Carma Van Orman is a Financial Advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2020. Prior to joining the financial services industry, she spent ten years at Cheyenne Mountain Dental Group. Van Orman serves on the Board of Directors for Holy Cross Lutheran Church as a Member at Large. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across various financial planning topics without portfolio management or discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option called “WealthPlan.”

Paul Gamache is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation and 13 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he is involved in managing several rental properties through various LLCs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account options under a consolidated billing system while maintaining separate service offerings.

Jake Venable is a Financial Consultant currently working with Fidelity Investments since 2024. He has built his career in the financial services industry, previously holding positions at Charles Schwab including Vice President - Financial Consultant from 2021 to 2024, Investment Consultant from 2018 to 2021, and Stock Broker from 2016 to 2018. His professional focus centers on providing clients with trusted financial advice and developing financial roadmaps tailored to withstand market and life uncertainties. Jake emphasizes understanding each client's unique story and priorities as part of his approach to financial stewardship. Outside of his professional work, he spends time with his wife and two children. His personal interests include camping, family activities, fishing, football, and music, where he is an instrumentalist.

Amber Jack is a financial advisor with Edward Jones in Colorado Springs, CO. She holds the Series 66 designation and has seven years of industry experience, including six years at ALJ Business Services, LLC prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies and operates a large network of financial advisors and branch offices across the United States.

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.

Joseph Locke is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the US Air Force for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large network of financial advisors and branch offices nationwide.

Randy Ward is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Cetera and has previously worked with Minnesota Life Insurance Company, Securian Financial Services, and Strategic Financial Partners. In addition to his advisory role, he serves on the boards of the Everoak Foundation and Emmanne Ministries, nonprofit organizations involved in philanthropic oversight and management. Cetera Investment Advisers LLC is a large nationwide SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

David Lawyer is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at several firms, including Lincoln Financial Securities Corporation and First Command Advisory Services. He is also a board member and president of a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platform arrangements, incorporating proprietary and third-party model strategies with both discretionary and non-discretionary options.

Jeffrey St Gelais is a CFP® with 10 years of industry experience, currently affiliated with Cetera. He has worked at Cetera since 2023 and concurrently serves as a financial professional with Everoak Wealth Co., a financial services firm. His prior experience includes roles at Securian Financial Services Inc and Northwestern Mutual Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers and a variety of program structures.

Daniel Urquidi II is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank N.A. 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 with access to model portfolios, research, and advanced portfolio management technologies.

Jeffrey Maclean is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved with an organization called I Am A Santa and has employment with KoKua in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of research resources.

Gary Mills is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, with a prior one-year tenure at Tmfs Advisors, LLC. Mills is based in Colorado Springs, CO. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Gilad Shwartz is a financial advisor with Edward Jones in Larkspur, Colorado, holding the ChFC® and Series 66 designations, and has 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he volunteers with the Larkspur Fire Protection District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates 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.

Stephanie Colgate is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent since 2022. Outside of her advisory role, she serves as a committee member and secretary for Girls on the Range Athletics, a local booster club supporting female athletes, and participates as a brand partner with Young Living Essential Oils. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing program called WealthPlan.

Julia Falletta Dinkel is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she owns LHHQ Enterprise, LLC, a business leasing heavy equipment in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ricky Isaac is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with Cambridge Investment Research, Inc. since 2003. Outside of advising, he owns a business focused on sport, fitness, and gaming. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Samantha Brees is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience at Veterans United Home Loans and Clarksville Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anne Fichter is a financial advisor with Edward Jones in Woodland Park, Colorado, holding a Series 66 designation and currently with one year of industry experience. Prior to her role at Edward Jones, she operated a bed and breakfast, OH2CO LLC dba Pikes Peak Paradise Bed & Breakfast, from 2022 to 2025. 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 options. The firm is notable for its extensive retail advisor network, fiduciary standard, and integrated capabilities including trust services and securities-based lending.

Isabella Langusch is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through various positions including Financial Representative, Investment Consultant, and Planning Consultant. Her professional experience spans multiple facets of financial planning and investment consulting. Isabella emphasizes creating a welcoming environment where clients feel comfortable sharing their financial goals and concerns, allowing her to provide personalized guidance. Outside of her professional work, Isabella enjoys activities such as board games, golf, hiking, skiing, soccer, and spending time with her pets.