Kristopher Kelley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Legacy Ridge Capital Management, LLC. He worked at Janus Capital Group from 2008 to 2017 before joining Legacy Ridge in 2018. Outside of his advisory role, he has ownership interests in private businesses, including a car wash and a powersports dealership in Wyoming. Legacy Ridge Capital Management provides discretionary portfolio management to individual and high-net-worth investors, trusts, pension and profit-sharing plans, and business entities. The firm employs a research-driven, bottom-up investment approach with an owner’s mindset, combining long-term holdings with focused short positions and risk management strategies.

Skyler Gillespie is a financial advisor with CayDen Wealth Management holding a CFP® designation and Series 65 license. Gillespie has been with the firm since 2026 and has prior experience at several related firms, including CayDen Financial Inc. Outside of financial advising, Gillespie has been involved with bookkeeping and tax-related services. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates accounting and tax preparation services through an affiliated business and emphasizes passive portfolio construction using index funds and ETFs tailored to client risk profiles.

Shane Dennehy is a CFP® and ChFC® with 12 years of industry experience. He currently works at CayDen Wealth Management and has held roles at Daniel Alexander Capital Inc and Charles Schwab. Outside of his advisory role, he co-owns a consulting business, CayDen Consulting. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index mutual funds and ETFs, and provides integrated tax and bookkeeping services through an affiliated accounting business.

Michael Hake is a CFP® professional with 20 years of industry experience, currently serving at Boulder Wealth Advisors, LLC since 2021. Prior to this, he spent nine years at Pacific Investment Management Company LLC and PIMCO Investments LLC. Boulder Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $338 million in client assets using diversified model portfolios and incorporates third-party tax-aware and option overlay strategies in its investment approach.

Caleb Sevian is a financial advisor with Focus Point Capital LLC, holding a Series 65 credential and over 23 years of industry experience. His prior roles include positions at Perella Weinberg Partners Capital Management and Tenet Capital LLC. He owns and operates several businesses outside of investment advising, including Focus Point Strategy LLC, which provides transactional and business consulting services, and Focus Point LMI LLC, offering institutional economic and technical research. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, acting mainly as a subadviser or third-party portfolio manager. The firm employs standardized multi-asset and concentrated equity strategies that incorporate proprietary risk frameworks and maintains a focus on both discretionary and non-discretionary portfolio management.

Jarrett Sharp is a financial advisor at Sharper Image Financial Services, LLC with five years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including The Millstone Evans Group and GenEra Wealth. Outside of advisory services, he leads TrueInsights CFO, LLC, a business management and consulting firm providing outsourced CFO services, and is involved with Sharper Image Tax Services, LLC as a lead tax preparer. Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a variety of analytical approaches across multiple investment strategies and offers project-based consulting along with public educational seminars.

David Fellows is a financial advisor at Broadview Wealth Partners with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Fidelity Brokerage Services. He is also associated with Integrated Capital Management, LLC, which supports his activities at Broadview Wealth Partners. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative investment approaches and offers comprehensive portfolio management alongside third-party money manager referrals.

Jamie Sladky is a financial advisor at Broadview Wealth Partners with 29 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial and Waddell & Reed. He is also the owner of Innamorato Strategies, LLC, a holding company associated with Broadview Wealth Partners. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $304.7 million in discretionary assets and employs a combination of qualitative and quantitative investment methods, offering diversified portfolio management alongside referrals to third-party money managers.

Michael Tracy is a CFP® with 23 years of industry experience and is currently affiliated with Principium Investments LLC in Boulder, CO. He has been with Vinoy Capital, LLC since 2008. Tracy is also associated with Sarasota Asset Management, a registered investment advisor. Principium Investments is a fee-only, SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an actively managed allocation process across proprietary risk profiles, combining ETFs, individual stocks, and mutual funds, supported by CFP®-driven financial planning and ongoing portfolio monitoring.

Dawn Jones is a financial advisor at Broadview Wealth Partners with 22 years of industry experience and holds a Series 66 designation. She has worked at Broadview Wealth Partners since 2025 and has a notable history with Integrated Capital Management and Raymond James Financial Services Advisors. Dawn is also associated with Integrated Capital Management in a support role. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative analysis and offers diversified portfolio management, including referrals to third-party money managers.

