Gregory Burrell is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior roles include long tenures at MetLife Securities and Mass Mutual, as well as Woodbury Financial Services. Burrell serves as a board member for the Catholic Foundation of the Diocese of Colorado Springs, where he reviews the investment portfolio and promotes charitable giving. OSAIC Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with a range of investment options and multi-platform support.

Rachel Ruiz is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her previous roles include positions at Ent Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Andrew Burwell is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. since 2009. Outside of his advisory role, Burwell serves as a board member for Diversified Consultants Inc., an association management organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm employs a structured financial planning process that uses firm-approved tools and emphasizes advisory services without providing individual security recommendations in its standalone planning programs.

Brett Dismang is a financial advisor at Thrivent Investment Management in Greenwood Village, CO, with nine years at the firm and eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Thrivent, he worked at ITsoft, LLC for three years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial analyses and planning across a broad range of topics, with options to combine planning with managed-account programs under consolidated billing.

Darlene Manchego is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Beacon Home Care and has been with Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with approximately 3,987 advisors, offering model-delivery strategies managed by unaffiliated asset managers and using custodial support from Pershing.

Frederick Frillman is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022 and previously spent seven years with Bank of America and Merrill. He serves as a board member of the Pikes Peak Marathon in Manitou Springs, Colorado. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and offers a broad range of investment and financial services.

Bailee Jameson is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, Bailee gained work experience at Soccerhaus Management Company, Dick's Sporting Goods Inc, and Forever 21 Inc. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Jensen is a financial advisor at Morgan Stanley with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is the owner of Merge Global Photography LLC and serves on the finance committee of Tirzah International, a humanitarian organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of direct individual plans and corporate financial planning agreements.

Richard Walsh is a financial advisor at Raymond James & Associates with 56 years of industry experience. He has held positions at Raymond James & Associates since 2018 and previously worked at Stifel Nicolaus & Co Inc for seven years. He holds the Series 63 and Series 65 designations. Raymond James & Associates 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kevin Wilson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. The firm is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. LPL Financial offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Bruce Larsen is a financial advisor with Osaic, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including a decade at Triad Advisors, Inc. and two years with Osaic. Outside of his advisory role, he owns Larsen Classic Cars LLC, a business focused on purchasing and reselling cars to local dealers. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services and utilizes asset-allocation tools and third-party platforms to construct and manage client portfolios.

Kyle Nielsen is Vice President and Branch Leader at Fidelity Investments. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and to provide a world class client experience. Kyle has been with Fidelity Investments since 2012 and has held a variety of positions, including Vice President, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Retirement Solutions Representative; Investment Solutions Representative; Premium Relationship Associate; and Full Trader. Outside of his professional responsibilities, Kyle has interests in golf, playing musical instruments, outdoor adventures, parenthood, and skiing.

David Tanis is a financial advisor with Raymond James & Associates based in Colorado Springs, Colorado, holding a Series 66 designation and 28 years of industry experience. He worked at Stifel for 23 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various advisory programs and leveraging a broad range of portfolio management styles and firm research.

Samuel Rankin is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 planning supported by firm-approved tools and methodologies.

Buster Shepherd is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 and has been with Cetera and Cetera Wealth Services since 2021. Shepherd also serves as an independent insurance agent and owns Summit Region LLC, which supports his role as a family caregiver. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supervisory services across multiple program structures and custodial relationships.

Christopher Trinceri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2011. Christopher focuses on providing a comprehensive and customized wealth management experience by understanding each client's unique values and financial goals. His team serves a select group of clients, including corporate executives, physicians, professional athletes, business owners, high-income families, and non-profit organizations, with expertise in areas such as executive compensation, family wealth management, retirement planning, portfolio management, tax minimization, and legacy planning. Christopher earned a Bachelor of Science degree from Norwich University. He holds the Personal Investment Advisor (PIA) designation. He emphasizes a disciplined, goals-based wealth management process, including the use of strategic planning tools and regular reviews to help clients track progress and adjust strategies as needed. Christopher is dedicated to community involvement and is an active member of Holy Apostles Catholic Church in Colorado Springs, Colorado. Outside his professional commitments, he enjoys spending time outdoors, attending sporting events, traveling with family and friends, and participating in activities like golf and hiking in the Colorado mountains.

Jerome Lynch Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored plan-level solutions.

Michael Wolfe is a financial advisor at Equitable Advisors with 40 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm was known as Axa Advisors. Wolfe holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as an officer and Grand Knight for the Knights of Columbus Council at St. Francis of Assisi Catholic Church in Colorado Springs and is an officer and director of the Academy Optimist Club. 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 assessing client risk tolerance and matching them to appropriate program models or discretionary managers, with many advisory models implemented through third-party sponsors and LPL-supported programs.

Richard Barrington Jr. is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client's risk profile and access to both in-house and third-party managers.

Esad Sipilovic III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, Colorado. He holds the Series 66 designation and has one year of industry experience, including a prior role at Ameriprise. Outside of his advisory work, he is a partner in several small businesses, including Spitting Moose Investments LLC, which focuses on ticket sales, and Spitting Moose Ranch LLC, involved in agriculture and property management. 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 clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports clients through various advisory programs and institutional consulting services.