Christopher Whiseant is a financial advisor with Fidelity in Colorado Springs, CO, holding Series 66 and Series 63 licenses. He has one year of industry experience, including a prior two-year tenure at Northwestern Mutual and 14 years of service in the U.S. Army. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs algorithmic methods and AI in its research processes.

Sarah Korop is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Waddell & Reed, various insurance agencies, and business ventures such as The FRS Group LLC and SP Administration. She is based in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs and financial services.

Jonathan Strandlie is a financial advisor with Edward Jones in Woodland Park, CO, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as HOA Secretary for Bitters Band and is involved in property management activities through Strandlie Properties, LLC. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Carroll is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 7300 Wealth Management, LLC for 11 years. Carroll is based in Colorado Springs, CO. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Erik Dartsch is a CFP®-certified financial advisor with Edward Jones, based in Woodland Park, CO, and has nine years of industry experience. He has been with Edward Jones since 2016, with a brief period as a student before returning to the firm. Outside of advising, he is the owner of Quartz Canyon LLC, a commercial real estate operation. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Zachary Schut is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2021. His prior work includes roles in various companies in Colorado Springs across construction and services sectors before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Laura Cavanaugh is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 credential and 15 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alisha Chewning is a financial advisor at Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation with five years of industry experience. Her prior work includes positions at Raymond James Financial Services and Tang Wealth Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without portfolio management or discretionary trading authority.

Zachary Kibby is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is a member of Dubcom Capital LLC, which owns commercial office space leased to other Thrivent advisors and tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority.

Lee Taylor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of advising, Taylor serves as a board member of the Divide Chamber of Commerce and the Pikes Peak Chapter of the Rocky Mountain Elk Foundation, a nonprofit focused on wildlife habitat. He also manages several real estate ventures, including residential and commercial properties in Woodland Park, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Anessa Apodaca is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020, with prior experience at Envoy Financial and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies.

Joshua Schneider is a financial advisor with Cetera in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at T. Rowe Price Investment Services, Inc., and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets under management.

Frank Dearden is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 license and bringing 25 years of industry experience. He has worked with LPL Financial since 2019 and concurrently manages his own entities, The FRS Group LLC and FLD, Ltd, which he has operated since 2016. Dearden has served on the Lake Shore Condominiums Board of Directors since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ian Trail is a Planning Consultant at Fidelity Investments, where he collaborates with the Wealth Management Team to support clients in managing financial and retirement planning. Since joining Fidelity Investments in 2022, he has held several roles, including Financial Representative and Investment Solutions Representative I, gaining comprehensive experience within the company. His work focuses on helping clients navigate the complexities of financial planning through dedicated service. Outside of his professional role, Ian engages in activities such as football, social events with friends, spending time at the lake, caring for pets, and traveling.

Jacob Ziegler is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He works directly with clients to develop personalized financial plans that align with their unique goals, leveraging the technology and resources available at Fidelity. Prior to this role, he held various positions in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024 and several roles at T. Rowe Price from 2012 to 2022, encompassing client management, sales, and supervisory responsibilities. Mr. Ziegler holds an AR Insurance License, which supports his advisory capabilities in financial planning. His career reflects extensive experience in client relationship management and intermediary services within the investment sector. Outside of his professional work, he spends time with his wife and two daughters. His personal interests include cars, family activities, golf, parenthood, reading, and volunteering.

Brandon Espinosa is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he is the owner and operator of a small rental property business. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Joseph Suhajda is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large network of advisors and branch offices.

Virginia Paas is a financial professional with six years of industry experience, currently associated with Cetera. She holds a Series 66 designation and has worked previously at Securian Financial Services and Minnesota Life Insurance Company. Outside of her advisory work, she assists with marketing and administrative tasks for her husband's window washing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services with a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

Wyatt Wieland is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Wieland Wealth Management, and a five-year tenure at the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary services supported by various analytical tools and has specialized municipal advisory capabilities alongside recently developed SIMPLE IRA employer consulting programs.

Aaron Butler is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served in the United States Air Force for 26 years. Outside of his advisory role, he works as a medical referral associate for Falcon MediQuip, LLC, providing contacts and networking within the physical therapy community. 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 and offers a range of investment strategies through a large nationwide network of advisors and branch offices.