Jerry Hoffmann is a financial advisor at Hoffmann Hermanson in Denver, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Hoffmann Hermanson since 2009 and previously spent a year at Arax Advisory Partners. Hoffmann Hermanson provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $198 million in assets and employs a range of investment strategies, including equities, fixed income, real estate, commodities, options, private equity, managed futures, and cryptocurrency, often with discretionary trading authority.

Gregory Lessard is a financial advisor with Aspen Leaf Wealth Management, PBC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Leaf Financial Planning, LLC since 2012. Aspen Leaf Wealth Management, PBC provides fee-only discretionary investment management and integrated financial planning to individuals, families, trusts, and small-business retirement plans. The firm employs a strategic, asset-allocation approach using historical data, predominantly invests in ETFs with ESG screening, and operates as a Public Benefit Corporation and Certified B Corp.

Myra Salzer is a CFP® with 27 years of industry experience, currently serving at The Wealth Conservancy, Inc. in Boulder, CO, where she has worked since 1983. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, wealth coaching, and consulting. The firm manages approximately $260 million and employs a long-term, allocation-driven investment approach combined with tactical adjustments, alongside a distinctive emphasis on educational outreach and inheritance-focused coaching.

William Knorr is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Castle Pines Investment Management LLC in Boulder, CO. He holds a Series 63 license and has spent the past several years engaged in extended travel. Castle Pines Investment Management provides discretionary portfolio management primarily to high-net-worth individuals, trusts, retirement plans, and foundations. The firm uses a combination of macroeconomic analysis, fundamental equity research, and technical analysis within a structured investment policy framework to manage a concentrated client base.

Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He was previously associated with LPL Financial for more than 20 years before joining Graystone Partners Wealth Management in 2025. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach utilizes Modern Portfolio Theory and is tailored to client risk tolerance and investment objectives, typically employing mutual funds, ETFs, and individual equities.

Maryan Jaross is a Series 66 licensed advisor with 20 years of industry experience. She has been with Gold Medal Waters, Inc. in Boulder, CO since 2008, where she serves as one of three advisors at the firm. Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a long-term, strategic asset allocation approach primarily using mutual funds and offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting.

Robert Zimberg is a CFP® professional with 27 years of industry experience. He has been with Financial Mountain Inc. in Boulder, CO, since 1991. Financial Mountain serves individual and high-net-worth clients with discretionary asset management and standalone financial planning and consulting. The firm customizes portfolios using fundamental and technical analysis alongside modern portfolio theory, employing techniques such as options, margin, short sales, and derivatives under discretionary authority.

Amy Bloom is a Series 65-licensed financial advisor with Bloom Financial, LLC and has seven years of industry experience. She is also involved with Bloom Life, LLC, an insurance-related business where she serves as an agent. Bloom Financial, LLC provides wealth management, financial planning, and portfolio advisory services primarily for individuals, trusts, and business entities. The firm focuses on selecting and monitoring third-party asset managers and combines these recommendations with comprehensive planning services tailored to clients’ goals and risk tolerance.

Michael Sikora is a financial advisor at Bighorn Wealth Management in Westminster, CO, with 38 years of industry experience. He holds the Series 63 license and has been with Bighorn Wealth Management since 2009, previously working with LPL Financial and Osaic FA, Inc. Outside his advisory role, he operates a non-investment S Corporation. Bighorn Wealth Management offers comprehensive financial planning and consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on delivering written financial plans emphasizing asset allocation and long-term purchase strategies, without managing client assets or accepting discretionary authority.

Eric Veve is a financial advisor at Cohesion Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including American Portfolios Financial Services, Inc. and Epiqwest Financial Corp. In addition to his advisory role, Veve is a partner in a THC-free hemp farming business and has ownership stakes in related financial and insurance ventures. Cohesion Wealth Management serves a diverse clientele including individuals, families, foundations, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach focuses on aligning portfolios with client values and risk profiles, employing diversified strategies and tactical adjustments informed by market cycle analysis.