Aegis Wealth Management, Inc.

Chad Kopser is a financial advisor at Aegis Wealth Management, Inc. in Golden, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Aegis Wealth Management since 2020 and is also involved with Aegis Financial, an insurance marketing organization, where he acts as an agent. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios from multiple sub-advisers to tailor investment programs according to client objectives and risk tolerance.

David Stanley is a financial advisor with Aegis Wealth Management, Inc. in Grandville, MI. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked in various positions including licensed life insurance agent and roles in construction and hospitality. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers.

Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

James Wheeler is a financial advisor at Aegis Wealth Management, Inc. in Dallas, TX, holding a Series 65 credential with two years of industry experience. He has previously worked at Maripau Wealth Management LLC and Five Rings Financial. Outside of financial advising, he is co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. It serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Randy Farish is a financial advisor at Aegis Wealth Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Simple Financial, LLC and Gradient Advisors, LLC. In addition to his advisory role, he manages and produces insurance sales through multiple agencies he operates. Aegis Wealth Management, Inc. is an SEC-registered firm managing approximately $176 million in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through sub-advisers while tailoring allocations to client objectives and risk tolerance.

Kevin Hocker is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Sound Income Strategies LLC, Secure Investment Management, J.D. Mellberg Financial, and Cabot Lodge Securities. Outside of his advisory role, Hocker is the CEO of Federal Benefits Group, where he assists federal employees with FERS benefits analysis and retirement income planning. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers, tailoring allocations to client objectives and risk tolerance while providing broad financial planning and discretionary portfolio management services.

Jonathan Durr is a financial advisor with Aegis Wealth Management, Inc. He holds a Series 65 credential and has 10 years of industry experience. Prior to joining Aegis, he worked at Foundational Wealth Partners, Brookstone Capital Management LLC, and Fine Future Financial. In addition to advisory work, he is involved in an independent insurance business providing fixed financial products and estate planning services, and serves as a consumer specialist focusing on long-term insurance coverage. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers broad financial planning and discretionary portfolio management by utilizing model portfolios from multiple sub-advisers, tailoring allocations to client objectives and risk tolerance.

Jimmy Fish is a financial advisor at Aegis Wealth Management, Inc. in Hermosa Beach, CA, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Merrill Lynch, JP Morgan Securities, and New York Life Insurance Co. He is also involved in insurance brokering as an independent contractor for non-registered insurance products. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Lisa Cassidy is a financial advisor at Aegis Wealth Management, Inc. in Lakewood, CO, holding a Series 65 credential with six years of industry experience. She has worked at Aegis Wealth Management and Aegis Financial since 2019 and previously spent eleven years at LT Consulting Inc. Cassidy is also active as an insurance agent selling life and annuities. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through model portfolios managed by multiple sub-advisers.

Brendon Johansen is a financial advisor at Aegis Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. His prior roles include working at Plan Advisors and American Senior Benefits. Outside of his advisory work, he owns and operates Johansen Insurance & Financial Services, LLC, where he manages other agents and services clients with Medicare insurance, life insurance, and fixed/indexed annuities. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning and discretionary portfolio management through multiple sub-advisers while tailoring allocations to client objectives and risk tolerance.

Cameron Gardner is a Series 65-licensed financial advisor with Crown Haven Wealth Management in Carmel, IN, with approximately one year of industry experience. He has held roles at Aegis Wealth Management, Crown Haven Wealth Advisors, and Capital Financial Advisory Group. Gardner is also licensed as an insurance agent and dedicates significant time to insurance-related activities. Crown Haven Wealth Management serves primarily individual clients through a three-advisor team, referring clients to third-party independent investment advisers and assisting with manager selection and monitoring. The firm emphasizes insurance-related services and does not directly manage client assets or execute trades.

Brian Lipsett is a financial advisor at Aegis Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with four years of industry experience. He is also the president and founder of Oakway Financial LLC, where he is actively involved in insurance services. Prior to joining Aegis, Lipsett worked at Western Insurance Network. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, and other entities. The firm uses model portfolios provided by sub-advisers to tailor investment allocations according to client goals and risk tolerance.

Alec Muehlemeyer is a financial advisor at Aegis Wealth Management, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Olive Tree Wealth Management, Integrity Alliance, LLC, Park Avenue Securities, Guardian Life Insurance Company, Wealth Strategies Group, LLC, and Aegis Financial. Outside of his advisory role, he is involved in long-term care planning and fixed insurance business through a partnership with Aegis Financial. Aegis Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $176 million in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering broad financial planning and discretionary portfolio management through multiple named sub-advisers.

Mason Yerian is a financial advisor at Aegis Wealth Management, Inc. in Lancaster, Ohio. He holds a Series 65 designation and is part of a 26-advisor team. Aegis Wealth Management serves individual and institutional clients, including high-net-worth investors, offering broad financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and utilizes third-party sub-advisers for portfolio implementation, complemented by direct indexing and AI-based tools.

Michael Blanchard is a financial advisor at Aegis Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Foundations Investment Advisors, Gradient Advisors, and Financial Security Associates Inc., where he remains president and owner. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-adviser approach by delegating portfolio management to several sub-advisers while tailoring allocations to client objectives.