David Burgess Jr. is a CFP®-certified financial advisor with 13 years of industry experience. He is the principal of Summit Capital Group LLC, where he has worked since 2024. Prior to this, he held roles at Secure American Insurance, LLC, Dearborn Street Advisors, LLC, and Mcalvany Wealth Management, LLP. In addition to his advisory work, Burgess is actively involved in insurance sales through Secure American Insurance. Summit Capital Group is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a top-down investment process combining fundamental and technical analysis with a value-oriented focus, offering model portfolios ranging from conservative to aggressive growth and utilizing mutual funds, ETFs, and option strategies.

Rolfe Spiegel is a financial advisor at Three Waters Financial in Ignacio, CO, holding a Series 65 designation with four years of industry experience. His prior work includes nearly two decades with the Southern Ute Indian Tribe and ongoing roles at H&R Block and Three Waters Financial since 2021. Three Waters Financial provides tailored financial planning and wealth management services to individuals, small businesses, trusts, and estates. The firm focuses on fundamental security analysis, diversified portfolios, and tax-efficient strategies, managing both discretionary and non-discretionary accounts with a small, personalized client roster.

Travis Cook is a financial advisor with Ridgeline Asset Management, LLC in Durango, Colorado. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior work includes roles at Avant Garde Advisors LLC and Wealthsource Partners, LLC. Ridgeline Asset Management provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth individuals, and trusts. The firm employs a tailored investment approach combining fundamental and technical analysis with quantitative rules, managing concentrated, relationship-driven accounts without formal minimums.

James Brost is a CFP® professional with 17 years of industry experience. He has been with Intelligent Investment Management, LLP since 2007. The firm provides personalized, fee-only investment management and financial planning services primarily to individuals, families, trusts, estates, charitable organizations, and small businesses. Intelligent Investment Management manages approximately $104 million on a discretionary basis for about 105 clients, employing a long-term, broadly diversified strategic asset-allocation approach combined with fundamental, technical, and cyclical research methods.

Weldon Neff is a financial advisor at Iron River Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked for over two decades in the 11th Judicial District and Magistrate Courts. Iron River Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, financial and estate planning, and account monitoring. The firm operates five offices and offers a complimentary e-newsletter to clients, using a combination of fundamental and technical analysis with a long-term trading orientation.

Shaun Connolly is a financial advisor at Iron River Capital LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Regulus Advisors, LLC, Iron River Capital LLC, and Connolly Financial LLC. Outside of advising, he hosts a radio show and serves as an independent licensed insurance producer. Iron River Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management, financial and estate planning, and account monitoring. The firm uses both fundamental and technical analysis with a long-term trading approach and maintains multiple offices while providing clients with a complimentary e-newsletter.

Derek Levee is a financial advisor with RIA Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at firms such as DFPG Investments LLC, Integrated Advisors Network, and RIA Advisors. He operates other business activities under Advanced Wealth Strategies, a DBA for Levee Unlimited, Inc. and STA Capital Management LLC. RIA Wealth Advisors provides discretionary investment management and integrated financial planning primarily to individual and high-net-worth clients. The firm emphasizes strategic asset allocation with a core focus on passive index and ETF funds, supplemented by selective active management and global diversification.

David Mcalvany is a financial advisor at McAlvany Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with McAlvany Wealth Management since 2007. Outside of his advisory role, he serves on the advisory board of Warren Electric Group, a family-owned wholesale distribution company for telecommunications, electrical, and automation equipment. McAlvany Wealth Management primarily serves individual clients and related entities, managing approximately $224 million across 650 client relationships. The firm focuses on long-term capital appreciation and income with an emphasis on precious metals, natural resources, infrastructure, and specialty real estate through a variety of model portfolios, employing both fundamental and technical analysis in its discretionary management approach.

Robert Draper is a financial advisor with McAlvany Wealth Management, LLC in Durango, CO, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at McAlvany Wealth Management since 2017 and previously spent eight years at Deeds Select Advisors, Inc. McAlvany Wealth Management, LLC is an SEC-registered investment adviser managing approximately $224 million for around 650 individual clients and related entities. The firm employs a strategy focused on long-term capital appreciation and income with an emphasis on precious metals miners, bullion proxies, natural resources, infrastructure, and specialty real estate, integrating both fundamental and technical analysis in its discretionary portfolio management.

