Lisa Isaacson is a CFP® and PFS™ credentialed advisor with seven years of industry experience. She has worked at Canyon Creek Investment Advisors since 2024 and previously held roles at Wealthsource Partners, Alpine Bank, P&L Financial, and Elderado Financial. Outside of advising, she prepares tax returns for clients through a private business. Canyon Creek Investment Advisors, Ltd. is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term investment approach with strategic allocation and tactical adjustments, offering comprehensive financial planning alongside discretionary portfolio management.

Brian Fraser is a CFA® charterholder with four years of industry experience. He is an advisor at Canyon Creek Investment Advisors and also serves as a finance instructor at Colorado Mesa University. Prior to joining Canyon Creek, he worked at Alpine Bank Wealth Management. Canyon Creek Investment Advisors is a fee-only registered investment adviser managing approximately $41.6 million in discretionary assets for individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term strategic allocation approach with tactical adjustments, offering diversified portfolios alongside comprehensive financial planning services.

Nicolaus Hansen is a financial advisor at Ashton Thomas Private Wealth in Grand Junction, CO, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Ashton Thomas in 2024, he worked at WealthSource Partners, LLC and held various roles at FedEx Corporation and Northwestern Mutual. Outside of his advisory work, Hansen owns several businesses, including an e-commerce apparel company and a mobile golf simulator service. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, employing a platform model that includes discretionary and non-discretionary portfolio management, access to third-party managers, and a range of investment strategies across mutual funds, ETFs, and alternative products.

Angela Johnson is a financial advisor with Ashton Thomas Private Wealth, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at WealthSource Partners, Timberline Bank, and Wells Fargo, spanning over 17 years. She is also a managing member of Confluence Private Wealth, LLC, where she performs investment adviser representative duties and oversees budget and tax matters. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a diversified investment approach utilizing mutual funds, ETFs, independent managers, and sub-advisers, including strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

Joshua May is a financial advisor at Ashton Thomas Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at US Bank. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering back-office support through its Amplify Platform.

Gregory Green is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He previously worked at Edward Jones for 24 years before joining D.A. Davidson in 2023. Outside of his advisory role, Green serves as President of the Board for the Ute Water Conservancy District in Grand Junction, CO, and owns a farming business providing land and equipment for certified organic seed production. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides varied advisory services under the Advisers Act fiduciary standard, including ERISA retirement plan advice, financial planning, and a private wealth program for clients with substantial assets.

Gregory Green is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has 12 years of industry experience, including 11 years at Edward Jones prior to joining his current firm. Outside of his advisory work, he is a musician and a member of El Camino Burnout, Ltd. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

William Hungerford Jr. is a financial advisor at Edward Jones in Fruita, CO, holding Series 63 and Series 66 licenses with six years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Bank, nA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Jeffrey Funderburk is a CFP® professional with 14 years of experience at Cambridge Investment Research Advisors in Grand Junction, CO. He is also the owner of J.M. Burk Financial and serves on the board of the St. Mary’s Medical Center Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers tailored strategies through a network of independent financial professionals and utilizes a range of proprietary and third-party investment solutions across multiple platform arrangements.

Daniel Funderburk is a CFP® professional with 16 years of experience, currently serving at Cambridge Investment Research Advisors since 2011. His career includes roles within Cambridge Investment Research, Inc. dating back to 2010. Outside of advisory services, he is an independent insurance agent specializing in life, disability, and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

Trent Sides is a financial advisor with Wells Fargo Clearing in Grand Junction, CO, holding a Series 66 designation and five years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, Trent occasionally referees youth and high school basketball games in the Denver area. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.