Louis Jimenez is a CFP® and ChFC® with 35 years of industry experience, currently serving as an advisor at CL Wealth Management LLC in Colorado Springs, CO. His prior experience includes roles at Wilbanks Securities Advisory and Cabot Lodge Securities LLC. Outside of his advisory work, he is president and owner of Future Matters, Inc., an entity related to his securities, advisory, and insurance business activities. CL Wealth Management LLC is a multi-advisor firm serving individuals, trusts, business entities, and charitable organizations, offering portfolio advisory services, financial planning, and client education. The firm tailors investment strategies based on fundamental and technical analysis, managing a substantial portion of assets on a non-discretionary basis.

Robert Engel is a CFP® professional with 16 years of experience in financial advising, currently with Ausdal Financial Partners, Inc. since 2010. He owns Engel Wealth Management, where he provides insurance and annuity products as part of financial planning and offers exit planning and education services for business owners. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 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 both discretionary and non-discretionary investment strategies.

Todd Matia is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Northwest Asset Management since 2026. He previously worked at Hightower Advisors for seven years and was involved with N2 Publishing for five years. Northwest Asset Management provides customized investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory to construct diversified portfolios and offers additional services including tax preparation and sub-advisory support.

Daniel Ricks is a financial advisor at Transce3nd LLC with one year of industry experience. He holds the PFS™ designation and previously spent 11 years with The Ricks Group. Outside of advising, he serves as managing partner of Press Holdings Colorado LLC, a tax preparation and accounting services business. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and technology platforms.

Sean Lacey is a CFP® professional with eight years of industry experience, currently serving at Waverly Advisors, LLC. His prior roles include positions at T Rowe Price and J.P. Morgan Securities LLC. Outside of finance, he works as an online tutor for financial licensing exams and promotes sports nutrition products as a brand affiliate. 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, offering a range of services including financial planning and multi-family office solutions.

Roland Quast is a financial advisor with The Strategic Financial Alliance, Inc. in Colorado Springs, CO, holding Series 65 and Series 63 credentials and 22 years of industry experience. He has previously worked at American Alternative Capital, LLC and Cabot Lodge Securities LLC. Quast is also president of ROQ Solutions, LLC, a capital markets consulting firm he founded in 2016. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and advisory services, combining a multi-advisor platform with both SEC-registered investment adviser and FINRA-registered broker-dealer functions.

Maile Foster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. in Colorado Springs, Colorado. She has been with Kovack Advisors and its affiliate Kovack Securities since 2011. Foster is a member of the board of directors for the Colorado Springs Osteopathic Foundation. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Ryan Reynolds is a financial advisor with Secure Asset Management, L.L.C. in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Aurora Securities Inc, Western International Securities, Edward Jones, and First Citizens Bank. Outside of advising, he is involved in several business ventures, including ownership of Evergreen Excavation LLC and a partnership in Rise Aesthetic Institute, a skincare and wellness firm. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing financial planning, discretionary investment management, and pension consulting. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and manages held-away employer accounts through third-party platforms.

Mona Lara is a financial advisor with Thrivent Advisor Network, LLC in Colorado Springs, CO, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2018. Beyond her advisory role, she is involved as Co-Owner of a small business developing a dog treat product line and serves as the interim president and board member of the Pikes Peak Children's Museum, assisting in its rebuilding efforts. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm focuses on customized asset allocations and long-term investment strategies, utilizing diversified mutual funds, ETFs, and other securities, while providing discretionary and non-discretionary portfolio management and financial planning services.

David Kopp is a financial advisor with Concurrent Investment Advisors, LLC in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Kopp Wealth Management, Purshe Kaplan Sterling Investments, Spire Investment Partners, LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Merrill. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, and other securities, supported by internal due diligence, strategic asset allocation, and integrated operational tools.

Robert Edgin is a financial advisor with Silver Oak Securities, Inc. in Colorado Springs, CO, holding a ChFC® designation and a Series 63 license, and bringing 25 years of industry experience. He has worked with Securities Management and Research, Inc. since 2000 and American National Insurance from 2000 to 2023. Outside of his advisory role, Edgin is involved in various business ventures including partnerships in real estate, mortgage, insurance, and a concert ticket resale enterprise. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing individual securities, ETFs, mutual funds, and strategist models supported by proprietary trading and reporting infrastructure.

Michael Hartman is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has been affiliated with T. Rowe Price since 2011 and joined RFG Advisory in 2025. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary model strategies, emphasizing risk-managed, tax-aware investment approaches.

Marilyn Smith is a financial advisor with Concurrent Investment Advisors, LLC in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has previously worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Morgan Stanley Smith Barney. Additionally, Marilyn serves as a state notary public. 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 focuses on customized, primarily long-term portfolios and integrates proprietary sub-advisory arrangements and third-party solutions to support its comprehensive wealth and investment management services.

Eldrick Hill is a financial advisor at Brookwood Investment Group based in Colorado Springs, CO. He holds a Series 65 designation and has worked at D&G Financial Services Inc. since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies and supports a team of 24 professionals.

Paul Rowe is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for eight years and is the sole owner of PRowe Wealth Building & Management, focusing on fixed insurance, life, health, Medicare, fixed annuities, and securities. He also serves as a personal representative and trustee for several trusts in Woodland Park, CO. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a combination of investment advisory services alongside insurance and risk management consulting.

Michael Fritzsche is a CFP® with eight years of experience in the financial services industry. He has been with USAA Investment Services Company since 2018 and has prior experience at USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors primarily through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets or charging percentage-of-assets fees.

Matthew Powell is a financial advisor with Savvy in Colorado Springs, CO, holding CFP® and ChFC® designations and over 20 years of industry experience. Prior to joining Savvy in 2025, he worked at True Harvest Wealth Management, Raymond James Financial, and Country Insurance & Financial Services. Outside of advising, he owns Bum City Coffee Roasters, a small business importing and roasting coffee from Haiti as a personal hobby with a cause. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, and utilizes proprietary technology alongside third-party platforms and sub-advisers.

Kathryn Redden is a CFP® and ChFC® with 26 years of experience in the financial advisory industry. She is currently with Merit Financial Advisors and previously worked at Ronald Blue & Co., LPL Financial, and several other firms. Outside of her advisory work, she is involved in agricultural operations, including raising beef cattle and managing a guest ranch in Wyoming. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios with options for customization by its advisors.

Chad Tipps is a financial advisor at FourStar Wealth Advisors, LLC with 7 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior experience includes roles at Financial Planning Strategies and Charis Christian Center. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses both fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon, and it also operates and advises private funds alongside managing pooled investment vehicles.

John McCloskey is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Ashton Thomas Private Wealth and has prior experience at Wells Fargo Clearing and M. S. Howells & Co. In addition to his advisory role, he is involved in life insurance sales through Ashton Thomas Insurance Agency. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a platform that includes mutual funds, ETFs, independent managers, and alternative investment strategies.