Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, holding Series 65 and Series 66 licenses with seven years of industry experience. Her prior work includes roles at RSF Social Finance and J.P. Morgan Securities, among others. She serves as an unpaid board member of the Aquillius Institute and as Senior Officer for Impact Investing at the Colorado Health Foundation, where she manages mission-related investments focused on health equity. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and consulting services to high-net-worth individuals, charitable organizations, and corporations, emphasizing integrated estate, tax, and philanthropic strategies. The firm employs a stewardship-oriented investment philosophy focused on long-term portfolio construction with tax-aware management and values-based overlays.

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.

James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Envoy Advisory Inc., Edward Jones, and USAA Financial Services. Kisher Capital is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as retirement plan sponsors and charitable organizations. The firm manages portfolios through proprietary models within a wrap-fee program and does not impose a firm-level account minimum.

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.

Kelvin Ellis is a CFP® and Series 66-licensed advisor at MissionSquare Retirement with one year of industry experience. He has worked previously at LifeLine Financial Group, Commonwealth Financial Network, and West Ridge Accounting Services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and discretionary and nondiscretionary investment advisory services through its Guided Pathways program, which is supported by Morningstar Investment Management’s asset allocation models and personalized advice.

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.

Susan Strasbaugh is a CFP®-certified financial advisor with 27 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously served at Buckingham Asset Management, LLC and Strasbaugh Financial Advisory. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jason Jorgenson is a financial advisor with GWN Securities Inc. in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Ameritas Investment Corp, Capital Choice Financial Services, and Aspen Mark Wealth Management. Outside of his advisory work, he serves as a school board director for Colorado Springs School District 11 and acts as a referral agent for estate planning services. GWN Securities provides investment advisory and related services to individual and corporate clients using a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers, incorporating market-timing and momentum-based strategies alongside model portfolios grounded in Modern Portfolio Theory.

Alyssum Malone is a CFP® certified financial advisor with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Strasbaugh Financial Advisory. Malone holds Series 63 and Series 65 licenses and is based in Colorado Springs, CO. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Daniel Evans is a financial advisor at Focus Partners Wealth, LLC in Colorado Springs, CO, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Ameriprise, and First Financial Bank. Outside his advisory work, he has experience with Pine Cove Camps and Double Dave's. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Douglas Meikle is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2013 and 2014 respectively, and also serves as a contract instructor for the FEMA Emergency Management Institute, teaching emergency response courses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations managed by unaffiliated asset managers.

Tanya Duboue is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has worked at ENT Credit Union since 1998 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a focus on integrating technology and maintaining a broad platform of financial activities alongside its advisory services.

Stephen Roberts is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, N.A. and Waddell & Reed. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework in its recommendations.

Adam Jardon is a financial advisor with Edward Jones in Colorado Springs, CO. He holds a Series 66 designation and has nine years of industry experience, with a continuous tenure at Edward Jones since 2016. 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, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial services.

Robert Nissen is a financial professional with two years of experience currently affiliated with Cetera. He holds a Series 66 designation and has worked at Millennium Financial Group and Cetera Advisors LLC. Prior to his advisory roles, Nissen spent ten years at Nickelodeon and was self-employed for several years. He was also involved with Schoolhouse Brewing. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Logan Keller is a financial professional at Cetera with a Series 66 license and three years of industry experience. He previously served eight years in the U.S. Army and has worked with Millennium Group Financial and Mark R Lyons Inc. outside of his current role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.