Erika Williams is a financial advisor at Sagegrove Investment Advisory Group, LLC with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance, Naples Asset Management, UnionBanc Investment Services, and JP Morgan Chase Bank. Outside of advisory services, she serves as an unpaid board member of the Aquillius Institute and as Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group primarily serves pooled vehicles and institutional-style clients, offering discretionary investment management and limited-scope consulting. The firm’s investment approach focuses on long-term stewardship and alignment with client values, incorporating strategic asset allocation, tax-aware management, and ESG overlays while retaining full discretionary authority over implementation.

Alesia Cronkhite is a financial advisor with Cronkhite Wealth Strategies in Gainesville, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company and has operated her current firm since 2017. Outside of her advisory work, she creates gun-related videos as an actor on the YouTube channel Hot Brass and Bullets. Cronkhite Wealth Strategies serves a select group of individual clients, including high-net-worth households, providing financial plans, insurance reviews, portfolio analyses, and pension consulting. The firm directs clients to third-party money managers and acts as a co-advisor, focusing on non-discretionary assets and conducting ongoing due diligence without managing portfolios in-house.

Brian Kinney is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is the sole advisor at Financial Life Journeys, an independent advisory practice based in Peyton, CO. Prior to founding his firm, he worked at First Ascent Financial and Alpers Financial Planning, Inc., and he currently serves as Director of Legacy and Asset Giving at Compassion International. Financial Life Journeys provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on passive portfolios constructed from low-cost index funds and ETFs. The firm emphasizes a values-based financial planning process and coordinates implementation for clients who choose managed accounts, with a notable focus on charitable and estate strategies informed by Mr. Kinney’s nonprofit work.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Kris Mc Kinney is a financial advisor at Tara Nolan Advisory Services, Ltd with six years of industry experience. She holds a Series 65 designation and has been with Tara Nolan Advisory Services since 2015. Outside of advising, she is president of Donzer Enterprise, a company involved in publishing books, DVDs, and greeting cards. Tara Nolan Advisory Services, Ltd serves high-net-worth individuals, entrepreneurs, and business clients, with a focus on women and business owners. The firm provides financial consulting, planning, and money management by selecting and monitoring third-party money managers to meet clients’ multi-year investment objectives.

Kathleen Larouere is a financial advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her career includes prior roles at VOYA Financial Advisors and Simplicity Wealth, LLC. She is also a licensed insurance agent involved in insurance account reviews as part of her professional activities. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party Co-adviser model portfolios focused on asset allocation through exchange-traded funds. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships with a high client-to-advisor ratio.

Justin Woodbury is a Series 65-licensed financial advisor with Senior Tax Advisory Group, Inc. in Littleton, CO, bringing over 15 years of industry experience including 14 years at Tucker Financial Group. He is also the principal and owner of FITFO Financial, an investment-related business in Colorado. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing a model portfolio approach through third-party co-advisers. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships.

Tara Nolan is a financial advisor with Tara Nolan Advisory Services, Ltd, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has served in the United States Air Force since 1994. Outside of advising, Nolan is president of Donzer Enterprises, which publishes books and DVDs, including horse training materials. Tara Nolan Advisory Services, Ltd works primarily with high-net-worth individuals, entrepreneurs, and business clients, focusing on women and business owners. The firm provides financial consulting, planning, money management, and business retirement plan services, recommending third-party money managers after thorough review and conducting ongoing performance evaluations.

Bruce Larsen is a Series 66-licensed financial advisor with 27 years of industry experience. He currently works at Colorado Wealth Group LLC in Denver, CO, where he has been since 2020, following a decade at Forta Financial Group (formerly Presidential Brokerage, Inc.) and a recent role at Savvy. Outside of advisory work, Larsen is an author of a self-published book titled *A Concise Guide to Tax in Retirement* and is involved in horse training and roping through BL Roping LLC. Colorado Wealth Group is a six-advisor team managing approximately $235 million for individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental and quantitative analysis with strategic asset allocation, utilizing a range of investment vehicles and providing ongoing financial planning and retirement plan advisory services.

James Kearse is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Mutual of Omaha since 2014. Outside of his advisory role, he serves as a director for the nonprofit organization Eternally Faithful Stewards. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of advisors using approved products and model portfolios.

Susan Strasbaugh is a CFP® professional with 27 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Buckingham Asset Management, LLC, and running Strasbaugh Financial Advisory for two decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of specialized services including portfolio management, financial counseling, and family office services.

