Matthew Roy Akira Tamanaha

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.

Lacy Henry is a financial advisor with Edward Jones in Gunnison, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Henry worked at Gunnison Valley Family Physicians and City Market Pharmacy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.