Steve Durman is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, incorporating a wide range of financial products including insurance-related vehicles and bank deposit sweep options.

Aaron Salcido is a CFP® with nine years of industry experience, currently affiliated with Fidelity Investments. He has worked at several firms including T. Rowe Price and Primerica Financial Services. Outside of financial advising, he owns and operates a food truck on weekends and some evenings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a systematic investment process that combines fundamental research and quantitative analysis, including the use of algorithmic portfolio construction and AI-based methods.

Todd Woehle is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at firms including Scottrade, Massachusetts Mutual Life Insurance Company, and Vail Resorts, where he currently also works as a service technician. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Erik Larsen is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Osaic since 2024 and previously spent 10 years with Triad Advisors, Inc. based in Colorado Springs, CO. Larsen is also associated with Larsen Wealth Management, a financial advisory business. 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 and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering both discretionary and non-discretionary management options.

Calvin Mason is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities for over a decade prior to joining UBS. He is based in Colorado Springs, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Valerie Richard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following three years at Blakely Walters Wealth Management. Outside of her advisory role, she is the sole proprietor of Acadian Acres Farmstead LLC, an agricultural retail and wholesale business based in Colorado Springs. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools designed to model financial outcomes.

Redding May is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He currently works with Morgan Stanley Smith Barney LLC, joining in 2021, and has prior experience at Merrill and as an owner of Dude Sweet Chocolates, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both direct client relationships and corporate agreements.

Aurora Ash is a Series 65-registered financial advisor with Raymond James Financial Services Advisors, Inc., based in Colorado Springs, CO. She has three years of industry experience and has held roles at several firms including Beta Financial Partners and Atlas Lifestyle Planning Group LLC. In addition to her advisory work, Aurora has a long history in tax preparation and education, having worked with AAA Tax Preparation since 2010 and DeVry University from 2001 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to tailor non-discretionary recommendations to client goals and supports both municipal finance and SIMPLE IRA Employer Advisory services.

Lawrence Gorab Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Based in Colorado Springs, CO, he joined Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services through a broad range of portfolio management styles and affiliated research.

Nolene Metzger is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Raymond James and Associates since 2012. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Timothy Mason is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Ameriprise Financial Services and Strategic Financial Partners. In addition to his advisory role, he is a partner at OLS Property Group, LLC, involved in general operating and management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through various advisory programs and partnerships.

Ann Polonsky is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding a Series 66 designation and 10 years of industry experience. She joined Raymond James in 2018 after two years at Edward Jones. 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 wide range of clients, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services through various specialized programs.

Alyssa Salas is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. She has worked at UBS since 2019 and has prior experience with Money Concepts Capital Corp., NCH Tax & Wealth Advisors, and Capital Group/American Funds. Outside of her advisory role, she is involved with Full Psycle, an indoor cycling studio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Amber Phillips is a financial advisor with Charles Schwab in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at USAA Investment Management Company and various USAA financial advisory affiliates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Jon Metzger is a financial advisor with Raymond James & Associates in Colorado Springs, Colorado, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dual-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 municipal entities, and offers a range of financial planning and consulting services supported by in-depth research and multiple portfolio management styles.

Marc Schulz is a financial advisor with OSAIC based in Colorado Springs, CO, holding the CFP® and Series 66 designations and bringing 28 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. and operates Marc Schulz Investment Services, which provides insurance sales including long-term care insurance solutions in collaboration with Lund Insurance Agency. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that may include a range of securities and alternative investments.

Jack Windeler is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica since 1998 and is a retired U.S. Army veteran. Outside of advising, he receives non-investment compensation related to home security and automation product referrals and loan product sales through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary separately managed accounts. The firm operates nationally with approximately 3,948 advisors and $15.5 billion in assets under management.

Margaret Rose is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has been with Cambridge Investment Research, Inc. and its affiliate firm since 2008. In addition to her advisory role, she works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm offers multiple investment implementation options and proprietary and third-party model strategies tailored to client objectives.

Shawn Dickerson is a financial advisor with Charles Schwab in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked at USAA in various capacities, including USAA Financial Planning Services and USAA Investment Management Company, between 2012 and 2020. Charles Schwab & Co., Inc. serves a large client base, primarily 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 a combination of non-discretionary and discretionary investment solutions, supported by strategic asset allocation models and a centralized operational structure.

Joshua Waymire is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Raymond James & Associates since 2008. Outside of his advisory role, he manages J. Addison, LLC, a single-member LLC through which he leases office space for his Raymond James operations. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.