Bert Miller Jr.

Daniel Meyers is a financial advisor at Adventure Wealth Advisors in Ridgway, CO, holding a Series 65 designation with six years of industry experience. He has worked at Adventure Wealth Advisors since 2019 and previously at Recapture Lodge and Hewlett Packard Enterprise. Adventure Wealth Advisors is an independent firm providing fee-only financial planning and investment management to individuals, families, trusts, and closely held businesses, typically starting with a one-year commitment. The firm employs a passive, broadly diversified investment approach based on modern portfolio theory, emphasizing tax efficiency and low-cost index funds, and offers free educational workshops on budgeting, savings, and investing fundamentals.

Joseph Maslowski is a financial advisor at Capital Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Private Bank and First Western Bank. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as limited-scope ERISA 3(21) fiduciary services for retirement plans. The firm’s investment approach includes fundamental analysis and multi-year time horizons, utilizing mutual funds, ETFs, and occasionally individual equities and fixed income.

Thompson Hollo is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously was with Buckingham Strategic Wealth, LLC and Medicine Bow Capital. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies and a variety of investment vehicles.