Philip D Brown

Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

John Wysong is an advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Mutual of Omaha Insurance Company and long-term service at Fremont RE-2 School District. Outside of his advisory work, he serves as a volunteer firefighter with the Florence Volunteer Fire Department and is a board member of the Florence Fire Protection District; he also works as a part-time EMT-intermediate for Gunnison Valley Health and provides EMS consulting for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing a range of managed account programs and financial planning options. The firm delivers these services primarily through platforms like Envestnet, acting as a conduit to third-party money managers, and operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses.

Jeffrey Mueller is a financial advisor at Waverly Advisors, LLC with 27 years of industry experience. He holds the PFS™ designation and has previously operated Mueller Financial Solutions Co. and Mueller and Associates PC. Outside of his advisory work, he serves as a shareholder and treasurer for a family stone company and is a trustee of a local family trust. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and planning services.

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Maverick Wealth Advisors and Black Creek Group. Outside of his advisory work, Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Sean Morton is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Raymond James Financial and Canon City Financial Services, and he owns Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other asset types, supported by internal due diligence and platform integrations.

Christian Pineda is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at Edward Jones and has a background in the automotive industry. Pineda is also involved with Lionstone Wealth Group, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.