Andrew Ladrow is a Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002, working from Colorado Springs, CO. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and multiple program options, including proprietary and third-party solutions.

Robert Book is a financial advisor at Raymond James Financial with 25 years of industry experience and holds a Series 66 designation. His career includes roles at Ameriprise and a nine-year tenure at the University of Colorado. Outside of advising, he is involved in agricultural activities as president of Book Land and Cattle LLC, managing a family ranch. 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, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

Gregory Thatcher is a CFA® charterholder with 35 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. Prior to that, he worked for nine years at Huntley Thatcher Ellsworth, Ltd. He is also president of the Hester and Edwin Giddings Foundation, a nonprofit involved in investment management and grantmaking. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles.

Gerald Paulison Jr. is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at 2 South Ltd and has operated Paulison, LLC dba Peak Services since 1998. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Chad Holland is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously served at First Command Advisory Services and related entities for 16 years. Outside of his advisory work, he is president of Tres Shocker, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and diverse investment strategies.

Jeffrey Toman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Linsco / Private Ledger, now part of LPL Financial, since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Gregory Von Berg is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed and various insurance carriers from 2000 to 2017. He was also the owner of Colorado Springs Cryotherapy from 2017 to 2020. 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 offers a wide range of financial planning, advisory programs, and retirement plan consulting services, incorporating model portfolios and research from multiple sources.

Michael Biehl is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is an owner of residential rental property in Woodbridge, VA, managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Mooberry is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliates since 2007. Based in Colorado Springs, CO, he has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements typically structured as annual, collaborative relationships using firm-approved analytical tools.

Ryan Plunkett is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he served 22 years in the United States Air Force and worked briefly at Financial Engines in 2018. Outside of his advisory role, he provides cybersecurity and leadership consulting to local small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Brian Deeds is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2022, he worked for six years at BSI The Brewing Science Institute. He is also a Notary Public for the State of Colorado, providing notary services to Stifel clients at the branch. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Trevor Daggers is a Resident Director at Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals, families, and businesses with complex financial needs. He utilizes a goals-based wealth management model that integrates investment planning, cash flow management, banking and lending, and legacy planning. Trevor employs a structured four-step client-service model that begins with evaluating client needs and continues through strategy development, implementation, and ongoing review to help clients stay on track toward their financial goals. Trevor grew up on the Western Slope of Colorado and now lives in northern Colorado Springs with his wife and three children. He earned a bachelor's degree in finance from Liberty University and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. His expertise includes education planning, family wealth management strategies, philanthropic planning, liquidity management, portfolio management, small business strategies, and tax minimization. Outside of work, Trevor enjoys reading political fiction and self-help books, golfing, hiking, hunting, fishing, camping, cooking, listening to music, and spending time with his family playing board games and watching movies. He has been involved in community organizations such as the Board of Directors for Orchard Valley West Home Owner's Association and committee memberships with Colorado Springs Ducks Unlimited, Grand Valley Ducks Unlimited, and Mosaic of Western Colorado.

Julie Pressnell is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has previously worked at Raymond James & Associates and operated Serenity Coaching LLC, where she provided personal development coaching. Thrivent Investment Management offers Dedicated Planning Services focused on individuals, families, businesses, and nonprofit clients, delivering holistic and goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and integrates planning with managed-account services through its WealthPlan option.

Roger Given is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes over two decades with Avantax Advisory Services and related entities. Outside of his advisory role, he operates a CPA firm, Roger Given Inc, specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and consulting services supported by in-house research, third-party subadvisors, and advanced portfolio management technologies.

Brianna Beski is a financial advisor at Raymond James & Associates with 16 years of industry experience. She previously worked at T Rowe Price and Jackson National Life Distributors. Beski is also an author of a coloring book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on tailored, non-discretionary advice supported by proprietary research and various portfolio management strategies.

Steven Spanton is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. Outside of his advisory role, he is involved in a non-variable insurance brokerage activity and operates a business under the name Spanton Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Caitlin Alcon is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She previously worked at RBC Capital Markets Corporation and Morgan Stanley Private Bank. Alcon serves as a board member of the Pueblo Latino Chamber of Commerce Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Jacqueline Shaughnessy Sobczak is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2007 and assists clients by helping them manage their wealth to meet their individual needs. Jacqueline focuses on offering a comprehensive approach to managing wealth that starts with listening to a client's needs and ensuring every potential solution is grounded in understanding their goals. Jacqueline holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of Southern Colorado. Her client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, retirement income, and services for endowments, foundations, and non-profits. Outside of work, Jacqueline enjoys volunteering with local youth groups and is involved with Habitat for Humanity of the Pikes Peak Region. She also participates in organizations such as the American Legion and Veterans of Foreign Wars. Her personal interests include quilting, knitting, gardening, and spending time with her husband of over 30 years.

Anne Childs is a financial advisor at Edward Jones in Colorado Springs, CO, with eight years of experience at the firm and a Series 66 designation. Prior to her current role, she worked at Victor Lundeen Company and has held various positions including retail assistant and administrative work at Wheaton College Student Health Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices.