Rena Breeding is the principal of Abundant Capital Strategies LLC, an independent registered investment adviser based in Colorado Springs, CO. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to her advisory role, she is president of Benefits Integrity LLC, providing accounting, tax, and compliance services for retirement plans, and leads Beauty Abounded LLC, a skin care product development company currently in the research phase. Abundant Capital Strategies LLC offers discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as consulting services to pension and profit-sharing plans. The firm employs a blend of analytical methods and maintains ongoing client monitoring while integrating plan administration services through affiliated business activities.

Brian Bennett is a financial advisor with Bennco Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been associated with Bennco Advisors since 1998 and also works with The Strategic Financial Alliance, Inc. since 2007. Bennett serves on the investment committee and board of trustees for the Colorado Episcopal Foundation and is an officer on the board of the Cathedral Ridge Camp and Conference Center. Bennco Advisors provides customized financial planning, business and investment consulting, and coaching to individuals, companies, and small institutions, focusing on clients over 50 with qualified retirement plans and near-term withdrawal needs. The firm employs an interactive, coaching approach based on modern portfolio theory and does not take custody or discretionary authority over client assets.

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.

Sarah Price is a financial advisor with Bonfire Financial, LLC in Colorado Springs, Colorado. She holds a Series 65 credential and has four years of industry experience, including six years in a prior role with Visit Colorado Springs. Bonfire Financial, LLC 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 client profiling, strategic asset allocation, and manager selection, incorporating alternative strategies and tax-efficient management across a range of investment vehicles.

Daniel Bauer is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has served as principal with Altruistic Investing, LLC since 2017 alongside his role at Bauer Wealth Management, where he has worked since 2010. Bauer Wealth Management (dba Bauer Heitzmann) offers 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 focuses on asset-class allocation using passive index products combined with tactical rebalancing and customized Investment Policy Statements, employing a range of strategies including derivatives, options, and borrowing in separately managed accounts.

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.

James Mulzer II is a financial advisor at Planwiser Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mutual Advisors, LLC and Edward Jones. Additionally, he is a licensed insurance producer capable of offering life insurance policies to clients. Planwiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a mix of strategic and tactical asset-allocation strategies supported by a proprietary quantitative model.

Brian Colvert is a CFP® with 18 years of industry experience, currently serving as an advisor at Bonfire Financial, LLC since 2017. He previously worked at UBS Financial Services Inc from 2009 to 2017. Outside of his advisory role, he is involved with Kids on Bikes, a nonprofit that provides bicycles to children and teaches them how to ride, where he serves as an officer. Bonfire Financial, LLC is an investment management firm offering 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 uses a client profiling and strategic asset allocation approach, emphasizing manager evaluation, tax efficiency, and the use of alternative investment strategies.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

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.

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.

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.

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.

Joel Top is a financial advisor with Planwiser Financial in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes 15 years at Edward Jones and roles at Mutual Advisors, LLC and Mutual Securities, Inc. Outside of his advisory work, he manages PlanWiser Tax, LLC, an affiliated accounting and tax services firm. Planwiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a proprietary quantitative optimization model combining strategic, dynamic, and tactical asset allocation with value and long-term holding strategies and offers integrated tax and accounting services through its affiliation with PlanWiser Tax, LLC.

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.