Kyle Lottman

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® professional with 18 years of experience in financial advising, currently practicing at Delphi Wealth Partners in Grand Junction, CO. His prior experience includes roles at Aqua Vita GJ and WSAS Insurance Brokerage, LLC. He also owns a tax preparation business, Tice Tax Ltd., which he operates alongside his advisory work. Delphi Wealth Partners provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, charitable organizations, and qualified retirement plans. The firm emphasizes fundamental analysis, ongoing monitoring, and client education, serving both limited-scope and discretionary retirement plan clients.

Donna Morrall is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Clear Waters Financial Network LLC. She has a background that includes seven years at Ramboll and has been with Clear Waters Financial Planning LLC since 2018. Morrall serves on the Board of Directors and Grants Committee for the nonprofit Forever Our Rivers, providing financial education to the board. Clear Waters Financial Network LLC is a fee-only advisory firm offering comprehensive financial planning and portfolio management primarily to individual clients and occasionally to small businesses and nonprofits. The firm manages discretionary accounts using both fundamental and technical analysis, with diversified portfolios that include stocks, bonds, ETFs, mutual funds, and covered options for hedging.

Charles Clark Jr. is a financial advisor at CLC Capital Management in Grand Junction, CO, with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CLC Capital Management since 2004. CLC Capital Management provides investment advisory and financial planning services to individuals, families, institutions, and pension or profit-sharing plans. The firm uses a core-and-satellite investment approach combining index funds and ETFs with active selections, and offers pension consulting and portfolio management services alongside regular client reporting.

Roy Stachnik is a financial advisor with Integrated Benefits, Incorporated in Grand Junction, Colorado. He holds a Series 63 designation and has 41 years of industry experience. He has worked with Osaic Wealth, Inc. since 1996 and has been with Integrated Benefits, Incorporated since 1989. Additionally, he has maintained a career as an agent with New York Life Insurance Company since 1983 and continues to service policyholders under a Retired Agent's Contract. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan consulting. The firm customizes investment portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term, fundamental analysis approach supported by Charles Schwab custodial services.

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.