Fermin Padilla is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2013 to 2019. Cascade Investment Group, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis combined with asset allocation and manager selection, managing accounts through discretionary or non-discretionary programs.

Stephen Moore is a CFP® and ChFC® with 33 years of experience in financial advising. He has been with Partners Capital Management, Inc. since 1990. The firm provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Partners Capital Management employs a core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, with investment decisions handled mostly on a non-discretionary basis, leaving final trade approval to clients.

Jeremy Torgerson is a financial advisor with nVest Advisors, LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Sws Financial Services since 2011. nVest Advisors, LLC provides fiduciary investment management and financial planning services to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based models, offering both discretionary and non-discretionary portfolio management as well as standalone planning services.

David Houle is a CFA® charterholder with 15 years of experience in financial advising, currently serving at Season Investments, LLC since 2011. He is based in Colorado Springs, CO. Outside of his advisory role, he is a managing member of White Space Companies, LLC, a wine industry business. Season Investments serves individual and institutional clients, including high-net-worth households, trusts, pension plans, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and investment consulting. The firm integrates long-term target allocations with active risk management and a multi-disciplinary analytical approach across public and alternative investments.

Logan Haag is a financial advisor with Season Investments, LLC in Colorado Springs, holding Series 65 and Series 66 licenses and six years of industry experience. He has been with Season Investments since 2019 and previously worked at Krueger Brothers Construction. Haag also operates as an independent life insurance agent, facilitating the application and execution of life insurance policies. Season Investments, LLC provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, institutions, and other entities. The firm offers a mix of strategies including trend-following, manager allocations, and alternative investments, and sponsors a private pooled fund, the Season Investments Alternative Credit & Equity Fund, LP.

Brent Sharpe is a financial advisor with Ardent Investors, LLC in Colorado Springs, CO. He holds a Series 65 designation and has experience working in the insurance industry, including roles at Sharpe Insurance Agency and Farmers Insurance. Ardent Investors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs an active investment approach incorporating fundamental, technical, cyclical, and charting analyses, with portfolios that may include derivatives-based strategies such as covered calls and hedging techniques.

Elliott Orsillo is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Season Investments, LLC since 2011. He holds a Series 66 license and is based in Colorado Springs, CO. Outside of his advisory role, he manages Homeschool Solutions, LLC, a homeschool software business. Season Investments provides discretionary portfolio management, financial planning, and investment consulting to individual and institutional clients, including high-net-worth households, trusts, and pension plans. The firm integrates a multi-disciplinary analytical approach with active risk management and sponsors private alternative credit and equity funds alongside managing pooled investment vehicles.

Jacob Phelps is a financial advisor at Strong Wealth with seven years of industry experience and a Series 65 designation. His prior work includes roles at Illumination Wealth Management, Bonfire Financial, KFG Wealth Management, Korhorn Financial Group, Wells Fargo Bank, and BB&C Attorneys at Law. He is also the owner and operator of Phash Mining LLC, a bitcoin mining business. Strong Wealth provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, with a specialized focus on integrating bitcoin into long-term strategies. The firm employs a proprietary dynamic allocation approach combining ETFs, equities, commodities, and fixed income, and offers bitcoin-centric financial planning and education through a digital Financial Independence Plan.

Jonathan Shedd is a financial advisor at Fire Wealth Management, LLC in Colorado Springs, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cherry Hills Community Church and the Barnabas Foundation. Fire Wealth Management LLC is a fee-only advisory firm serving individuals, medical professional families, small pension and profit-sharing plans, and business entities. The firm employs a passive, buy-and-hold investment strategy using mutual funds and ETFs, combined with comprehensive financial planning and 401(k) liaison services for small practices.

Casey Dickinson is a financial advisor at TruAdvisors with one year of industry experience. He holds a Series 65 designation and has prior work experience in digital marketing and the food industry. Dickinson owns a digital marketing company focused on small businesses in the food and e-commerce sectors. TruAdvisors Financial provides investment advisory and portfolio management services to individuals and various institutions. The firm employs a combination of fundamental, technical, and cyclical analysis and frequently uses derivatives strategies in client accounts.

Sean Soulvie is a financial advisor at RS Asset Management, LLC in Colorado Springs, CO, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with RS Asset Management and LPL Financial LLC since 2011. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary portfolio management using a range of investment strategies and conducts regular account supervision, combining fundamental and technical analysis tailored to client goals.

