Tyler Tingstrom is a financial advisor at RFG Advisory, LLC based in Colorado Springs, CO. He holds the Series 66 designation and has recently transitioned into the advisory field after serving in the US Army from 2015 to 2021. His advisory roles include positions at RFG Advisory LLC dba Confidence Financial Partners and LPL Financial LLC. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion across more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments, serving a broad client base with discretionary portfolio management.

Gregory Singer is a financial advisor with Capital Group Private Client Services, Inc. in Colorado Springs, CO, holding a Series 65 credential and six years of industry experience. Prior to joining Capital Group, he worked at Capital Bank & Trust Company for nine years. Outside of his advisory role, he is the sole member of Sunflower Realty LLC, managing a single-family rental property. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Luke Smith is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His career includes multiple roles at T. Rowe Price as well as positions at Advised Assets Group, LLC and GWFS Equities, Inc. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households with portfolios managed at the household level and employs tax-aware rebalancing, asset-location strategies, and scenario-based financial planning tools.

Jacob Petersen is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, he has worked at firms including Aston Carter, Incredible Bank, and Peoples State Bank. Outside of his advisory work, he operates an online Etsy store where he makes and sells crafts. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management. The firm serves individual investors and households, implementing portfolios exclusively in T. Rowe Price mutual funds and ETFs with features like tax-aware rebalancing and Monte Carlo-based retirement projections.

Mark Onstott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Transamerica since 2012 and is involved in several business activities including ownership and management of Team Chosen Financial, LLC, and roles in health insurance sales with Colorado Choice Health Plans, Anthem Blue Cross, and Assurant Health Insurance. He is also a member of Chosen Redondo Retreat, LLC, which manages an investment property. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.

Sean Byers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Hightower Advisors since 2018 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in numismatics, buying and selling gold and silver coins through eBay and coin shows. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager portfolio solutions, including access to proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Robert Cooper is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with T. Rowe Price since 2017 and previously spent two years at Wells Fargo. Based in Colorado Springs, CO, Cooper focuses on retirement planning and investment management. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, integrating nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily using T. Rowe Price mutual funds and ETFs. The firm employs model portfolio allocations, tax-aware rebalancing, and interactive online tools to support its clients' retirement goals.

Matthew Holmes is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 credentials with three years of industry experience. His prior work includes several roles in the restaurant industry before joining T. Rowe Price. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a program supported by online tools and personalized advisor access.

Dalton Andrews is a CFP® with nine years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. His prior experience includes roles at RBC Capital Markets, Charles Schwab & Co., and Oppenheimer Funds Distribution. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested solely in T. Rowe Price mutual funds and ETFs. The firm combines telephone access to advisors with online planning tools and employs strategies such as asset-location optimization and tax-aware rebalancing.

Stephanie Quine is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Quine has worked with T. Rowe Price Investment Services, Inc. since 2011. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm primarily invests in proprietary T. Rowe Price mutual funds and ETFs using model allocations and employs tax-aware strategies and Monte Carlo simulation tools for financial plans and retirement income projections.

David Fruh is a financial advisor with Commonwealth Financial Network, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has operated his own tax preparation and accounting firm, David E Fruh CPA, PC, since 2000. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kevin Kyle is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and having two years of industry experience. He previously worked at Wells Fargo for 28 years before joining T. Rowe Price. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with investable assets generally starting at $250,000.

Robert Lathen is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, Colorado. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including 21 years with T. Rowe Price. T. Rowe Price Advisory Services, Inc. provides a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The firm uses portfolio strategies that include asset-location logic and tax-aware rebalancing, supported by an interactive online planning tool and annual financial plan reviews.

Bradley Harvey is a CFP® professional with over 32 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at UBS Financial Services. He serves as a board member of the Kissing Camels Homeowners Association in Colorado Springs. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Mariano Tomaszewski is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and eight years of industry experience. He joined T. Rowe Price in 2018, following an 11-year tenure at Time Warner Cable. Outside of his advisory role, he operates an eBay commerce business through Rexgrand, LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm employs a goals-based approach supported by an online planning tool and offers ongoing account management with annual reviews.

Elizabeth Mc Kiernan is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2018. Outside of her advisory work, she is an owner and financial investor in a local ice cream shop in Colorado Springs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Edgar Escalera is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to his current role starting in 2022, he worked at Aston Carter and Office Depot. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by online tools and telephone access to advisors.

Matthias Faas is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 66 designation and has been in the industry since 2023, previously working at Weidner and Switchbacks FC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement, utilizing model allocations and tax-aware strategies supported by an interactive online planning tool.

Ryan Reese is a CFP® professional with 30 years of experience in the financial industry. He has worked at T. Rowe Price Investment Services, Inc. since 2005, totaling over 21 years with the firm. Reese is based in Colorado Springs, CO, and holds the Series 66 designation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, combining nondiscretionary goals-based planning with discretionary portfolio management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and an interactive online tool to deliver financial plans and retirement income projections.

Olivia Forde is a financial advisor with First Command Advisory Services in Colorado Springs, CO. She holds the CFP®, ChFC®, and Series 66 designations and has 11 years of industry experience, all with First Command. Outside of her advisory role, she is involved as an investor in short-term rental properties. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.