Shane Squibb is a CFP® professional with 28 years of industry experience, currently serving at Modern Financial Asset Management, LLC since 2022. His prior experience includes roles at Securities America Advisors and Mutual of Omaha Investor Services. In addition to his advisory duties, he is a managing member and licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management serves individuals, pension plans, charities, and businesses, managing approximately $35 million in discretionary assets. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a tactical asset-allocation approach and third-party model portfolios.

Daniel Easton is a Series 66-credentialed financial advisor at 56 Capital Partners, Ltd with five years of industry experience. Prior to joining 56 Capital Partners in 2026, he worked six years at T. Rowe Price. Outside of finance, he has been involved with Goose Creek Custom Woodworking since 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for around 260 clients, employing a diversified investment approach that includes both fundamental and technical analysis, with options for more complex strategies.

Carey Davis is a financial advisor at Brightwork Wealth Management, LLC with a Series 66 credential and one year of industry experience. Prior to his current role, he served in the United States Air Force for 11 years and continues to serve in the Utah Air National Guard. Brightwork Wealth Management serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning. The firm emphasizes asset allocation using proprietary model portfolios and a blend of passive and active investments.

Kathleen Larouere is a financial advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her career includes prior roles at VOYA Financial Advisors and Simplicity Wealth, LLC. She is also a licensed insurance agent involved in insurance account reviews as part of her professional activities. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party Co-adviser model portfolios focused on asset allocation through exchange-traded funds. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships with a high client-to-advisor ratio.

Timothy Struck is a financial advisor with Brotherhood Retirement, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Envoy Advisory, Inc., PCS Retirement Services, and Efficient Advisors, LLC. Outside of his advisory work, he is involved with Christian Retirement Ministries. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants by providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated registered investment adviser to deliver fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment processes.

Brent Sabati is a financial advisor at Modern Financial with eight years of industry experience and holds a Series 65 designation. He has worked at several firms including Mutual of Omaha, Securities America, and Northwestern Mutual. Outside of advising, he serves on the boards of multiple nonprofits and contributes to digital curriculum development for ENT Credit Union. Modern Financial Asset Management, LLC manages about $35 million in discretionary assets for individual, institutional, and nonprofit clients. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, offers discretionary portfolio management and financial planning, and incorporates third-party model portfolios and sub-advisory services.

Christopher Long is a CFP® and CFA® charterholder with 19 years of industry experience. He currently serves as a financial advisor at Intentional Wealth Strategies in Colorado Springs, CO. His career includes roles at Raymond James Financial Services, Ameriprise Financial Services, Charles Schwab, and Morgan Stanley. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement plan consulting for individuals—including high-net-worth clients—trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment process combining fundamental analysis and factor-based exposures, offering tailored portfolio allocations with ongoing monitoring.

Richard Carroll is a CFP®-designated financial advisor with 15 years of industry experience. He has worked with Intentional Wealth Strategies since 2020, following prior roles at First Ascent Financial and Ameriprise. Carroll holds Series 63 and Series 65 licenses and operates out of Colorado Springs, CO. Intentional Wealth Strategies provides comprehensive wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with global diversification, factor-based exposures, and tailored risk management, utilizing independent managers and model portfolios with discretionary oversight.

Justin Woodbury is a Series 65-licensed financial advisor with Senior Tax Advisory Group, Inc. in Littleton, CO, bringing over 15 years of industry experience including 14 years at Tucker Financial Group. He is also the principal and owner of FITFO Financial, an investment-related business in Colorado. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing a model portfolio approach through third-party co-advisers. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships.

Vicki Biegler is a financial advisor at Sustainable Wealth Strategies, LLC in Colorado Springs, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rocky Mountain Financial Services since 2008. Biegler is also licensed to sell annuities, life, disability, health insurance, and long-term care, dedicating about 20% of her time to these activities. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients, focusing on diversified, low-cost index funds and ETFs with options for ESG customization and tax-aware adjustments. The firm refers clients to third-party portfolio managers for implementation and manages most accounts on a non-discretionary basis.

