Philip B Hess is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2014, based in Colorado Springs, CO. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Jennifer Oliverio is a financial advisor at Edward Jones in Colorado Springs, CO, with 10 years of industry experience. She holds the ChFC® designation and Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Racine is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for 16 years at Fountain Valley School of Colorado. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

William Savage is a financial advisor with LPL Financial in Colorado Springs, CO, holding the Series 63 designation and having 42 years of industry experience. He has been with LPL Financial since 1989. Savage serves as Co-Trustee for the Marcia V Griswold Family Trust, a role he has held since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jeffrey Jonasen is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 10 years and Robinhood Financial, LLC for one year before joining Morgan Stanley Smith Barney LLC in 2022. He holds Series 63 and Series 66 designations and is based in Colorado Springs, CO. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Rodolfo Ayala Fuentes is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adapts financial plans as client situations evolve. Rodolfo's expertise includes assisting clients with various financial priorities such as home buying, college savings, elder care, and healthcare preparation. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of the Ozarks. Rodolfo is fluent in English, Spanish, and German and is affiliated with Merrill Lynch Wealth Management.

Cara Chafetz is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her work history includes roles at Bank of Colorado and Cherry Creek Capital Management. She is currently employed as a financial advisor at the Bank of Colorado through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, with a notable presence in municipal and public finance advisory services.

Aaron Haynes is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Donald Butler III is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and 13 years of industry experience. His career includes five years at T. Rowe Price Investment Services and eight years with Morgan Stanley, including his current role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models to support financial planning services.

Justin French is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, he was employed by Equitrust Marketing Serv LLC and Farm Bureau from 2010 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm leverages proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor plans aligned with clients' goals and risk tolerances.

Jeffrey Thomas is a Series 66-licensed financial advisor with Edward Jones in Colorado Springs, Colorado, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is a shareholder of a lawn maintenance business based in Colorado Springs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Christopher Young is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Ameriprise Financial Service, LLC and Investment Professionals, Inc. Young is a partner in OLS Property Group, LLC, where he manages general operating duties. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Jerrad Bridgmon is a CFP®-designated financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he held positions at Ameriprise, Cetera Advisor Networks, STEADFAST Wealth Co, and Securian Financial Services. In addition to his advisory role, he is associated with Outdoor Lifestyle Strategies and Springs Wealth Group in non-investment capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work uncommon among large institutional advisors.

Karla Ross is a CFP® professional with 27 years of industry experience, currently serving at LPL Financial since 2020. She previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2009 to 2020. Outside of her advisory role, she operates Karla Ross Investment Services, LLC, which she established in 2005, and is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Amity Herrera is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 designation and 23 years of industry experience. She has been associated with Merrill since 2000 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Van Wagenen is a CFP® with 22 years of experience in the financial services industry. He has worked at Charles Schwab since 2021 and previously held roles at USAA, including USAA Investment Services Company and USAA Financial Advisors Inc., spanning over a decade. He is based in Colorado Springs, CO. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and an integrated operational structure.

Kelly Kennedy is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial and its related entities since 1999. Outside of advising, she owns KGH Financial, LLC, which handles administrative support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal finance work through a municipal advisor affiliation, along with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Riley Schwartzkopf is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation. He joined the firm in 2025 after a full-time education period from 2014 to 2025 and has less than one year of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Kevin Beck is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, after prior roles at Wells Fargo Advisors LLC and Curian Capital, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he serves on the finance committee of the Church for All Nations in Colorado Springs and holds ownership interests in local storage businesses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services tailored to client needs.