Kelly Tate

Christopher Semrod is the sole advisor at Semrod Capital LLC, an independent firm based in Leadville, CO. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to founding Semrod Capital, he worked at Strategic Wealth Planning and Richfield Orion. Semrod Capital LLC provides discretionary and non-discretionary asset and portfolio management services tailored to individuals, high-net-worth clients, and business entities. The firm employs a diverse investment approach incorporating fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and quantitative techniques, serving a small client base that includes charitable organizations.

Ryan Barber is a financial advisor with &Partners, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining &Partners in 2024. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models for customized client engagements.

Byron Tapp is a financial advisor with LPL Financial and Antioch Wealth Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2015 and has maintained a role at Antioch Wealth Management since 2012. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and a broad platform of investment solutions.