Thomas Coco

Jeffrey Miller is a financial advisor at Windmiller with seven years of industry experience. He holds a Series 65 designation and has worked at Sound Financial Group and UnitedHealthcare, among other roles. In addition to his advisory duties, he is licensed as an insurance agent. Windmiller provides investment management and financial planning services to a diverse client base, including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm employs a combination of model strategies, fundamental and technical analysis, and a proprietary sector-growth consensus model, while also offering tax preparation and planning services alongside insurance-licensed advice.

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.

Nestor Vargas is a CFP® with 14 years of industry experience, currently serving as the sole advisor at AlignPoint Wealth in Lakewood, CO. His prior roles include positions at Fidelity Brokerage Services and Green Mountain Planning, where he is also the owner. Vargas’s experience spans comprehensive financial planning and investment management. AlignPoint Wealth is an independent advisory firm focused on individuals, high-net-worth clients, and business owners. The firm offers diversified ETF and mutual fund portfolios based on Modern Portfolio Theory, emphasizing disciplined buy-hold-rebalance strategies and specialized services for business-owner needs such as equity-compensation planning and exit strategies.

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.

Mark Mogle is a CFP® professional with 10 years of industry experience. He is currently with Paller Financial Services, Inc. and has previously worked at Mogle Financial Solutions LLC, Virtue Capital Management, Legacy Financial, Jack Nadel International, and EP Wealth Advisors. Paller Financial Services provides fee-based investment advisory and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, and uses a broad range of instruments including options strategies, combining tax and accounting services with portfolio management.

Keith Sprincz is the principal of Sprincz Advisory Group, LLC in Littleton, Colorado, holding the ChFC® designation and a Series 65 license with 13 years of industry experience. He has been involved with Sprincz Financial Group, LLC since 2013 and has over 29 years of experience with Sprincz & Associates, Inc., where he also serves as president. In addition to his advisory work, he operates as a licensed insurance broker. Sprincz Advisory Group provides investment advisory and financial planning services primarily to individual clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis to tailor portfolios and employs custodial platforms, model marketplaces, and third-party money managers, including strategies that incorporate options overlays.