Ronald Phillips is a financial advisor at Century Investments in Pueblo, Colorado, with 25 years of industry experience. He holds the Series 66 designation and has worked at Evergrowth Holdings, Inc. and Century Securities Associates, Inc. Prior to his current role, he was involved with Evergrowth Media, LLC, where he publishes a monthly paper. Century Investments primarily manages pooled investment vehicles and institutional assets, offering non-discretionary asset management alongside financial planning and consulting services. The firm’s investment approach integrates fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, employing methods such as covered-call option overlays with client approval.

Jeffrey Mathies is a Series 65 licensed financial advisor with Mathies Financial Partners in Pueblo, CO, where he has worked since 2008. He has 17 years of industry experience and also operates an independent insurance agency. Outside of finance, he manages Grumpy's Tractor Service, an irrigation design and field cultivation business. Mathies Financial Partners provides comprehensive and modular financial planning services primarily to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier investment strategies, working with third-party money managers for portfolio implementation and managing approximately $75 million in client assets.

Stephen Foltz is a financial advisor with Mathies Financial Partners in Pueblo, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC since 2010. Mathies Financial Partners provides comprehensive and modular financial planning, consultations, and insurance products to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and an efficient-frontier approach, working with third-party money managers for portfolio implementation while conducting annual plan reviews and ongoing client communication.

Caleb Moore is a financial advisor at Mathies Financial Partners with a Series 65 designation and four years of industry experience. Before joining Mathies Financial Partners in 2021, he worked at Big R and Symmetry Financial and spent over two decades with the Colorado Department of Corrections. He is also an independent insurance agent, selling insurance products locally. Mathies Financial Partners offers comprehensive and modular financial planning services, serving individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier strategies, recommending third-party money managers for discretionary trading while conducting ongoing plan reviews and client communication.

Joseph Leal is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been associated with Geneos since 2014 and operates Colorado Financial Strategies Group, a DBA business, alongside his advisory role. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and various institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, employing a range of investment strategies including fundamental, technical, and tactical asset allocation.

Chad Heberly is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including prior roles at Ameriprise and Stifel Nicolaus. Heberly is involved in several community organizations in Pueblo, Colorado, serving as treasurer of the Pueblo Economic Development Foundation and holding finance-related positions with local nonprofits and commissions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model supported by risk analysis tools and multiple methods of portfolio analysis.

Larry Henderson is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at both Gradient Advisors since 2016 and Allied Wealth Advisors since 2010. In addition to his advisory role, he owns an independent insurance agency under Allied Wealth Advisors that sells life, health, and fixed annuity products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that incorporates various analytical tools to guide portfolio work.

Joel George is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Gradient Advisors since 2022 and also has roles with Allied Wealth Financial Group and the University of Colorado at Colorado Springs. Outside of his advisory work, he is involved in insurance services and advisory roles through Allied Wealth Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model with client approval required for transactions, and employs fundamental, technical, and cyclical analysis in its portfolio management.

Albert Naticchioni Jr. is a financial advisor at Gradient Advisors, LLC with 26 years of industry experience. He has held roles at multiple firms including Metro North Financial Services and Oliver Financial Group. He serves on the finance oversight committee of ARC of Colorado. Gradient Advisors provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

James Kearse is a financial advisor with Mutual of Omaha Investor Services, Inc. in Pueblo, Colorado, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2014. Kearse serves as a director for the nonprofit Eternally Faithful Stewards in a volunteer capacity. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and supports both discretionary and non-discretionary client arrangements.

Gavin Compton is a financial advisor with Geneos Wealth Management, Inc. in Monument, Colorado, holding a Series 66 credential and nine years of industry experience. He has worked at Geneos Wealth Management and Colorado Financial Strategies Group since 2019, and previously at FSC Securities Corp and James F. Poole and Associates. Outside of his advisory role, he works as a maintenance assistant at Desert Hawk Golf Course. Geneos Wealth Management serves a wide range of clients including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, with discretionary trading authority for most client accounts.

Joshua Wilcoxson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Farther since 2025. He spent 15 years at Commonwealth Financial Network prior to joining Farther. Wilcoxson is a co-owner of Wilcoxson Wealth Management, LLC, an entity involved in the securities business and investment property ownership. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Toby Potterton is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with 11 years of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Atlas Private Wealth Management, LLC from 2015 to 2024. Outside of his advisory role, he has occasionally assisted with real estate sales on a consultative basis as an independent contractor. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brittney Whatley is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at T. Rowe Price for 11 years. She has been with Empower Financial since 2022 and joined Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Martha Wilcoxson is a CFP® professional with 31 years of industry experience. She currently serves as a financial advisor at Farther and previously worked at Commonwealth Financial Network for 25 years. In addition to her advisory role, she is a professor of Business Ethics at Colorado State University, Pueblo. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Felipe Garcia Jr. is a financial advisor with Principal Financial Services in Pueblo, CO, holding the ChFC® designation and Series 63 license. He has three years of industry experience, with prior roles at New York Life Insurance Company, NYLIFE Securities LLC, and Crump Insurance. Outside of his advisory work, he serves as treasurer of the Broadway Theatre League of Pueblo, leads the ambassador team for the Pueblo Latino Chamber of Commerce, and is a board member of the Pueblo Hispanic Education Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Franco is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® designation and Series 63 license. He has 32 years of industry experience, including 19 years at Ameriprise Financial Services, Inc., and has been with Osaic and affiliated entities since 2024. Outside of his advising activities, he is an author and markets his own book. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing various program models and third-party platforms to deliver customized portfolio management.

Christina Nolan is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at T. Rowe Price, Modern Woodmen of America, and Ayers Insurance Agency/State Farm. Prior to her financial services career, she was employed by the City of Colorado Springs Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Roger Esquibel is a financial advisor with Ameriprise in Pueblo, Colorado, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2022. Outside of his advisory role, he owns a consulting business called RE Financial LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning with customized recommendation reports and ongoing advice based on proprietary research and algorithmic tools.

Sean Westbrook is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following ten years at FSC Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.