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.

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, an independent firm based in Superior, Colorado. He holds a Series 65 designation and has nine years of industry experience, including ten years with Kyso Financial. Kyso Financial provides discretionary portfolio management to individuals, families, and businesses, offering three model portfolios as well as a customizable ETF-based option. The firm employs a combination of fundamental analysis, growth and value strategies, and incorporates hedging and derivatives within separately managed accounts when authorized by clients.

Craig Thompson is a ChFC® designated financial advisor with 27 years of industry experience. He has been with Asset Solutions since 2003 and previously worked at Hornor, Townsend & Kent, LLC for six years. Asset Solutions serves individual investors and small-business retirement plans with discretionary active portfolio management across various account types. The firm employs a market-timing, active strategy using technical, cyclical, and fundamental analysis to adjust sector allocations, including the use of hedging and leveraged instruments.

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.

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 with Series 65 and Series 66 registrations and one year of industry experience. He has worked at institutions including the University of Colorado Boulder and Finequities. Guardian Brothers Capital LLC provides portfolio management and financial planning services, tailoring portfolios to clients’ goals and risk tolerances using a range of analytical methods. The firm employs both a strategic buy-and-hold approach for standard fee clients and higher-risk, active strategies for performance-fee accounts.

Katherine Macauley is a financial advisor at Holos Consulting Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 registrations and has worked previously at Ares Management and Goldman Sachs & Co. Holos Consulting Group provides advisory services focused on environmental, social, and impact investing for asset owners, asset managers, and non-profits. The firm specializes in project-based consulting related to impact-investing strategy development and ESG integration, primarily in private markets.

Jimmy Burton is a CFP® professional with 27 years of industry experience. He has been the principal advisor at Business Financial Strategies, Ltd. in Boulder, CO since 1993. Outside of financial advising, he serves as CEO, director, and shareholder of a small food manufacturing company, GBS Partners, Inc. Business Financial Strategies, Ltd. provides financial planning, investment management, and consulting services to individuals, small businesses, business owners, retirement plans, and trusts. The firm serves a limited client base with a long-term, buy-and-hold investment approach, primarily using non-discretionary account management and detailed trade recommendations.

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.

Aditi Kapadia is a CFP® and CFA® with two years of experience in the financial industry. She is currently the sole advisor at Wealth IQ in Lafayette, CO. Prior to founding Wealth IQ, she worked at BMO Wealth Management for four years and at GE Capital for twelve years. Wealth IQ provides investment management and financial planning services to individual and high-net-worth clients, including specialized solutions for business owners and tax-aware strategies. The firm offers both a Do-It-Yourself advisory model and a Do-It-For-Me arrangement, utilizing proprietary allocation models and a combination of passive and active investments.

Steven Buxbaum is a financial advisor with Portsea Investments, Inc. in Louisville, Colorado, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Prior to founding Portsea Investments, he worked at Stonebridge Capital Management, Credit Suisse Securities, and UBS Financial Services. Outside of advising, he serves on the investment committee of the nonprofit Inner-City Arts in Los Angeles. Portsea Investments provides discretionary portfolio management and individualized investment advice to a small client base including individuals, families, retirement plans, charitable organizations, trusts, estates, and businesses. The firm employs a core-and-satellite approach with value-oriented core holdings and growth satellites, using fundamental and cyclical analysis to guide asset allocation and security selection.

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.

Leah Copertino is a financial advisor at Go Fish Finance, LLC, holding a Series 65 credential with one year of industry experience. She has held senior roles in technology companies, including positions at Airbnb and Pinterest. Outside of advising, she continues to work as an Enterprise Account Lead at Airbnb. Go Fish Finance is a solo independent advisory serving individual and high-net-worth clients through comprehensive financial planning and a 12-month Voyager Program that integrates planning with discretionary investment management. The firm employs a fixed, non-AUM fee structure and offers public educational seminars alongside personalized and project-based planning services.

Adam Robinson is a CFP® with 26 years of industry experience. He currently serves as the sole advisor at SevenWealth LLC and previously worked at Commonwealth Financial Network for 20 years. Outside of his advisory work, he owns Chill303, LLC, a business focused on cryotherapy and instasculpting, and serves as a board member for Niwot Youth Sports. SevenWealth LLC provides discretionary asset management and comprehensive financial planning services primarily to individuals and high-net-worth clients. The firm employs a blended active and passive investment approach tailored to client objectives and offers quarterly reviews and discretionary trading authority.

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.