After graduating from the University of Illinois with a B.S. in Finance in 1985, I worked in myriad roles before founding Opus Financial Solutions, including securities compliance, investment analysis, institutional portfolio management, and teaching investments and financial planning topics at the undergraduate and graduate levels. Those roles and hard-earned education and financial designations converged to ultimately building a fee-only financial planning and investment advisory firm. My objective as an advisor is to help my clients improve and/or be aware of the implications of the financial choices they make. That requires me to listen and truly understand my client's past, present, and anticipated journey before offering strategies and solutions. For some of my clients, that means helping them attain the financial freedom and peace of mind to live as they choose. For others who have accumulated significant wealth, it is helping them with portfolio optimization and management, taxes, distribution planning, and estate matters. In addition to my Finance degree from Illinois, I obtained my MBA in International Business from DePaul’s Graduate School of Business. I later attained my Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations in order to provide the highest level of financial and investment counsel. Along the way, I also developed an expertise in divorce financial planning in order to help people make more informed financial decisions in divorce matters and make the process of divorce less painful and less expensive. I've served as a divorce advisor, financial neutral and mediator for individuals and/or divorcing couples (Refer to “Pre-Divorce Planning” for more detail). I grew up in the Chicago area, now live in Denver, and serve clients across the United States. In my spare time, I enjoy spending time in natural settings hiking, camping, mountain-biking, skiing, playing with my pups, or whatever the weather dictates. I have served in many volunteer roles over the course of my life, mostly relating to educating and mentoring the underprivileged. Thus far, one of my greatest joys has been watching my children—now both young independent adults--evolve into kind, smart, empathetic human beings who I believe will change the world for the better.

Cara Flynt is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Red Mountain Financial Partners since 2019 and previously worked at Linsco/Private Ledger from 2007 to 2019. Outside of her advisory role, she is involved with Houndstooth LLC and Cara Flynt LLC for business and tax purposes. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

Bradley Tafoya is a CFP® professional with seven years of industry experience, practicing at Tafoya Barrett and Associates PC since 1998. The firm provides tax preparation, bookkeeping, and general financial planning advice to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. Tafoya Barrett and Associates operates as a certified public accounting practice, focusing on tax and bookkeeping services rather than asset management or commissionable products. The firm emphasizes written financial plans and limited-scope advice without discretionary portfolio management or product sales.

Trent Porter is a CFP® and holds a Series 65 license with 16 years of experience in financial advising. He has been with Priority Financial Planning, LLC since 2012. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.

Michael Warren is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Red Mountain Financial Partners since 2015 and has also worked with LPL Financial since 2001. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

David Rick is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2003 and has been with Red Mountain Financial Partners since 2021. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-based investment approach supplemented by fundamental, cyclical, and charting methods.

Michael Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also been affiliated with LPL Financial LLC since 2009 and operates Gritis & Associates, a tax preparation and accounting firm. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis, uses options for hedging when appropriate, and incorporates third-party Independent Managers, managing approximately $393 million in discretionary assets.

Henry Dudley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. in Durango, CO, with 14 years of industry experience. He has been with Dudley & Shanley since 2000. Outside of his advisory role, Dudley is a member of Open Shutter Gallery, LLC, a non-investment related entity. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, managing both separately-managed accounts and privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, focusing on concentrated portfolios of domestic and international equities, convertibles, options, ETFs, and some debt instruments.

Zuzana Birova is a financial advisor with Colorado Capital Management in Durango, CO, holding a Series 65 credential and eight years of industry experience. She has worked with Colorado Capital Management since 2017 and previously was self-employed and worked at Deerfield Financial Advisors. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households with a team of ten advisors. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly monitoring, offering discretionary and non-discretionary portfolio management, financial planning, retirement-plan advisory, and ESG/sustainable investing options.

Carole Rominger is a financial advisor at Prasad Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Osaic Advisory Services. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and employs a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and alternative products.

James Pritchard is a financial advisor at Delta Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Saxony Capital Management, LLC, and W.E. Donoghue & Co., LLC. Outside of his advisory role, he consults for Rising Star Distributors and writes articles while creating investment portfolio models through his own consulting business, JP Pritchard Investment Consulting. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm employs a range of strategies, including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.