David Motley is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valic Financial Advisors, T. Rowe Price, and Agia. Outside of his advisory role, he is the owner and managing member of MRH, LLC and Home Acq 13 LLC, companies involved in real estate property flipping. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers through a combination of financial planning, custom and model portfolios, third-party management, and retirement plan advice.

Alyssum Malone is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Focus Partners Wealth, LLC. She has held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Strasbaugh Financial Advisory, Inc. Malone is based in Colorado Springs, CO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Tanya Duboue is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at ENT Credit Union since 1998 and joined LPL Financial in 2025. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Stephen Roberts is a financial advisor with J.P. Morgan Securities in Colorado Springs, Colorado. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Roberts has been with J.P. Morgan Securities since 2012 and has also worked with JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Jardon is a financial advisor at Edward Jones in Colorado Springs, CO, with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to this, he was involved with Gambit Trade Mining, LLC and operated Adam Jardon Golf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Nissen is a financial professional at Cetera with one year of industry experience. He previously worked at Nickelodeon and has operated as a self-employed advisor. He is also involved with Millennium Financial Group. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors, offering a range of portfolio management, financial planning, and fiduciary services with access to multiple investment programs and custodial platforms.

Michelle Makynen is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked at First Command in various capacities since 2021. Outside of her advisory role, she is employed as a physical therapy assistant at Advanced Home Care, providing in-home physical therapy services. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month planning engagements alongside discretionary portfolio management by an in-house investment team.

Logan Keller is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has prior experience with Millennium Group Financial and Mark R Lyons Inc, as well as an eight-year service background in the U.S. Army. Keller has also operated LK Design Consulting LLC, indicating involvement in entrepreneurial activities outside of finance. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored and third-party managed investment options.

Meika Price is a financial advisor at Charles Schwab with 14 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at USAA Investment Management Company and multiple USAA financial services entities between 2011 and 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning services, and integrated brokerage and custody solutions.

Robert Gibson is a financial advisor with Edward Jones in Colorado Springs, Colorado. He holds a Series 66 designation and has 14 years of industry experience, including over a decade at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gregory Von Berg is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Waddell & Reed and various insurance carriers, as well as ownership of Colorado Springs Cryotherapy, a business unrelated to investments. He has been with LPL Financial since 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Robert Williams is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at T. Rowe Price and Northwestern Mutual, among others. Outside of his advisory work, he owns a small real estate investment involving a four-townhome building. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary wealth management services supported by an in-house manager solutions team and centralized due diligence.

Virginia Paas is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with multiple firms including Securian Financial Services and Strategic Financial Partners. Outside of her advisory role, she assists with marketing and administrative tasks for her husband's window washing business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth investors, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Scott Miller is a financial advisor with Cetera in Colorado Springs, CO, holding a Series 66 designation and bringing 23 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and currently serves as a board member for Habitat for Humanity, participating in finance and governance committees. Miller also operates Colorado Huskers, Inc., an S corporation for expense management. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed and third-party managed investment strategies.

Hannah Rivera is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. She has been with J.P. Morgan Securities LLC since 2021 and has prior work experience in various service roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Timothy Wenger is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. His career includes roles at Ameriprise Financial Services and Millennium Financial Group, where he is a part owner. Wenger also serves as president of Colorado Argos Inc., a financial services company. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services supported by various program structures and affiliated entities.

John Policastro is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Kirby Zeller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he owns and operates Zeller Wealth Management, LLC, providing investment and advisory services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and access to third-party money managers, combining retirement and fiduciary capabilities within a broad institutional platform.

Daniel Urquidi II is a financial advisor at LPL Financial in Colorado Springs, CO, holding a Series 66 designation with six years of industry experience. His prior roles include positions at CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank N.A. Outside of his advisory work, he is involved with Air Academy Investment Group. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Christine Wilson is a financial advisor with Edward Jones in Colorado Springs, CO. She holds the CFP® designation and Series 66 license, with three years of industry experience. Prior to joining Edward Jones, she worked for the Federal Protective Service for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Nigel Grant is a CFP® professional affiliated with Edward Jones, based in Colorado Springs, CO, with 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves since 2008. Outside of his advisory role, he owns and operates a lawn care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shayna Winslow is a financial advisor at Edward Jones in Colorado Springs, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in various educational roles and was self-employed as a hairstylist for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and extensive affiliated capabilities.

