Originally from Massachusetts, I now reside in Denver, Colorado with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives. Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered. I founded Willcox Wealth Management with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS. Outside of work, Carolina and I enjoy all that Colorado has to offer. We spend much of our free time outdoors—hiking, biking, or skiing—as well as exploring Denver’s vibrant local food and coffee scene.

Your company is about to IPO or get acquired (congrats!) You’re holding RSUs, ISOs, NSOs but haven’t done anything for fear of making a sub-optimal decision. And you have lots of questions. Equity comp is confusing. Tax optimization is complex. You deserve an advisor who gives you confidence and clarity around your equity-specific planning needs and questions. I transitioned into financial planning from tech where I, too, had various types of equity grants. And, honestly, it was exciting to have ownership stakes in these companies. But that excitement quickly faded into confusion and frustration when I couldn’t find anyone to help me *strategize* on my options and shares. It’s one thing to know that Alternative Minimum Tax exists – it’s another to actually develop a holistic plan around it. Since then, I’ve dedicated my career to helping Millennials and tech professionals gain clarity and confidence around their equity compensation and path to financial independence. Developing deep, long-lasting relationships with my clients is what gets me up in the morning and is the reason I started Presidio Advisors. I’m based in Denver, CO and serve clients virtually across the U.S.

I love financial planning. I have been in the business since 2007. I started as an apprentice at a large broker/dealer. They extended an offer for me to continue as an advisor with them at the end of my apprenticeship. I had no idea what I was doing at the time, but moved forward. I learned a lot the hard way starting out in the business. I was not a stellar sales person, but I also learned that I loved working with clients, and helping them to get on track to meet their retirement goals. This early career phase taught me that I really value relationships, and helping clients, not so much the sales stuff... Over time I refined a clear way that I wanted to work with clients. I found that working for a corporation would not fit the more customized, educational, and holistic approach that I wanted for my clients. In 2020 I opened my own RIA practice and am pleased to be able to always do what is best and unique for each client. In 2023 I was able to become a CFP®. I am proud of what I have created, and look forward to the future. Opening my business right as COVID set in also taught me some new things. More people need financial planning! They need to know that it is for everyone. I can help you no matter what your financial circumstances are. I live in Colorado with my husband and 3 children. I am a very stereotypical Coloradan. I love the outdoors and all outdoor activities. If you want to hike while we have meetings let's do it!

Hi, I’m Leyder “Aiden” Murillo, CFP®, AWMA®, SE-AWMA®, MBA, Founder of Wolfpack Wealth Management. I am a CERTIFIED FINANCIAL PLANNER®, an Accredited Wealth Management Advisor™, and a Sports & Entertainment Accredited Wealth Management Advisor™ professional. I founded Wolfpack Wealth Management to offer accessible, fee-only financial planning services to individuals and families who need them most. Whether you’re a professional athlete, student-athlete, entertainer, educator, young professional, a married couple, small business owner, or someone seeking financial peace of mind, I’m here to help. I believe the easiest way to reduce financial stress is through casual conversation and genuine connection, which creates a safe space. I also view all my clients as friends, which is why I’ve adopted the moniker Your Friendly Neighborhood Wealth Management Advisor. I combine personalized strategies with a focus on transparency and fiduciary duty. I serve clients in Denver, Los Angeles, and virtually nationwide via Zoom. For those who need it, I’m happy to meet in person, wherever you are. I’m proud to offer services in English and Spanish to ensure that language is never a barrier to achieving financial clarity. Let’s build your financial future with confidence together. Ready to take the next step? Let’s connect and start your journey toward peace of mind and long-term success.

Betty Wang, CFP®, RICP®, TPCP®| Founder of BW Financial Planning Betty Wang is the founder of BW Financial Planning, a virtual financial planning firm dedicated to helping women across the U.S. achieve financial confidence. She believes that success isn’t just about numbers—it’s about creating a life of balance, fulfillment, and purpose. ⭐ Empowering Women Through Financial Clarity Betty’s mission is to help women make informed financial decisions so they can feel confident in every aspect of their lives—whether that means excelling in their careers or embracing a fulfilling retirement. 🤝 A Trusted Wealth Partner Clients turn to Betty for her expert financial guidance, deep listening skills, and approachable style, making her a trusted partner in their financial journey. 🙌 Featured Thought Leader Betty’s insights have been featured in The Wall Street Journal, Forbes, MarketWatch, Kiplinger’s, USA Today, and more. 🎙️ Host of Betty’s Smart Friends Podcast Through candid conversations with inspiring experts, Betty explores what true success looks like for women over 45—covering topics like health, relationships, personal growth, and passion projects. If you're looking for a transparent, supportive wealth partner to help you navigate your financial journey with confidence, let's connect!

Audrey has enjoyed a successful 30 year career in the corporate world as a business leader and executive coach. After going through her own divorce and moving to Colorado, she started a nonprofit to help educate and empower women in the divorce process. Helping these women has been so personally fulfilling, Audrey decided to leave her corporate position and create a high touch financial planning firm focused on helping women and their families navigate the financial aspects of their busy, messy and exciting lives. She enjoys helping her clients plan and strategize on how to recover financially from a divorce or losing a spouse to death, figure out how to afford college for the kids and save for a well deserved retirement. Audrey’s is a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST™. Her background includes an accounting degree and an MBA from Northwestern’s Kellogg School of Management. She worked in finance and operations for GE and GE Capital for 15 years; and in management consulting at Accenture and smaller NYC firm for 10 plus years. She has three teen children, her oldest is currently attending University of Colorado in Boulder, plus twins in high school. She is the founder and Board President of the Colorado nonprofit, Blue Iris. In her free time Audrey enjoys hiking with her dog, trying fun new restaurants in Denver, reading (always too many books going at the same time) and movies. She is active her children's school and attending their sporting events.

