Tyler Morris is a financial advisor at Farther with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation, Empower Advisory Group LLC, and Compound Planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Holly Chandler is a CFP®-designated financial advisor with Edward Jones, based in Louisville, CO, bringing 20 years of experience in tax efficient retirement and wealth planning. She has worked at Edward Jones since 2017. Additionally, she has been involved with Front Range Community College since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the country.

Aaron Locker is the sole advisor at Ellis Financial Solutions LLC in Longmont, CO. He holds Series 65 and Series 66 designations and has four years of industry experience. Prior to founding his current firm in 2025, he worked at Summit Financial Planning and Edward Jones. Outside of financial advising, he manages Ellis Bottom Line Bookkeeping, a tax management and preparation business. Ellis Financial Solutions provides investment management, financial planning, and retirement plan consulting primarily for individuals, high-net-worth clients, and employer plan sponsors. The firm employs an asset-allocation approach based on modern portfolio theory, using a blend of passive and active mutual funds and ETFs, and offers specialized ERISA fiduciary services and pension consulting.

Derek Wolff is a CFP® with 22 years of experience in the financial services industry. He has been the sole advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs both fundamental and technical analysis alongside long- and short-term trading strategies, including the active use of options and leveraged ETFs.

Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.

Kyle Sothers is the sole advisor at Kyso Financial, a state-registered independent investment advisory firm based in Superior, Colorado. He holds a Series 65 designation and has eight years of industry experience, having managed investments privately before founding Kyso Financial in 2016. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three actively managed model portfolios and a customized ETF-based option. The firm employs a fundamentally driven approach combining growth and value strategies with a long-term orientation, alongside the explicit use of hedging techniques and derivatives for tactical downside protection in certain accounts.

Craig Thompson is a ChFC®-designated financial advisor with 26 years of industry experience. He has been with Asset Solutions in Louisville, CO since 2003. Asset Solutions serves individual investors and small-business retirement plans through discretionary active portfolio management across various account types. The firm employs a market-timing, active strategy using technical, cyclical, and fundamental analysis to guide sector rotation and risk management, with portfolio tools that can include ETFs, mutual funds, individual equities, fixed income, and hedging instruments.

Eric Davis is a CFP® and Series 65 designated financial advisor with 10 years of industry experience. He currently operates Lucid Financial Planning, an independent firm he founded in 2026. Prior to this, Mr. Davis worked for BSW Wealth Partners for 11 years. Since 2023, he has served on the Board of Advisors for The Synergy Company, a natural supplements and nutraceuticals business. Lucid Financial Planning provides financial planning and portfolio management services to individuals and high-net-worth clients, offering both written plans and ongoing advice. The firm utilizes fundamental analysis, modern portfolio theory, and a mix of passive and active investments, with options for discretionary management and third-party manager recommendations.

Adam Barnai is the sole advisor at Barnai Asset Management in Boulder, CO, holding a Series 65 credential with 10 years of industry experience. He has managed Barnai Asset Management since 2014 and concurrently owns and operates a small construction company as a general contractor and builder. Barnai Asset Management provides discretionary portfolio management to individual and high-net-worth clients, focusing on equity and ETF-based strategies. The firm uses a top-down approach grounded in Modern Portfolio Theory with an emphasis on long-term market cycles, employing ETF-centric portfolios that include ESG options and, for suitable clients, tactical use of triple-leveraged ETFs with active monitoring and rebalancing.

Meera Meyer is a CFP® and holds a Series 65 license, with seven years of industry experience. She currently operates at Life.Money.Balance., an independent firm she has been with since 2017, following earlier roles at Dunston Financial Group and BSW Wealth Partners. Life.Money.Balance. provides holistic financial planning and coaching to individuals, families, and high-net-worth clients, including trusts and charitable accounts. The firm emphasizes long-term, asset-allocation strategies using ETFs and mutual funds, integrates behavioral and somatic decision-making tools into client meetings, and offers educational resources such as newsletters, group courses, and a membership platform.

Fernando Guardia Virreira is a financial advisor at Guardian Brothers in Boulder, CO, holding Series 65 and Series 66 licenses and one year of industry experience. His prior work includes roles at Finequities and a current position at the University of Colorado Boulder. Guardian Brothers Capital LLC provides portfolio management and financial planning services, tailoring investment strategies to clients’ goals and risk tolerances using a combination of analytical methods. The firm offers both standard management and performance-based fee structures and allows discretionary authority to implement various investment approaches, including strategic asset allocation and more active, higher-risk tactics in certain accounts.

