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.

James Kirk is a ChFC® credentialed financial advisor with nine years of industry experience. He is the sole advisor at Rocky Mountain Financial Solutions Inc. in Erie, CO, where he has worked since 2018, following prior roles at IFC and Marketforce Information. Kirk is also a licensed insurance agent involved in selling insurance products. Rocky Mountain Financial Solutions Inc. provides discretionary and non-discretionary asset management and financial consultation to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm emphasizes long-term investment strategies using individual stocks and ETFs, supplemented by tactical solutions and covered-call option strategies, and offers ERISA 3(38) fiduciary plan management alongside limited insurance product sales.

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.

Filipe Delvaux is a financial advisor at Delvaux Wealth Management in Brighton, Colorado, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of advising, he founded Delvaux, LLC, a personal care product company. Delvaux Wealth Management provides fee-only, discretionary wealth management and financial planning to individuals, high-net-worth clients, and their trusts and estates. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory, manages portfolios under discretionary authority, and maintains a solo advisory structure with a focus on transparency and controlled use of derivative strategies.

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.

Christopher Swales is a CFA® charterholder and financial advisor with 18 years of industry experience. He is the sole advisor at Swales Financial LLC, an independent firm he founded in 2020. Prior to establishing his firm, Swales worked for Citigroup Global Markets Inc. for seven years and has held roles with State Farm VP Management Corp. and Paul Little Insurance Agency. Swales Financial LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm follows a goals-driven investment process that combines fundamental analysis, Modern Portfolio Theory, and technical analysis, and is noted for its explicit use of options and derivatives in separately managed accounts.

Abigail Kovach is the principal of Abby Kovach Financial Planning, LLC in Lafayette, Colorado, with 15 years of industry experience. She holds the CFP® and Series 65 designations and has operated her independent financial planning firm since 2009. Outside of financial advising, she is a minority owner of GPN Alliance, an organization supporting accessible, fee-only financial planning, and owns Red Dog Property, LLC, which manages office space leasing. Abby Kovach Financial Planning, LLC is a fee-only practice serving individual investors, trusts, estates, foundations, and businesses, primarily focusing on non-high-net-worth clients. The firm emphasizes comprehensive financial planning and investment consultation, with an investment approach centered on long-term, passive allocation and a focus on educational workshops rather than ongoing portfolio management.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with nine years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Outside of finance, Elliott is the owner and occasional consultant for ZMT, Inc., a pump distribution company. Aspen Gold Financial is a Colorado-registered investment adviser that serves individuals, high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm employs a multi-strategy investment approach emphasizing strategic asset allocation, risk control, and diversification, and offers ERISA pension consulting services alongside portfolio management and financial planning.

Duane Webber is the principal of TerraNorth Investment Management LLC and holds a Series 65 credential. He has one year of experience in investment management and has been with TerraNorth since 2024. Prior to this role, he has served as President and Director of Blue Heron Commercial Group Inc., a commercial real estate company, since 2013, and also leads several other business ventures in software, technology, and entertainment. TerraNorth Investment Management LLC provides discretionary asset management and ongoing supervision of client accounts, primarily serving individuals and high-net-worth clients. The firm employs a combination of tactical and strategic asset allocation strategies, utilizing technical analysis and a range of securities including ETFs, options, and fixed income, with services tailored to each client’s financial situation.

Sanjiv Malkan is a financial advisor at Peacock Financial, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including MML Investors Services, MassMutual Life Insurance Co, and Fidelity Brokerage Services. Outside of advisory services, he owns a licensed life and health insurance agency. Peacock Financial, LLC is a small independent advisory firm serving individuals, families, and small businesses with financial planning, investment research, and portfolio management. The firm emphasizes a client-tailored, long-term investment approach using both passive and active vehicles through its Guided Portfolio Solutions program.

Jesse Stubbs is a financial advisor with Stubbs Investments, LLC in Erie, Colorado. He holds a Series 65 designation and has six years of industry experience. Prior to founding his advisory firm, he spent ten years involved with JSP Enterprise, Ltd., operating Pappardelle's Pasta Co. Stubbs Investments, LLC is an independent, single-advisor registered investment adviser serving individuals, families, trusts, estates, and corporate clients. The firm manages approximately $52 million, using a combination of fundamental and technical analysis, long- and short-term strategies, and a range of securities including stocks, bonds, ETFs, and mutual funds. Its services include corporate-focused planning such as equity compensation analysis and employee benefit review, alongside individual wealth management, and it employs options and derivatives in separately managed accounts.

