Robert Welsh

John Maxwell III is a CFA® charterholder and principal of JCM3 Asset Management, LLC with over 25 years of industry experience. He previously worked at Waddell and Reed for 23 years and also held roles at Macquarie Group and other firms. JCM3 Asset Management provides discretionary portfolio management to institutional clients and high-net-worth individuals, using a macro-driven investment approach combined with fundamental security analysis focused on undervalued international equities and related instruments.

Donavan Cox is a financial advisor at Aberle Investment Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets, as well as Morgan Stanley. Aberle Investment Management provides fee-only investment management and financial planning to individuals, high-net-worth families, trusts, estates, and certain businesses, focusing on long-term capital preservation and growth. The firm uses a combination of long-term thematic and strategic allocation alongside shorter-term tactical strategies, primarily through no-load mutual funds and ETFs, and offers household-level fee aggregation that may include held-away assets.

Brian Aberle is a CFP® professional with 29 years of industry experience. He is a principal at Aberle Investment Management LLC in Eagle, CO, where he has worked since 2009. Prior to founding the firm, he was associated with Wells Fargo Advisors Financial Network LLC. Aberle Investment Management provides fee-only investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and certain businesses. The firm emphasizes long-term capital preservation and growth through a combination of strategic and tactical portfolio management, using no-load mutual funds, ETFs, and other securities.

Thomas Damon is a financial advisor at Elevate Capital Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and in roles including Jake Blum and Total Relocation Services. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management through proprietary strategies that integrate fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Shane Fleury is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Elevate Capital Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Elevate Ventures. He is also a member and owner of Elevate Insurance Advisors, LLC. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that integrate fundamental and technical analysis, and it offers both discretionary and non-discretionary portfolio management alongside pension consulting and fee-based financial planning.

David Lloyd is a CFP® professional with 25 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2004. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, utilizing a tailored investment approach across defined risk profiles and multiple implementation methods.