Jake Marchesani is a financial advisor with Primerica Advisors based in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His work history includes roles at Jimmy John, Larry H. Miller Toyota, Freedom Honda, PFS Investments Inc., and Primerica Financial Services. He has also been involved in sales of investment-related products and has experience with mortgage and home services referrals. Additionally, he coached soccer for Pride Soccer Club in 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model featuring tiered wrap fees and ongoing oversight of its investment offerings.

Daniel Tafoya is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at T. Rowe Price Advisory Services, USAA Financial Advisors, and Confidence Wealth Management. Outside of advising, he is the owner of Digital Stage Bookkeeping, LLC, a bookkeeping business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and manages portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisory team and scalable digital platform.

William Proctor is a financial advisor at LPL Financial with 36 years of industry experience, including 35 years at LPL. He holds a Series 63 designation and is based in Colorado Springs, Colorado. Outside of his advisory role, he is involved in tax preparation and accounting services through WSP Tax Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research from multiple sources.

Ian Glassford is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. He specializes in assisting families with wealth management, including preservation, taxation, legacy planning, personal retirement planning, individual and corporate investment strategies, tax minimization, and retirement income. Prior to his current role, Ian held positions as a Private Banker at Republic Bankcorp from 1989 to 1997, Private Banker and Regional Sales Manager at KeyPrivateBank from 1997 to 2006, Banker at JPMorgan from 2006 to 2014, and Banker at Wells Fargo Private Bank from 2014 to 2020. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Carleton University. Ian follows the Merrill tradition of community involvement through volunteering. His personal interests include fishing, golfing, ice hockey, reading, skiing, traveling, and spending time with his family. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Jacob Larsen is a financial advisor at Edward Jones in Colorado Springs, CO, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Mary Lamphere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at ENT Credit Union and CUSO Financial Services, LP. Lamphere operates in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Jill Wilson is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 66 credentials and having 32 years of industry experience. Her prior firms include Stifel Nicolaus & Co Inc and Wedsush Securities Inc. She is also a commissioned Notary Public for the State of Colorado. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, with an emphasis on tailored client plans supported by research and multiple portfolio management styles.

Robert Hoffman is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He worked at Wells Fargo Advisors from 2009 to 2016 before joining Edward Jones in 2017. Outside of his advisory role, he is a partner and investor in a family-operated microbrewery in Missouri. 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 with a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Chad Sheiner is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding a Series 66 license and six years of industry experience. His background includes three years at City National Bank and four years of service with the U.S. Air Force. He is the owner of a networking group for United States Air Force Academy alumni and provides limited strategic support to a medical spa owned by his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jorge Rodriguez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2017, respectively. He is based in Colorado Springs, CO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

Robert Lydzinski III is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and previously worked for 13 years at T. Rowe Price Investment Services, Inc. before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that include tailored strategies supported by firm-approved planning tools and modeling techniques.

Ruth Obrien is a financial advisor at OSAIC with 43 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes roles at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years and Triad Advisors for 5 years prior to joining OSAIC. Outside of her advisory work, she is a partner in Sirvaitis O'Brien LLLP. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with a platform that includes multiple mergers and third-party service arrangements.

Kathleen Driscoll is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network. Outside of her advisory work, she serves as Treasurer for the Colorado Springs Corvette Club and owns a health coaching business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining specialized offerings such as municipal advisory services and SIMPLE IRA consulting.

Lara Crowell is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and advisory solutions.

Mark Jacobberger is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2013 and has a long-standing relationship with Producers Financial Network dating back to 1992. Outside of his advisory role, he is an independent insurance agent and is involved as owner and president of Precision Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a wide range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals utilizing multiple investment platforms and strategies tailored to client objectives.

Richard Dodge Jr. is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at City National Bank and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customized investment strategies implemented through both in-house and third-party managers.

Thomas Brown is a Series 66-licensed financial advisor based in Colorado Springs, CO, with 21 years of industry experience. He has worked with multiple Cetera entities and other firms including Summit Brokerage Services, First Allied Securities, and Girard Securities, among others. He is currently with Cetera, a firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. Cetera offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party money managers.

Andrew Schultz is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2017. He has 15 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is the owner of Andrew J. Schultz, LLC, established in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Tiffany Hollis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and based in Colorado Springs, CO. She has industry experience beginning in 2025 and previously worked at Raymond James & Associates from 2019 to 2025, as well as at Woodforest National Bank and Bank of America Corp. from 2010 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jeremiah Massey is a Financial Advisor with Merrill Lynch Wealth Management. He supports families and individuals navigating change, specializing in areas such as college education planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Jeremiah holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma from High Country Christian Academy. His professional involvement includes participation in organizations such as Ministry in the Marketplace, New Life Midtown, and the Senior Resource Council. A native of Colorado Springs, Jeremiah is grounded in faith, family, community, and culture. He enjoys a range of personal interests including basketball, biking, football, music, pickleball, reading, swimming, traveling, and spending time with his family. He and his wife Kasie are parents to four children and share a commitment to exploring new experiences both locally and abroad.