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.

Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Timothy Shasserre is a CFA® charterholder with two years of industry experience. He is currently an advisor at Black Swift Group, LLC, where he has worked since 2023. Prior to this, he spent eight years at Stifel Financial Corp. Black Swift Group provides discretionary investment management primarily to high-net-worth individuals, corporations, trusts, and foundations. The firm combines top-down and bottom-up investment processes across a range of asset classes, including fixed income, equities, and alternatives, and manages approximately $558 million in discretionary assets.

Grant Bugner is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Asset Management, LLC. His prior experience includes four years at MorganRosel Wealth Management and roles in various industries such as mining and brewing. He is Board President of the Listen Foundation, which supports children who are deaf and hard of hearing and their families, and creates personal finance video content under the name "moneymentorGrant." Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, 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 fundamental, technical, and qualitative analyses in its generally long-term investment approach.

Sonya Gillis is a financial advisor with Gainline Financial Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Advisors and Animal Health Care Denver. Outside of her advisory role, she serves as a foster coordinator for Lifeline Puppy Rescue in Brighton, Colorado. Gainline Financial Partners offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, qualified retirement plan participants, and institutional clients. The firm employs diversified, multi-style portfolios blending passive and active strategies, and manages a significant portion of assets in wrap accounts.

Summer Vaughan is a CFP®, ChFC®, and Series 66-registered advisor with seven years of industry experience. She is currently with Gainline Financial Partners, LLC and previously worked at Fidelity Investments, First Command Financial Planning, Edward Jones, and American Honda Finance Corporation. Gainline Financial Partners serves a diverse client base including individuals, high-net-worth clients, trusts, qualified retirement plans, and institutional clients. The firm uses diversified, multi-style portfolios combining passive and active strategies, and manages a significant portion of its assets through wrap fee programs.

Trevor Schimschock is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at KilterHowling LLC. His prior experience includes roles at Northwestern Mutual Investment Services LLC, James Dreiling, Crestone Asset Management, Great West Investments, and Janus Henderson Investors. Outside of his advisory work, he owns WPSquared LLC, a company that holds real estate rental properties. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm employs a range of investment strategies focused on mutual funds, ETFs, individual equities, bonds, and alternative investments, managing approximately $258 million in assets with a small team of three advisors.

Aaron Deitz is a financial advisor at BSW Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has worked at BSW Wealth Partners since 2018. His prior roles include positions at Focused Energy, Sonotize, and RMB Capital Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, corporate executives, and plan sponsors, employing a top-down tactical asset allocation approach and offering comprehensive financial planning, portfolio management, and impact investing strategies.

Gregory Casals is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Swift Group, LLC since 2017. Prior to this, he worked at Fortis Asset Management for one year. He holds the Series 63 designation and is based in Boulder, CO. Black Swift Group is a small advisory team managing approximately $558 million in discretionary assets, primarily for high-net-worth individuals, corporations, trusts, and foundations. The firm employs a blended top-down and bottom-up investment process across equities, fixed income, and alternative investments, tailoring portfolios under discretionary authority and offering both separately managed accounts and pooled fund vehicles.

Madeline Stutz is a financial advisor at The Millstone Evans Group, LLC in Boulder, CO, holding a Series 65 designation with two years of industry experience. She has been with The Millstone Evans Group since 2022, including during her time as a college student. The Millstone Evans Group serves individuals, trusts, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and advisory services. The firm develops tailored financial profiles and investment plans, managing portfolios with mutual funds, ETFs, stocks, fixed income, and other strategies that include fundamental, technical, and ESG analysis.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC in Louisville, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Peak Asset Management in 2022, she worked at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and comprehensive financial planning, using client-specific investment policy statements and a range of strategies including individual securities and mutual funds/ETFs.

Gina Varra is a financial advisor with Varra Wealth Management LLC in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at LPL Financial LLC and National Planning Corporation. Varra Wealth Management LLC is a team advisory firm serving individuals, including high-net-worth clients, charitable organizations, and business entities. The firm provides portfolio management, pension and 401(k) consulting, and standalone financial planning, applying modern portfolio theory with a long-term trading approach.

Cameron Dunford is a financial advisor with LPL Financial based in Louisville, Colorado, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Oppenheimer Funds Inc. for seven years before joining LPL Financial and Varra Wealth Management LLC in 2018. Outside of his advisory role, he is involved with 3 L's LLC, a home-based business entity not related to investments. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and various investment strategies.

Richard Anderson is a financial advisor at Black Swift Group, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. Prior to his advisory career, he worked for 17 years at ICON Eye Care. 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 approach, incorporating fixed income, equities, and alternative investments to manage volatility and pursue income.

Olivia Otoole is a financial advisor with BSW Wealth Partners in Boulder, CO, holding a Series 65 designation and four years of industry experience. Her work history includes roles at Sequoia Financial Group and multiple positions within BSW Wealth Partners since 2018. Prior to her financial advisory career, she worked at the University of Colorado and its Admissions Office. BSW Wealth Partners advises 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 with discretionary macro-level rebalancing and offers customized portfolios and a dedicated Visionary Impact Investing program, operating as a Colorado Public Benefit Corporation with an explicit impact and values statement.

Terry Robinette is a financial advisor with Peak Asset Management, LLC in Louisville, CO, holding 26 years of industry experience. He has been with Peak Asset Management since 2012. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, retirement-plan advisory services, and separately managed municipal bond accounts, employing a client-specific investment policy statement and a mix of fundamental, technical, and qualitative analysis.

Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.

Kathrin Biscornet is a Certified Financial Planner® with nine years of industry experience. She has been with BSW Wealth Partners since 2018 and also worked at Sequoia Financial Group and Diversified Asset Management, Inc. Previously based in Boulder, CO, her credentials include the CFP® designation and Series 65 license. BSW Wealth Partners serves a national client base, including individuals, families, business owners, and institutional clients. The firm employs a tactical asset allocation process and offers comprehensive financial planning alongside impact investing strategies through its Visionary Impact Investing program.

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.