Andrew Hanna is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Securities America Inc., Townsend & Associates, OSAIC, and Private Client Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, offering tailored financial planning and asset management services.

Benjamin Pitts is a financial advisor at Cypress Financial Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Tifin and Picwell, Inc. Outside of his advisory role, Pitts serves as CEO of Valor Technical Cleaning, a biohazard technical cleaning services company. Cypress Financial Planning is a fee-only, SEC-registered firm that provides comprehensive financial planning and investment management services to high-net-worth individuals, families, businesses, and institutional clients. The firm employs a blend of modern portfolio theory and active trading strategies, including derivatives, to manage approximately $490 million in client assets across discretionary and non-discretionary accounts.

Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.

Jonathan Amick is a CFP® with seven years of industry experience, currently serving as a financial advisor at Townsend in Westminster, CO. Prior to joining Townsend, he worked at Securities America, Inc. and operated Jonny Moneyseed, LLC, which provides handyman and rideshare services. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm offers tailored financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis across various investment vehicles.

Richard Harrison is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Townsend, where he has worked since 2019, and has prior experience at TIAA-CREF and Securities America. Harrison is also involved with Townsend Retirement, a registered investment advisory firm. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, with investment approaches that include dividend-growth and capital-appreciation strategies.

Brandon Kane is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC and has held positions at firms including Wells Fargo Clearing and Cetera Advisor Networks. Outside of his advisory role, he serves as the registered agent for a nonprofit basketball club in Colorado. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations through discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based approach and primarily builds portfolios with ETFs and mutual funds, incorporating independent managers as appropriate.

Mark Bosley is a financial advisor at Townsend with Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Townsend and Private Client Services since 2025 and was previously employed at TIAA and TIAA-CREF from 2016 to 2025. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion for approximately 1,500 clients, offering tailored financial planning, asset management, retirement plan consultation, and services related to variable annuities using a combination of top-down and bottom-up investment approaches.

Kirk Hemingway is a financial advisor at Scarecrow Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Hunter Douglas for 13 years. Outside of advising, he serves as Director of Operations for Scarecrow Trading, LLC, a signal providing entity. Scarecrow Advisors, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary investment supervisory services. The firm employs a mix of fundamental, technical, and cyclical analysis along with both strategic and tactical asset allocation to align portfolios with client goals and risk tolerances.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.

John Strunc is a CFP® with five years of industry experience, currently serving as an advisor at Mountain Capital Investment Advisors Inc. He has worked with several firms including Cetera Advisors Network and MBA Wealth Management, Inc. Outside of his financial advisory career, he has been involved in baseball organizations such as Slammers Baseball South and Lightning Baseball since 2021. Mountain Capital Investment Advisors is an SEC-registered wealth management firm that serves individuals, high net worth clients, trusts, estates, and charitable organizations. The firm offers customized investment strategies focused on long-term growth through diversified mutual funds and ETFs, using both fundamental and technical analysis.

Jason Saul is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 designation and has been with the firm since 2024. He has over two decades of experience as an airline pilot for Frontier Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Lara Desotel is a Series 66-licensed financial advisor with 13 years of industry experience. She has been with Financial Plans & Strategies, Inc. since 2015. Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored retirement plans. The firm employs a tailored approach using both fundamental and technical analysis, discretionary portfolio management, and ongoing client reviews.

Kaitlin Bell is a CFP® professional with 15 years of industry experience currently serving at Townsend. Her career includes roles at Charles Schwab & Co., Inc., Securities America, Inc., and OSAIC. She is involved with Townsend Retirement Estate and Planning, an RIA based in Westminster, CO. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides customized financial planning, asset management, and retirement plan services using a combination of macro and fundamental analysis and offers educational seminars and quarterly newsletters for clients.

Theresa Thomas is a financial advisor with Townsend in Westminster, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Townsend Retirement Specialists since 2007 and previously with Securities America, Inc. from 2001 to 2024. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, asset management, retirement plan consulting, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Taylor Schuerman is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining the firm, Taylor held roles at Colorado State University and DoorDash. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm manages client portfolios with a long-term focus, utilizing diversified investments such as low-cost mutual funds and ETFs, and combines fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

David Francis is a financial advisor at Townsend with 14 years of industry experience and holds a Series 66 designation. His prior work includes positions at The Leaders Group, Inc., Securities America, Inc., OSAIC, and Private Client Services. He is also a licensed notary public. Townsend is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for around 1,500 clients, offering services including financial planning, asset management, and retirement plan consultation, employing a combination of top-down macro and bottom-up fundamental investment analysis.

John Rockeman II is a financial advisor at Mountain Capital Investment Advisors Inc with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Mountain Capital since 2019. Outside of finance, he is a commercial pilot for Frontier Airlines, a role he has held for over 25 years. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million and offers customized investment strategies focused on long-term approaches using diversified mutual funds, ETFs, and selected individual securities.

Michael Pollard is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 credential and five years of industry experience. He has been with Mountain Capital since 2020 and concurrently works as an instructor pilot for United Airlines, a role he has held since 2013. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Drew Hayworth is a CFA® charterholder with 31 years of industry experience. He is currently with Townsend in Westminster, CO, and has held positions at firms including Madison Street Partners and Highgate Securities Investments. He also serves as a senior investment analyst for Townsend & Associates, focusing on security selection, portfolio construction, and trading. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and provides tailored financial planning and asset management using a combination of macro and fundamental analysis across various investment vehicles.