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., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MetLife Securities Inc. He is also involved in Shondeck Financial Services & Insurance, Inc., where he sells life, health, disability, and long-term care insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

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.