Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Devika Kamboh is a CFP® professional with 25 years of industry experience, operating as the sole advisor at Sohum Financial Planning, LLC. Her prior experience includes roles at MRW Financial Brokerage General Agency, Innovation Partners LLC, and MSI Financial Service, Inc. She is also the owner and CEO of Sohum Mountain Ranch LLC. Sohum Financial Planning LLC is an independent, single-advisor firm providing discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm customizes investment strategies based on client goals and risk tolerance, employing fundamental and technical analysis alongside Monte Carlo planning techniques.

Glenn Edwards is the sole advisor at Alpine Financial Advisers, LLC in Golden, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. His firm serves individual clients with comprehensive financial planning and discretionary portfolio management, employing a six-step, goals-based planning process supported by licensed internet-accessible technology. Alpine Financial Advisers utilizes an investment approach grounded in Modern Portfolio Theory combined with active risk management through tactical asset allocation, diversifying portfolios globally across mutual funds, ETFs, and select individual securities. The firm’s small, sole-advisor structure allows for a limited client roster and individualized service.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

Scott Gorham is a financial advisor with Gorham Wealth Management, LLC in Golden, Colorado. He holds the ChFC® designation and a Series 65 license, with 17 years of industry experience. In addition to his advisory role since 2011, he has worked as an airline pilot for United Airlines since 1990. Gorham Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management through an Envestnet wrap program and delivers financial plans on a one-time or ongoing basis, focusing on client goals through documented investment policy statements and a combination of fundamental and technical analysis.

John Ooyen is a financial advisor with Bright Future Advisors in Nederland, Colorado, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Financial Group of Colorado, Inc. since 1996. Bright Future Advisors is a registered investment adviser managing approximately $4.1 million in discretionary assets, primarily serving individuals and high-net-worth clients. The firm employs a value-oriented investment strategy based on fundamental analysis, with discretionary portfolio management and an emphasis on risk control through limited trading.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.

Joseph Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding the ChFC® designation and Series 63 license with 27 years of industry experience. He previously worked for Financial Counseling Associates, Inc. for 31 years before joining Full Financial Inc. in 2024. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in client assets, emphasizing diversified portfolios with no-load mutual funds, ETFs, stocks, bonds, and cash equivalents, while typically managing accounts on a discretionary basis and coordinating with clients’ attorneys and accountants on tax and estate matters.

Eric Eisenhard is a financial advisor with Redwood Family Wealth LLC in Golden, Colorado. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Redwood Family Wealth, he worked at XO Wealth Management and Raymond James & Associates, Inc. He is also a registered representative of Cabot Lodge Securities LLC. Redwood Family Wealth provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $222 million across about 219 client relationships and employs a range of investment strategies, including the use of derivatives and leverage, tailored to client objectives and risk tolerance.

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gulfstream Capital since 2019. In addition to his advisory role, Gaffney has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. He is also the owner of Gaffney Capital Management, an independent investment advisory firm that currently has minimal business activity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven approach combining fundamental and quantitative analysis to create diversified asset allocations and manages private funds while providing various financial and consulting services.

Laurie Tinnell is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has been with Moseley Investment Management, Inc. since 2016 and previously worked for Bradenton Country Club for 12 years. Outside of her advisory role, she serves as a general partner managing a family stock portfolio and acts as trustee for a family estate. Moseley Investment Management provides financial planning, consulting, and portfolio management services to individuals, pension and profit-sharing plans, estates, and business entities. The firm employs fundamental analysis to construct portfolios with a mix of individual securities, ETFs, mutual funds, and bonds, and is notable for its use of option strategies and integrated management of held-away accounts.

Matthew Rillos is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Full Financial Inc. since 2024 and previously spent 16 years at Financial Counseling Associates Inc. Full Financial Inc. provides investment advisory and comprehensive financial planning services to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $248 million in assets for around 259 clients, offering discretionary portfolio management and planning in areas including retirement, education, tax, estate, and business needs.

John Jarvis Jr. is the sole advisor at J.W. Jarvis Investment Advisors in Golden, CO, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with his current firm since 2007 and has concurrent experience in insurance and with Raymond James Financial Services dating back to 2004. J.W. Jarvis Investment Advisors provides tailored investment advisory and portfolio management services primarily to individuals and families who are not high-net-worth clients. The firm focuses on direct securities and limited options strategies, employing a disciplined investment process that combines fundamental and sector analysis with risk management and regular account reviews.

Thomas Brister is a CFP® with 56 years of experience in the financial industry. He has been with Dominion Portfolio Management, Inc. since 2006 and is also associated with Calton & Associates, Inc. since 2023. In addition to his advisory roles, he provides non-fee financial planning services and offers clients opportunities to purchase precious metals, coins, and gems. Dominion Portfolio Management serves individual, high-net-worth clients, and businesses with fee-based portfolio management on discretionary and non-discretionary bases. The firm employs a range of investment strategies using equities, fixed income, options, and specialty ETFs, tailoring approaches to clients’ goals, time horizons, and risk tolerance.

Kevin Mcculley is a CFP® and CFA® with 11 years of experience in financial advisory roles. He is currently with Indivisible Partners in Golden, CO, and has previously worked at Private Capital Management and Cherry Hills Investment Advisors. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory, utilizing model portfolios and outsourced support to implement strategies.

Larry Jones is a Series 65 licensed advisor at OneAscent Family Offices with one year of industry experience. Prior to joining OneAscent, he has served as a consultant for Pushplay Holdings, Limited, a donation and live streaming software company, where he advises on legal matters and business strategy. OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high-net-worth individuals and families. The firm utilizes individualized asset allocation and a combination of third-party managers and unified managed accounts, supported by an integrated operating structure with affiliated entities offering OCIO and fund-sponsoring capabilities.

Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.

Isaac White is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Motley Fool Wealth Management, LLC. His prior experience includes roles at First Citizens Bank, First Citizens Investor Services, and Fidelity Investments. Outside of his advisory work, he serves as the Soccer Director for the Glendale Kenly Recreation League, where he participates on the board of directors. Motley Fool Wealth Management offers discretionary portfolio management and financial planning services to individuals, trusts, business entities, and retirement plans, while also supporting institutional clients through model portfolio delivery. The firm integrates research from The Motley Fool group and provides both retail managed accounts and model licensing to institutions.

Patricia Frederiksen is a financial advisor at Royal Fund Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Royal Fund Management since 2019. Frederiksen is also an independent licensed insurance agent based in Golden, Colorado. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including long-term investing and options writing, and provides services such as investment policy development and participant account management for retirement plans.

Matthew Nussbaum is a CFA® charterholder with eight years of industry experience and currently serves at Americana Partners, LLC. Before joining Americana Partners, he worked at L&S Advisors, Inc. for nine years and has lectured undergraduate economics students as an Investor in Residence at UCLA’s Department of Economics. He also participates as a volunteer committee member for the CFA Institute’s Practice Analysis Working Body, contributing to the development of the CFA exam curriculum. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on clients’ risk tolerance and objectives and employs a variety of investment vehicles, including mutual funds, ETFs, individual securities, options, structured products, and third-party managers, while utilizing technology platforms for implementation and operational support.