Joshua Hayes

Filipe Delvaux is the founder of Delvaux Wealth Management and holds Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of financial advising, he founded Delvaux, LLC, a company that sells personal care products. Delvaux Wealth Management is a fee-only advisory firm serving affluent individuals, families, and various entities. The firm uses a Modern Portfolio Theory-based approach with a combination of passive and active investment vehicles and offers services including discretionary wealth management, comprehensive financial planning, and consulting.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with eight years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Elliott is also the owner of ZMT, Inc., a distribution sales business for pumps, where he serves as an occasional consultant without compensation. Aspen Gold Financial serves individual and high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm offers portfolio management, financial and estate planning, and pension consulting, employing a mix of fundamental, technical, charting, and cyclical analysis with an emphasis on strategic asset allocation and risk control.

Michael Faulhaber is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with First Command Advisory Services and has previously worked at firms including National Life Group, Mutual of Omaha, and Northwestern Mutual. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm offers a structured Tailored Professional Services engagement and manages discretionary Asset Management Solutions portfolios using fundamental manager analysis and modern portfolio principles.

Kristine Haley is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her prior work includes roles at Voya Financial Partners, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Ameriprise Financial Services, Inc. Outside of her advisory work, she is an independent consultant for a single-level marketing program focused on product sales. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs alongside an active broker-dealer distribution model.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.