Michael Fite is a financial advisor at Edward Jones in Colorado Springs, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at Crescent City Retirement Group, LLC and Accountants and Business Advisors. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Michael Law is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading the Law & Associates Group. He has been in the financial services industry since 1986 and joined Merrill Lynch in 2000. Michael specializes in evaluating the comprehensive financial situations of high net worth clients and businesses, focusing on areas such as corporate executive services, divorce transition planning, and family wealth management strategies. Michael's expertise includes corporate benefit programs—such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans—and the integration of these benefits into long-term financial plans. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He graduated from Brigham Young University with a bachelor's degree in Business Management. In addition to his professional work, Michael is engaged in community activities, serving on the board of the Tri-Lakes Chamber of Commerce and actively participating with the Colorado Springs Housing and Building Association.

Jacob Kennedy is a financial advisor with Charles Schwab in Colorado Springs, Colorado, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019 and previously spent six years with Fidelity Investments in various advisory roles. 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 formal alternative-investment program.

Michael Bush is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with Cetera and has held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Additionally, he owns and operates Bush Advisory Group, Inc., a financial services firm based in Colorado Springs, CO. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of investment management and consulting services across multiple program structures and custodial relationships.

Michelle Makynen is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, she worked in home health care and physical therapy, including a role as a Physical Therapy Assistant at Advanced Home Health Care. Outside of finance, she continues to work in physical therapy providing care to home health patients. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Valentino Ramos is a Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals focused on providing clients with generational financial planning experiences. Ramos has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Ramos worked at T. Rowe Price from 2006 to 2014, serving as a Service Associate and later as a Senior Representative. His extensive experience spans client relationship management and financial planning within the investment industry. Outside of his professional duties, Ramos enjoys bowling, fishing, golf, and music.

Ashley Parks is a financial advisor with Cetera in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining Cetera in 2023, Parks was affiliated with Martin Financial Group since 1999 and held roles with Securian Financial Services, Inc. and Minnesota Life Insurance Company. Parks is also the owner of a book publishing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, and oversees over $256 billion in assets.

Scott Perry is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves on the board of directors of Perry Consulting, Inc., a small firm supporting his wife's SAP consulting business. 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 and financial planning services that utilize structured discovery processes and firm-approved tools.

Matthew Campbell is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory work, he is a part-owner of Loyal Coffee, a local business in Colorado Springs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves personal and plan information gathering to assess risk tolerance and match clients with program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.

Alicia Piz is a Financial Advisor at Merrill Lynch Wealth Management, where she specializes in providing customized financial planning and portfolio management services to individuals, families, and businesses. She aims to optimize her clients' long-term financial security throughout every life stage and market cycle. Alicia offers expertise in areas including family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, sports and entertainment, and small business strategies. Before joining Merrill, Alicia was a small business owner for nearly ten years. She operated the largest athlete training facility in San Diego, drawing upon her experiences as a competitive NCAA Division 1 soccer scholar-athlete. Alicia holds a bachelor's degree in public relations from San Diego State University and holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alicia is involved in a variety of community organizations, serving as a board member of the Aztec Link NIL Collective and participating as a volunteer with Colorado Springs Sports Corp, Colorado United Service Organizations USO Advisory Council, MLS in SD / SoccerCity SD, the Olympic City USA Task Force, and Real CO Soccer Club. She lives in Colorado Springs with her husband and son, and enjoys activities such as camping, hiking, music, running, soccer, and spending time with her family.

Logan Keller is a financial professional at Cetera with a Series 66 license and three years of industry experience. He previously served eight years in the U.S. Army and has worked with Millennium Group Financial and Mark R Lyons Inc. outside of his current role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Abigail Thomas is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds the Series 65 designation and previously worked for ten years at Innovest Portfolio Solutions, LLC. Abigail is based in Colorado Springs, CO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ Advisory Risk Profiles and implemented through a mix of in-house and third-party investment managers.

Graciela Guzman is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at Morgan Stanley and has previously held roles at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Barry Eckhardt is a financial advisor with Edward Jones in Colorado Springs, CO, holding CFP® and Series 66 credentials and having five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Tucker Advisory Group and has operated Trovar Marketing LLC, a marketing consulting business. He also assists with administrative tasks at Polo Springs Veterinary Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Denise Deleo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked with LPL Financial since 2021 and has been the principal of Denise A Deleo, Inc. since 1996. She is also affiliated with various insurance carriers through W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Amy Crispino is a financial advisor with Raymond James Financial in Colorado Springs, CO, holding CFP® and Series 63 credentials and eight years of industry experience. Prior to joining Raymond James, she worked at Northwestern Mutual in various investment and wealth management roles and has been associated with Sovereign Wealth Strategies Group since 2022. She is involved in insurance planning activities related to client case preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside institutional consulting and portfolio management.

Marco Lopez Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and Merrill. Lopez is based in Colorado Springs, CO. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Lanelle Morin is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 license and possessing four years of industry experience. She has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients in their financial planning.

Richard Stonger is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Colorado Springs office since 1993. He leads the Stonger Gilkerson Group and is a specially qualified Senior Portfolio Manager. In this capacity, he helps clients pursue their financial objectives by building and managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis and offers his expertise to clients working with other Merrill Lynch advisors. Richard has more than 35 years of experience across finance, insurance, and real estate industries. He holds a Bachelor's degree from the University of Missouri and a Master of Business Administration in Finance from Houston Baptist University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management services, small business strategies, investment strategy, tax minimization, and retirement income. In his personal time, Richard enjoys biking, golfing, hiking, skiing, spending time with his family, and traveling.

Gary Tate is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 46 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.