Anthony Merritt

James Kirk is a ChFC® credentialed financial advisor with nine years of industry experience. He is the sole advisor at Rocky Mountain Financial Solutions Inc. in Erie, CO, where he has worked since 2018, following prior roles at IFC and Marketforce Information. Kirk is also a licensed insurance agent involved in selling insurance products. Rocky Mountain Financial Solutions Inc. provides discretionary and non-discretionary asset management and financial consultation to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plans. The firm emphasizes long-term investment strategies using individual stocks and ETFs, supplemented by tactical solutions and covered-call option strategies, and offers ERISA 3(38) fiduciary plan management alongside limited insurance product sales.

Filipe Delvaux is the founder of Delvaux Wealth Management and holds Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at Athos Private Wealth, Charles Schwab, Bank of America, Merrill, and J.P. Morgan. Outside of financial advising, he founded Delvaux, LLC, a company that sells personal care products. Delvaux Wealth Management is a fee-only advisory firm serving affluent individuals, families, and various entities. The firm uses a Modern Portfolio Theory-based approach with a combination of passive and active investment vehicles and offers services including discretionary wealth management, comprehensive financial planning, and consulting.

Christopher Swales is a CFA® charterholder and financial advisor with 18 years of industry experience. He is the sole advisor at Swales Financial LLC, an independent firm he founded in 2020. Prior to establishing his firm, Swales worked for Citigroup Global Markets Inc. for seven years and has held roles with State Farm VP Management Corp. and Paul Little Insurance Agency. Swales Financial LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm follows a goals-driven investment process that combines fundamental analysis, Modern Portfolio Theory, and technical analysis, and is noted for its explicit use of options and derivatives in separately managed accounts.

Robert Elliott is a financial advisor at Aspen Gold Financial in Brighton, Colorado, with eight years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Elliott is also the owner of ZMT, Inc., a distribution sales business for pumps, where he serves as an occasional consultant without compensation. Aspen Gold Financial serves individual and high-net-worth investors, trusts, charitable institutions, and corporate retirement plans. The firm offers portfolio management, financial and estate planning, and pension consulting, employing a mix of fundamental, technical, charting, and cyclical analysis with an emphasis on strategic asset allocation and risk control.

Jesse Stubbs is a financial advisor with Stubbs Investments, LLC in Erie, Colorado. He holds a Series 65 designation and has six years of industry experience. Prior to founding his advisory firm, he spent ten years involved with JSP Enterprise, Ltd., operating Pappardelle's Pasta Co. Stubbs Investments, LLC is an independent, single-advisor registered investment adviser serving individuals, families, trusts, estates, and corporate clients. The firm manages approximately $52 million, using a combination of fundamental and technical analysis, long- and short-term strategies, and a range of securities including stocks, bonds, ETFs, and mutual funds. Its services include corporate-focused planning such as equity compensation analysis and employee benefit review, alongside individual wealth management, and it employs options and derivatives in separately managed accounts.

Nathan Friend is the principal of Friend Financial Group Inc in Thornton, CO, holding a Series 65 credential with one year of industry experience. He has worked at several firms including Charles Schwab and ICAT, and maintains a concurrent role in tax and accounting services through McGehee Davis & Associates. Friend Financial Group Inc provides discretionary asset management services to individuals and high-net-worth clients, focusing on investment goal development, asset allocation, and ongoing portfolio monitoring. The firm employs Modern Portfolio Theory alongside fundamental security analysis to construct diversified portfolios and conducts quarterly account reviews with attention to rebalancing and tax strategies.