Kendra Colleen Swanson

Robert Souder is the principal of R. Gregory Souder, a sole proprietorship based in Grand Junction, Colorado. He holds 27 years of industry experience and has been associated with Sojourner and Co Inc since 1998, alongside operating as a sole proprietor since 1992. R. Gregory Souder provides portfolio management services primarily to individual clients, including those who are not high-net-worth, and prepares Investment Policy Statements for each account. The firm applies a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to develop tailored investment strategies, employing a range of trading techniques including options and derivatives within separately managed accounts.

John Connolly is a CFP® with 27 years of industry experience, currently operating Connolly Financial Group in Grand Junction, CO. He has been affiliated with Colorado Financial Service Corporation since 2011 and The Lincoln National Life Insurance Company since 1991. His work encompasses both registered investment advisory services and financial planning under his own business names, which he has managed since 1987. Connolly Financial Group provides discretionary investment advisory services to individuals, trusts, and retirement accounts, overseeing approximately $16 million across about 30 client relationships. The firm utilizes two designated third-party managers to implement income, growth, or blended portfolios, managing accounts on a discretionary basis while accommodating client preferences and restrictions.

Aaron Tice is a CFP® with 19 years of experience in the financial services industry. He is the principal advisor at Delphi Wealth Partners in Grand Junction, CO, and has held roles at several firms including West Slope Advisory Services LLC and WSAS Insurance Brokerage, LLC. In addition to his advisory work, he owns and operates a tax preparation business, Tice Tax Ltd. Delphi Wealth Partners is an independent advisory firm serving individual clients, high-net-worth households, charitable organizations, and employer retirement plans. The firm uses fundamental analysis and third-party research, supplemented by artificial intelligence tools, to create investment strategies and offers financial planning, portfolio management, and retirement plan consulting services.

Charles Clark Jr. is the sole advisor at CLC Capital Management in Grand Junction, CO, holding Series 63 and Series 66 licenses with 22 years of industry experience since 2004. He has focused his career exclusively at CLC Capital Management. CLC Capital Management serves individuals, families, institutions, and profit-sharing plans by providing investment management along with financial, retirement, and estate planning, education funding, and pension consulting. The firm employs a strategic diversification approach combining passively managed index funds with selectively chosen active funds and other instruments, managing portfolios globally on a discretionary basis.

Roy Stachnik is a financial advisor with Integrated Benefits, Incorporated in Grand Junction, Colorado, holding a Series 63 designation and over 42 years of industry experience. He has served as a career agent for New York Life Insurance Company since 1983 and has been involved with Integrated Benefits, Incorporated since 1989. Stachnik’s background includes extensive experience in insurance and financial planning. Integrated Benefits, Incorporated provides investment management, financial planning, and retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, and employer plan sponsors. The firm employs a customized, long-term investment approach that includes discretionary portfolio management and non-discretionary consulting, serving both retail and institutional clients.

Bud Lavery is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capstone Wealth Partners in Reno, NV, where he has worked since 2023. His prior experience includes roles at San Diego Wealth and several other organizations dating back to 2015. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive, low-cost index funds and ETFs with selectively used active managers and mutual funds, supported by individualized investment policy statements and quarterly reviews.