Christopher Long is a CFP® and CFA® with 20 years of industry experience. He is currently with Intentional Wealth Strategies in Colorado Springs, where he has worked since 2020. His prior roles include positions at Raymond James Financial Services, Ameriprise Financial Services, Charles Schwab, and Morgan Stanley. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment process that combines fundamental analysis with factor-based exposures and global diversification, tailoring portfolios to clients’ risk tolerance and objectives.

Richard Carroll is a CFP® with 15 years of experience in financial advising, currently with Intentional Wealth Strategies in Colorado Springs, CO. His prior experience includes roles at Raymond James Financial Services and First Ascent Financial. Intentional Wealth Strategies serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with integrated wealth management, financial planning, and retirement-plan consulting. The firm employs an evidence-based investment approach that incorporates fundamental analysis, factor-based exposures, and global diversification, tailoring portfolios to client risk tolerance and objectives.