Tod Potter

John Ooyen is a financial advisor with Bright Future Advisors in Nederland, Colorado, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Financial Group of Colorado, Inc. since 1996. Bright Future Advisors is a registered investment adviser managing approximately $4.1 million in discretionary assets, primarily serving individuals and high-net-worth clients. The firm employs a value-oriented investment strategy based on fundamental analysis, with discretionary portfolio management and an emphasis on risk control through limited trading.

Mark Gaffney is a financial advisor at Gulfstream Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gulfstream Capital since 2019. In addition to his advisory role, Gaffney has been a self-employed financial writer since 2015, focusing on investing, hedge funds, and SEC filings analysis. He is also the owner of Gaffney Capital Management, an independent investment advisory firm that currently has minimal business activity. Gulfstream Capital is a boutique registered investment adviser serving affluent families, high-net-worth individuals, businesses, and endowments. The firm uses a team-driven approach combining fundamental and quantitative analysis to create diversified asset allocations and manages private funds while providing various financial and consulting services.

Amy Hamasaki is a CFP® with seven years of industry experience and currently works at Equita Financial Network, Inc. She has previously held roles at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, and Block Advisors. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Randolph Dorcey is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Retirement Income Source SW Florida and Dorcey and Associates. Outside of his advisory role, he owns Dorcey Financial LLC, a dormant entity. Sound Income Strategies is an enterprise investment adviser managing approximately $4 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, and emphasizes fixed-income analysis combined with equity fundamental and technical review to construct customized managed portfolios.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Inland Securities Corporation for 15 years. He is also a co-founder and director of Sequent Real Estate + Wealth Management, a firm specializing in securitized real estate transactions and wealth management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternative and less liquid products.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Portfolios Financial Services, Nuveen Asset Management, and The Vanguard Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.