Holly Myers is a financial advisor at UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at UBS since 2018 and previously spent two years at Raymond James and Associates. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Bryan Lieungh is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Colorado Springs, CO. With 19 years of experience at Merrill, Bryan has held several national executive roles prior to establishing a practice in Colorado where he and his family have settled for over a decade. He provides financial advisory services to clients both locally and nationwide. Bryan specializes in delivering personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and costs. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. He holds the Certified Exit Planning Advisor (CEPA®) designation, enabling him to assist business owners with strategies to enhance business value and transition planning. Additionally, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Bryan earned his bachelor's degree from the University of Wisconsin. He is bilingual in Spanish and English and participates in professional organizations including the Blackstone Entrepreneurs Network and Castle Pines Chamber of Commerce. Outside of his professional life, Bryan enjoys baseball, basketball, football, and spending time with his family.

Colt Miles is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and AXA Advisors LLC. In addition to his advisory role, he provides freelance coaching and consulting services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Stella Esparza is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she spent ten years in full-time education and had roles at the Regents of the University of Colorado and ERA Environmental. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Todd Tolbert is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Wealth Services since 2025. Prior to that, he worked at Concourse Financial Group Securities Inc for 18 years and operates Bolder Investment Group LLC, a business focused on investment and insurance planning. Outside of advising, he is a part owner of Burning Triangle Productions, a production company associated with his son, and serves as a board member of the Georgia State Board of Accountancy. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Nicolas Rodriguez is a CFP® and ChFC® with six years of industry experience. He currently serves as a financial advisor at Raymond James Financial, having joined the firm in 2022 following two years with Northwestern Mutual. Prior to his financial services career, he served in the Army for five years. Rodriguez also works as an insurance agent, providing clients with life, disability, and long-term care insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports client recommendations through various advisory programs.

Leon Sirvaitis is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors and J.J.B. Hilliard, W.L. Lyons, Inc. Sirvaitis is also involved in a family partnership unrelated to investment management. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managed account solutions.

Jennifer Hicks is a CFP® with 29 years of industry experience. She has been with Cetera since 2013 and holds Series 63 and Series 65 licenses. Hicks also operates IRM Solutions, doing business as Purpose Planning Inc., and works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Brian Lindsey is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 20 years at Merrill and 10 years at Bank of America. Outside of his advisory role, he serves as a trustee for the RMC Family Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its advisory process.

Franklin Naylor III is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He previously worked at Crown Capital Securities LP for 26 years before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Harriette Jasper is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2011. Jasper also manages office operations for Marchesani, Corp., a legal entity formed for Primerica business purposes, and participates in licensed sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brian Boudreau is a CFP® with 18 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at Edward Jones from 2011 to 2019. Outside of his advisory role, he is CEO of Beta Partners Brian LLC and Your TaxLady and Co and is involved in property management as an officer and owner of B&K Real Estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alexander Cintron is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has been with UBS since 2025 and has prior experience working with Greek House Chefs. 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 provides research, custody, underwriting, and capital markets support through its comprehensive platform.

Michelle Martin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 21 years of industry experience. She previously worked at Phillips Financial Management, LLC for 22 years before joining Cambridge Investment Research, Inc. and Foxworthy Wealth Advisors, LLC in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client needs.

Evan Kay is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His prior work includes roles at Nelson & Company and 5Star Bank. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad array of investment and advisory services.

Henry Bradley is a financial advisor with Morgan Stanley in Colorado Springs, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley since 2017 and a prior position at Arthur D. Little from 2015 to 2017. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analysis models.

Jennifer Lewis is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior work includes roles at Netlaw, WealthWave, World Financial Group, and Transamerica Financial Advisors. She serves on the Planned Giving Committee of Luke5Adventures, an organization focused on hiking activities for individuals who otherwise cannot participate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Nathan Dustman is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at T. Rowe Price Advisory Services, Valmark Advisors, and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Stephen Zamborelli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James Financial Services since 2004 and with Raymond James Financial since 2009. Outside of his advisory role, he owns and operates SAZ Tax Services, LLC, a tax preparation business. Raymond James Financial Services Advisors, Inc. 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 offers tailored, non-discretionary planning and consulting supported by analytical tools and also maintains a municipal advisor affiliation, supporting its public finance work.

Jonathan Bridges is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at notable firms including Merrill Lynch and JPMorgan Securities. Bridges is based in Colorado Springs, CO, and has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize a structured discovery process and scenario modeling.