Erin Kate Larney Themig

Eric Davis is a CFP® and Series 65 designated financial advisor with 10 years of industry experience. He currently operates Lucid Financial Planning, an independent firm he founded in 2026. Prior to this, Mr. Davis worked for BSW Wealth Partners for 11 years. Since 2023, he has served on the Board of Advisors for The Synergy Company, a natural supplements and nutraceuticals business. Lucid Financial Planning provides financial planning and portfolio management services to individuals and high-net-worth clients, offering both written plans and ongoing advice. The firm utilizes fundamental analysis, modern portfolio theory, and a mix of passive and active investments, with options for discretionary management and third-party manager recommendations.

John Ooyen is a financial advisor with Bright Future Advisors in Nederland, Colorado, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Financial Group of Colorado, Inc. since 1996. Bright Future Advisors is a registered investment adviser managing approximately $4.1 million in discretionary assets, primarily serving individuals and high-net-worth clients. The firm employs a value-oriented investment strategy based on fundamental analysis, with discretionary portfolio management and an emphasis on risk control through limited trading.

Meaghan Brugge is a Series 65-licensed financial advisor with two years of experience. She is the sole advisor at Headwaters Financial Planning, LLC, located in Granby, Colorado. Prior to founding the firm, Brugge worked at Winter Park Resort for nine years. Headwaters Financial Planning, LLC serves a small client base of individuals, high-net-worth individuals, and business entities, offering discretionary asset management, hourly financial planning, and retirement-plan advisory services. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios tailored to client objectives and risk tolerances, and provides ERISA 3(21) services to workplace retirement plans.

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously operated his own advisory firm, Gaffney Capital Management. In addition to his advisory work, he has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. Gulfstream Capital serves affluent families, high-net-worth individuals, businesses, and endowments by providing asset management, financial planning, family-office, and Personal CFO services. The firm uses a team-driven fundamental and quantitative approach to create diversified asset allocations tailored to clients’ specific goals and risk tolerances, and it sponsors multiple private pooled investment vehicles.

Amy Hamasaki is a CFP® with eight years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. She has previously worked at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, Block Advisors, and Dolphin Advisors. Equita Financial Network, Inc. is an SEC-registered firm that provides comprehensive financial planning and investment management services to individual and high-net-worth clients. The firm emphasizes market efficiency and strategic asset allocation, offering discretionary management supported by sub-advisers and tools from the Schwab Managed Account Marketplace.

Jordan Matola is a financial advisor with Prospera Financial Services, Inc. in Fraser, Colorado, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors, J.P. Morgan Securities, and Ameriprise. Outside of his advisory career, he has an ownership interest in Brand Results, LLC, a marketing business specializing in car cleaning products. Prospera Financial Services, Inc. is a multi-team firm with over 270 advisors managing approximately $14.4 billion in assets, serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory platforms, utilizing both discretionary and non-discretionary account management with various model portfolios and third-party money managers.