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 at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2022, following roles at Aston Carter and Office Depot. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and advisor support.

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.

Micah Orr is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at T. Rowe Price, Usaa, and UPS. Outside of financial services, he has experience working with Freedom Yurt Cabins. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning with tools such as Monte Carlo simulations and employs tax-aware rebalancing while operating under a unique regulatory registration as a commodity pool operator.

Joseph Strike is a CFP® professional with 22 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC, and has previously worked with firms including Ameriprise Financial Services, Triad Advisors, and Edward Jones. Outside of his advisory role, Strike is involved as a marketing assistant for the promotion of a financial planning book and participates as a leadership member of Life Well Lived Financial Group, a team practice under Growth Partnership LLC where he supports financial budgeting and strategic decision-making. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing various proprietary and third-party platforms.

Ever Rascon is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and with 12 years of experience at the firm. He is based in Colorado Springs, Colorado, and has a total of 10 years in the industry. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors with investable assets generally starting around $250,000 and utilizes model allocations, tax-aware rebalancing, and Monte Carlo simulations for planning and portfolio management.

Aaron Maclaren is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining T. Rowe Price in 2022, he held positions at Cintas and several hospitality businesses. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations, tax-aware rebalancing, and an online planning tool.

Joseph Ausmus is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining T. Rowe Price, he worked at Westerra Credit Union for eight years. Outside of financial advising, Ausmus is also the owner and operator of a real estate business and is involved in music as a sole proprietor. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining financial planning with discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes structured retirement income planning and uses model portfolios alongside online tools and annual reviews.

Benjamin Lythgoe is a Certified Financial Planner® with 16 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2010. He holds the Series 66 designation and is based in Colorado Springs, Colorado. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary goals-based planning with discretionary account management, supported by an online planning tool and telephone access to advisors.

Juanita Padilla is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 registrations with two years of industry experience. Prior to joining T. Rowe Price, she worked at Discover Health and Amazon Com Services. Padilla is also an Associate Broker in real estate with RE/MAX Properties, Inc., where she engages in listing and purchasing homes. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households. Their approach utilizes model portfolios invested exclusively in selected proprietary mutual funds and ETFs, combining goals-based planning with ongoing account management and annual reviews.

Andrew Adrian is a financial advisor at T. Rowe Price Advisory Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with T. Rowe Price Investment Services, Inc. since 2016. Prior to that, he worked in the hospitality industry at Fazoli's for one year. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service to individual investors and households, combining goals-based financial planning with discretionary investment management primarily in proprietary T. Rowe Price mutual funds and ETFs. The firm uses model portfolio allocations, tax-aware rebalancing, and Monte Carlo simulations to support retirement income planning.

Jill Isbell is a CFP® with 18 years of industry experience and currently serves at Hightower Advisors. Her career includes roles at Journey Strategic Wealth, Origin Financial, Creative Financial Services, Inc., and Charles Schwab & Co. She holds the Series 66 designation and is based in Colorado Springs, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach emphasizing manager selection and uses both affiliated and third-party managers across various investment vehicles.

Kevin Patterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to Commonwealth, he worked at FSC Securities Corporation and has experience outside of finance as a hockey coach and owner of a tax preparation business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.