Melissa Loest

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

Kevin Hocker is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Sound Income Strategies LLC, Secure Investment Management, J.D. Mellberg Financial, and Cabot Lodge Securities. Outside of his advisory role, Hocker is the CEO of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers, tailoring allocations to client objectives and risk tolerance while providing broad financial planning and discretionary portfolio management services.

Russell Wagner is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at American Retirement Systems. Wagner is also an independent licensed insurance agent based in Stuart, Iowa. Royal Fund Management serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as options writing and access to select non-traded REITs.

Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cetera Investment Advisors LLC, Fidelity Bank & Trust Co, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

David Grove is a Series 66-licensed financial advisor with Edward Jones in Panora, Iowa, where he has worked since 2010. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Derek Sargent is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008, and has operated Corporate Image since 1993. Outside of his advisory role, he serves on the board of a community-sponsored child care facility. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on broad financial topics without portfolio management, and offers solutions combining planning and managed-account programs under a consolidated billing option.