Randolph Dorcey

Steven Fossel is the sole advisor at Fossel Capital Management LLC in Evergreen, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, having led his firm since 2003. Fossel Capital Management provides discretionary portfolio management to high-net-worth individuals, their trusts, and not-for-profit organizations. The firm uses a relative-value investment approach with bottom-up fundamental analysis, offering customized, broadly diversified, and tax-aware portfolios.

Devika Kamboh is a CFP® professional with 25 years of industry experience, operating as the sole advisor at Sohum Financial Planning, LLC. Her prior experience includes roles at MRW Financial Brokerage General Agency, Innovation Partners LLC, and MSI Financial Service, Inc. She is also the owner and CEO of Sohum Mountain Ranch LLC. Sohum Financial Planning LLC is an independent, single-advisor firm providing discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm customizes investment strategies based on client goals and risk tolerance, employing fundamental and technical analysis alongside Monte Carlo planning techniques.

Gregory Watson is the sole principal of Watson Capital Management, Inc., an independent advisory firm he founded in 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Watson Capital Management provides discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes fundamental analysis with a growth-at-a-reasonable-price approach, diversification, and tailored portfolio management that includes equity, fixed-income, and balanced strategies.

Scott Gorham is a financial advisor with Gorham Wealth Management, LLC in Golden, Colorado. He holds the ChFC® designation and a Series 65 license, with 17 years of industry experience. In addition to his advisory role since 2011, he has worked as an airline pilot for United Airlines since 1990. Gorham Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management through an Envestnet wrap program and delivers financial plans on a one-time or ongoing basis, focusing on client goals through documented investment policy statements and a combination of fundamental and technical analysis.

Stephen Harro is a financial advisor with Income Management Company in Idledale, Colorado, holding a Series 63 designation and over 44 years of industry experience. He has worked at Cales Investments, Inc. since 2012 and has been with Income Management Corp. since 1986, where he also serves as president. Income Management Company provides discretionary portfolio management focused on mutual funds and variable annuity subaccounts for individuals, high-net-worth clients, IRAs, trusts, and certain corporate pension and profit-sharing plans. The firm offers three predefined investment strategies—Bond, Balanced, and Growth—and employs tactical reallocations within mutual fund families or variable annuities to align with clients’ objectives and risk profiles.

Laurie Tinnell is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has been with Moseley Investment Management, Inc. since 2016 and previously worked for Bradenton Country Club for 12 years. Outside of her advisory role, she serves as a general partner managing a family stock portfolio and acts as trustee for a family estate. Moseley Investment Management provides financial planning, consulting, and portfolio management services to individuals, pension and profit-sharing plans, estates, and business entities. The firm employs fundamental analysis to construct portfolios with a mix of individual securities, ETFs, mutual funds, and bonds, and is notable for its use of option strategies and integrated management of held-away accounts.