Derek Sargent

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

Kevin Hocker is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Sound Income Strategies LLC, Secure Investment Management, J.D. Mellberg Financial, and Cabot Lodge Securities. Outside of his advisory role, Hocker is the CEO of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers, tailoring allocations to client objectives and risk tolerance while providing broad financial planning and discretionary portfolio management services.

Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cetera Investment Advisors LLC, Fidelity Bank & Trust Co, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

Zachary Wiges is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked for American Express Financial Advisors Inc. for 35 years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in managing a horse ranch and serves as president of the Nebraska Rope Horse Association, as well as a board member of the Western Iowa Expo. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies through a centralized consulting team.

Melissa Loest is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and a comprehensive suite of affiliated investment products and services.

Jennifer Johnson is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in managing a tax preparation firm and co-owns several businesses, including an Ameriprise-related management company and a benefits-focused S corporation. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.