Brooks Wealth Management is an independent, fee-only Registered Investment Adviser built to serve high-income families and households who want to manage wealth with efficiency and intention. Founded by Scott Brooks, CFP® the firm provides comprehensive financial planning, investment management, and tax-focused strategy for individuals and families seeking a trusted long-term relationship with a true fiduciary. Our clients include executives, business owners, professionals, and families with complex financial lives who value clarity, honesty, and simplicity. We believe good advice should be independent, transparent, and rooted in real planning — not sales. We help clients make better decisions around retirement, tax strategy, investment allocation, estate planning, and cash-flow management. Every plan is designed to balance efficiency with purpose — giving clients confidence that their money supports the life they actually want to live. Brooks Wealth Management is intentionally built for the next generation of successful families — those who value personal relationships, proactive strategy, and advice grounded in trust.

Inclinevest®, led by Gabriel Motta, CFP® MBA, is a fee-only, fiduciary financial planning and wealth management firm serving clients age 50 and older with $1 million or more in investable assets. We work with clients age 50 and older to build comprehensive retirement income plans that address this complexity directly. That means evaluating Roth conversion opportunities, coordinating account drawdown sequencing, planning around required minimum distributions, and stress-testing scenarios. We specialize in three areas where financial complexity tends to be highest. Cross-border and expat planning for Americans retiring or relocating abroad. Sudden money situations including inheritance, insurance payouts, and legal settlements where the stakes of getting it right are significant. And individuals over 50 with complicated financial lives who need a comprehensive plan that accounts for all of it. Across all of these situations the goal is the same. Bring clarity to your financial life, retire with confidence, and make smart decisions with what you've built. Gabe founded Inclinevest® in 2018 to provide the kind of transparent, objective advice he would want for his own family. Prior to founding the firm, he held executive and leadership roles at BBVA and U.S. Bank, and later served as a Wealth Planning Analyst at UBS in Colorado, supporting high-net-worth clients with complex financial planning and investing needs.

I’m Kevin Shuller, Founder and Chief Investment Officer of Cedar Peak Wealth Advisors (CPWA). CPWA is a boutique investment manager and financial planning firm catering to the needs of families with small children and couples about to start their families. It’s easy to obsess over everything when you have young kids. You never really know if you are making the right decisions. You don’t even know if you are asking the right questions. How do I save for college? How am I supposed to operate on 4 hours of sleep? How will I ever be able to retire if I spend this much on organic berries? You are so afraid of doing the wrong thing that you end up doing nothing. Navigating your finances can be as easy as working with a financial advisor who understands you. That’s where CPWA can help. I am based in Denver but work with families all over the country. Many people are surprised by how collaborative good financial planning is. We will work together to figure out what you want your life to look like tomorrow, 10 years from now, and 40 years from now. After we build a comprehensive financial picture, we will make a map to get you to your goals. Your plan is just for you. I’ll be your guide, helping you stay on the path and avoid the quicksand. It's your journey. I’ll be with you every step of the way. Other than a brief period where I thought I would be a professional golfer, investing is all I’ve wanted to do with my career. I’ve picked stocks for massive mutual funds and small hedge funds. I’ve done portfolio construction and investment research at a $750m independent advisor. I’ve seen all angles of the financial system. I want to use that knowledge and understanding to guide you to your goals. I started by investing my Bar Mitzvah money. That’s how I’ve accumulated 25+ years of investing experience while still being young enough to guide you through the financial jungle for decades to come. I will help you focus on the long-term no matter what the headlines say. I have a BS with University Honors in Finance and Accountancy from Miami University. I have an MBA from Cornell University with a focus on Capital Markets and Asset Management. I am a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. My wife and I live in Denver with our two young kids and a dog. When I’m not investing or thinking about investing, you will find me burying my nose in a book, swinging kettlebells, or fondly remembering all of the hobbies I had before kids.

Will Brennan is the Founder and Principal Advisor of Park Hill Financial Planning & Investment Management. After participating in a stock market simulation in the first grade, Will was hooked on the world of investments. Graduating college during the Global Financial Crisis, Will found his calling in financial planning after stints in public accounting and commodities trading. Initially working for a large, trust company in his hometown of Chicago, Will learned firsthand that institutionalized, scaled planning & investment management was not for him. After a globe-trotting sabbatical led he and his wife to Denver, Will discovered the world of independent, fee-only, fiduciary financial planning and investment management. Despite working for well-run businesses over a five year period, Will constantly dreamt of creating a space to work with family, friends, neighbors, and community members on a deeper, more personal level. Throughout his career, Will has successfully guided countless individuals and families through various life stages, from young professionals seeking to build wealth to retirees aiming to preserve their livelihoods and enjoy a comfortable retirement on their terms. He enjoys being able to live vicariously through his clients’ experiences and, to that end, he internalizes and shares heavily in his clients’ defeats and losses but loves nothing more than being able celebrate his clients’ hard-earned triumphs and victories. Education, Credentials and Philanthropy: Will holds dual Bachelor of Science and Master of Business Administration degrees in Accounting and Finance from the University of Dayton. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. Will is a former board member of Economic Literacy Colorado, a Denver-based nonprofit focused on arming all Colorado students with the fundamental economic and financial decision-making skills necessary to be successful throughout life. He is an active member of the Colorado Chapter of the CFA Society. Family Information: Will lives in Denver’s Park Hill neighborhood with his wife, Maria, and two children, John & Clare. As a family they love exploring Colorful Colorado along with their affable Bernese Mountain Dog, Bubba. Will is an avid golfer and can often be found enjoying a concert at one of Colorado’s iconic live music venues.