Jennifer Dufva

Rolfe Spiegel is a financial advisor at Three Waters Financial in Ignacio, CO, holding a Series 65 designation with four years of industry experience. His prior work includes nearly two decades with the Southern Ute Indian Tribe and ongoing roles at H&R Block and Three Waters Financial since 2021. Three Waters Financial provides tailored financial planning and wealth management services to individuals, small businesses, trusts, and estates. The firm focuses on fundamental security analysis, diversified portfolios, and tax-efficient strategies, managing both discretionary and non-discretionary accounts with a small, personalized client roster.

Derek Levee is a financial advisor with RIA Wealth Advisors, LLC in Durango, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at DFPG Investments LLC, RIA Advisors, and First Allied Advisory Services, among others. He is also involved with Advanced Wealth Strategies, operating under Levee Unlimited, Inc. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm focuses on strategic asset allocation, using passive index funds and ETFs as core holdings complemented by selectively added active funds and global diversification.

Cara Flynt is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Red Mountain Financial Partners since 2019 and previously worked at Linsco/Private Ledger from 2007 to 2019. Outside of her advisory role, she is involved with Houndstooth LLC and Cara Flynt LLC for business and tax purposes. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

Michael Warren is a financial advisor with Red Mountain Financial Partners in Durango, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Red Mountain Financial Partners since 2015 and has also worked with LPL Financial since 2001. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-driven investment approach supplemented by fundamental, cyclical, and charting methods.

David Rick is a CFP® professional with 26 years of industry experience. He has worked at LPL Financial since 2003 and has been with Red Mountain Financial Partners since 2021. Red Mountain Financial Partners serves individual and high-net-worth clients, as well as corporations, retirement plans, and trusts. The firm provides discretionary portfolio management, financial planning, and hourly consulting, using a primarily technical analysis-based investment approach supplemented by fundamental, cyclical, and charting methods.

Kristy Visconti is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. She has worked at Edward Jones and Merrill prior to joining Libra Wealth LLC in 2026. Libra Wealth LLC advises individuals, high-net-worth clients, trusts, and estates, providing wealth management, discretionary portfolio management, financial planning, and donor-advised fund administration. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework, using low-cost passive funds alongside select securities tailored to client objectives.