Lacy Henry

Matthew Tamanaha is a financial advisor at Maia Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Western Colorado University. In addition to his advisory role, he is licensed as an insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis with a primarily long-term investment approach and coordinates estate-planning and tax services through unaffiliated specialists.

Gary Shondeck is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MetLife Securities Inc. In addition to his advisory work, he is involved in selling insurance products through Shondeck Financial Services & Insurance, Inc. J.W. Cole Advisors is an enterprise-level firm serving individuals, high-net-worth clients, and institutional accounts through a network of nearly 500 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms, employing a combination of fundamental and technical analysis and model- or manager-based strategies.

Stephen Ogden is a financial advisor with Edward Jones in Gunnison, Colorado. He holds Series 63 and Series 66 credentials and has 19 years of industry experience, with Edward Jones as his sole employer since 2006. Outside of advising, he is involved in filmmaking and serves as president of his local homeowners association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds.

Norman Savin is a CFP®-credentialed financial advisor with Wells Fargo Advisors, based in Gunnison, CO, and has 53 years of industry experience. He has been with Wells Fargo Advisors since 2012. In addition to his role there, he owns and manages Socratic Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.