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.

Daniel Cook is a CFP® professional with 34 years of industry experience. He joined Summit Wealth Group in 2025 after 20 years at Commonwealth Financial Network. In addition to his advisory role, he is a tax preparer and co-owner of Ski Tip Consulting Group, Inc. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

Roland Quast is a financial advisor at The Strategic Financial Alliance, Inc. in Colorado Springs, CO, with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining The Strategic Financial Alliance in 2025, he 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 broad client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolio management and financial planning services through co-advisory relationships, third-party managers, and model portfolios.

Lacey Jordan is a CFP® and ChFC® professional with 21 years of experience in financial advising. She currently works at Summit Wealth Group and Purshe Kaplan Sterling Investments, having previously spent 10 years at Commonwealth Financial Network. Outside of her advisory work, she owns a ticket sales business leasing a private suite at the Ford Amphitheater. 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 allocations based on client profiles and employs a variety of analytical approaches, including the use of third-party money managers and sub-advised models, to manage over $2.3 billion in discretionary assets.

Maile Foster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2011. Her prior roles include positions at Securian Financial Services, Hornor, Townsend & Kent, LLC, and Guardian Life. She also serves on the board of directors for the Colorado Springs Osteopathic Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse range of clients including individuals, pension plans, charitable organizations, and government entities. The firm uses a structured investment process supported by Envestnet, combining internally developed models and third-party managers to manage portfolios across various custodians and execution venues.

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 and eight years of industry experience. She has been with Thrivent Financial since 2018. Outside of advising, she is co-owner of a family business focused on developing dog treats and serves as interim president and board member of the Pikes Peak Children’s Museum, which is working to rebuild and provide interactive experiences for children and families. Thrivent Advisor Network delivers investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs long-term diversified portfolios using a range of investment vehicles and provides ongoing account monitoring and household aggregation.

Gabriel Turner is a financial advisor at Summit Wealth Group in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Commonwealth Financial Network, Tallahassee Diamond Center, and eNational Insurance Agency. 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 employs a range of analytical approaches and customizes investment strategies based on clients’ financial profiles, goals, liquidity needs, and risk tolerance.

Robert Edgin is a financial advisor with Silver Oak Securities, Inc. in Colorado Springs, CO, holding a ChFC® designation and a Series 63 license with 26 years of industry experience. He has worked at Securities Management and Research, Inc. since 2000 and formerly at American National Insurance for 23 years. Outside of advising, he is a partner or owner in several non-investment related businesses, including residential mortgage and real estate companies, a property rental, and a concert ticket sales venture. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Michael Hartman is a CFP® professional with 14 years of industry experience, currently serving at RFG Advisory, LLC. He has been associated with T. Rowe Price since 2011 and joined RFG Advisory in 2025. Hartman operates out of Colorado Springs, Colorado. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

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® professional with eight years of experience in financial services, currently with USAA Investment Services Company in Colorado Springs, CO. He has held various roles within USAA-affiliated firms since 2013, including USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Marilyn Eisenhauer is a financial advisor at Summit Wealth Group with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and PKS Investments. 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 employs a customized approach to asset allocation and monitors accounts regularly, often using third-party money managers and sub-advised models.

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.

Starr Paulson is a financial advisor at Summit Wealth Group with eight years of industry experience. He holds a Series 66 designation and has worked at Summit Wealth Group since 2012, including a ten-year tenure at Commonwealth Financial Network. 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 investment allocations based on clients’ financial profiles and employs a variety of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Kathryn Redden is a CFP® and ChFC® with 26 years of experience in financial advisory roles. She is currently with Merit Financial Advisors and has previously worked at Ronald Blue & Co., LPL Financial, and 1st Global Insurance Services. Outside of finance, she is involved in agricultural activities including operating a cattle ranch and guest ranch duties 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 manages approximately $23.9 billion in client assets and offers wealth management services including asset management, financial planning, retirement plan advice, and educational workshops, employing a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Chad Tipps is a financial advisor at FourStar Wealth Advisors, LLC with 7 years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior experience includes nine years at Financial Planning Strategies and six years at Charis Christian Center. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to tailor portfolios across various asset classes and also acts as a private fund adviser with fiduciary retirement-plan consulting services.

John Mccloskey is a CFP® certified financial advisor with 19 years of industry experience. He is currently with Ashton Thomas Private Wealth and has previously worked at several firms including Wells Fargo Advisors and M. S. Howells & Co. In addition to his advisory role, he is involved with Ashton Thomas Insurance Agency as a life insurance agent. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, employing a platform model with access to third-party managers and a range of investment strategies including mutual funds, ETFs, and specialist managers.

Malinda Sutton is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for Rainsberger Wealth Advisors for 11 years. Sutton is a registered attorney in Colorado with an inactive license and does not currently practice law. 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 and planning services.