Danielle Plumb is Vice President, Wealth Planner at Fidelity Investments, where she has served since 2018. She specializes in wealth planning, assisting families in navigating the complexities of financial planning to achieve their financial goals. Prior to her current role, Danielle held positions at Fidelity Investments including Vice President, Financial Consultant from 2016 to 2018, and Financial Consultant from 2011 to 2016. Her earlier career includes roles at T. Rowe Price from 2002 to 2011, where she progressed from Retail Sales Investment Specialist & Senior to Investor Center Branch Manager. Danielle also worked at Bear Stearns as an Associate Equity Research Analyst and Junior Economist, and at Merrill Lynch as an Investment Strategy Associate and Intern. She holds an Arkansas Insurance License. Outside of her professional work, Danielle enjoys cooking and baking, gardening, and hiking.

Jeffrey Maciejewski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he served in the United States Air Force from 2015 to 2017. He holds the Series 66 designation and is based in Colorado Springs, CO. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Surma is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of a solar cell manufacturing business in Rockford, Michigan. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages roughly $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kellan McIntire is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, progressing through positions including Financial Representative and Investment Consultant. In his capacity as a Financial Consultant, Kellan focuses on understanding clients' unique financial situations and connecting them with the resources available at Fidelity Investments. Kellan is a native of Colorado Springs. Outside of his professional work, he enjoys board games, family activities, football, running, and social events with friends. He lives with his wife and two children, and they enjoy hiking, camping, and biking together.

Glen Melin II is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Colorado Springs, CO. He has experience working at NOVA Financial Services LLC and served in the United States Army for 11 years prior to entering the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering both one-time and ongoing planning relationships.

Kari Francisco is a Series 66-licensed financial advisor with Ameriprise in Colorado Springs, CO, with 36 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory work, she serves as a bookkeeper for Faith Presbyterian Church. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and investment recommendations focused on dependable income and tax-aware withdrawal strategies.

Eric Mathis is a financial advisor at Fidelity with a Series 66 designation and approximately eight years of industry experience. His prior roles include positions at RT Specialty, McGriff Insurance Services, and Travelers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Morgan Heintzeman is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Fishbowl Inventory, EverCommerce, and Cochlear Americas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Fulfer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has prior experience at Waddell & Reed, Inc. and his own firm, Mountain Top Group LLC. Outside of his financial career, he has been involved with Special Olympics Colorado since 2013. 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 plan consulting, utilizing research and model portfolios from internal and third-party sources.

Rebecca Bayless is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial in Colorado Springs, CO. She has worked at LPL Financial since 2006 and has been involved with Western Wealth Advisors since 2015. Bayless also provides advisory services at Climb Credit Union and through Asset Architects, LLC. 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 offers a variety of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Ryan Sweeney is a financial advisor at Raymond James Financial with nine years of industry experience. He has held roles at Commonwealth Financial Network and Vanguard Marketing Corporation prior to joining Raymond James in 2025. Outside of his advisory work, he is associated with Lang Investment Services, a non-investment-related business based in Monument, CO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Glenn is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, Glenn is involved in managing investment properties through a realty partnership. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based planning without discretionary portfolio management. The firm offers integrated financial planning and managed-account options, emphasizing ongoing plan reviews and client engagement through its network of advisors.

Brooke Attaway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brooke worked at multiple financial service firms, including Security Service Investment Group and Raymond James Financial Services, and has experience in hospitality and community organizations such as Jim's Neighborhood Lounge and the YMCA of the Pikes Peak Region. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Steven Begley serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. In this capacity, he focuses on providing education around various financial topics to develop personalized plans tailored to clients' unique situations. Steven is dedicated to simplifying complex financial matters to offer clients peace of mind. His career at Fidelity Investments spans over a decade, beginning in 2013 as a Defined Contribution Representative II. He progressed through several roles, including Workplace Planning & Guidance Consultant I, II, and III from 2014 to 2020, Financial Consultant from 2020 to 2023, and Vice President, Financial Consultant from 2024 to 2025 before assuming his current position. Outside of his professional responsibilities, Steven has interests in cars, fitness, food, golf, kayaking, and reading.

Ashley Malik is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Primerica since 2022 and is also the owner of Chrysanthemum Apparel, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Rob Lewis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Rob worked at USAA as a Wealth Advisor from 2018 to 2020 and as a Financial Advisor from 2017 to 2018. He began his career at Summit Wealth Management, where he was a Financial Planning Analyst from 2012 to 2014 and then an Associate Financial Advisor from 2014 to 2016. Rob is a CERTIFIED FINANCIAL PLANNER™ and holds insurance licenses in Arkansas and California. He focuses on helping clients develop comprehensive and personalized financial plans that align with their individual goals. Rob emphasizes understanding the details of each client's personal and financial situation to create customized financial strategies.

Nathanael Juvera is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at Ent Credit Union for eight years before joining Edward Jones in 2023. Outside of his advisory role, he manages a single-family rental property in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

John Ferguson Jr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services and Strategic Financial Partners. He serves as an advisory board member for the SCI Foundation and is a general partner of a family farm used by local farmers for crop growing. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a network of over 10,000 advisors and managing assets exceeding $256 billion.

Jaymi Farrell is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 63, Series 66, and Series 65 credentials and 14 years of industry experience. Prior to joining Ameriprise in 2025, Jaymi worked at UBS Financial Services, Inc. and Fidelity Investments, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating research and algorithmic analysis within a defined investment ecosystem.

Ryan Farrell is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Brokerage Services, Peyton Resource Group, USAA Financial Advisors, Colorado Air National Guard, Folio Investments, and TIAA. Outside of finance, he works as a sales associate at an Oakley retail store in Castle Rock, Colorado. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with personalized recommendations delivered by a centralized consulting team.