Zachary Paul Fahrion

Jeffrey Black is the sole advisor at Black Capital, LLC, an independent firm based in Cortez, Colorado. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he serves as an assistant professor at the University of Memphis. Black Capital, LLC provides financial planning and individualized portfolio management primarily for individual clients, including high-net-worth and business clients. The firm emphasizes passive investments and Modern Portfolio Theory to build diversified portfolios tailored to clients’ goals, using a range of asset classes and instruments.

Elizabeth Weber is a financial advisor with NewEdge Advisors, holding CFP® and ChFC® designations and five years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, she worked at Raymond James Financial Services Advisors, Inc. and Edward Jones. Outside of her advisory role, she is involved in managing multiple rental real estate properties. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, supported by centralized due diligence and technology tools.

Jason Bleimeyer is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he serves as Treasurer for Blue Spruce Glen and is an instructor at the Global Wealth Management Institute. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Andrew Cuckie is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Cortez, CO, where he has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Julia Buff is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors. Outside of her advisory role, she has taught dance and supported social-emotional development as a substitute teacher at Battle Rock Charter School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

Audra Fahrion is a financial advisor at Edward Jones in Cortez, Colorado, holding a Series 66 designation with 17 years of industry experience, all of which has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.