James Underwood is a financial advisor at Aspen Creek Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at several firms including Virtue Capital Management and Tyler Wealth Management. Outside of his advisory role, he serves as president and independent insurance agent at J.D. Underwood Insurance Strategies, Inc. and coordinates marketing for estate planning through LegacyLock, LLC. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm uses a mix of fundamental, technical, and cyclical analysis, provides access to structured and alternative investments, and supervises third-party managers and OCIO arrangements.

Richard Macciola is a financial advisor with Aspen Creek Wealth Management, LLC in Manalapan, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Tyler Wealth Management and Primerica Advisors, among others. Outside of advisory work, he is also active as a loan originator with Nexa Mortgage and as a realtor with Talwar Realty Group. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis and offers access to structured products and alternative investments through platforms like iCapital.

Michael Morrow is a financial advisor with Aspen Creek Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 20 years of industry experience. He has held roles at several firms, including Tyler Wealth Management and Northwestern Mutual Investment Management. He is also President and owner of Aspen Creek Wealth Strategies, where he oversees operations and manages the sales and marketing of fixed insurance products. Additionally, he serves as a board member and advisor for MDM Permian, Inc. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and retirement plans. The firm provides discretionary portfolio management, financial planning, and investment consulting, employing a blend of fundamental, technical, and cyclical analysis while offering structured and alternative investments to eligible clients.

Kelly Fasterling is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Aspen Creek Wealth Management, Fasterling worked at Tyler Wealth Management and Horter Investment Management. Outside of financial advising, Fasterling is involved in real estate investing and serves as president of an oil and gas drilling business. Aspen Creek Wealth Management, LLC is an eight-advisor team providing discretionary portfolio management, financial planning, retirement-plan consulting, and investment consulting for individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and offers structured and alternative investments to eligible clients.

Michael Dotti is a financial advisor with Aspen Creek Wealth Management, LLC in Southlake, TX, holding a Series 65 license and three years of industry experience. Prior to entering the financial industry, he worked for 28 years at North Country Family Practice PA. He is also a licensed life insurance agent and serves as president of Xaris Management LLC, a general partner of Dotti Investments LTD, involved in private placement investments. Aspen Creek Wealth Management is an eight-advisor team that provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, and offers access to structured products and alternative investments for eligible clients.

William Tyler Jr. is a CFP® and ChFC® with 29 years of industry experience. He is currently with Aspen Creek Wealth Management, LLC and has previously worked at Tyler Wealth Management, LLC, Tyler Financial Network, and PRUCO Securities, LLC. Tyler also works as an independent insurance agent. Aspen Creek Wealth Management operates as an eight-advisor team serving individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning, employing a combination of fundamental, technical, charting, and cyclical analysis while incorporating structured products and alternative investments for eligible clients.

Robert Borchert is a financial advisor at Aspen Creek Wealth Management, LLC, based in Colorado Springs, CO, with one year of industry experience. He holds a Series 65 designation and has a diverse professional background including leadership roles in several business ventures such as landscaping and equipment rental companies. Borchert is also involved in real estate services and insurance sales through affiliated entities. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and provides access to structured and alternative investments for eligible clients.

Colton Jackson is a financial advisor at Aspen Creek Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Tyler Wealth Management LLC and Desert Rose Capital Management, Inc. Outside of his advisory role, he owns Jackson Financial Inc, a financial consulting and insurance payment company, and Timber and Slate LLC, an investment and business acquisition entity. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm operates as an eight-advisor team managing approximately $38.5 million and offers structured investment products and alternative investments to eligible clients.