Briton Waugh is a financial advisor with SPC in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. He has worked with SPC since 2005 and has been associated with Parkland Securities since 2014. Outside of advising, he is a 10% owner of Carragh Properties, LLC, a commercial property company based in Colorado Springs. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Kyle Waugh is a financial advisor with SPC based in Colorado Springs, CO, holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. He has worked at Parkland Securities, Sigma Planning Corporation, and Financial Directions since 2004. Outside of his advisory role, he operates a YouTube channel focused on spiritual topics and DIY projects through his company JKLOL LLC. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, maintaining affiliations with broker-dealers and insurance agencies.

Zachary Waugh is a financial advisor with SPC in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Parkland Securities, Sigma Planning Corporation, and Agora Wealth Management throughout his career. Waugh is a managing member of Agora Wealth Management LLC, which he uses as the name for his financial practice, and he is involved as a sole owner or managing member in several non-investment business ventures. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, including the SIGMA Managed Account and Axis Platform.