Chad Kopser is a financial advisor at Aegis Wealth Management, Inc. in Golden, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Aegis Wealth Management since 2020 and is also involved with Aegis Financial, an insurance marketing organization, where he acts as an agent. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios from multiple sub-advisers to tailor investment programs according to client objectives and risk tolerance.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

James Wheeler is a financial advisor at Aegis Wealth Management, Inc. in Dallas, TX, holding a Series 65 credential with two years of industry experience. He has previously worked at Maripau Wealth Management LLC and Five Rings Financial. Outside of financial advising, he is co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. It serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Randy Farish is a financial advisor at Aegis Wealth Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Simple Financial, LLC and Gradient Advisors, LLC. In addition to his advisory role, he manages and produces insurance sales through multiple agencies he operates. Aegis Wealth Management, Inc. is an SEC-registered firm managing approximately $176 million in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through sub-advisers while tailoring allocations to client objectives and risk tolerance.

Kevin Hocker is an advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Sound Income Strategies LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. Outside of his advisory role, Hocker is CEO and owner of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, offering financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and model portfolios, employing AI-based tools and providing both project-based planning and ongoing asset-management services.

Jonathan Durr is a financial advisor with Aegis Wealth Management, Inc. He holds a Series 65 credential and has 10 years of industry experience. Prior to joining Aegis, he worked at Foundational Wealth Partners, Brookstone Capital Management LLC, and Fine Future Financial. In addition to advisory work, he is involved in an independent insurance business providing fixed financial products and estate planning services, and serves as a consumer specialist focusing on long-term insurance coverage. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers broad financial planning and discretionary portfolio management by utilizing model portfolios from multiple sub-advisers, tailoring allocations to client objectives and risk tolerance.

Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.

Brendon Johansen is a financial advisor at Aegis Wealth Management, Inc. in St. George, Utah, holding a Series 65 license with two years of industry experience. He has worked at Aegis Wealth Management since 2024 and has additional experience at Plan Advisors, Johansen Insurance & Financial Services, LLC, and American Senior Benefits. Johansen also owns and manages Johansen Insurance & Financial Services, where he oversees other agents and a book of business focused on Medicare insurance, life insurance, and fixed/indexed annuities. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure, often supervising third-party sub-advisers who handle trading and back-office functions.

Brian Lipsett is a financial advisor with Aegis Wealth Management, Inc. in Denver, CO, holding a Series 65 credential and five years of industry experience. He is also the founder and president of Oakway Financial LLC, an investment-related business where he is active as an insurance agent. Lipsett has prior experience with Western Insurance Network. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm supervises third-party sub-advisers for portfolio implementation and offers strategies such as direct indexing and AI-based tools.

Alec Muehlemeyer is a financial advisor at Aegis Wealth Management, Inc. in Fort Collins, CO, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Olive Tree Wealth Management and Integrity Alliance, LLC. Outside of advisory work, he is involved in the long-term care insurance business through IMO Partnership. Aegis Wealth Management serves individual investors, institutions, and retirement plans with comprehensive financial planning and discretionary portfolio management. The firm uses a multi-team advisor approach and implements portfolios primarily through third-party sub-advisers, incorporating direct indexing strategies and AI-based tools to support client account management.

Mason Yerian is an advisor at Aegis Wealth Management, Inc. in Lancaster, OH, holding a Series 65 credential and beginning his financial industry experience in 2026. His background includes roles at Ohio University and involvement with the Ohio University Club alongside ETP Wealth Management, as well as prior work in education and the food service industry. Aegis Wealth Management serves individual investors, institutions, and retirement plans, providing comprehensive financial planning and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers to implement portfolios and utilizes AI-based tools in its client services.

Michael Blanchard is a financial advisor at Aegis Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Foundations Investment Advisors, Gradient Advisors, and Financial Security Associates Inc., where he remains president and owner. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-adviser approach by delegating portfolio management to several sub-advisers while tailoring allocations to client objectives.

Jake Mc Gowan is an advisor at Aegis Wealth Management, Inc. He holds a Series 65 credential and has been in the industry since 2026. His prior work experience includes roles at Gurman Wealth Management, Two Men and a Truck, Nocatee Waterpark, and Florida Atlantic University. Aegis Wealth Management serves individual investors, institutions, and retirement plans with financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm uses a multi-team advisor structure and implements portfolios primarily through third-party sub-advisers and model portfolios, offering project-based planning and ongoing asset management services.

Hunter Pistole is a financial advisor with Aegis Wealth Management, Inc. based in Ozark, MO. He holds a Series 65 credential and has four years of industry experience. In addition to his advisory role, Pistole serves as Vice President and an agent at Trinity Insurance and Financial Services. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans, offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers and utilizes AI-based tools, offering both project-based planning and ongoing asset management services.

Joseph Ollila is a financial advisor at Aegis Wealth Management, Inc. in Gresham, Oregon. He holds a Series 65 designation and has been in the industry since 2023. In addition to his advisory role, Ollila works as a licensed independent insurance agent. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans by providing broad financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure. The firm manages portfolios primarily by supervising third-party sub-advisers and employs AI-based tools alongside direct indexing strategies.

Stephanie Waskey is a financial advisor with Aegis Wealth Management, Inc., holding a Series 65 designation and beginning her advisory career in 2026. She has prior experience with Harford Wealth Group Inc. and has also worked as a substitute teacher with Harford County Public Schools. Outside of advising, she has administrative responsibilities with Harford Life Group Inc., an insurance agency. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans, providing financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm uses a multi-team advisor structure and primarily implements portfolios through third-party sub-advisers and model portfolios.

Laura Hutter is a financial advisor at Aegis Wealth Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked with Aegis since 2021. Prior to that, she was involved with Osprey Retirement Solutions starting in 2015 and has experience in administrative roles related to retirement planning. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers and provides comprehensive financial planning and portfolio management tailored to client objectives.

Sean Farro is a ChFC® at Aegis Wealth Management, Inc. in Ocala, FL, with three years of industry experience. He previously worked at Transparent Wealth Management, LLC and Brookstone Wealth Advisors. In addition to his advisory role, he serves as an independent insurance agent at American Senior Benefits, focusing on health, life, and annuity products. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers and provides broad financial planning and portfolio management tailored to client objectives and risk tolerance.

Rusty Miller is a financial advisor at Aegis Wealth Management, Inc. with 22 years of industry experience. He previously worked at Bcj Capital Management and Horter Investment Management, LLC. Miller is also the owner of American Liberty Financial Network, where he is involved in insurance sales. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through a team-based approach that utilizes several sub-advisers.

Michael Truman is a financial advisor at Aegis Wealth Management, Inc. with six years of industry experience. He also operates Truman & Associates, a business involved in life insurance, health insurance, annuities, and income tax preparation. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses multiple sub-advisers for portfolio management and offers broad financial planning and ancillary services through dually licensed personnel.

Hilary Zaragoza is a financial advisor at Aegis Wealth Management, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Simplicity Wealth, Zara Financial Group, and ABS Financial. In addition to her advisory role, she is involved in selling life, health, and annuity insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple sub-advisers.

Christopher Wilkinson is a financial advisor at Aegis Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Resources Investment Advisors, Triad Advisors, and Wells Fargo. Outside of his advisory role, Wilkinson is involved in retirement plan services and sells life and annuity products as well as Medicare insurance plans. Aegis Wealth Management serves individual investors, institutions, and retirement plans, offering comprehensive financial planning and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers for investment implementation and uses AI-based tools alongside direct indexing strategies.