Andrew Johar is a Financial Consultant currently working at Fidelity. He has held multiple roles within Fidelity since 2022, progressing from Investment Solutions Representative I to Investment Solutions Representative II, and then to his current position. Prior to Fidelity, Andrew gained experience as a Private Banking Professional at J.P. Morgan Private Bank and served as a Senior Investment and Portfolio Analyst at Joseph Aiello and Associates. He has also worked as a Financial Advisor at AIG-VALIC Financial Advisors and Morgan Stanley, and as a Participant Account Representative at Mutual of America. Andrew holds an Arkansas Insurance License. He approaches financial consulting by collaborating with clients to develop comprehensive, tailored plans that reflect their unique situations and goals. Outside of his professional career, Andrew has interests in football, golf, movies, pets, scuba diving, and swimming.

Christopher Whiseant is a financial advisor with Fidelity in Colorado Springs, CO, holding Series 66 and Series 63 licenses. He has one year of industry experience, including a prior two-year tenure at Northwestern Mutual and 14 years of service in the U.S. Army. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs algorithmic methods and AI in its research processes.

Sarah Korop is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Waddell & Reed, various insurance agencies, and business ventures such as The FRS Group LLC and SP Administration. She is based in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs and financial services.

Jonathan Strandlie is a financial advisor with Edward Jones in Woodland Park, CO, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as HOA Secretary for Bitters Band and is involved in property management activities through Strandlie Properties, LLC. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Spanton is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. Outside of his advisory role, he is involved in a non-variable insurance brokerage activity and operates a business under the name Spanton Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Christopher Carroll is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 7300 Wealth Management, LLC for 11 years. Carroll is based in Colorado Springs, CO. 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 programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Erik Dartsch is a CFP®-certified financial advisor with Edward Jones, based in Woodland Park, CO, and has nine years of industry experience. He has been with Edward Jones since 2016, with a brief period as a student before returning to the firm. Outside of advising, he is the owner of Quartz Canyon LLC, a commercial real estate operation. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Zachary Schut is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2021. His prior work includes roles in various companies in Colorado Springs across construction and services sectors before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Laura Cavanaugh is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 credential and 15 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alisha Chewning is a financial advisor at Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation with five years of industry experience. Her prior work includes positions at Raymond James Financial Services and Tang Wealth Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without portfolio management or discretionary trading authority.

Zachary Kibby is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is a member of Dubcom Capital LLC, which owns commercial office space leased to other Thrivent advisors and tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority.

Anne Childs is a financial advisor at Edward Jones in Colorado Springs, CO, with eight years of experience at the firm and a Series 66 designation. Prior to her current role, she worked at Victor Lundeen Company and has held various positions including retail assistant and administrative work at Wheaton College Student Health Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

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.