Aaron Tice

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.

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.