| Jeffrey Susman | Obermeyer Wealth Partners | Denver | Not listed | Percentage of assets |
| Jennifer Boyle | Nilsine Partners | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Jesse Stubbs | Stubbs Investments | Erie | Not listed | Percentage of assets, Hourly |
| John Brunkan | Innovative Financial | Lakewood | Not listed | Percentage of assets, Hourly |
| John Schibli | Lane Generational | Steamboat Springs | Not listed | Percentage of assets, Hourly |
| Kenneth Denicolo | Legacy Edge Advisors | Lakewood | Not listed | Percentage of assets, Hourly |
| Kenneth Ransford | Finesse Funds | Basalt | Not listed | Percentage of assets, Hourly |
| Kim Brown | Obermeyer Wealth Partners | Aspen | Not listed | Percentage of assets |
| Matthew Ladley | Obermeyer Wealth Partners | Steamboat Springs | Not listed | Percentage of assets |
| Matthew Popish | Obermeyer Wealth Partners | Aspen | Not listed | Percentage of assets |
| Maya Dammen | Obermeyer Wealth Partners | Aspen | Not listed | Percentage of assets |
| Natalie Neaton | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
| Owen Wilson | Obermeyer Wealth Partners | Aspen | Not listed | Percentage of assets |
| Quintan Kocher | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
| Raul Chavez | RCH Fields Family Wealth Management | Denver | Not listed | Percentage of assets, Hourly |
| Richard Anderson | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| Ryan Collopy | Obermeyer Wealth Partners | Avon | Not listed | Percentage of assets |
| Ryan Giles | Black Swift Group | Boulder | Not listed | Percentage of assets, Fixed fees |
| Samuel Stacey | Nilsine Partners | Greenwood Village | Not listed | Percentage of assets, Fixed fees |
| Steven Henningsen | The Wealth Conservancy | Boulder | Not listed | Percentage of assets, Fixed fees |
| Theodore Harris | Sachem Hill | Boulder | Not listed | Percentage of assets, Fixed fees |
| Timothy Harker | BXM Wealth | Parker | Not listed | Percentage of assets |
| Toby Martinez | Expand Financial | Littleton | Not listed | Percentage of assets, Hourly |
| William Gorman | Obermeyer Wealth Partners | Aspen | Not listed | Percentage of assets |