Jerry Jr D Franklin Jr.

Curtis Pouyer is the sole advisor at Montgomery Wealth Management, LLC in Pagosa Springs, CO, holding a Series 65 designation with 14 years of industry experience. He has operated as a sole proprietor since 2008 and founded Montgomery Wealth Management in 2014. Montgomery Wealth Management provides discretionary investment management and written financial planning to individuals and small businesses, managing approximately $22 million in discretionary assets. The firm employs a fundamental analysis approach to tailor model strategies based on client goals and risk tolerance, offering services through accounts held at a national custodian with optional asset management and modular or full financial planning.

Nathan Mueller is a CFP® with 10 years of industry experience, currently operating as the sole advisor at Blackbird Financial Planning in Pagosa Springs, CO. His prior experience includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Outside of financial advising, he manages short-term rental properties. Blackbird Financial Planning is an independent, fee-only firm serving individual clients with a primarily passive, diversified investment approach and discretionary portfolio management. The firm offers multiple engagement options and provides educational seminars and financial coaching, features that distinguish it among independent solo advisers.

Adam Blocki is a CFP®, CFA®, and Series 65 licensed advisor with 14 years of industry experience. He currently works at Arax Advisory Partners and has held prior roles at Schechter Investment Advisors, LPL Financial, Sigma Financial Corporation, and other firms. Arax Advisory Partners is a multi-team SEC-registered wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, combining internal portfolio management with third-party models and tailored asset allocation to address client objectives and risk tolerances.

Jeffrey Rainer is a financial advisor at Lifeworks Advisors, LLC with 27 years of industry experience. He holds the ChFC® designation and has worked previously at Northwestern Mutual in various roles from 2003 to 2018, followed by positions at Private Client Services and Avaii Wealth Management. Outside of his advisory work, he advises individuals and business owners on reducing business risks and expenses through Peak Vision Consulting LLC. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm combines a planning-based “tranche” framework with risk-based portfolio construction using diversified mutual funds, ETFs, and other asset types, and maintains integrated tax and accounting capabilities alongside proprietary technology and a national multi-advisor platform.

Timothy Swickard is a financial advisor with Kestra Advisory Services, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. Prior to joining Kestra in 2025, he worked for LPL Financial, LLC and Old National Bank for 16 years. He is also the principal and financial advisor of Everstream Wealth, which he manages as the owner and sole investment advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Janice Swickard is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. Her prior work includes roles at LPL Financial, Old National Bank, and Merrill. Outside of her advisory role, she is a member of Finch Farms LLC, participating in its annual meetings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.