Katherine Macauley is a financial advisor at Holos Consulting Group, LLC in Boulder, CO, with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs & Co. for six years and Ares Management for two years. Holos Consulting Group serves asset owners such as high-net-worth individuals, family offices, foundations, and institutional investors, as well as asset managers and non-profits, focusing on environmental, social, and impact investing. The firm provides tailored, project-based consulting on impact-investing strategy development, ESG integration, investment diligence, and third-party manager selection without managing client assets or providing ongoing portfolio management.

Jimmy Burton is a CFP® professional with 27 years of experience at Business Financial Strategies, Ltd., an independent advisory firm based in Boulder, CO. He has been with the firm since 1993. Outside of his advisory role, Burton serves as CEO, director, and shareholder of GBS Partners, Inc., a small food manufacturing company. Business Financial Strategies, Ltd. provides financial planning, investment management, and consulting services primarily to small businesses, business owners, and individual clients. The firm emphasizes a long-term, buy-and-hold investment approach with a non-discretionary portfolio oversight model.

Steven Zakelj is a CFP® professional with 15 years of industry experience. He has worked at Flatirons Wealth Management since 2018, following six years at Chrome Asset Management and overlapping experience with various insurance carriers. Flatirons Wealth Management is an independent firm serving individuals, high-net-worth clients, and pension/profit-sharing plan sponsors. The firm employs a primarily passive, asset-allocation approach complemented by fundamental and technical analysis, while incorporating options and derivatives strategies in discretionary portfolio management.

David Nachtweih is a CFP® professional with 11 years of industry experience. He has worked at Edward Jones for 12 years and currently operates as the sole advisor at Cultivate Wealth Partners. Cultivate Wealth Partners provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a modern portfolio theory-based investment approach, incorporating asset allocation across mutual funds, ETFs, fixed income, equities, and real estate funds, alongside longer-term trading and higher-risk strategies such as margin and options.

Theodore Van Rooy is a financial advisor at AEOM Investments, LLC with one year of industry experience. He holds a Series 65 credential and has a background in technology, having worked at Amazon Inc. and The Trade Desk Inc. prior to his current role. In addition to advising, he works as a software engineer and data scientist. AEOM Investments, LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a blended investment approach combining passive and active strategies, with portfolios tailored to client goals and risk profiles.

Jai Singh is a financial advisor at Arroit Services Inc with four years of industry experience. He holds a Series 65 designation and has a background working at Opentext Inc and Infosys Inc. In addition to his advisory role, Singh is a licensed real estate agent in Colorado. Arroit Services Inc provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s approach focuses on asset allocation driven by macroeconomic analysis combined with client-specific factors, implementing strategies across various asset classes including mutual funds, ETFs, equities, bonds, options, REITs, and cryptocurrency exposures.

Aditi Kapadia is a CFP® and CFA® credentialed advisor with over a year of industry experience. She currently works as the sole advisor at Wealth IQ and has prior experience with BMO Wealth Management and GE Capital. Wealth IQ serves individual and high-net-worth clients with investment management and comprehensive financial planning, offering both DIY advisory models and discretionary portfolio management. The firm’s services include specialized planning for business owners and cross-border advisory, using proprietary and third-party model strategies with a focus on tax-aware and socially responsible investments.

Steven Buxbaum is a financial advisor at Portsea Investments, Inc. with 13 years of industry experience. He previously worked at Stonebridge Capital Management for four years before joining Portsea in 2018. Outside of his advisory role, he serves on the investment committee of the board of Inner-City Arts, a nonprofit provider of arts education in Los Angeles, and manages a real estate investment business, Ysidro Capital Partners. Portsea Investments provides discretionary portfolio management and personalized investment advice to individuals, high-net-worth families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite investment approach with value-oriented core holdings and growth satellites, applying fundamental and cyclical analysis for asset allocation and security selection.

Tom Nelson is a CFP® professional with 17 years of industry experience and operates as the sole advisor at Tom C. Nelson, PhD, CFP® Personal Financial Consultant in Broomfield, Colorado. He has been a senior instructor of finance at the University of Colorado at Boulder since 1999. Nelson holds a doctoral academic background in finance. His firm provides fee-only, hourly financial planning and investment advice primarily to individual clients, as well as trusts, estates, charitable organizations, and small businesses. The practice operates on a consultative basis without managing or trading client assets, focusing on educational, project-based engagements with investment recommendations typically limited to low-cost index mutual funds and ETFs.