Stephen Roberts is a financial advisor with J.P. Morgan Securities in Colorado Springs, Colorado. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Roberts has been with J.P. Morgan Securities since 2012 and has also worked with JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexander Lippert is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He is currently with Cetera and has previously worked at Everoak Wealth Co and Strategic Financial Partners. Outside of his advisory work, Lippert serves on the advisory board of the Rocky Mountain Field Institute, a local nonprofit focused on trail maintenance and nature stewardship, and is an author, podcaster, and speaker on retirement topics unrelated to finance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of investment programs, including access to third-party managers and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Parker Jackson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant before his current position. Parker is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the Air Force Academy. His approach to financial planning centers on understanding clients' stories and goals to develop tailored financial plans. Outside of his professional role, Parker spends time with his wife, son, twin daughters, and their black lab in the mountains. His personal interests include family activities, fitness, golf, military service, reading, and skiing.

Adam Jardon is a financial advisor with Edward Jones in Colorado Springs, CO. He holds a Series 66 designation and has nine years of industry experience, with a continuous tenure at Edward Jones since 2016. 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, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial services.

Brian Schott is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Douglas County School District. Outside of his advisory role, he serves as an assistant football coach at a local high school. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets with a large network of advisors and branch offices. The firm offers a range of advisory programs and investment options under a fiduciary standard.

David Urlaub is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and eight years of industry experience. He has worked at Thrivent and its affiliates since 2018 and previously spent seven years at Clickstop, Inc. He serves as a board member of the Community Roundtable, a coalition of Christian nonprofits in Colorado Springs focused on alleviating poverty in the Pikes Peak region. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm’s services include a broad range of planning topics and allow clients to integrate planning with managed-account programs through a consolidated billing option.

Robert Nissen is a financial professional with two years of experience currently affiliated with Cetera. He holds a Series 66 designation and has worked at Millennium Financial Group and Cetera Advisors LLC. Prior to his advisory roles, Nissen spent ten years at Nickelodeon and was self-employed for several years. He was also involved with Schoolhouse Brewing. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

James Thomas is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently with Osaic Wealth and has prior experience at Securities America Advisors, Inc., Securities America, Inc., and USA Financial Services/Legacy Financial Corp. Thomas is president of Legacy Wealth Management, Inc., a firm focused on insurance sales and estate planning. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk tolerance analysis, and automated rebalancing to manage portfolios across a range of investment vehicles.

Joel Jeffson is Vice President, Wealth Planner at Fidelity Investments, where he works closely with clients to develop tailored financial plans that support their personal goals. He holds the Certified Financial Planner™ designation and emphasizes creating flexible and resilient strategies for his clients. Joel began his financial advising career after serving 25 years in the US Army as an Infantry and Military Intelligence Officer. His experience in both the military and financial services spans roles at Fidelity Investments since 2016 and previously at USAA from 2013 to 2016. He holds an Arkansas Insurance License. Joel is married and a father of two.

Christian Erickson is a Planning Consultant at Fidelity Investments, where he collaborates with clients in the Colorado Springs community to develop comprehensive financial plans aligned with their desired lifestyles. He began his role at Fidelity Investments in 2024. Prior to joining Fidelity, Christian gained experience in the financial services industry through positions at Goldman Sachs as a Client Services Representative from 2020 to 2024, and at T Rowe Price in Retail Investment Services in 2019. His professional background encompasses client services and investment support. Outside of his professional work, Christian enjoys camping, family activities, fitness, hiking, outdoor adventures, and reading.

Jacob Kowalski is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at TransUnion, Optum, and Lebowski's Taproom. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Justin Hinze 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 in 2022, he worked for seven years at Anderson Pest Control. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Michael Fite is a financial advisor at Edward Jones in Colorado Springs, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at Crescent City Retirement Group, LLC and Accountants and Business Advisors. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Logan Keller is a financial professional at Cetera with a Series 66 license and three years of industry experience. He previously served eight years in the U.S. Army and has worked with Millennium Group Financial and Mark R Lyons Inc. outside of his current role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Kristin Simpson is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds expectations, leveraging Fidelity's trusted brand and advanced technology. Her career in financial services spans over two decades, beginning in 2003 at T. Rowe Price where she worked in Investment Services and progressed through roles including Investment Guidance and Retirement Plan Coordinator until 2012. She then joined Fidelity Investments, where she has held multiple roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Vice President, Branch Leader. Details regarding Kristin Simpson's education, credentials, personal interests, or community involvement were not provided.

Sean Powell is a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, initially serving as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, Sean worked as a Licensed Sales Assistant at Guaranteed Rate from 2021 to 2022 and as a Senior Financial Consultant at T. Rowe Price from 2016 to 2021. Sean's professional experience spans wealth management, financial consulting, and sales support within the financial services industry. He focuses on helping clients feel comfortable and confident in their financial future and is open to discussing a wide range of financial investment topics. Outside of his professional life, Sean enjoys spending time with his wife and their Dalmatian-German Shepherd puppy. His personal interests include board games, cars, comedy, concerts, pets, traveling, and exploring National Parks.

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.

Barry Eckhardt is a financial advisor with Edward Jones in Colorado Springs, CO, holding CFP® and Series 66 credentials and having five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Tucker Advisory Group and has operated Trovar Marketing LLC, a marketing consulting business. He also assists with administrative tasks at Polo Springs Veterinary Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

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.