George Lee III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 40 years of industry experience. He previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he provides pickleball instruction and sells pickleball paddles in Colorado Springs. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services utilizing both discretionary and non-discretionary strategies.

Lanna Schroeder is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2008 to 2017. Outside of her advisory role, she is a part-time independent sales consultant for Rodan and Fields. Hightower Advisors serves a broad range of individual and institutional clients with investment advisory and planning services, utilizing a multi-manager investment approach that includes proprietary research and access to affiliated and third-party managers.

Kaden Deguzman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Transamerica in 2026, he worked at T. Rowe Price and other firms. Outside of finance, he works part-time delivering food items and groceries in Colorado Springs. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice, advisor-managed advice, and investment education services. The firm uses model portfolios and proprietary software from Morningstar Investment Management to guide asset allocation and retirement planning.

Edward Collins is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 22 years of industry experience. He is also the owner and operator of Collins Wealth Management, Inc., where he has been involved since 2018. Collins has prior experience with firms including Geneos Wealth Management and RNR Securities. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving notable clients including large institutional investors and sovereign wealth funds.

Kathleen Owings is a financial advisor with J.W. Cole Advisors, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of her advisory role, Owings is an author and owner of book and online course projects, and she serves on the Pikes Peak Library Foundation Board as interim Vice President and Secretary, participating in the finance committee. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

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.

James Young is a financial advisor affiliated with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses with 45 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and HighTower Securities prior to joining Hightower Advisors in 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to support portfolio construction and management.

Shawn Park is a financial advisor with Transamerica Retirement Advisors, LLC, holding CFP® and CFA® designations and over 27 years of industry experience. His prior experience includes 17 years at Calamos Advisors LLC and Calamos Financial Services LLC. He is based in Colorado Springs, CO. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advisory programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.

Robert Forest Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at HighTower Advisors, UBS Financial Services, and Sanctuary Securities. He is also a Notary Public. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a wide range of investment approaches and account types through a network of over 400 independent advisers and operates with a fiduciary standard when formal advisory agreements are in place.

Alan Bau is a financial advisor with SPC in Colorado Springs, CO, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at SPC since 2011 and Parkland Securities since 2014. Outside of his advisory role, he owns Alan Bau Investments, where he acts as an independent agent representing various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary and non-fiduciary services.

Tyler Jordan is a financial advisor with Eagle Strategies (NY Life) based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has nine years of industry experience. He operates under the DBA Pioneer Horizons Financial, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

David Motley is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and 11 years of industry experience. His career includes roles at T. Rowe Price and Valic Financial Advisors before joining Lincoln Investment in 2025. In addition to his advisory work, he is the owner and managing member of MRH, LLC and Home Acq 13 LLC, real estate ventures focused on property purchasing and renovation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with an emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolios, using a combination of strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Sherri Wignall is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 registrations and possessing 14 years of industry experience. Her career includes work in estate planning services through LSPN Pro, LLC, and she is involved with several businesses related to estate planning, business formation, and tax preparation. Additionally, she works as an independent contractor for a grocery delivery service. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Jason Jorgenson is a financial advisor with GWN Securities Inc. in Colorado Springs, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Ameritas Investment Corp and Capital Choice Financial Services. Jorgenson serves as a School Board Director for District 11 in Colorado Springs and acts as a referral agent for an estate planning service. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of discretionary portfolio management and model-based allocations, with a notable emphasis on market-timing and momentum-based trading strategies in certain legacy programs.

Kristina Radke is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds a Series 66 designation and has seven years of industry experience. Radke previously worked at Wells Fargo from 2012 to 2018 before joining T. Rowe Price. Outside of her advisory role, she is an author working on publishing a cookbook and participates in caregiving through completion of a parent caregiver program. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management for individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulation-based retirement income projections.

Joshua Griffin is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Parkland Securities and Triad Advisors. He is also involved with Ascent Financial Group, where he serves as a financial advisor and sells life and long-term care insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers investment management, financial planning, retirement consulting, third-party manager oversight, and related services through multiple program models and utilizes a combination of proprietary and third-party platforms for portfolio management.

Jack T. York is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Hightower Advisors since 2017, previously working at UBS Financial Services. York serves on the board of Cheyenne Village, a nonprofit focused on helping people with disabilities lead fulfilling lives. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Andrew Brown is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Intrinsic, LLC and the University of Denver. Brown serves on the finance committee board of the Food Bank of Southern Colorado, a nonprofit organization based in Colorado Springs. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with over $20 million in net worth.

Traci Brown is a financial advisor with Eagle Strategies (NY Life) based in Colorado Springs, CO. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, including roles at Nylife Securities LLC since 2013 and New York Life Insurance Company since 2003. Brown also volunteers with the North American Securities Administrators Association, contributing to the development and review of the Series 63, 65, and 66 exam content. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and manages a significant majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Buescher is a financial advisor with J.W. Cole Advisors, Inc. He holds a Series 65 credential and has been with the firm since 2026. Prior to joining J.W. Cole, he was involved with MoreJStu LLC, Geoquest LLC, and Wool Carters LLC. Outside of his advisory role, Buescher operates Wood Art Mosaics, where he creates and sells art pieces. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.