Lisa Bayer

David Burgess Jr. is a CFP®-certified financial advisor with 13 years of industry experience. He is the principal of Summit Capital Group LLC, where he has worked since 2024. Prior to this, he held roles at Secure American Insurance, LLC, Dearborn Street Advisors, LLC, and Mcalvany Wealth Management, LLP. In addition to his advisory work, Burgess is actively involved in insurance sales through Secure American Insurance. Summit Capital Group is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a top-down investment process combining fundamental and technical analysis with a value-oriented focus, offering model portfolios ranging from conservative to aggressive growth and utilizing mutual funds, ETFs, and option strategies.

Rolfe Spiegel is a financial advisor at Three Waters Financial in Ignacio, CO, holding a Series 65 designation with four years of industry experience. His prior work includes nearly two decades with the Southern Ute Indian Tribe and ongoing roles at H&R Block and Three Waters Financial since 2021. Three Waters Financial provides tailored financial planning and wealth management services to individuals, small businesses, trusts, and estates. The firm focuses on fundamental security analysis, diversified portfolios, and tax-efficient strategies, managing both discretionary and non-discretionary accounts with a small, personalized client roster.

Travis Cook is a financial advisor with Ridgeline Asset Management, LLC in Durango, Colorado. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior work includes roles at Avant Garde Advisors LLC and Wealthsource Partners, LLC. Ridgeline Asset Management provides discretionary portfolio management and standalone financial planning services to individuals, high-net-worth individuals, and trusts. The firm employs a tailored investment approach combining fundamental and technical analysis with quantitative rules, managing concentrated, relationship-driven accounts without formal minimums.

James Brost is a CFP® professional with 17 years of industry experience. He has been with Intelligent Investment Management, LLP since 2007. The firm provides personalized, fee-only investment management and financial planning services primarily to individuals, families, trusts, estates, charitable organizations, and small businesses. Intelligent Investment Management manages approximately $104 million on a discretionary basis for about 105 clients, employing a long-term, broadly diversified strategic asset-allocation approach combined with fundamental, technical, and cyclical research methods.

Weldon Neff is a financial advisor at Iron River Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked for over two decades in the 11th Judicial District and Magistrate Courts. Iron River Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, focusing on portfolio management, financial and estate planning, and account monitoring. The firm operates five offices and offers a complimentary e-newsletter to clients, using a combination of fundamental and technical analysis with a long-term trading orientation.

Shaun Connolly is a financial advisor at Iron River Capital LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Regulus Advisors, LLC, Iron River Capital LLC, and Connolly Financial LLC. Outside of advising, he hosts a radio show and serves as an independent licensed insurance producer. Iron River Capital LLC provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio management, financial and estate planning, and account monitoring. The firm uses both fundamental and technical analysis with a long-term trading approach and maintains multiple offices while providing clients with a complimentary e-newsletter.