Richard Simmons is the principal of Simmons & Associates, LLC, an independent advisory firm based in Broomfield, Colorado. He holds 22 years of industry experience and has led Simmons & Associates since 2001. Prior to founding the firm, he had a background in corporate finance and academia. Simmons & Associates provides fee-only advisory services to individuals, small businesses, and trusts, offering tax planning, financial and retirement planning, portfolio analysis, and estate planning. The firm emphasizes diversified asset allocation and a buy-and-hold investment approach, working with clients to develop investment policy statements and providing written recommendations while leaving trade execution and custody to clients’ chosen brokers.

Talon Pitchforth is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Q2 Financial. His background includes roles at Charles Schwab and Chauner Securities, as well as tax preparation and financial planning activities through Interwise Tax. Q2 Financial is a fee-only registered investment adviser providing investment management and financial planning to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a blend of passive and active strategies based on Modern Portfolio Theory and offers discretionary management, retirement plan consulting, and socially responsible investing options.

Dale Clausnitzer is a financial advisor with Growth Equity Management, Inc. in Broomfield, Colorado, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. He has been affiliated with Growth Equity Management and Aura Financial Services since 2005 and has worked independently since 1976. Clausnitzer also operates an accounting and tax-preparation practice that occupies a significant portion of his time outside his advisory role. Growth Equity Management, Inc. provides diversified portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and business entities, focusing on asset allocation and diversification through mutual funds, ETFs, and listed stocks. The firm uses a client-driven approach with discretionary trading authority, daily investment monitoring, and monthly performance reviews facilitated by institutional platform services.

Nathan Friend is a financial advisor at Friend Financial Group Inc with one year of industry experience. He holds a Series 65 credential and has previously worked at firms including Charles Schwab, ICAT, and Conexus Insurance Partners. Outside of investment advising, he is involved in a tax and accounting practice with McGehee Davis & Associates. Friend Financial Group Inc is an independent investment adviser founded in 2024 that provides discretionary asset management to individuals, including high-net-worth clients. The firm manages approximately $1.43 million across three accounts using fundamental analysis and modern portfolio theory to construct diversified portfolios.

Adrien Vanpoperinghe is a financial advisor with Lybis Investing and holds a Series 65 designation. He has five years of industry experience, including prior roles at CNA Insurance. Lybis Investing, LLC is a single-advisor investment management firm based in Colorado that serves individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm employs a defined investment process focused on asset allocation and typically uses passive index ETF strategies with an emphasis on sustainability factors, incorporating ESG scores alongside macroeconomic indicators.

Thomas Basil is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Colorado Diversified Financial since 2009, serving as the firm's sole advisor. The firm provides portfolio management and financial planning services to individual clients, focusing on income and retirement planning for older clients. Colorado Diversified Financial offers a variety of investment and insurance products, primarily on a non-discretionary basis, and combines asset-based advisory fees with commissions from insurance and annuity sales. The firm maintains a material affiliation with insurance agencies and uses a single custodian platform for trading and reporting.

Michael Corbett is a CFP® and CFA® with nine years of industry experience. He is the sole advisor at WealthEQ, an independent firm based in Erie, Colorado, where he has worked since 2022. Prior to WealthEQ, he was with Innovest Portfolio Solutions for three years and Bessemer Trust for five years. WealthEQ provides wealth management and investment advisory services to high-net-worth individuals, families, family offices, and captive insurance companies. The firm employs a research-based investment approach that combines goals-based and liability-driven portfolio construction with behavioral finance, automation, and quantitative analysis.

Cameron Dye is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at White Hawk Wealth Management since 2026, following seven years at Western Wealth Management, LLC. Outside of his advisory role, Dye coaches and creates training plans for amateur athletes through Peak Athletic Collective. White Hawk Wealth Management serves individuals, businesses, and families by providing integrated wealth management that includes investment management and financial planning. The firm constructs portfolios tailored to clients’ objectives and risk tolerance, utilizing a variety of strategies and investment vehicles.

Emmett Fehlau Barton is a CFP® certified financial advisor with two years of industry experience. He is associated with Sharper Image Financial Services, LLC and has held roles at several related firms including Foundation Financial Planning, LLC and TrueInsights CFO, LLC, where he provides outsourced CFO services. Emmett also participates in tax preparation and business management activities through affiliated companies in Erie, Colorado. Sharper Image Financial Services, LLC offers discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm customizes portfolios based on client goals and risk tolerances, employing diverse analytical approaches and occasionally using margin and derivative instruments within separately managed accounts.