Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

David Vogt is a CFP® professional with 27 years of industry experience. He has served as the principal advisor at Strategic Wealth Partners, LLC since 2011 and has worked concurrently at The Equitable Life Assurance Society of the United States since 1998. In addition to his advisory role, he operates an outside insurance brokerage business. Strategic Wealth Partners provides financial planning and discretionary investment management to individuals, households, and select institutional clients, including trusts, foundations, pensions, and corporations. The firm employs client-specific asset allocation guidelines based on fundamental research and risk assessments and incorporates alternative real-estate-related investments in its portfolios.

Jeffrey Mueller is a financial advisor at Waverly Advisors, LLC with 27 years of industry experience. He holds the PFS™ designation and has previously operated Mueller Financial Solutions Co. and Mueller and Associates PC. Outside of his advisory work, he serves as a shareholder and treasurer for a family stone company and is a trustee of a local family trust. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and planning services.

Jodi Woodruff is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Commonwealth Financial Network and operated Woodruff Financial Consultants, LLC for over two decades. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Maverick Wealth Advisors and Black Creek Group. Outside of his advisory work, Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Sean Morton is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Raymond James Financial and Canon City Financial Services, and he owns Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other asset types, supported by internal due diligence and platform integrations.

Christian Pineda is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at Edward Jones and has a background in the automotive industry. Pineda is also involved with Lionstone Wealth Group, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Janice Graham is a Series 66 licensed advisor with Cetera, bringing nine years of industry experience. She has prior experience at Avantax Insurance Agency and Avantax Investment Services and serves as president of Graham & Associates CPAs PC, a tax preparation and accounting firm. She is also actively involved as a fiduciary trustee and court-appointed conservator managing trusts and minor conservatorships. Cetera Investment Advisers LLC is a large SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and advisory services. The firm enables advisors to implement various investment strategies with discretionary and non-discretionary options across multiple program structures and custodial relationships.

Kirby Shineman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been associated with LPL Financial since 2021 and has operated Shineman Financial since 2006. In addition to advisory work, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and operational tools.

Bradford Knifong is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, Knifong serves as a school board member for the Fremont RE-2 School District and is the junior high boys’ head basketball coach in Florence, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Jeffrey Reish is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James and affiliated firms since 2003. He is also the owner of Sangre de Cristo Financial, a support company involved in financial planning and asset management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized municipal and employer advisory services.

David Kaiser is a ChFC® credentialed financial advisor with over 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and also serves as president of Pinnacor Financial Group, where he has been involved since 2000. Kaiser is engaged in tax preparation services through a related S-corporation and holds independent insurance agency roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Brian Konty is a financial advisor with LPL Financial based in Canon City, Colorado. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Arbor Point Advisors, Securities America, Cetera Advisor Networks, Triumph Capital Management, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, and supports its advisors with research and operational tools.

Philip Brown is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010. Brown operates a non-variable insurance business under the name Phil Brown Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides various advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Jacob Francis is a financial advisor with LPL Financial based in Canon City, Colorado. He holds a Series 66 designation and has 12 years of industry experience, including 11 years with Edward Jones prior to joining LPL Financial in 2025. Outside of his advisory work, he is the owner of Jake's Lavender and Yosef's Store, both non-investment-related businesses, and serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.