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.

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.

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.

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.)

Antonia Vaughn is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Advenire Wealth Management in 2022, she was a stay-at-home mother for eight years. Advenire Wealth Management provides wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 consulting services to high-net-worth individuals, families, trusts, small businesses, and retirement plans. The firm focuses on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, and select securities, with tailored investment policies and periodic rebalancing.

Lauren Fortier is a CFP® professional with 11 years of industry experience. She has worked at Amara Financial, LLC since 2020, following previous roles at Brio Financial Group and Ameriprise Financial Services. Fortier holds a Series 66 license. Amara Financial, LLC serves individuals, including high-net-worth clients, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed primarily with ETFs and mutual funds.

Russell Adelmann is a CFP® with 27 years of industry experience and has been with Adelmann Financial, Inc. since 1994. Based in Colorado Springs, CO, he holds a Series 63 designation and practices at a firm he helped establish. Adelmann Financial serves individual investors, including high-net-worth clients, trusts, and employer-sponsored retirement plans by providing continuous portfolio management and ongoing financial planning. The firm employs a blend of passive and active management grounded in Modern Portfolio Theory, focusing on ETFs and mutual funds while emphasizing investor behavior and preparedness for market volatility.

Stephen Heitzmann is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. He has previously worked at TIAA-CREF and currently serves as CEO of Altruistic Investing, LLC, where he is involved in portfolio management. Bauer Wealth Management provides investment advisory, family office, concierge wealth management, pension consulting, and financial planning services to individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm’s investment approach includes asset-class allocation with passive index-based products, tactical rebalancing, customized Investment Policy Statements, and the use of external managers and private investment vehicles to achieve specialized exposures.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.

Lucas Laudick is a financial advisor at Advisers Investment Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Latitude Tax Advisors, LLC, where he also serves as Office Manager, REACOS, Inc., Rod Ermel Associates, Inc., Kinder Morgan, T. Rowe Price, and TRC of Southern Colorado. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm follows an evidence-based investment process using globally diversified model portfolios and manages roughly $105 million across about 570 discretionary accounts.

Eric Jackson is a CFP®, ChFC®, and PFS™ with 17 years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2022, and has held roles at American Tax & Financial Planners since 2017. Outside of his advisory work, he is an associate at American Tax & Financial Planners, providing tax preparation, bookkeeping, and tax planning services. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management and financial planning with a focus on asset allocation and diversification. The firm employs a range of strategies from passive to active management and provides specialized services such as performance-based fee arrangements and educational seminars.

Aaron Milledge is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Targeted Wealth Solutions in Colorado Springs, CO, and has prior work experience with Frontier Airlines and the United States Air Force Reserve. In addition to his advisory role, Milledge serves as a Field Grade Officer in the U.S. Air National Guard and is involved in residential mortgage origination through Stratec LLC. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, fiduciary services, and financial coaching, employing a portfolio construction approach based on Modern Portfolio Theory, quantitative models, and factor diversification.

Michael Carrico is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Financial Action, Inc. He has previously worked at Howe And Rusling, Inc., Empower Advisory Group, Empower Financial Services, Inc., and T Rowe Price. Financial Action, Inc. is an SEC-registered investment adviser offering investment management, financial planning, and retirement plan services to individuals, families, trusts, retirement plans, and corporations. The firm manages portfolios primarily in equities, fixed income, mutual funds, and ETFs, emphasizing long-term holdings and periodic rebalancing.

Jacob Williams is a financial advisor at Carlson Financial with 13 years of industry experience and holds the Series 66 designation. He has worked at Carlson Financial since 2021, and previously held roles at Charles Schwab & Co., Inc. and Compassion International. Carlson Financial is a multi-office firm managing approximately $632 million in discretionary assets for about 1,100 client households. The firm serves individuals, trusts, small businesses, family offices, and institutional clients, offering comprehensive financial planning and investment advisory services with a cash-flow–based approach and portfolios focused on equities and exchange-traded funds.

Jason Roque is a CFP® with 18 years of experience in the financial industry. He has been with Financial Action, Inc. since 2013. Outside of his advisory role, he is the owner of Roque Property Management, LLC, a vacation rental business in Fort Myers, Florida. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans, providing written financial plans and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.