Joel Karban is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors and Kestra Financial, and has operated an independent insurance agency since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, with a flexible approach that includes proprietary and third-party model strategies.

Kelli Phifer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Noonday Collection for three years. She is a trustee and owner of Barn Owl Tech, a technology company based in Colorado Springs, and co-founded Elkey Partners LLC, a real estate holding partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across different wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mary Miller is a financial advisor at Ameriprise in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, she worked in various customer service roles including positions at Beasts & Brews, Coal Creek Coffee Company, The Human Bean, and Starbucks. She completed her studies at the University of Wyoming. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Kyle Gamache is a financial advisor at Thrivent Investment Management based in Colorado Springs, CO. He holds a Series 66 credential and has experience in various public sector and military roles prior to joining Thrivent in 2025. His previous positions include work with the U.S. Office of Personnel Management, the Defense Health Agency, and the City of Colorado Springs Department of Finance. 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 covering topics such as retirement, taxes, estate, and special needs, but does not provide portfolio management for institutional clients.

Robert Gibson is a financial advisor with Edward Jones in Colorado Springs, Colorado. He holds a Series 66 designation and has 14 years of industry experience, including over a decade at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Melissa Johnson is a financial advisor with Edward Jones in Colorado Springs, CO. She holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, she worked in various roles including positions at Airport Automotive, Door Dash, and Broadmoor Pikes Peak Cog Railway. Melissa has also been involved with the AP College Board since 2019 and worked at CSSD 11 for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branches.

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.

Nathan Zandt is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their unique goals and circumstances. He has been with Fidelity Investments since 2022, initially serving as a Planning Consultant before transitioning to his current position in 2023. Prior to joining Fidelity, Nathan worked as a Financial Advisor at Strategic Financial Partners from 2020 to 2022.

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.

Andrew Johar is a Financial Consultant currently working at Fidelity. He has held multiple roles within Fidelity since 2022, progressing from Investment Solutions Representative I to Investment Solutions Representative II, and then to his current position. Prior to Fidelity, Andrew gained experience as a Private Banking Professional at J.P. Morgan Private Bank and served as a Senior Investment and Portfolio Analyst at Joseph Aiello and Associates. He has also worked as a Financial Advisor at AIG-VALIC Financial Advisors and Morgan Stanley, and as a Participant Account Representative at Mutual of America. Andrew holds an Arkansas Insurance License. He approaches financial consulting by collaborating with clients to develop comprehensive, tailored plans that reflect their unique situations and goals. Outside of his professional career, Andrew has interests in football, golf, movies, pets, scuba diving, and swimming.

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.

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.