David Martin is a financial advisor with ATLAS Lifestyle Planning Group LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at R. F. Lafferty & Co., Inc., Xton Financial, LLC, and Kingswood Capital Partners. He has also been involved with Compliers Consulting Services and Monahan-Roth, LLC for multiple years. ATLAS Lifestyle Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary and non-discretionary portfolio management with comprehensive financial planning and retirement plan consulting under ERISA, often serving as a limited-scope ERISA 3(21) fiduciary.

Kevin Sullivan is a CFP® with 32 years of experience in the financial services industry. He has worked at Raymond James Financial since 1993 and has been associated with Sullivan & Associates in various capacities since 1999. Sullivan serves as Treasurer and a member of the Finance/Investment Committee for the Memorial Hospital Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Robert Wrubel is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Cascade Investment Group, Inc. since 2007. Wrubel serves as a voting board member on the Eastern Colorado Bank Advisory Board. Cascade Investment Group, Inc. provides portfolio management, financial planning, and advisory services to individuals, pension plans, charitable organizations, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and charting analysis alongside asset allocation and manager selection, offering a range of investment products including mutual funds, ETFs, alternatives, and cryptocurrency.

Mitchell Moore is a financial advisor at Strong Wealth in Colorado Springs, CO, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Strong Wealth in 2021, he worked at Charles Schwab and held academic roles at Indiana University and IUPUC. Strong Wealth offers comprehensive financial planning and discretionary investment management focused on individuals and high-net-worth clients, with a specialized emphasis on integrating bitcoin into long-term strategies. The firm utilizes a proprietary dynamic allocation approach combining ETFs, including a bitcoin ETF, with equities, commodities, and fixed income, supported by technical and cyclical analysis.

Karl Hering is a financial advisor with Unity Wealth Strategies in Colorado Springs, Colorado, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Unity Wealth Strategies in 2026, he worked at Money Concepts Capital Corp and Summit Financial Group. Outside of his advisory work, he is a certified personal trainer operating Be Functional, LLC. Unity Wealth Strategies serves individual investors, charitable organizations, and corporations with discretionary investment management and both ongoing and project-based financial planning. The firm employs a tailored investment process that integrates passive and active strategies, including client-specific policies and customization for socially responsible investing.

William Roark is a financial advisor with RS Asset Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial LLC and RS Asset Management since 2011. Outside of advisory work, Roark is involved in workshop instruction focused on business owner transition education and operates a self-storage facility. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis, offers discretionary and non-discretionary management across various securities, and emphasizes regular portfolio supervision and rebalancing.

Shari Carlson is a financial advisor at Unity Wealth Strategies in Colorado Springs, CO, with six years of industry experience. She holds a Series 65 designation and has worked at several firms including Creative Financial Services, Inc. and Collaborative Consulting Group LLC. Outside of her advisory role, Carlson works as a trainer at Balancing Life's Issues, serves as a substitute teacher in the Harrison School District 2, and acts as a parent provider community connector for S Carlson Care Provider. Unity Wealth Strategies is a fee-only registered investment adviser that serves individual clients and small organizations through investment management and comprehensive financial planning. The firm employs a combination of passive and active strategies aligned with asset-allocation principles and offers educational seminars and speaking engagements.

Ellen Powers is a CFP®-certified financial advisor with 15 years of industry experience, currently practicing at Partners Capital Management, Inc. She has been with the firm since 1991, which indicates extensive tenure within the organization. Partners Capital Management, Inc. is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a core-and-satellite investment strategy, primarily using no-load or low-load mutual funds and ETFs, and maintains a predominantly non-discretionary advisory model that allows clients to retain final authority over investment decisions.

Jeffrey Sharpe is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal and sole advisor at Ardent Investors, LLC, based in Colorado Springs, CO. Prior to founding Ardent Investors in 2021, he worked at Thrivent Financial and Thrivent Investment Management Inc. Mr. Sharpe maintains an insurance license to offer risk management advice to clients but does not earn commissions from this service. Ardent Investors, LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients, using an all-weather investment approach that incorporates fundamental, technical, cyclical, and charting analyses. The firm manages diversified, tax-aware portfolios across multiple asset classes and employs limited options strategies for hedging and income.