Tod Bane Potter

Eric Davis is a CFP® and Series 65 designated financial advisor with 10 years of industry experience. He currently operates Lucid Financial Planning, an independent firm he founded in 2026. Prior to this, Mr. Davis worked for BSW Wealth Partners for 11 years. Since 2023, he has served on the Board of Advisors for The Synergy Company, a natural supplements and nutraceuticals business. Lucid Financial Planning provides financial planning and portfolio management services to individuals and high-net-worth clients, offering both written plans and ongoing advice. The firm utilizes fundamental analysis, modern portfolio theory, and a mix of passive and active investments, with options for discretionary management and third-party manager recommendations.

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.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Osaic, Hartman worked at American Portfolios Financial Services and Nuveen Asset Management. Outside of finance, he has experience working with TaskRabbit and has a background that includes roles at The Vanguard Group and Catawba College. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms for portfolio management.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.