Meika Price is a financial advisor at Charles Schwab with 14 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at USAA Investment Management Company and multiple USAA financial services entities between 2011 and 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning services, and integrated brokerage and custody solutions.

Robert Gibson is a financial advisor with Edward Jones in Colorado Springs, Colorado. He holds a Series 66 designation and has 14 years of industry experience, including over a decade at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Melissa Johnson is a financial advisor with Edward Jones in Colorado Springs, CO. She holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, she worked in various roles including positions at Airport Automotive, Door Dash, and Broadmoor Pikes Peak Cog Railway. Melissa has also been involved with the AP College Board since 2019 and worked at CSSD 11 for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branches.

Gregory Von Berg is a Series 66-licensed financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2021. His prior work includes roles at Waddell & Reed and various insurance carriers from 2000 to 2017, as well as ownership of Colorado Springs Cryotherapy from 2017 to 2020. He also maintains R G Von Berg LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a broad range of proprietary and third-party investment solutions.

Andrew Simonds is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Primerica Advisors since 2019 and previously at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports accounts with execution and custody services through Pershing and BNY Mellon Advisors.

Robert Williams is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at T. Rowe Price and Northwestern Mutual, among others. Outside of his advisory work, he owns a small real estate investment involving a four-townhome building. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary wealth management services supported by an in-house manager solutions team and centralized due diligence.

Virginia Paas is a financial professional with six years of industry experience, currently associated with Cetera. She holds a Series 66 designation and has worked previously at Securian Financial Services and Minnesota Life Insurance Company. Outside of her advisory work, she assists with marketing and administrative tasks for her husband's window washing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services with a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

Scott Miller is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 credential and has worked with Cetera since 2013 in various capacities. Miller serves as a board member for Habitat for Humanity, participating in finance and governance committees. Cetera Investment Advisers LLC is an SEC-registered firm offering services to individual, retirement plan, corporate, charitable, and institutional clients. It provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Darlene Manchego is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Beacon Home Care and has been with Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with approximately 3,987 advisors, offering model-delivery strategies managed by unaffiliated asset managers and using custodial support from Pershing.

Donna Caplan is a financial advisor with Primerica Advisors in Monument, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2009. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Hannah Rivera is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked in various roles in the food and service industries. She has also been involved with Dc Oakes Brewhouse and Eatery. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Wenger is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has held positions at Ameriprise Financial Services and Millennium Financial Group and currently serves as president of Colorado Argos Inc., a financial services company. Wenger is also involved in managing rental property businesses in Colorado Springs. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and custodial relationships, managing over $256 billion in assets and supporting more than 10,000 advisors.

John Policastro is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Kirby Zeller is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera Advisors LLC since 2013. Zeller operates a separate wealth management practice and is also licensed to sell life, health, annuities, and disability insurance. 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 multi-manager platform with access to affiliated and third-party managers.

Daniel Urquidi II is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Nigel Grant is a CFP® professional affiliated with Edward Jones, based in Colorado Springs, CO, with 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves since 2008. Outside of his advisory role, he owns and operates a lawn care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shayna Winslow is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various educational roles, including positions at Academy District 20 and Santa Clara Unified School District. Outside of finance, Winslow was an independent hairstylist for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branches.

Christopher Johnson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management. Johnson is also a co-owner of a family rental property business in Monroe, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Harold Tomlinson is a financial advisor at LPL Financial with 41 years of industry experience. He previously worked at Next Financial Group, Inc. for 25 years and operated H W Tomlinson MoneyMaster for 28 years. Tomlinson holds a Series 63 designation and is based in Colorado Springs, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Marks is a financial advisor with Cetera, holding the ChFC® and Series 63 designations, and has 41 years of industry experience. He has worked at Cetera and its affiliates since 2017 and founded Prime Financial Strategies, where he serves as president. Marks also acts as a successor trustee for a family trust. Cetera Investment Advisers LLC provides a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors.