Hannah Beth Raynes

Ronald Manning II is a financial advisor at Manning Financial Advisors in Evergreen, CO, with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Eggert Financial Management, Inc. and Colorado Financial Service Corp. Manning Financial Advisors serves high-net-worth accredited investors, trusts, and business entities with concentrated real-estate investments, focusing on specialized financial planning and tax-deferred exchange reporting. The firm emphasizes an asset-allocation approach aimed at reducing concentration risk and increasing income through conservative, long-term net-leased real estate portfolios.

Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Devika Kamboh is a financial advisor at Sohum Financial Planning, LLC with 25 years of industry experience. She holds the CFP® and Series 66 designations. Outside of advising, she is the owner and CEO of Sohum Mountain Ranch LLC, a non-investment related business. Sohum Financial Planning LLC provides discretionary asset management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized investment programs and quarterly subscription services, using fundamental and technical analysis alongside Monte Carlo planning, with accounts custodied at Charles Schwab and reviewed at least quarterly.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

Scott Gorham is a financial advisor at Gorham Wealth Management, LLC in Golden, CO, holding a ChFC® designation and a Series 65 license with 18 years of industry experience. He has led his own firms since 2007 and has worked as an airline pilot for United Airlines since 1990. Outside of advisory services, he maintains a significant career as a pilot and volunteers as a committee chair. Gorham Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, small businesses, and charitable organizations. The firm employs third-party managers through the Envestnet platform and combines fundamental analysis with technical reviews in its client strategies.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.