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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Andrew H

ChFC®, Series 63

Canon City, CO

Hahn Financial Services, LLC

Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

Retirement income strategy Income planning Annuities General estate planning guidance Long-term care insurance
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Andrew P

Series 63, Series 65

Caã±On City, CO

Concurrent Investment Advisors, LLC

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, with prior roles at Maverick Wealth Advisors, Canon City Financial Services, Raymond James Financial Services, and Black Creek Group. Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sean M

Series 63, Series 65

Canon City, CO

Concurrent Investment Advisors, LLC

Sean Morton is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and Canon City Financial Services. Morton is also the owner of Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a primarily long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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John W

Series 63, Series 65

Florence, CO

Mutual of Omaha Investor Services, Inc.

John Wysong is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Mutual of Omaha Investor Services since 2021 and also serves as an insurance agent. Outside of his financial career, Wysong has been a member of the Florence Volunteer Fire Department since 1992 and serves on the Florence Fire Protection District board. He also provides EMS services as a part-time EMT-intermediate for Gunnison Valley Health and acts as a medical training consultant for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and retirement plan consulting primarily through its network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey M

PFSâ„¢

Canon City, CO

Waverly Advisors, LLC

Private / alternative investments Real estate investing Tax-loss harvesting Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive
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Christian P

Series 66

Canon City, CO

LPL Financial

Christian Pineda is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for three years and has a diverse background including roles in the automotive industry and at Colorado State University Pueblo. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Janice G

Series 66

Canon City, CO

Cetera

Janice Graham is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she worked at Avantax Investment Services and Avantax Insurance Agency for nearly nine years. In addition to her advisory role, she is president of Graham & Associates CPAs PC, providing accounting and tax preparation services since 2002, and serves as a fiduciary trustee and court-appointed conservator for multiple trusts and conservatorships. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and firm-sponsored model portfolios, supported by a combination of retirement, fiduciary, and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kirby S

Series 63, Series 65

Canon City, CO

LPL Financial

Kirby Shineman is a financial advisor with LPL Financial in Canon City, Colorado, holding Series 63 and Series 65 designations and with 21 years of industry experience. He has operated Shineman Financial since 2006 and has been affiliated with Waddell & Reed, Inc. and various insurance carriers since 2004. His other business activities include providing non-variable insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a range of portfolio management options and financial planning services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeffrey R

Series 63, Series 66

Canon City, CO

Raymond James Financial

Jeffrey Reish is a financial advisor with Raymond James Financial in Canon City, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Raymond James Financial since 2003 and operates Sangre de Cristo Financial, a support company involved in financial planning, asset management, and insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored recommendations and a significant portion of its business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Brian K

Series 66

Canon City, CO

LPL Financial

Brian Konty is a financial advisor with LPL Financial and holds a Series 66 designation. He has 23 years of industry experience, having previously worked at Arbor Point Advisors, Securities America, Cetera Advisor Networks, Triumph Capital Management, Cetera, and Summit Brokerage Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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