Brad Hallock is a financial advisor with Kovack Advisors, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2013. Outside of his advisory work, he officiates football games at various levels. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and recommends third-party managers and platforms.

Michael Gaynor is a financial advisor at Savvy with three years of industry experience. He holds a Series 65 credential and has previously worked at True Harvest Wealth Management, Raymond James Financial Services Advisors, Inc., and Thrivent Investment Management. Outside of finance, he is the owner of EcoGreen Lawn Services, a landscaping business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client strategies.

Carl Fellhauer is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc., Cetera Advisors LLC, and OSAIC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Susan Auer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Her prior roles include positions at Accelerated Wealth Advisors LLC, T. Rowe Price Investment Services, and USAA Financial Planning Services. She is also active as an insurance agent through Triad Partners. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

Jeremy Burton is a financial advisor at Private Client Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services and SII Investments. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Joshua Jerele is a CFP® professional with 12 years of industry experience, currently serving at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Mosaic Family Wealth, and UBS Financial Services. He is also the owner of Jerele Consulting LLC, a private entity that supports his advisory and insurance business. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and employs a variety of analytical approaches, frequently using third-party money managers and sub-advised models.

Brett Brownfield is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Rainsberger Wealth Advisors and Cosmos Corporation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office services.

Gunnar Johnson is a financial advisor at Savvy with one year of experience at the firm and a Series 65 credential. His background includes roles at Dream Centers and Youth for Christ USA, as well as entrepreneurial and leadership positions with Bigfoot Drywall and Paint and learngenerosity.com. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, using a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support through unaffiliated platforms.

Ross Haycock is a CFP® professional with 22 years of industry experience, currently affiliated with Summit Wealth Group in Colorado Springs, CO. He spent 20 years with Commonwealth Financial Network before joining Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025. Outside of his advisory role, he co-owns Rokai Consulting, LLC, a private entity established for personal tax and liability purposes. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on each client’s financial profile using a mix of analytical approaches and often employs third-party money managers and sub-advised models, monitoring accounts with at least annual reviews.

James Krueger is a financial advisor with Kestra Private Wealth Services, LLC in Colorado Springs, Colorado. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to his current role, he worked at firms including Edward Jones and spent 21 years at the Federal Bureau of Investigation. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

Dustin West is a financial advisor at RFG Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC prior to joining RFG Advisory. Outside of his advisory role, West is the president of YOUnify Financial LLC and an insurance agent with Triad Partners, a traditional insurance agency. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive investment strategies, offering portfolio management, financial planning, and access to alternative investments and proprietary model strategies.

Mackenzie Bekeza is a CFP® with nine years of experience in the financial advisory industry. She currently works at RFG Advisory, LLC and has previously been affiliated with firms including Accelerated Wealth, LLC and Cascade Financial Management, Inc. Outside of her advisory work, she is involved with the nonprofit Reaching the Stars Center for Autism, Inc. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments through both proprietary and third-party strategies, managing assets on a discretionary basis with a mix of active, passive, and tax-aware approaches.

John Carr is a CFP® professional with 33 years of experience in the financial industry. He is currently with Ausdal Financial Partners, Inc., where he has worked since 2024, following a 17-year tenure at Intervest International Equities Corp. He also owns Carr Wealth Management LLC, an investment-related business based in Colorado Springs. Ausdal Financial Partners is an SEC-registered adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and custodial platforms.

Erik Aspelin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for eight years at Rainsberger Wealth Advisors. He holds the Series 66 designation and is based in Colorado Springs, CO. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Otis Barnard is a financial advisor at Brookwood Investment Group in Colorado Springs, CO, with five years of industry experience. He holds a Series 65 credential and previously worked at Authentic Counsel, LLC Dba Wealthbuilders Investments and Andrew Wommack Ministries. Outside of his advisory role, Barnard assists with administrative duties for the Tricord Global Missions Society, a nonprofit organization. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, and tactical strategies and maintains multiple affiliated businesses alongside a network of partner offices.

Timothy O'Brien is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Intervest International Inc and Intervest International Equities Corp. He also owns and operates TK Financial Services, a separate investment-related business in Colorado Springs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services with investment strategies delivered on both discretionary and non-discretionary bases.

Bobby Foster is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has held prior roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

Jason Hedstrand is a financial advisor at Brookwood Investment Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Osaic Wealth, and Redwood Private Wealth. Outside of advising, he is involved as a member of the audit committee at Calvary Baptist Church and participates in public speaking engagements unrelated to securities. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated service providers.

Nicklos Naseman is a financial advisor at Royal Fund Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Iron Mountain Financial, Inc., Elite Investment Team, LLC, and operated his own firm, Nicklos K. Naseman, Inc. Outside of his advisory role, he is the president and sole proprietor of Nikko's Place, a retail business specializing in 3D printed items, and provides financial education through the Association of Financial Educators. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

Raymond Hart is a financial advisor with RFG Advisory, LLC, holding CFP®, Series 63, and Series 65 credentials and 11 years of industry experience. His prior work includes roles at USAA Financial Advisors and Accelerated Wealth, LLC. Outside of RFG Advisory, he works as a personal financial counselor for Magellan Federal, providing education and counseling services to military personnel. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for a diverse client base, including individuals, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and offers access to proprietary models, alternative investments, and annuity management.