Peter Fisher

Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Devika Kamboh is a CFP® professional with 25 years of industry experience, operating as the sole advisor at Sohum Financial Planning, LLC. Her prior experience includes roles at MRW Financial Brokerage General Agency, Innovation Partners LLC, and MSI Financial Service, Inc. She is also the owner and CEO of Sohum Mountain Ranch LLC. Sohum Financial Planning LLC is an independent, single-advisor firm providing discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm customizes investment strategies based on client goals and risk tolerance, employing fundamental and technical analysis alongside Monte Carlo planning techniques.

Glenn Edwards is the sole advisor at Alpine Financial Advisers, LLC in Golden, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. His firm serves individual clients with comprehensive financial planning and discretionary portfolio management, employing a six-step, goals-based planning process supported by licensed internet-accessible technology. Alpine Financial Advisers utilizes an investment approach grounded in Modern Portfolio Theory combined with active risk management through tactical asset allocation, diversifying portfolios globally across mutual funds, ETFs, and select individual securities. The firm’s small, sole-advisor structure allows for a limited client roster and individualized service.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

Scott Gorham is a financial advisor with Gorham Wealth Management, LLC in Golden, Colorado. He holds the ChFC® designation and a Series 65 license, with 17 years of industry experience. In addition to his advisory role since 2011, he has worked as an airline pilot for United Airlines since 1990. Gorham Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management through an Envestnet wrap program and delivers financial plans on a one-time or ongoing basis, focusing on client goals through documented investment policy statements and a combination of fundamental and technical analysis.

John Ooyen is a financial advisor with Bright Future Advisors in Nederland, Colorado, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Financial Group of Colorado, Inc. since 1996. Bright Future Advisors is a registered investment adviser managing approximately $4.1 million in discretionary assets, primarily serving individuals and high-net-worth clients. The firm employs a value-oriented investment strategy based on fundamental analysis, with discretionary portfolio management and an emphasis on risk control through limited trading.