Robert Souder is the principal of R. Gregory Souder, a sole proprietorship based in Grand Junction, Colorado. He holds 27 years of industry experience and has been associated with Sojourner and Co Inc since 1998, alongside operating as a sole proprietor since 1992. R. Gregory Souder provides portfolio management services primarily to individual clients, including those who are not high-net-worth, and prepares Investment Policy Statements for each account. The firm applies a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to develop tailored investment strategies, employing a range of trading techniques including options and derivatives within separately managed accounts.

John Connolly is a CFP® with 27 years of industry experience, currently operating Connolly Financial Group in Grand Junction, CO. He has been affiliated with Colorado Financial Service Corporation since 2011 and The Lincoln National Life Insurance Company since 1991. His work encompasses both registered investment advisory services and financial planning under his own business names, which he has managed since 1987. Connolly Financial Group provides discretionary investment advisory services to individuals, trusts, and retirement accounts, overseeing approximately $16 million across about 30 client relationships. The firm utilizes two designated third-party managers to implement income, growth, or blended portfolios, managing accounts on a discretionary basis while accommodating client preferences and restrictions.

Aaron Tice is a CFP® with 19 years of experience in the financial services industry. He is the principal advisor at Delphi Wealth Partners in Grand Junction, CO, and has held roles at several firms including West Slope Advisory Services LLC and WSAS Insurance Brokerage, LLC. In addition to his advisory work, he owns and operates a tax preparation business, Tice Tax Ltd. Delphi Wealth Partners is an independent advisory firm serving individual clients, high-net-worth households, charitable organizations, and employer retirement plans. The firm uses fundamental analysis and third-party research, supplemented by artificial intelligence tools, to create investment strategies and offers financial planning, portfolio management, and retirement plan consulting services.

Charles Clark Jr. is the sole advisor at CLC Capital Management in Grand Junction, CO, holding Series 63 and Series 66 licenses with 22 years of industry experience since 2004. He has focused his career exclusively at CLC Capital Management. CLC Capital Management serves individuals, families, institutions, and profit-sharing plans by providing investment management along with financial, retirement, and estate planning, education funding, and pension consulting. The firm employs a strategic diversification approach combining passively managed index funds with selectively chosen active funds and other instruments, managing portfolios globally on a discretionary basis.

Roy Stachnik is a financial advisor with Integrated Benefits, Incorporated in Grand Junction, Colorado. He holds a Series 63 designation and has 41 years of industry experience. He has worked with Osaic Wealth, Inc. since 1996 and has been with Integrated Benefits, Incorporated since 1989. Additionally, he has maintained a career as an agent with New York Life Insurance Company since 1983 and continues to service policyholders under a Retired Agent's Contract. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan consulting. The firm customizes investment portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term, fundamental analysis approach supported by Charles Schwab custodial services.

Bud Lavery is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capstone Wealth Partners in Reno, NV, where he has worked since 2023. His prior experience includes roles at San Diego Wealth and several other organizations dating back to 2015. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive, low-cost index funds and ETFs with selectively used active managers and mutual funds, supported by individualized investment policy statements and quarterly reviews.

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.

Sarah Stachnik is a financial advisor at Integrated Benefits, Incorporated with six years of industry experience. She holds the Series 66 designation and has worked at Integrated Benefits since 2018, as well as OSAIC Wealth Inc. since 2018. Outside of her advisory role, she is a licensed insurance agent and a member of West Invest Ltd. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary and non-discretionary investment management alongside financial planning and retirement plan consulting. The firm customizes portfolios primarily using mutual funds, ETFs, individual equities, and fixed-income securities with a long-term investment approach and integrates advisory services with insurance sales.

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.

Kyle Lottman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Elevate Capital Advisors in Grand Junction, CO. His prior experience includes roles at Piper Jaffray & Co., US Bank, and Focus Financial. Outside of his advisory work, he holds treasurer positions with the Grand Valley Anglers and the Independence Ranch HOA, and serves as a director providing financial oversight for the Royce Hurst Humane Society. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management strategies combining fundamental and technical analysis, uses derivatives for hedging, and offers performance-based fee arrangements alongside traditional portfolio management services.

Rae Beck is a CFP® professional with one year of experience at Bright Road Wealth Management, LLC. Prior to joining Bright Road, Beck worked at Forbes Advisor and Santos Enterprises and has been self-employed since 2011, writing and editing personal finance articles. Beck operates a sole proprietorship focused on writing and editing financial content. Bright Road Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, standalone financial planning, and retirement plan services. The firm emphasizes fundamental analysis and client-specific profiling to guide long-term, income-oriented investment strategies.

Sarah Graff is a financial advisor at RoseCap Investment Advisors, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Alpine Banks of Colorado for 14 years. Graff is based in Grand Junction, Colorado. RoseCap Investment Advisors offers discretionary asset management, financial planning, sub-advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm employs a goal-based investment approach using broader asset classes, low-cost ETFs, and proprietary quantitative models, and is notable for its role as a sub-advisor and fiduciary for employer-sponsored retirement plans.

Ethan Corman is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently with RoseCap Investment Advisors, LLC, where he has worked since 2013, with a brief period at Lockheed Martin Corp. and the Army Contracting Command. RoseCap Investment Advisors provides discretionary asset management, financial planning, sub‑advisory services, and retirement plan advisory to individuals, families, trusts, businesses, and institutional clients. The firm manages approximately $450 million in discretionary assets and employs a goal-based investment approach that incorporates broader asset classes, low-cost ETFs, and both fundamental and technical analysis alongside proprietary quantitative models.

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.

Robb Parsons is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Rosecap Investment Advisors, WealthSource Partners, United Capital Financial Advisers, and Wells Fargo Bank. Outside of his advisory work, he co-owns and oversees operations of a self-serve carwash in Grand Junction, Colorado. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Kreat Lewis is a financial advisor at Golden State Wealth Management, LLC with 23 years of industry experience. Prior to joining Golden State Wealth Management in 2022, he spent 20 years at Edward Jones. Lewis holds Series 63 and Series 66 licenses. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a discretionary portfolio management approach with tailored portfolios based on asset allocation and multiple analytic methods, and offers both standalone planning and consulting engagements.

James Young is a financial advisor at Geneos Wealth Management, Inc. in Grand Junction, CO, with 37 years of industry experience. He holds a Series 63 designation and has been with Geneos and Independent Wealth Management since 2015. Outside of his advisory work, he is the owner of Lee Young LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Nicholas Daniel is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Investment Services, LPL Financial, and Vectra Bank. In addition to his advisory role, he is an independent insurance agent involved in selling variable products, life, and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Richard Kaul is a financial advisor with Geneos Wealth Management, Inc. in Grand Junction, Colorado. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Since 2013, he has worked at both Geneos Wealth Management and Vision Asset Management LLC. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Trenton Lay is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Partners LLC and Wells Fargo Advisors LLC during his career. He is also a licensed life and health insurance agent. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.