Geneos Wealth Management, Inc. is an SEC registered investment advisor offering services under the Axiom wrap fee program, providing continuous investment advice based on selected models. The Axiom program is a Unified Managed Account allowing clients to choose multiple portfolio strategist models managed within a single account. Geneos rebalances portfolios and takes instructions from advisors for specific trades. The firm offers various asset types, including mutual funds, equities, bonds, and more. Clients must have a minimum account size of $5,000 for Axiom accounts, with a quarterly small account fee of $20 for accounts under $50,000. Geneos charges a percentage of assets under management as fees, with some portfolio strategists receiving a portion. The firm does not charge performance-based fees and does not engage in side-by-side management. Geneos primarily uses fundamental analysis for investment strategies, focusing on long and short-term purchases, asset allocation, and sector rotation. The firm does not provide proxy voting services, and client-specific information is not shared with portfolio strategists. Clients have no direct contact with strategists. Geneos' Code of Ethics ensures fair and full disclosure, and representatives must act in clients' best interests. Account reviews are ongoing, and clients receive statements regularly. Dean Rager, the Chief Operations Officer, has no disciplinary history and engages in non-investment activities. Supervision is overseen by the Chief Compliance Officer.

Aveo Capital Partners, LLC is an SEC registered investment adviser providing financial planning, investment management, and advisory consulting services as a fiduciary to private clients and retirement plans. The firm has been in business since 2011 and manages over $1.6 billion in regulatory assets. Clients can engage ACP on a discretionary or non-discretionary basis, with investment strategies tailored to individual risk tolerance and goals. ACP may recommend private placement securities and due diligence for accredited investors. The firm charges an annual Management Fee based on a percentage of assets under management, typically between 0.50% and 2%. Financial planning services may incur separate fees, ranging from $2,500 to $5,000 annually or hourly rates of $150 to $500. ACP does not charge performance-based fees and exercises investment discretion on behalf of clients. The firm discloses affiliations with Blue Sky Asset Management and Axcent Private Capital, among others, and may receive compensation for client referrals. Clients' assets are held at qualified custodians, and ACP has procedures in place to ensure compliance with regulatory requirements. ACP does not generally vote client securities but may do so in the best interest of clients when necessary. The firm has no financial conditions that may impair its ability to meet client commitments. For more information, clients can contact ACP directly at (303) 552-0945 or visit their website at www.aveocapital.com.

Stark Asset Management, Inc., operating as Boulder Asset Management, is an SEC-registered investment adviser founded in 1984 by Richard J. Stark, CFA. The firm specializes in offering tailored investment advice to a limited number of qualified investors, focusing on wealth preservation through capital growth and income generation. As of December 31, 2024, the firm managed $426,099,643 in discretionary client assets. Stark Asset Management's investment philosophy emphasizes long-term investments to avoid excessive costs and taxes associated with market timing. The firm charges fees at 0.5% of client assets under supervision, with a minimum annual fee of $25,000. Clients are billed quarterly and can terminate services with a 90-day notice. Stark Asset Management does not charge performance-based fees or engage in side-by-side management. The firm primarily serves high net worth individuals, trusts, estates, and charitable organizations. Investment strategies include fundamental analysis, cyclical analysis, and options writing, tailored to each client's financial situation, objectives, and risk tolerance. Stark Asset Management emphasizes client education, providing regular portfolio updates and economic outlook reports. The firm does not have custody of client funds and generally operates with discretionary authority based on client-established guidelines and restrictions. Clients are responsible for voting proxies on their securities. Richard J. Stark, CFA, the President of Stark Asset Management, has extensive experience in the industry and holds a CFA designation.

