Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized three times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.

BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests. One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos. We are raising the bar for our entire industry. Like what you hear? Follow us here or give us a call. We’ll talk. Blog: https://bsw.com/blog/ Instagram: @bswwealthpartners https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html DISCLAIMER: The information contained on this page is for informational purposes only. Please visit www.bsw.com for full disclaimer details.

COVID UPDATE APRIL 2021: It's hard to believe that we are now over a year into a global pandemic that shook the world physically, emotionally, and economically. As we start to see the collective light it's important for us to share how proud we are of our tax resolution family who stood together with strength avoiding layoffs, pay decreases, and actually fostering enough growth to expand our team (and are still looking for new talent)! We are also incredibly grateful for our clients, both old and new, who showed trust, patience, and understanding through government shutdowns and working from home. Our work over the last 23 years is to make your lives better and our goal is to continue to excel at it every day. We are a team of experienced, hard-nosed negotiators who have been in the business of tax resolution since 1998. Our consultants are experienced Enrolled Agents specifically trained to negotiate with the IRS and state taxing authorities and who meet or exceed all continuing education requirements and in doing so practice with the highest adherence to ethical standards. Since we specialize in tax negotiation, we have working relationships with taxing authorities that enable us to establish immediate credibility on our clients'​ behalf. Through our relationships within the tax industry, we are an invaluable resource for our clients. We have published multiple articles, have been interviewed on various tax professional programs and regularly run teaching seminars for other tax professionals around the country. Over the years 20/20 Tax Resolution has helped over 35,000 businesses and individuals reach successful resolutions with their IRS and state tax liabilities. In fact, we’ve developed compassionate solutions for clients in all 50 states. From the moment a client partners with 20/20, we handle all communications with the IRS and state taxing authorities until a resolution is reached and beyond.

Rubicon Technology Partners was established in 2012 as a lower-middle market private equity firm focused on partnering with founders and management teams of enterprise software companies to help grow and scale their businesses. We are a true partner to the companies we invest in using a collaborative engagement model as well as a direct and candid approach. Rubicon enables companies to adapt to the changing requirements of their businesses as they grow and scale using a proven set of proprietary processes, best practices and a portfolio-wide engagement model called RTP Change Management™. Our goal is for our companies to reach their full potential by leveraging our toolkit and the benefit of the collective experiences of other Rubicon portfolio companies through a collaborative portfolio platform. Rubicon focuses on control investments in platform enterprise software companies with annual recurring revenues between $15M – $75M and add-on enterprise software investments of all sizes. We target equity investments of $50M – $200M, invest in the same class of equity as management, and use conservative capital structures to create alignment and provide businesses with the flexibility to reach their growth potential.

Spirited Individuals Delivering Innovative Solutions SIDIS is a global, privately held, purpose-driven company that invests in and manages market-leading life science companies to Advance Human Health. Our company is comprised of diverse business nodes ranging from cutting edge bio-instrumentation to next generation medical devices. We are People Advancing Human Health.

The official LinkedIn company page for the City of Boulder, Colorado, municipal government. Boulder is located in the foothills of the Rocky Mountains, just 35 miles northwest of Denver. Home of the University of Colorado's main campus and the National Center for Atmospheric Research, Boulder sits 5,430 feet above sea level and is surrounded by a greenbelt of city trails and open spaces. Boulder is known for its natural beauty, outdoor recreation, natural product retailers and restaurants, outstanding transportation options, diverse businesses, and technological and academic resources.

PSA is the world’s largest systems integrator consortium made up of the most progressive security and audio-visual systems integrators in North America. Combined, PSA members boast over 500 branch locations, employ over 13,500 industry professionals and are responsible for over $4.5 billion annually in security, fire, life safety and pro audio-visual installations. PSA’s mission is to elevate the industries we serve by providing owners and members exceptional education, networking, services and connections with technology partners. PSA brings this mission to life by partnering with industry-leading product and solution providers, delivering unparalleled education and training programs and by offering a variety of distinctive services that can enhance any company’s operations. Learn more at psasecurity.com. To learn more about Edge, a division of PSA, visit edge.technology.

Peak Asset Management is an independent, comprehensive and objective financial advisory firm. With our focus on long-term capital appreciation, we prioritize our client relationships, and bring a human touch to dollars and cents. Through our long-term back-to-basics investment philosophy, we aim to positively affect clients through the many transitions of their lives. We’re in it with you for the long-haul, through strong, disciplined management, a focus on asset building for financial security, and financial education across generations. To maximize the effectiveness of our services, we’ve built our business on three fundamental principles: (1) We work directly for our clients, (2) We proactively promote and facilitate client communication, and (3) We construct a personalized investment portfolio for each client. We believe these principles position us to provide a superior solution to a select group of investors (our high-wealth clients typically have assets over $1 million). We look forward to talking with you about your financial goals. Learn more at http://www.peakam.com. Investment advisory services are provided by Peak Asset Management, LLC, a SEC-registered Investment Adviser. Postings on LinkedIn from Peak Asset Management, LLC are monitored, stored and made available to regulators as requested.

No matter what stage of life you are in, it is important to be prepared for what the future may hold. Our team curates customized wealth management strategies to prepare for what lies ahead so you can achieve your ideal quality of life. - Trailhead Wealth Management, LLC. 801 Main St. Ste. 300 Louisville, CO 80027 720-625-3300 Investment products and services are offered through Wells Fargo Advisors Financial network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intdended for use only by residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY only. Resident State CO.

At Valenta Capital Management it is all about you. Your goals, your future, and your financial freedom are our top priorities, and we reflect this in our custom-tailored financial strategies and plans. We are a comprehensive financial services firm based in Denver, CO. We pride ourselves in creating custom financial plans, that are all actively managed using a Preserve and Participate model which is designed to maximize returns while limiting the statistical max drawdown during a market cycle. Our specialties include:  Wealth management for high-net worth individuals  401(k) Plan Management Services  Plan Participant Support  Income planning for retirement  Custom financial planning with active management portfolios Our 401(k) management advisors service corporate retirement plan sponsors through plan assessment, provider search, fee analysis, participant education and co-fiduciary support. Our advisors also provide private wealth management to support high net worth individuals' needs for tailored asset management and investment strategies. To learn more about our firm, visit www.valentacapital.com or call (303) 951-5975. ------------------------------------------------------------------------------------ Disclosures: Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Guided residency program to learn financial planning process Working directly under the financial advisor; Analyzed monthly client portfolio updates and summaries, prepared and organized all documents for client portfolio reviews, provided accurate, necessary portfolio changes and recommendations, placed trades as requested by FA. Conducted firm’s monthly mutual fund/EFT analysis & research, while tracking a “watch list” of underperforming funds using Morningstar. Assisted in Investment Policy Statement development & retirement planning analysis, while strategically aligning with client’s tax, insurance and estate planning needs.