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.

Stephen Foltz is a financial advisor with Mathies Financial Partners in Pueblo, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC since 2010. Mathies Financial Partners provides comprehensive and modular financial planning, consultations, and insurance products to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and an efficient-frontier approach, working with third-party money managers for portfolio implementation while conducting annual plan reviews and ongoing client communication.

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.

Larry Henderson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2016. Henderson is also the owner of Allied Wealth Advisors, where he offers life, health, and fixed annuity products as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Martha Wilcoxson is a CFP® professional with 31 years of industry experience. She currently serves as a financial advisor at Farther and previously worked at Commonwealth Financial Network for 25 years. In addition to her advisory role, she is a professor of Business Ethics at Colorado State University, Pueblo. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Albert Demicell is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Integrated Advisors Network, Vineyard Asset Management, and Northwestern Mutual. Outside of advising, he serves as President and Treasurer of Narrow GateWay Ministries, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office consulting, and portfolio management.

Joel George is a Series 65 licensed advisor at Gradient Advisors, LLC with three years of industry experience. He has been with Gradient Advisors since 2022 and also maintains a role at Allied Wealth Financial Group, where he provides insurance services. Joel previously worked at the University of Colorado at Colorado Springs from 2019 to 2023. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolio strategies, typically providing services on a non-discretionary basis.

Albert Naticchioni Jr. is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, having worked at several firms including Metro North Financial Services and Oliver Financial Group. Outside of his advisory role, he serves on the Finance Oversight Committee for ARC of Colorado, reviewing financials for the State Board. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of investment advisor representatives and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Gavin Compton is a financial advisor with Geneos Wealth Management, Inc. in Monument, Colorado, holding a Series 66 credential and nine years of industry experience. He has worked at Geneos Wealth Management and Colorado Financial Strategies Group since 2019, and previously at FSC Securities Corp and James F. Poole and Associates. Outside of his advisory role, he works as a maintenance assistant at Desert Hawk Golf Course. Geneos Wealth Management serves a wide range of clients 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 variety of analytic approaches and investment strategies, with discretionary trading authority for most client accounts.

Toby Potterton is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Atlas Private Wealth Management, LLC for eight years. Outside of his advisory role, he occasionally assists with real estate sales on a consultative basis. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers a range of specialized investment products and services.

Damien Ruybal is a financial advisor with Empower Advisory Group in Pueblo, CO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Equitable Advisors, and Axa Advisors. Outside of finance, he has worked as a basketball coach and serves as a basketball referee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering a model integrated with Empower’s recordkeeping and administrative platforms that focuses on long-term portfolio returns and client savings rates.

Felipe Garcia Jr. is a financial advisor with Principal Financial Services in Pueblo, CO, holding the ChFC® designation and Series 63 license. He has three years of industry experience, with prior roles at New York Life Insurance Company, NYLIFE Securities LLC, and Crump Insurance. Outside of his advisory work, he serves as treasurer of the Broadway Theatre League of Pueblo, leads the ambassador team for the Pueblo Latino Chamber of Commerce, and is a board member of the Pueblo Hispanic Education Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Franco is a CFP® with 31 years of experience in financial advisory services. He is currently with Osaic Advisory Services, LLC and previously worked at Ameriprise Financial Services, Inc. for 19 years. Outside of his advisory work, he is an author who markets his own book. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, consulting, and lending solutions through a representative-driven advisory model.

Christina Nolan is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at T. Rowe Price, Modern Woodmen of America, and Ayers Insurance Agency/State Farm. Prior to her financial services career, she was employed by the City of Colorado Springs Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Craig Cisney is a financial advisor with Morgan Stanley in Pueblo, Colorado, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2013. Outside of his advisory role, Cisney engages in stand-up comedy, works as an emcee for charitable events, and serves as a motivational speaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Roger Esquibel is a financial advisor with Ameriprise in Pueblo, Colorado, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2022. Outside of his advisory role, he owns a consulting business called RE Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning with customized recommendation reports and ongoing advice based on proprietary research and algorithmic tools.