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.

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.

Jessica Kouri is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked for CUSO Financial Services LP for 11 years prior to joining LPL Financial in 2025. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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.

Colin Henry is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor and branch networks in the industry.

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.

Jeffry Dinkel is a CFP® professional with 28 years of experience in the financial services industry, all with Edward D. Jones & Co., L.P. He is based in Colorado Springs, CO, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a director and at-large board member of the River Forest Tennis Club and is set to become the club’s treasurer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, with a nationwide network of approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Byeong Chae is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at DowDupont and PepsiCo. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody/clearing services.

Renae Smith is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement income planning, with a focus on assets held in Ameriprise-managed accounts.

Jason Brashar Jr. is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previous work experience that includes roles outside of finance at Slim Chickens and Burlington Coat Factory, as well as positions in education at the University of Colorado and Liberty High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Macha is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. He has previously worked at T Rowe Price for 16 years and has been involved with firms including Silver Oak Securities and EJC Insurance & Financial. Since 2024, he has also served as a financial advisor at Everoak Wealth Co. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Jonathon Royval is a financial advisor with LPL Financial in Colorado Springs, CO. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, he worked at The ON Equity Sales Company and Ohio National Insurance Agency in 2021, and spent fifteen years at Midnight Rose Hotel and Casino. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services.