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.

The Leaders Group is a national, independent broker-dealer servicing wholesale organizations, insurance producers, and financial professionals for over 25 years. The Leaders Group, Inc. is proud to be a Simplicity Company office (www.simplicitygroup.com). The Leaders Group’s mission is to provide extraordinary service, expertise, and flexibility to our financial professionals, wholesale organizations, and industry partners. We envision an industry where the complexities of doing business are simplified, and relationships are developed and aligned to deliver the highest level of service to clients. Member FINRA/SIPC

What we do: Macro Intelligence 2 Partners is a global independent macroeconomic research firm. We generate research that guides you through market fundamentals; helping you anticipate resulting movements and execute timely trades. We look at how economies move by analysing the macroeconomic variables that drive asset prices. Our goal is to help clients exploit trading opportunities inherent in macroeconomic and policy-related developments. We are not there to manage portfolios. Our research empowers clients to take more intelligent risks and understand where to spot opportunities. How we do this: - Focus on actionable information - Combine quantitative and qualitative methods to monitor markets across the globe - Anchor our views with predictive models, creating the basis for a repetitive process - Produce time-sensitive and impartial research focused on successfully navigating markets - Publish research when opportunities are identified - Continuously refine our views so the client can prosper Who we are: We are independent. Our research is unconstrained by trading positions, liquidity needs, political bias or influence. We are passionate about taking a ‘top down view of the world’. Exploring correlations in the economy and financial markets. Our unique tangential thought process and strong calls have garnered a global reputation. Our research team is led by co-founder and global macro strategist Julian Brigden. With over 25 years of financial experience, Julian brings diverse talents to the research process, including an unrivalled understanding of global markets and politics. We provide macroeconomic insights to some of the world’s largest investment banks & wealth managers, as well as family offices. Since 2017, we have focused on making our institutional quality research more accessible. In partnership with Raoul Pal and the team at Real Visions we launched Macro Insiders, a macroeconomic research product for retail investors.

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.

Western Wealth Advisors LLC is a financial services company based out of Golden, Colorado, United States.

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.

Valorem Financial seeks to provide unparalleled services by understanding our client’s financial needs, earning their trust and honoring our commitments through disciplined investment management. "Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. (To visit website of FINRA and SIPC, please copy and paste http://www.finra.org/ and/or http://www.sipc.org/ into the web address box of your internet browser.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness."​