Stephen Foltz

Ronald Phillips is a financial advisor at Century Investments in Pueblo, Colorado, with 25 years of industry experience. He holds the Series 66 designation and has worked at Evergrowth Holdings, Inc. and Century Securities Associates, Inc. Prior to his current role, he was involved with Evergrowth Media, LLC, where he publishes a monthly paper. Century Investments primarily manages pooled investment vehicles and institutional assets, offering non-discretionary asset management alongside financial planning and consulting services. The firm’s investment approach integrates fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, employing methods such as covered-call option overlays with client approval.

Jeffrey Mathies is a Series 65 licensed financial advisor with Mathies Financial Partners in Pueblo, CO, where he has worked since 2008. He has 17 years of industry experience and also operates an independent insurance agency. Outside of finance, he manages Grumpy's Tractor Service, an irrigation design and field cultivation business. Mathies Financial Partners provides comprehensive and modular financial planning services primarily to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier investment strategies, working with third-party money managers for portfolio implementation and managing approximately $75 million in client assets.

Caleb Moore is a financial advisor at Mathies Financial Partners with a Series 65 designation and four years of industry experience. Before joining Mathies Financial Partners in 2021, he worked at Big R and Symmetry Financial and spent over two decades with the Colorado Department of Corrections. He is also an independent insurance agent, selling insurance products locally. Mathies Financial Partners offers comprehensive and modular financial planning services, serving individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier strategies, recommending third-party money managers for discretionary trading while conducting ongoing plan reviews and client communication.

Joseph Leal is a financial advisor at Geneos Wealth Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Colorado Financial Strategies Group since 2016 and Geneos Wealth Management since 2014. Outside of his advisory work, he is an owner of Colorado Financial Strategies Group LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Joshua Wilcoxson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Farther since 2025. He spent 15 years at Commonwealth Financial Network prior to joining Farther. Wilcoxson is a co-owner of Wilcoxson Wealth Management, LLC, an entity involved in the securities business and investment property ownership. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Chad Heberly is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise and Stifel Nicolaus. He is involved in several community and nonprofit roles, including serving as treasurer for the Pueblo Economic Development Foundation and participating in finance committees for local organizations. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, institutions, and charitable organizations. The firm supports a large network of advisors and employs a mix of fundamental, technical, and cyclical analysis, offering primarily non-discretionary portfolio management along with financial planning on fixed-fee or hourly terms.