Jesus Gil is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Goldman Sachs, Charles Schwab, and T. Rowe Price. Gil is based in Colorado Springs, CO. Merrill, alongside 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 model-based and discretionary investment strategies.

Andrew Kessler is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Timothy Watson is a CFP® professional with 22 years of experience in the financial services industry. He is currently a partner at EverOak Wealth Co., LLC and has worked at Cetera and its affiliated entities since 2023. His prior experience includes 16 years at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Watson serves on the board of the EverOak Foundation, a nonprofit organization involved in charitable giving. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through discretionary and non-discretionary authorities, with access to affiliated and unaffiliated managers across various program structures.

Joel Malick is a financial advisor at Cetera with 25 years of industry experience. He has held positions at firms including Everoak Wealth Co and Securian Financial Services, Inc. Outside of his advisory role, Malick is an author, podcaster, and speaker focusing on non-financial aspects of life planning, and he serves as president of Crossfire Ministries as well as a board member of multiple nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors and features a multi-manager platform with access to affiliated and unaffiliated investment strategies.

Ashley LaMothe is the Vice President and Financial Consultant at Fidelity Investments. She is a Certified Financial Planner™ who works closely with clients to understand their unique situations, goals, and financial needs. Ashley focuses on developing comprehensive financial plans to help clients build confidence in their financial futures. Her professional experience includes roles at Fidelity Investments since 2013, progressing from Investment Solutions Representative to Vice President, Financial Consultant. Prior to Fidelity, she was an Investment Consultant at Vanguard from 2009 to 2013. Outside of work, Ashley enjoys hiking with her husband, their infant son, and their four dogs in the Colorado mountains.

Troy Kimball is a financial advisor with Raymond James Financial, holding CFP® and Series 66 designations and bringing 10 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016 and is also associated with The Compass Wealth Group. Kimball performs general office duties at The Compass Wealth Group in addition to his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Randy Halfpop is a CFP® certified financial advisor with Raymond James Financial, where he has worked since 2004, accumulating 23 years of industry experience. He serves as a director and finance committee member at the Fort Collins Country Club and is a partner in a Pickleball franchise in Loveland, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning supported by advanced analytical tools.

Ilse Heflin is a Series 66-licensed financial advisor with Edward Jones in Colorado Springs, CO. She has seven years of industry experience and has been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Bray is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes service in the United States Air Force from 2016 to 2022 and roles at Aleut Federal LLC and a period of retirement before joining Edward Jones in 2025. 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 and investment strategies supported by a large national network of financial advisors and branch offices.

Jonathan Wieland is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. since 2019. Prior to that, he worked for Edward Jones for 19 years. Outside of advising, he manages a small portfolio of personally held rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance advisory.

Laura Downs is a Planning Consultant at Fidelity Investments, where she works with clients to develop personalized financial plans that align with their goals, values, and aspirations. She aims to provide guidance and strategies that help clients make informed financial decisions. Laura has been with Fidelity Investments since 2024, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a broad understanding of client needs and financial planning processes.

Walter Cinocco is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with LPL Financial since 2010 and also founded Asset Architects LLC in 2015. Outside of financial advising, he is a vice president and 49% shareholder of EHN Companies, Inc., a family business involved in kitchen design and interior decorating. LPL Financial serves a broad client base that includes individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Thomas Tang is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Raymond James Financial Services and Beacon Light LLC. Tang also manages Tang Wealth Management, a separate business entity for tax and investment purposes. LPL Financial serves 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Clayton Ernst is a CFP® with 31 years of industry experience, currently serving at Edelman Financial Engines in Colorado Springs, CO. He has worked with Financial Engines Advisors L.L.C. since 2018 and was previously with EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment process emphasizes diversified model portfolios, long-term orientation, and fiduciary responsibility under ERISA, offering a range of discretionary and non-discretionary advice supported by proprietary modeling and planner delivery.

Matthew Lang is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Raymond James in 2025, he spent 10 years at Commonwealth Financial Network. Outside of his advisory role, Lang owns a catering business focused on pig roasting and manages several real estate holdings. Raymond James Financial Services Advisors 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 advisory services using analytical tools and supports a broad network of advisors with specialized programs in areas such as municipal finance and SIMPLE IRA employer advisory services.

Brian Wortinger is a financial advisor with Edward Jones in Monument, CO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to entering the financial industry, he served in the United States Army for 30 years and worked at Colorado Springs Utilities for four years. Outside of his advisory role, Wortinger is involved in entertainment advising through Fireshoe Entertainment LLC and provides non-financial consulting services via JobbWon, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Brad Lundberg is a financial advisor with Edward Jones in Monument, Colorado. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience, including 24 years with Edward Jones. He serves on the Finance Committee of World Radio Missionary Fellowship Inc. (Reach Beyond) in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Ian Glasgow is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at T. Rowe Price for 12 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Jacob Baugher is a Financial Consultant currently working at Fidelity Investments since 2023. He has prior experience as a Financial Advisor at Carlson Financial in 2022 and as a Paraplanner at Chrysalis Wealth Management from 2021 to 2022. Jacob is a Certified Financial Planner (CFP®) and holds a California Insurance License. With a background as a former Marine Corps officer, Jacob integrates his leadership and strategic skills into his financial consulting practice. He focuses on developing personalized financial strategies tailored to his clients' unique goals and aims to build strong, trusting relationships to support individuals and families in securing their financial futures. Outside of his professional work, Jacob's personal interests include cooking and baking, hiking, military service, and movies.

Toni Abate is a Planning Consultant at Fidelity Investments, where she works with clients in the local community to create and maintain financial plans tailored to their personal needs and goals. She focuses on understanding each client's unique objectives to help implement strategies that provide confidence in their financial outlook. Toni has experience as a Planning Consultant at Fidelity Investments since 2021. Prior to this, she served as a Servicing Advisor at Carlson Financial from 2018 to 2021 and as a Financial Representative at T. Rowe Price from 2016 to 2018. Outside of her professional work, Toni enjoys playing golf, exploring various painting techniques, and discovering the sites of Colorado.