio management and advisory services primarily to pooled investment vehicles, investment companies, and pension or profit-sharing plans, alongside consulting for employee benefit plans such as 401(k)s. The firm combines modern portfolio theory and technical analysis to implement tailored, long-term investment strategies and maintains an active pension consulting practice.

Nicholas Wolverton is a CFP® and Series 65 registered advisor with 11 years of experience, currently serving at Peak Financial Management, Inc. since 2015. He operates out of Broomfield, Colorado, working alongside one other advisor at the firm. 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 applies a Start to Finish Planning Program that integrates consulting, coaching, and investment management using fundamental analysis and an asset-allocation approach based on Modern Portfolio Theory.

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Mitchell Bloom is a financial advisor at Bloom Financial, LLC with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Fourstar Wealth Advisors, LLC, CETERA Advisor Networks LLC, and Alterna Card Services. Outside of his advisory role, he is the owner of Bloom Life, LLC, which focuses on life insurance and annuities, and he is involved in sales and marketing for a developmental stage retail business. Bloom Financial provides investment management, comprehensive financial planning, and coordinated tax and estate-planning services for individuals, trusts, and business entities. The firm generally recommends and monitors third-party asset managers and turnkey asset management programs, operating primarily on non-discretionary engagements.

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.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

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.

Eric Benzel Ward is a financial advisor at Chicory Wealth in Westminster, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Chicory Wealth, he worked in educational roles at DSST Public Schools and the Relay Graduate School of Education. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to build diversified portfolios and offers additional services including tax preparation, estate planning, and business consulting.

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.