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.

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, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His career includes roles at Brookstone Capital Management, JD Mellberg LLC, and Specialist Advisors, LLC. Outside of advising, he co-founded Oxygen To You, a company that rents oxygen concentrators for altitude sickness relief. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a team of about 89 investment adviser representatives. The firm offers a range of investment advisory services including model portfolio solutions, discretionary asset management, and ERISA retirement plan services.

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®-certified financial advisor with eight years of industry experience, currently practicing at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Shelton Capital Management, and Wells Fargo. He is also involved in fixed insurance sales. 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 discretionary investment management, standalone financial planning, family office and wealth planning, and retirement plan advisory, employing a range of analytical approaches and customizing allocations based on client profiles and goals.

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® 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.