Adam Blocki

Curtis Pouyer is the sole advisor at Montgomery Wealth Management, LLC in Pagosa Springs, CO, holding a Series 65 designation with 14 years of industry experience. He has operated as a sole proprietor since 2008 and founded Montgomery Wealth Management in 2014. Montgomery Wealth Management provides discretionary investment management and written financial planning to individuals and small businesses, managing approximately $22 million in discretionary assets. The firm employs a fundamental analysis approach to tailor model strategies based on client goals and risk tolerance, offering services through accounts held at a national custodian with optional asset management and modular or full financial planning.

Nathan Mueller is a CFP® with 10 years of industry experience, currently operating as the sole advisor at Blackbird Financial Planning in Pagosa Springs, CO. His prior experience includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Outside of financial advising, he manages short-term rental properties. Blackbird Financial Planning is an independent, fee-only firm serving individual clients with a primarily passive, diversified investment approach and discretionary portfolio management. The firm offers multiple engagement options and provides educational seminars and financial coaching, features that distinguish it among independent solo advisers.

Jeffrey Rainer is a financial advisor at Lifeworks Advisors, LLC with 27 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 65. His prior experience includes 15 years at Northwestern Mutual in various wealth management and investment roles, as well as six years at Avaii Wealth Management. Outside of his advisory work, he provides consulting services on wealth, insurance, and tax strategies through Peak Vision Consulting LLC. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using both planning-based and risk-based investment approaches, supported by integrated tax, accounting, and insurance services.

Timothy Swickard is a financial advisor with Kestra Advisory Services, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. Prior to joining Kestra in 2025, he worked for LPL Financial, LLC and Old National Bank for 16 years. He is also the principal and financial advisor of Everstream Wealth, which he manages as the owner and sole investment advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Janice Swickard is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. Her prior work includes roles at LPL Financial, Old National Bank, and Merrill. Outside of her advisory role, she is a member of Finch Farms LLC, participating in its annual meetings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Travis Troxtell is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses. He has worked with various Fidelity entities since 2013. Outside of his advisory role, Troxtell serves on the administration team of a local church in Pagosa Springs, Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.