Kristin Maksimowicz is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has been with Raymond James Financial Services since 2009. Outside of her financial advisory work, she owns and operates Home Portraits by Kristin, a business specializing in drawing home portraits. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs along with consulting and portfolio management through a large network of advisors.

Lionel Rivera is a CFP® with 39 years of industry experience, currently serving with Raymond James & Associates since 2014. He is based in Colorado Springs, CO. Outside of his advisory role, he is involved in residential rental real estate ownership alongside his spouse. 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 diverse client base, offering financial planning and non-discretionary investment consulting through various specialized programs and draws on a range of portfolio management styles supported by affiliated research and sub-advisers.

Benjamin Blackmun is a financial advisor with Raymond James & Associates in Colorado Springs, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked in various roles including positions at The Property Group and Templeton Real Estate Group. He is also a licensed realtor and assists clients and family members with finalizing real estate transactions. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and affiliated research.

James Boudreau is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 18 years at Edward Jones prior to joining Raymond James in 2019. Outside of his advisory role, he serves as a director for the Security Fire Protection District in Colorado Springs. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Stacey Kasten is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2007. Kasten serves on the Finance and Investment Committee of the Goodwill of Colorado Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and proprietary research.

Nicholas Maroney is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served in the United States Army for six years and has additional work experience in the retail and housing sectors. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Wilkins is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. Wilkins serves as a board member of the Pinnacle at Cheyenne Mountain Homeowners Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Anthony Urfer is a financial advisor with Raymond James Financial Services Advisors Inc. in Colorado Springs, CO, holding a Series 66 designation and nine years of industry experience. Before joining Raymond James in 2017, he worked at Focal Point Business Coaching from 2015 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools and modeling to support client goals, with specialized services including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

David Tonk is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 63 designation and over 38 years of industry experience. He has been with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Arthur Marsden is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Morgan Stanley since 2021 and prior experience at Birmingham Southern College, Papa John's, and Live Nation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Sheila Leite is a financial advisor with Merrill in Colorado Springs, CO. She holds a Series 66 designation and has three years of industry experience. Her prior work history includes roles at Bank of America, N.A., Wells Fargo, the University of Hartford, and Victoria's Secret Stores, LLC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Shari Losinski is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. 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, utilizing structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

David Waters is a financial advisor with Raymond James Financial in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Northwestern Mutual and service in the Armed Forces from 1996 to 2017. Waters is also a licensed insurance agent, providing life, disability, and long-term care insurance for clients. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliated municipal advisor.

Terrell Parker is a financial advisor with Morgan Stanley in Colorado Springs, Colorado. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at T. Rowe Price and RAM Partners LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research methodologies.

Holly Flores is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wells Fargo Clearing in Colorado Springs, CO. She has 13 years of industry experience, including prior roles at Quantive Business Valuations and Catalyst Advisors. Outside of her advisory work, she is a part-owner and strategic advisor for ENYO, LLC, a business services and staffing company. Wells Fargo Advisors is a large national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from its Wells Fargo Investment Institute with third-party data and employs diversification and modern portfolio theory in its investment approach.

Melissa Mccarthy is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been associated with Raymond James Financial Services in various capacities since 1999. Outside of her advisory work, she is involved in business activities including serving as president and treasurer of Colorado Wealth Associates, LLC and Colorado Wealth Partners, Inc., where she manages operations and bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

William Martin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside proprietary investment research to support its advisory services.

Jason Chao is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Peter Maiurro is a financial advisor with RBC Capital Markets in Colorado Springs, Colorado, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at City National Bank and involvement with the United States Olympic & Paralympic Museum and the El Pomar Foundation. Maiurro serves on multiple nonprofit boards, including the Cultural Office of the Pikes Peak Region, Downtown Partnership of Colorado Springs, Goodwill of Colorado Foundation, PGA REACH Foundation Colorado, The Boettcher Foundation, and Spruce Community School, and operates Tempus Partners, LLC, a consulting LLC focused on nonprofit and leadership projects. 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 with customized strategies implemented through a mix of in-house and third-party managers, integrating portfolio management, financial planning, custody, and brokerage services.

Justin Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation and with 23 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he has partial ownership in Backstrom Wealth Management, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.