Thomas Williams is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior experience includes roles at PKS Investments, LPL Financial, I.M. Wealth Care, Westwood Advisors, and Westwood Trust. He also serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Shane Morris is a financial advisor at Dana Investment Advisors Inc with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Primerica Financial Services, Mid Atlantic Capital Corporation, Parsonex Securities, and Niemann Capital Management. Dana Investment Advisors Inc is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm focuses on relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Nathan Archuleta is a Certified Financial Planner® with 19 years of industry experience, currently serving with Summit Wealth Group in Colorado Springs, CO. He has worked at Summit Wealth Group since 2011 and was previously affiliated with Commonwealth Financial Network. Archuleta also owns Archuleta Financial Services, LLC, a private entity established to support his advisory and insurance activities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Keaton Hamilton is a financial advisor at Madison Partners in Colorado Springs, CO, with 11 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at LotusGroup Advisors, Bonfire Financial, LLC, and First Foundation Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

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.

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.

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.