Christopher Johnson is a Wealth Management Advisor specializing in assisting executives and their families with structuring liquidity events and preserving wealth. He leverages advanced financial modeling tools and proprietary strategies to create tax-efficient plans tailored to managing equity compensation and concentrated stock holdings. His advisory services encompass retirement planning, philanthropic planning, and personalized wealth strategies designed to address complex financial scenarios. Christopher holds a Bachelor's degree from Pennsylvania State University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise extends to utilizing specialized software and exclusive private wealth strategies such as private equity, real estate, and venture capital opportunities to help clients diversify and grow their wealth. Active in the community, Christopher serves as a Board Trustee for Cradles to Crayons Philadelphia. He is committed to providing his clients with comprehensive, planning-based approaches that consider their professional and personal needs.

Harold Tomlinson is a financial advisor at LPL Financial with 41 years of industry experience. He holds the Series 63 designation and previously worked at Next Financial Group, Inc. and operated his own firm, H W Tomlinson MoneyMaster. Outside of advisory work, he has served as an insurance agent for non-variable insurance products in Colorado Springs. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan participants. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit products.

Jeffrey Marks is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at National Planning Corp and has been the president and founder of Prime Financial Strategies since 1989. He also serves as a successor trustee for a family trust. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Seth Jensen is a CFP® with five years of industry experience, currently affiliated with Cetera in Colorado Springs, CO. His prior experience includes five years at Fidelity Investments. Outside of his advisory role, he is an independent agent with Financial Independence Group, implementing life insurance and annuity solutions. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by multiple program structures and a combination of advisor-managed and third-party managed solutions.

John Ferguson Jr. is a financial advisor with Cetera in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes roles at Securian Financial Services, Strategic Financial Partners, and Minnesota Life Insurance Company. Outside of his advisory work, he serves on the advisory board of the SCI Foundation and is a general partner in a recreational family farm used by local farmers. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary services with a broad institutional platform.

Bill Spurlock is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked for DePuy Synthes, a Johnson & Johnson company, from 2014 to 2019. Outside of his advisory role, he owns and manages livestock through Spurlock Land & Cattle LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Bradley Kellen is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera in Colorado Springs, Colorado. He has held positions at Elite Financial Services Inc. and Cetera Advisors LLC since 2013 and has been involved with Nelico since 2000. Outside of his advisory work, Kellen is active with Bikers Against Child Abuse, serving as an International Agency Liaison and as Vice President of the Pikes Peak chapter, where he conducts educational workshops and oversees agency liaisons. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Cameron Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Ent Credit Union, CUSO Financial Services, Charles Schwab, and USAA Financial Advisors. Outside of finance, he was involved with Ever Forward Travel LLC from 2018 to 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Neil Marks is a financial advisor with Prime Financial Strategies, Inc. in Colorado Springs, CO, holding the CFP® and ChFC® designations along with a Series 66 license. He has 14 years of industry experience, including roles at Cetera and National Planning Corporation. Marks serves as treasurer for the Pikes Peak Library District Foundation, a local nonprofit organization. Prime Financial Strategies provides comprehensive financial, retirement, and estate planning services to individuals, businesses, and retirement plans. The firm focuses on client education and a goal-oriented, long-term approach, integrating risk management and insurance into financial plans while operating on a non-discretionary basis and implementing strategies through third-party custodians.

Cynthia Jahn is a financial advisor with Cetera based in Colorado Springs, CO, holding a Series 66 designation and bringing 11 years of industry experience. She has previously worked with Strategic Financial Partners and currently maintains roles at several affiliated financial services entities. Outside of her advisory work, she serves as a board member for the Divine Redeemer Parish Council. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and affiliated trust and institutional capabilities.

Grant Durham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, Durham is an officer in the US Army Reserves and owns Durham Versatility Horses LLC, an equine business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Rebekah Von Berg is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Waddell & Reed, various insurance carriers, and operating R G Von Berg LLC since 2016. She is a silent partner in Colorado Springs Cryo Therapy LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by in-house research and a broad network of investment adviser representatives.

Konner Witt is a Series 66-credentialed financial advisor with Edward Jones in Colorado Springs, CO, bringing one year of industry experience. He previously served eight years in the United States Air Force and attended the United States Air Force Academy. Outside of advising, Witt volunteers as an assistant wrestling coach for District 20 School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.