Jenkins Wealth® is an SEC Registered Investment adviser based in Colorado, established as Jenkins Wealth, Inc. The firm offers Financial Planning and Portfolio Management services tailored to individual client needs, including continuous Portfolio Management and Financial Planning. Investment portfolios are proposed using third-party money managers, primarily Market Guard®. Jenkins Wealth® may recommend insurance products based on client needs. The firm does not participate in wrap fee programs and has discretionary trading authorization, requiring written client approval for securities transactions. Fees are based on a tiered structure and include Financial Advisor Fees and Platform Fees, collectively referred to as the Advisory Fee. Clients may terminate accounts at any time. Investment strategies may include equity, fixed income, structured notes, and options trading. Jenkins Wealth® does not charge performance-based fees and generally serves individuals, high net worth individuals, trusts, estates, and organizations. The firm has no disciplinary events and maintains a Code of Ethics ensuring fair and ethical practices. Custody is limited to fee deduction, and the firm does not receive compensation for client referrals. Clients have access to account information through client portals. Jenkins Wealth® has discretion over client investments but does not accept voting authority for client securities.

Wealth Watch Advisors, LLC is a financial advisory firm based in Englewood, Colorado. It currently has approximately $206,978,225 of assets under management and employs about 50 people. Wealth Watch Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Prism Financial Strategies, LLC is a financial advisory firm based in Englewood, Colorado. It currently has approximately $173,768,304 of assets under management and employs about 8 people. Prism Financial Strategies, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Essential Investment Partners, LLC is a registered investment adviser based in Englewood, Colorado. Established in 2019, the firm is co-owned by Michael K. Haines and Jonathan F. Zeschin, who serve as the chief investment officer and chief executive officer, respectively. Essential offers customized investment and financial management services to individuals, family entities, partnerships, trusts, retirement plans, and charitable organizations. As fiduciaries, they prioritize clients' interests and create Investment Policy Statements for each portfolio. Essential typically manages portfolios on a discretionary basis but may offer non-discretionary management in certain cases. The firm's investment strategies include the Essential Growth PortfolioSM, designed for high net worth investors focusing on risk control and capital appreciation. Fees for Advisory Services are based on a percentage of assets under management, with a minimum fee of $10,000 or an initial investment of $1 million. Essential does not charge performance-based fees and may provide wealth management consulting services on an hourly basis. Clients receive quarterly reports and have the right to terminate the agreement within five business days without penalty. The firm does not have custody of client assets, and clients receive quarterly statements from the custodian. Essential does not have any material disciplinary history, and its employees adhere to a Code of Ethics. Jonathan F. Zeschin and Michael K. Haines have professional designations as Certified Public Accountants and Certified Financial Planners.

Custom Portfolio Group LLC, established in 2011 by David Twibell, offers wealth management, investment management, and financial planning services to individuals, families, businesses, and non-profit organizations. With $175,585,647 managed for 94 clients as of January 1, 2024, the firm operates on a discretionary basis, tailoring services to clients' needs. Clients have control over their investment strategy parameters and can restrict certain investments. The firm's open architecture platform provides access to various investment types. Custom Portfolio Group is a fee-only adviser, charging 1.25% on the first $1,500,000 managed and 0.60% on amounts above. Fees are calculated based on the client's investment portfolio value and are generally not negotiable. The firm does not charge performance-based fees. Clients must meet a minimum account size of $1,000,000, which may be waived at the firm's discretion. Investment strategies focus on risk management and customization, incorporating diverse investments. Custom Portfolio Group acts as a fiduciary, prioritizing clients' best interests. The firm has no disciplinary events, ensuring transparency and integrity in its services.

Parsonex Advisory Services is a U.S. Securities and Exchange Commission Registered Investment Advisor established in 2012, managing approximately $170 million. The firm offers financial planning, portfolio management, and investment advice to various clients, including individuals, high net worth individuals, pension plans, charitable organizations, and businesses. Clients should be comfortable forgoing day-to-day account management and prefer fee-based services over commissions. Fees are typically between 0.4% to 1% per year, with various fee structures available, including managed brokerage accounts and hourly or fixed fees for consultations and financial planning. The firm does not accept performance-based fees or side-by-side management accounts. Minimum account size is typically $100,000, and clients are required to forgo day-to-day management. Parsonex Advisory Services utilizes a variety of methods and sources for securities analysis and uses third-party registered investment advisors for investment strategies. The firm does not have any disciplinary history and maintains custody of client funds solely for fee deductions. Clients grant full discretion to the firm for investment decisions, and clients are responsible for voting proxies. Parsonex Advisory Services does not vote proxies on behalf of clients.