Aaron Milledge is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Targeted Wealth Solutions in Colorado Springs, CO, and has prior work experience with Frontier Airlines and the United States Air Force Reserve. In addition to his advisory role, Milledge serves as a Field Grade Officer in the U.S. Air National Guard and is involved in residential mortgage origination through Stratec LLC. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, fiduciary services, and financial coaching, employing a portfolio construction approach based on Modern Portfolio Theory, quantitative models, and factor diversification.

Bryan Jepson is a Series 65-licensed advisor at Targeted Wealth Solutions with three years of experience in financial advising. He concurrently works as an emergency physician at Emergency Medical Specialists, PC, a role he has held since 2017. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using a Modern Portfolio Theory framework complemented by quantitative models and factor-driven diversification.