Joel David George

Ronald Phillips is a financial advisor at Century Investments in Pueblo, Colorado, with 25 years of industry experience. He holds the Series 66 designation and has worked at Evergrowth Holdings, Inc. and Century Securities Associates, Inc. Prior to his current role, he was involved with Evergrowth Media, LLC, where he publishes a monthly paper. Century Investments primarily manages pooled investment vehicles and institutional assets, offering non-discretionary asset management alongside financial planning and consulting services. The firm’s investment approach integrates fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, employing methods such as covered-call option overlays with client approval.

Jeffrey Mathies is a Series 65 licensed financial advisor with Mathies Financial Partners in Pueblo, CO, where he has worked since 2008. He has 17 years of industry experience and also operates an independent insurance agency. Outside of finance, he manages Grumpy's Tractor Service, an irrigation design and field cultivation business. Mathies Financial Partners provides comprehensive and modular financial planning services primarily to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier investment strategies, working with third-party money managers for portfolio implementation and managing approximately $75 million in client assets.

Stephen Foltz is a financial advisor with Mathies Financial Partners in Pueblo, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC since 2010. Mathies Financial Partners provides comprehensive and modular financial planning, consultations, and insurance products to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and an efficient-frontier approach, working with third-party money managers for portfolio implementation while conducting annual plan reviews and ongoing client communication.

Caleb Moore is a financial advisor at Mathies Financial Partners with a Series 65 designation and four years of industry experience. Before joining Mathies Financial Partners in 2021, he worked at Big R and Symmetry Financial and spent over two decades with the Colorado Department of Corrections. He is also an independent insurance agent, selling insurance products locally. Mathies Financial Partners offers comprehensive and modular financial planning services, serving individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier strategies, recommending third-party money managers for discretionary trading while conducting ongoing plan reviews and client communication.

Joseph Leal is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been associated with Geneos since 2014 and operates Colorado Financial Strategies Group, a DBA business, alongside his advisory role. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a range of investment strategies including fundamental, technical, and tactical asset allocation.

Chad Heberly is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including prior roles at Ameriprise and Stifel Nicolaus. Heberly is involved in several community organizations in Pueblo, Colorado, serving as treasurer of the Pueblo Economic Development Foundation and holding finance-related positions with local nonprofits and commissions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model supported by risk analysis tools and multiple methods of portfolio analysis.