Robert Deane Scott

Curtis Pouyer is the sole advisor at Montgomery Wealth Management, LLC in Pagosa Springs, CO, holding a Series 65 designation with 14 years of industry experience. He has operated as a sole proprietor since 2008 and founded Montgomery Wealth Management in 2014. Montgomery Wealth Management provides discretionary investment management and written financial planning to individuals and small businesses, managing approximately $22 million in discretionary assets. The firm employs a fundamental analysis approach to tailor model strategies based on client goals and risk tolerance, offering services through accounts held at a national custodian with optional asset management and modular or full financial planning.

Nathan Mueller is a CFP® with 10 years of industry experience, currently operating as the sole advisor at Blackbird Financial Planning in Pagosa Springs, CO. His prior experience includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Outside of financial advising, he manages short-term rental properties. Blackbird Financial Planning is an independent, fee-only firm serving individual clients with a primarily passive, diversified investment approach and discretionary portfolio management. The firm offers multiple engagement options and provides educational seminars and financial coaching, features that distinguish it among independent solo advisers.

Timothy Koski is a financial advisor at EverPar Advisors LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, J.P. Morgan Securities, and Banc One Securities Corporation. EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm manages roughly $588 million in client assets through customized, diversified portfolios that emphasize low-cost mutual funds and ETFs alongside other investment strategies.

Adam Blocki is a CFP®, CFA®, and Series 65 licensed financial advisor with 14 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Schechter Investment Advisors, LPL Financial, and several other firms. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm combines in-house portfolio teams, external managers, and alternative investments with comprehensive financial planning, retirement plan consulting, and private fund advisory across a multi-team platform of more than 200 advisors.

Jeffrey Rainer is a financial advisor at Lifeworks Advisors, LLC with 27 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 65. His prior experience includes 15 years at Northwestern Mutual in various wealth management and investment roles, as well as six years at Avaii Wealth Management. Outside of his advisory work, he provides consulting services on wealth, insurance, and tax strategies through Peak Vision Consulting LLC. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using both planning-based and risk-based investment approaches, supported by integrated tax, accounting, and insurance services.

Timothy Swickard is a financial advisor with Kestra Advisory Services, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. Prior to joining Kestra in 2025, he worked for LPL Financial, LLC and Old National Bank for 16 years. He is also the principal and financial advisor of Everstream Wealth, which he manages as the owner and sole investment advisor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.