Lee Taylor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of advising, Taylor serves as a board member of the Divide Chamber of Commerce and the Pikes Peak Chapter of the Rocky Mountain Elk Foundation, a nonprofit focused on wildlife habitat. He also manages several real estate ventures, including residential and commercial properties in Woodland Park, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Anessa Apodaca is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020, with prior experience at Envoy Financial and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies.

Katie Randall is a financial advisor at Edward Jones in Colorado Springs, CO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Encompass Health and Technical Resources International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of more than 23,700 financial advisors.

Gregory Smith is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Mass Mutual Investors Services. He also spent two years with the Air Force Academy Athletic Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Steven Torgerson is a CFP® with four years of industry experience, currently an advisor at Edward Jones since 2021. His prior work includes co-owning a home-based bakery called Elizabeth's Sweet Treats and serving 25 years in the United States Marine Corps. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Joshua Schneider is a financial advisor with Cetera in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at T. Rowe Price Investment Services, Inc., and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets under management.

Frank Dearden is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 license and bringing 25 years of industry experience. He has worked with LPL Financial since 2019 and concurrently manages his own entities, The FRS Group LLC and FLD, Ltd, which he has operated since 2016. Dearden has served on the Lake Shore Condominiums Board of Directors since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ian Trail is a Planning Consultant at Fidelity Investments, where he collaborates with the Wealth Management Team to support clients in managing financial and retirement planning. Since joining Fidelity Investments in 2022, he has held several roles, including Financial Representative and Investment Solutions Representative I, gaining comprehensive experience within the company. His work focuses on helping clients navigate the complexities of financial planning through dedicated service. Outside of his professional role, Ian engages in activities such as football, social events with friends, spending time at the lake, caring for pets, and traveling.

Andrew Simonds is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has worked at Primerica Advisors since 2019 and has prior experience with PFS Investments Inc. from 2013 to 2017. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and offers model-driven investment strategies supported by third-party asset managers and custodians.

Anthony Blauert is a Certified Financial Planner® with 25 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved with Boccia United States in Birmingham, AL. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with various portfolio models and research resources.

Jacob Ziegler is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He works directly with clients to develop personalized financial plans that align with their unique goals, leveraging the technology and resources available at Fidelity. Prior to this role, he held various positions in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024 and several roles at T. Rowe Price from 2012 to 2022, encompassing client management, sales, and supervisory responsibilities. Mr. Ziegler holds an AR Insurance License, which supports his advisory capabilities in financial planning. His career reflects extensive experience in client relationship management and intermediary services within the investment sector. Outside of his professional work, he spends time with his wife and two daughters. His personal interests include cars, family activities, golf, parenthood, reading, and volunteering.

Brandon Espinosa is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he is the owner and operator of a small rental property business. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Joseph Suhajda is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large network of advisors and branch offices.

Christopher Scott is a CFP® with 43 years of industry experience, currently advising at Cetera since 2023. He has previously worked at Cetera Wealth Services, LLC, Girard Securities, and has operated Cscott Financial, Inc. since 1992. Scott is also involved in independent insurance representation and manages Ascent Financial Strategies LLC. Cetera is an SEC-registered adviser operating a large nationwide network of independent advisors, serving individual and institutional clients through multiple portfolio management and planning services. The firm offers a range of program structures including model portfolios, third-party managers, and bespoke strategies.

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.

Wyatt Wieland is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Wieland Wealth Management, and a five-year tenure at the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary services supported by various analytical tools and has specialized municipal advisory capabilities alongside recently developed SIMPLE IRA employer consulting programs.

Cooper Wells is a Series 66-credentialed financial advisor with Edward Jones in Colorado Springs, Colorado, and has two years of industry experience. Prior to joining Edward Jones, he held positions at Porsche Colorado Springs and Glen Eyrie, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Aaron Butler is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served in the United States Air Force for 26 years. Outside of his advisory role, he works as a medical referral associate for Falcon MediQuip, LLC, providing contacts and networking within the physical therapy community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies through a large nationwide network of advisors and branch offices.

John Anderson is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is currently affiliated with Cetera and has prior experience at Concourse Financial Group Securities Inc. In addition to his advisory role, he owns RT Course Wealth Management and provides a range of insurance products, including life, health, long-term care, disability, and annuities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to third-party money managers through a multi-manager platform, overseeing more than $256 billion in assets under management.

Kirk Rosenstrauch is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 30 years of industry experience. His prior work includes 18 years at Avantax Advisory Services and 24 years with Revere Group CPAs & Financial Services, PLLC, where he also maintains a role in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by proprietary and third-party research.