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.

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.

Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, Colorado, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. He also coordinates Financial Peace University and manages an affiliated insurance business, which occupies roughly 5% of his time. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm employs the Orion Portfolio Solutions platform and combines fundamental and technical analysis to manage accounts, which are reviewed at least quarterly.

Sanay Patel is a financial advisor at Purpose Wealth with a Series 65 designation and two years of industry experience. He has held roles at Purpose Wealth LLC since 2023 and has ownership interests in Pravasa Partners LLC, which operates Pravasa Waxing LLC. He also works part-time with Exhale Home LLC, assisting on a limited basis. Purpose Wealth is an independent advisory firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm emphasizes top-down asset allocation and fund-level analysis, primarily using low-cost ETFs and index funds, and integrates investment guidance with broader financial planning through ongoing relationships as well as project and hourly engagements.

David Ybarra is a CFP® professional with 10 years of experience in the financial services industry. He is the principal advisor at Aspired Wealth, an independent firm he has led since 2024. His prior experience includes roles at Consilio Wealth Advisors, Northwestern Mutual Investment Services, and Fidelity. Aspired Wealth Planning LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs Modern Portfolio Theory and Monte Carlo analysis to construct diversified portfolios, incorporating derivatives strategies and third-party sub-advisors, and offers tailored planning on retirement, estate, tax, and employer benefits.

Brian Harper is a CFA® charterholder with 21 years of experience in the financial industry. He is the principal of Harper Asset Management, LLC, an independent firm based in Longmont, CO, and previously worked at Inlight Wealth. Harper serves as board member and chairman of The Stephan Company, an investment-related business. Harper Asset Management, LLC provides discretionary portfolio management and investment advisory services to individual and high-net-worth clients. The firm employs a value-oriented, fundamental analysis approach, managing concentrated equity portfolios alongside ETFs and mutual funds, and also focuses on fixed-income allocations tailored to client risk profiles and income needs.

Thomas Paulson is the sole advisor at Thomas A. Paulson, Jr., DBA, holding the Personal Financial Specialist (PFS™) designation with 26 years of industry experience. He has worked at Multi Financial Securities Corporation since 1999 and has been president and sole owner of Thomas A. Paulson Jr CPA PC, a tax preparation and small business accounting firm, since 1995. His tax and accounting practice operates alongside his advisory work. The firm primarily serves individual investors and trustees, offering discretionary portfolio management and comprehensive financial planning that includes tax and insurance reviews, retirement projections, and estate planning. It combines investment advice with affiliated tax and accounting services, employing a goal- and allocation-driven approach using no-load mutual funds, ETFs, and common stocks.

David Robinson is the principal advisor at Best Life Financial Planning, LLC in Longmont, Colorado. He holds a Series 65 designation and has a background that includes 12 years of service in the United States Navy followed by roles at Magellan Federal and Zeiders Enterprises. He began his advisory career in 2026 with Best Life Financial Planning. Best Life Financial Planning, LLC is a fee-only registered investment adviser providing comprehensive financial planning to individuals and high-net-worth clients. The firm emphasizes modern portfolio theory and passive investing, focusing on asset allocation with index funds and ETFs, and uses a fixed-fee and hourly/project-based pricing model rather than charging a percentage of assets.

Brian Joyce is a CFP® with 21 years of industry experience and is the principal advisor at Intelligent Investing in Loveland, CO. He has operated Brian Joyce, LLC d/b/a Intelligent Investing since 2010 and maintains a role with AAFCPA/HighSight, LLC dating back to 2005. Intelligent Investing offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit sharing plans, and charitable organizations. The firm emphasizes non-discretionary advice supported by multiple analytical methods and maintains an affiliation with a CPA practice to provide accounting services alongside financial planning.

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.

In the last 20 years, I’ve retired 60 times with my various clients. Most people only do it once — which is too bad: you get better with practice. I’ve seen firsthand how the right plan can change a family's future. It’s my mission to share these lessons so you get there faster and succeed on day one of retirement. Some approach retirement like a static mathematical equation - it’s not. It is about funding your purpose, protecting your time, and building a lasting legacy. It is about solving a dynamic, multi-decade cash flow puzzle. I specialize in transforming complex balance sheets into reliable, tax-efficient income streams. For those building wealth, I am comfortable with the technical side of financial planning. I began my career in public accounting and only later transitioned to comprehensive financial planning. That foundational experience taught me that true wealth management is not just about what you earn—it is about what you keep. As a dual Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), I translate complex tax codes into clear, actionable wealth strategies At the end of the day, main goal is to take the stress out of money. Whether you are trying to navigate a successful retirement, manage a complex business exit, handle a major life transition, or pass wealth down to your kids, I’m here to help. I don't believe in just talking about financial theories—I focus on real-world, personalized strategies that build lasting success.

Mark Ivan is the sole advisor at Ivan Capital Management, Inc. in Longmont, Colorado, holding a Series 63 designation with 29 years of industry experience. He has led Ivan Capital Management since its founding in 1996. Ivan serves on the Board of Directors of CM Advisors, an investment advisory business, a role he has held since 2003. Ivan Capital Management provides discretionary, fee-only investment management for individuals, businesses, trusts, and retirement plans. The firm emphasizes value investing, focusing on quality, out-of-favor securities through sector and company-specific analysis and proprietary research methods.

Momentum's innovative "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money. Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)

Brian Read is a financial advisor at RPC Wealth, LLC in Loveland, CO. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he held positions in various fields including banking and education. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting to individual clients and their trusts, managing approximately $106 million in assets. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation.

Jaris Hansen is a financial advisor with RPC Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brookstone Capital Management for 10 years and has been associated with the Retirement Planning Center since 2001, where he also operates as a licensed insurance agent. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, and it also offers standalone planning and coordination with other advisors.

Glenn Wager is a financial advisor with Wager Wealth Management and Financial Planning LLC in Longmont, CO, holding a Series 63 designation and 28 years of industry experience. He previously worked at Guerin Financial Services from 1994 to 2017 before founding his current firm in 2016. Outside of his advisory work, he serves as a director and treasurer for Niwot Youth Sports Field and Softball and coaches softball at a local high school. Wager Wealth Management and Financial Planning provides discretionary investment management, financial planning, and limited-scope consulting to individuals, families, trusts, estates, and certain institutions. The firm emphasizes asset allocation and diversified portfolios using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Jeremy Busch is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Keystone Financial Services since 2020 and previously held roles at Cetera Advisor Networks, CWM, LLC, Edward Jones, and ABR Inspections, LLC. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, trusts, and broker-dealer customers. The firm combines fundamental, technical, and industry-expert analysis with diversified asset allocation, tactical adjustments, and tax awareness in its investment approach.

Benjamin Sherlock is a financial advisor at Credentialed Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining his current firm. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, financial planning, and fiduciary consulting services. The firm customizes portfolios through multiple service tracks and provides retirement-plan fiduciary authority alongside tailored investment solutions.

Jennifer Walenter is a financial advisor at Keystone Financial Services with Series 65 credentials. She has over 14 years of industry experience, including 13 years at Edward Jones and subsequent roles at Keystone Financial Services. Keystone Financial Services manages approximately $306 million for around 509 clients, providing services to individuals, trusts, retirement plans, and broker-dealer customers. The firm employs a range of investment strategies across multiple asset classes, combining fundamental, technical, and industry expert analysis, with portfolios that are actively monitored and tailored for tax efficiency or partial delegation.

Ryan Cosner is a financial advisor at Cosner Financial Group, LLC in Windsor, Colorado, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Cosner also serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm manages approximately $370 million in assets with a focus on tailored portfolios, discretionary management, and a range of investment strategies including tactical allocation and options.