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.

Nicklos Naseman is a financial advisor with Royal Fund Management, LLC in Colorado Springs, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Iron Mountain Financial, Inc., Elite Investment Team, LLC, and Edward Jones. Outside of advising, he operates Nikko's Place, a business crafting and selling 3D printed items, and provides financial education through the Association of Financial Educators. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs tailored investment strategies based on documented risk tolerance and utilizes both fundamental and technical analysis across a range of approaches, including options and dividend enhancement overlays.

Raymond Hart is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC. He has held roles at firms including USAA Financial Planning Services and Magellan Federal, where he also works as a personal financial counselor outside of securities trading hours. RFG Advisory, LLC provides investment advisory and planning services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and select institutional entities. The firm utilizes discretionary portfolio management with model strategies, third-party platforms, and serves as a sub-adviser to Bluemonte ETFs, while also offering access to alternative investments and insurance-based products.

Karen Henderson is a financial advisor at USAA Investment Services Company with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked within various USAA-affiliated entities since 2014. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment products and account services.

Ted Henley Jr. is a financial advisor at Simplicity Wealth in Colorado Springs, CO, with three years of industry experience. He holds a Series 65 credential and has been involved with several firms including Franklin Henley Financial and Abundant Living Life and Annuity. Outside of financial advising, he is involved with ALCG1 LLC, a franchise that provides non-medical care services for adults, where he oversees operations and sales. Simplicity Wealth serves a wide range of clients from individual investors to institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, complemented by technology and operational support for other advisers through its managed account platform.

Frederick Whitford is a financial advisor with Impact Partnership Wealth, LLC in Colorado Springs, CO, holding Series 63, 65, and 66 licenses and having 24 years of industry experience. He has worked at several firms, including Retirement Design Group, Inc., where he served for 20 years, and is also co-founder of Oxygen To You, a business renting oxygen concentrators for altitude sickness relief. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of investment adviser representatives. The firm employs a range of strategies including model portfolios and discretionary asset management, leveraging a broad ecosystem of affiliated entities and service providers.

Ellis Rainsberger Jr. is a financial advisor at Waverly Advisors, LLC with 42 years of industry experience. He previously led Rainsberger Wealth Advisors for 34 years before joining Waverly Advisors in 2023. Outside of finance, he is a partner and owner of Eagle Mountain Builders, a custom home construction company, and owns RFS Lease Management. Waverly Advisors is a multi-team registered investment adviser serving 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 financial planning and multi-family office services.

Chase Erickson is a CFP® professional at Summit Wealth Group with two years of industry experience. Prior to joining Summit Wealth Group, he worked at CGN Advisors LLC and held roles at Kansas State University and Manhattan High School. 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 various analytical approaches, implementing solutions through third‑party money managers and sub‑advised models.

Terry Byrum is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked within various USAA entities since 2010, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Dakota Day is a CFP® professional with eight years of industry experience, currently serving clients at Summit Wealth Group. He has worked at several firms including Commonwealth Financial Network and Shelton Capital Management. Dakota also engages in fixed insurance sales during business hours. 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 offers customized investment strategies using a variety of analytical approaches, often implementing solutions through third-party managers, and reported over $2.3 billion in discretionary assets under management shortly after its formation in 2025.

Dennis Mesward is a CFP® with 29 years of industry experience, currently serving as a financial advisor at CL Wealth Management LLC and Cabot Lodge Securities. He has been with CL Wealth Management since 2011 and with Cabot Lodge Securities since 2013. Outside of his advisory work, he volunteers as an assistant coach for boys and girls high school soccer teams at The Classical Academy in Colorado Springs. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Mary Alpers is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. She joined Robertson Stephens in 2024 after previously leading Alpers Financial Planning and Three Points Financial. Mary is based in Colorado Springs, CO. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

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.

Joel Helzer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Robertson Stephens. He previously spent 13 years at T. Rowe Price. Outside of advising, he is involved with Meghan Helzer Photography LLC and is a plasma donor at BioLife. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management and utilizes a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.

Todd Matia is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Northwest Asset Management since 2026 and previously spent seven years with Hightower Advisors. Outside of advisory roles, he also has experience with N2 Publishing. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm emphasizes strategic asset allocation and Modern Portfolio Theory using diversified ETFs, mutual funds, individual securities, and fixed-income instruments, and offers a range of services including investment management, financial planning, consulting, tax preparation, and sub-advisory services.

Daniel Ricks is a financial advisor at Transce3nd LLC with the PFS™ designation and two years of industry experience. He previously worked at The Ricks Group for 11 years. Outside of advising, he is the managing partner of Press Holdings Colorado LLC, which offers tax preparation and accounting services. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.