Chad Holland is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously served at First Command Advisory Services and related entities for 16 years. Outside of his advisory work, he is president of Tres Shocker, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and diverse investment strategies.

Jeffrey Toman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Linsco / Private Ledger, now part of LPL Financial, since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Mooberry is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliates since 2007. Based in Colorado Springs, CO, he has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements typically structured as annual, collaborative relationships using firm-approved analytical tools.

Brian Deeds is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2022, he worked for six years at BSI The Brewing Science Institute. He is also a Notary Public for the State of Colorado, providing notary services to Stifel clients at the branch. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Trevor Daggers is a Resident Director at Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals, families, and businesses with complex financial needs. He utilizes a goals-based wealth management model that integrates investment planning, cash flow management, banking and lending, and legacy planning. Trevor employs a structured four-step client-service model that begins with evaluating client needs and continues through strategy development, implementation, and ongoing review to help clients stay on track toward their financial goals. Trevor grew up on the Western Slope of Colorado and now lives in northern Colorado Springs with his wife and three children. He earned a bachelor's degree in finance from Liberty University and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. His expertise includes education planning, family wealth management strategies, philanthropic planning, liquidity management, portfolio management, small business strategies, and tax minimization. Outside of work, Trevor enjoys reading political fiction and self-help books, golfing, hiking, hunting, fishing, camping, cooking, listening to music, and spending time with his family playing board games and watching movies. He has been involved in community organizations such as the Board of Directors for Orchard Valley West Home Owner's Association and committee memberships with Colorado Springs Ducks Unlimited, Grand Valley Ducks Unlimited, and Mosaic of Western Colorado.

Julie Pressnell is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has previously worked at Raymond James & Associates and operated Serenity Coaching LLC, where she provided personal development coaching. Thrivent Investment Management offers Dedicated Planning Services focused on individuals, families, businesses, and nonprofit clients, delivering holistic and goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and integrates planning with managed-account services through its WealthPlan option.

Roger Given is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes over two decades with Avantax Advisory Services and related entities. Outside of his advisory role, he operates a CPA firm, Roger Given Inc, specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and consulting services supported by in-house research, third-party subadvisors, and advanced portfolio management technologies.

Brianna Beski is a financial advisor at Raymond James & Associates with 16 years of industry experience. She previously worked at T Rowe Price and Jackson National Life Distributors. Beski is also an author of a coloring book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on tailored, non-discretionary advice supported by proprietary research and various portfolio management strategies.

Caitlin Alcon is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She previously worked at RBC Capital Markets Corporation and Morgan Stanley Private Bank. Alcon serves as a board member of the Pueblo Latino Chamber of Commerce Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Jacqueline Shaughnessy Sobczak is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2007 and assists clients by helping them manage their wealth to meet their individual needs. Jacqueline focuses on offering a comprehensive approach to managing wealth that starts with listening to a client's needs and ensuring every potential solution is grounded in understanding their goals. Jacqueline holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of Southern Colorado. Her client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, retirement income, and services for endowments, foundations, and non-profits. Outside of work, Jacqueline enjoys volunteering with local youth groups and is involved with Habitat for Humanity of the Pikes Peak Region. She also participates in organizations such as the American Legion and Veterans of Foreign Wars. Her personal interests include quilting, knitting, gardening, and spending time with her husband of over 30 years.

Sarah Peterson is a financial advisor with LPL Financial in Colorado Springs, Colorado. She holds a Series 66 designation and has 23 years of industry experience, including 19 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Steven Rodny is a Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he helps generations of families create comprehensive, personalized wealth strategies focused on growth, preservation, and transfer of wealth. Steven has been with Fidelity Investments since 1998, initially serving as Vice President Financial Consultant until 2014, when he became Vice President Private Wealth Management Advisor. His experience spans over two decades in wealth management and financial consulting. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Molly Stavang is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at Bonny and Read and Lockheed Martin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Jamie Dodd is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Jamie spent four years with Colorado Peak Real Estate, Inc. and ten years associated with an automotive repair business, D&J Autosmith, where he remains a 50% partner and corporate secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Zachary Laib is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and also works as a bank associate at Adams Bank and Trust. Zachary has prior experience at Southern New Hampshire, Target Inc, and Adams Bank and Trust in various roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Tiffany Jones is a Financial Advisor with Merrill Lynch Wealth Management. Drawing on more than ten years of experience in financial services—including five years in retail banking and five years in investment management—she provides personalized advice and disciplined investment guidance to help clients achieve their financial goals. She holds several FINRA registrations, including the Series 7 and Series 66, and the Personal Investment Advisor (PIA) designation. Raised in Colorado Springs, Colorado, Tiffany's upbringing as a military brat and pastor's kid instilled in her values of honesty, integrity, and service. These principles guide her professional approach, allowing her to build meaningful relationships with clients and support them through important financial decisions. Her focus areas include legacy planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Tiffany's mission is to help clients gain clarity and confidence in their financial lives by providing personalized advice and thoughtful planning. Outside of work, she enjoys cooking, drawing and sketching, hiking, interior decorating, music and singing, reading, writing, and spending time with her family.

Hannah Bush is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Dollar Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client goals.

Christopher Rojewski is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms including Raymond James Financial Services Advisors and Northwestern Mutual. He also serves in the US Army Reserves. Outside of advisory roles, he is president of Imperium Capital, a support company associated with a Raymond James satellite branch. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports various advisory programs and institutional consulting.

Daniel Morris is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Collins is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he manages a wine and spirits business, Vintage's Wine and Spirits, which he opened in 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.