John Connolly is a CFP® with 27 years of industry experience, currently operating Connolly Financial Group in Grand Junction, CO. He has been affiliated with Colorado Financial Service Corporation since 2011 and The Lincoln National Life Insurance Company since 1991. His work encompasses both registered investment advisory services and financial planning under his own business names, which he has managed since 1987. Connolly Financial Group provides discretionary investment advisory services to individuals, trusts, and retirement accounts, overseeing approximately $16 million across about 30 client relationships. The firm utilizes two designated third-party managers to implement income, growth, or blended portfolios, managing accounts on a discretionary basis while accommodating client preferences and restrictions.

Aaron Tice is a CFP® professional with 18 years of experience in financial advising, currently practicing at Delphi Wealth Partners in Grand Junction, CO. His prior experience includes roles at Aqua Vita GJ and WSAS Insurance Brokerage, LLC. He also owns a tax preparation business, Tice Tax Ltd., which he operates alongside his advisory work. Delphi Wealth Partners provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, charitable organizations, and qualified retirement plans. The firm emphasizes fundamental analysis, ongoing monitoring, and client education, serving both limited-scope and discretionary retirement plan clients.

Charles Clark Jr. is a financial advisor at CLC Capital Management in Grand Junction, CO, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CLC Capital Management since 2004. CLC Capital Management provides investment advisory and financial planning services to individuals, families, institutions, and pension or profit-sharing plans. The firm uses a core-and-satellite investment approach combining index funds and ETFs with active selections, and offers pension consulting and portfolio management services alongside regular client reporting.

Roy Stachnik is a financial advisor with Integrated Benefits, Incorporated in Grand Junction, Colorado. He holds a Series 63 designation and has 41 years of industry experience. He has worked with Osaic Wealth, Inc. since 1996 and has been with Integrated Benefits, Incorporated since 1989. Additionally, he has maintained a career as an agent with New York Life Insurance Company since 1983 and continues to service policyholders under a Retired Agent's Contract. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan consulting. The firm customizes investment portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term, fundamental analysis approach supported by Charles Schwab custodial services.

Bud Lavery is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capstone Wealth Partners in Reno, NV, where he has worked since 2023. His prior experience includes roles at San Diego Wealth and several other organizations dating back to 2015. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive, low-cost index funds and ETFs with selectively used active managers and mutual funds, supported by individualized investment policy statements and quarterly reviews.

Lisa Isaacson is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She has worked at Canyon Creek Investment Advisors since 2024 and previously held roles at Wealthsource Partners, Alpine Bank, P&L Financial, and Elderado Financial. Outside of advising, she prepares tax returns for clients through a private business. Canyon Creek Investment Advisors, Ltd. is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term investment approach with strategic allocation and tactical adjustments, offering comprehensive financial planning alongside discretionary portfolio management.

Sarah Stachnik is a financial advisor at Integrated Benefits, Incorporated with six years of industry experience. She holds the Series 66 designation and has worked at Integrated Benefits since 2018, as well as OSAIC Wealth Inc. since 2018. Outside of her advisory role, she is a licensed insurance agent and a member of West Invest Ltd. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary and non-discretionary investment management alongside financial planning and retirement plan consulting. The firm customizes portfolios primarily using mutual funds, ETFs, individual equities, and fixed-income securities with a long-term investment approach and integrates advisory services with insurance sales.

Brian Fraser is a CFA® charterholder with four years of industry experience. He is an advisor at Canyon Creek Investment Advisors and also serves as a finance instructor at Colorado Mesa University. Prior to joining Canyon Creek, he worked at Alpine Bank Wealth Management. Canyon Creek Investment Advisors is a fee-only registered investment adviser managing approximately $41.6 million in discretionary assets for individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term strategic allocation approach with tactical adjustments, offering diversified portfolios alongside comprehensive financial planning services.

Kyle Lottman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Elevate Capital Advisors in Grand Junction, CO. His prior experience includes roles at Piper Jaffray & Co., US Bank, and Focus Financial. Outside of his advisory work, he holds treasurer positions with the Grand Valley Anglers and the Independence Ranch HOA, and serves as a director providing financial oversight for the Royce Hurst Humane Society. 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 strategies combining fundamental and technical analysis, uses derivatives for hedging, and offers performance-based fee arrangements alongside traditional portfolio management services.

Jacob Couch is a financial advisor with FMSA based in Grand Junction, CO. He holds a Series 65 designation and has been working in the financial industry since 2025. Prior to joining FMSA, he was the owner and principal broker at Porchlight Life & Legacy LLC, a fixed insurance business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm uses a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Rae Beck is a CFP® professional with one year of experience at Bright Road Wealth Management, LLC. Prior to joining Bright Road, Rae worked at Forbes Advisor and has been self-employed as a writer and editor of personal finance articles since 2011. Rae’s writing and editing work is conducted outside of securities trading hours and is compensated on a client-by-client basis. Bright Road Wealth Management serves individual and high-net-worth clients, as well as participant-directed retirement plans, trusts, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a fundamental analysis-based investment process that includes option strategies and regular portfolio monitoring.

Sarah Graff is a financial advisor at RoseCap Investment Advisors, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Alpine Banks of Colorado for 14 years. Graff is based in Grand Junction, Colorado. RoseCap Investment Advisors offers discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm employs a goal-based investment approach using broader asset classes, low-cost ETFs, and proprietary quantitative models, and is notable for its role as a sub-advisor and fiduciary for employer-sponsored retirement plans.

Ethan Corman is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently with RoseCap Investment Advisors, LLC, where he has worked since 2013, with a brief period at Lockheed Martin Corp. and the Army Contracting Command. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub‑advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm manages approximately $450 million in discretionary assets and employs a goal-based investment approach that incorporates broader asset classes, low-cost ETFs, and both fundamental and technical analysis alongside proprietary quantitative models.

Robb Parsons is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Rosecap Investment Advisors, WealthSource Partners, United Capital Financial Advisers, and Wells Fargo Bank. Outside of his advisory work, he co-owns and oversees operations of a self-serve carwash in Grand Junction, Colorado. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Kreat Lewis is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 20 years before joining Golden State Wealth Management and LPL Financial in 2022. Outside of advisory work, he is a co-owner of K&P Capital Developments, LLC. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Stuart Wells is a CFP®-certified financial advisor with 17 years of industry experience, currently with Aegis Capital Corp. He has previously worked at firms including LPL Financial, Central National Bank, Raymond James Financial Services, TIAA, and USAA Financial Planning Services. Outside of his advisory role, he serves as an executor and trustee for family trusts. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

James Young is a financial advisor at Geneos Wealth Management, Inc. in Grand Junction, CO, with 37 years of industry experience. He holds a Series 63 designation and has been with Geneos and Independent Wealth Management since 2015. Outside of his advisory work, he is the owner of Lee Young LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension 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.

Richard Kaul is a financial advisor with Geneos Wealth Management, Inc. in Grand Junction, Colorado. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Since 2013, he has worked at both Geneos Wealth Management and Vision Asset Management 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, employing a range of analytic approaches and investment strategies tailored to client needs.

James Gerber is a financial advisor with Golden State Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has experience at multiple firms including Crossroads Wealth Advisors, LPL Financial LLC, and Earned Wealth Advisors, LLC. His career also includes several roles at Brigham Young University-Idaho. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, managing approximately $2.2 billion across a multi-advisor team. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies and platforms.

Trenton Lay is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Partners LLC and Wells Fargo Advisors LLC during his career. He is also a licensed life and health insurance agent. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.