Jane Young is a CFP® certificant with 26 years of industry experience, currently practicing at More Than Your Money, Inc. She has worked at It's Not Just Money, Inc. since 1999. Based in Colorado Springs, CO, she holds a Series 63 license. More Than Your Money, Inc. offers comprehensive financial planning and limited investment advisory services to families and individuals, with specialized support for widows, widowers, and clients managing post-divorce finances. The firm employs a long-term, low-turnover investment approach and provides advice on a non-discretionary basis, combining financial planning with tax services under fixed-fee or hourly arrangements.

Tristan Smith is a financial advisor at Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials with five years of industry experience. His work history includes roles at Fidelity Investments and Bauer Wealth Management. Bauer Wealth Management, operating as Bauer Heitzmann, manages approximately $206 million for around 160 clients, offering discretionary portfolio management, family office services, pension consulting, and financial planning primarily to individuals, high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs a long-term asset allocation strategy focused on passive index-based products combined with tactical rebalancing and utilizes a range of investments, including alternatives and derivatives, with some unique approaches to private funds and integrated family-office services.

Earl Vaughn III is a CFP® professional with 14 years of industry experience, currently serving at Advenire Wealth Management in Colorado Springs, CO. His prior experience includes roles at Bauer Wealth Management, Altruistic Investing, and Strategic Financial Partners. Advenire Wealth Management offers wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals, families, and small businesses. The firm emphasizes strategic asset allocation and long-term, asset-class-driven portfolios using a variety of investment vehicles, along with specialized solutions such as private funds and real estate consulting.

Paul Lundeen is a financial advisor with Arkenstone Financial, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Arkenstone Financial since 2001 and also holds a leadership role as chairman at Alpine Freedom, LLC. Arkenstone Financial serves individual clients, including high-net-worth households, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and delivers tailored investment strategies through a wrap-fee program using a variety of investment vehicles.

Heather Solley is a financial advisor with More Than Your Money, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at Light Edison and Brown & Associates, among others. More Than Your Money, Inc. provides comprehensive financial planning and limited investment advisory services to families and individuals, with specialized support for widows, widowers, and clients navigating post-divorce financial matters. The firm emphasizes long-term, low-turnover investments and a functional asset allocation tailored to the client’s full financial picture, delivering advice on a non-discretionary basis through fixed-fee or hourly arrangements.

William Adelmann is a CFP® professional based in Colorado Springs, CO, currently serving as an advisor at Adelmann Financial, Inc. He has been with the firm since 2021 and has prior experience working at Christian Care Ministry and American Burglary Protection. Adelmann Financial serves individual investors, trusts, and employer-sponsored retirement plans, providing continuous portfolio management and financial planning. The firm employs a blend of passive and active management within a Modern Portfolio Theory framework, focusing on investor behavior and preparing clients for market declines through regular meetings and scenario-based exercises.

Kyle De Mers is a financial advisor at Bonfire Financial, LLC in Colorado Springs, CO. He holds a Series 65 credential and has been with Bonfire Financial since 2024. Prior to joining the firm, he worked at ENT Credit Union for nine years and spent time at Lewis Palmer School District 38. Bonfire Financial provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and strategic asset allocation while utilizing a range of investment vehicles including mutual funds, ETFs, and alternative strategies.

Danielle Parris Exline is a CFP® with six years of industry experience, currently serving as an advisor at Peace of Mind Financial Planning, Inc. in Colorado Springs, CO. She previously worked at Wanderlust Financial Coaching and Harris Corporation. Exline has owned and coached at Wanderlust Financial Coaching, a non-investment-related venture, which is currently inactive. Peace of Mind Financial Planning provides customized financial planning and non-discretionary investment management to individuals, families, high-net-worth clients, and nonprofit organizations. The firm emphasizes a long-term, buy-and-hold investment approach with functional asset allocation and operates primarily on a non-discretionary, fee-only advisory model.

Lindsay Whiddon is a financial advisor at 56 Capital Partners, Ltd with a Series 65 designation and one year of industry experience. Prior to joining 56 Capital Partners, Whiddon held roles at Huntington National Bank, Ascend Federal Credit Union, and the Boys and Girls Club of Middle Tennessee. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm’s investment approach includes asset allocation with fundamental and technical analysis, offering diversified portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)