Jenny Paradis is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, following prior roles at Ohio National Financial Services, The O.N. Equity Sales Company, and Woodbury Financial Services. She is also involved with Plan A and B, Inc., a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Shannon Schott 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, Schott worked in education at several high schools, including Liberty High School and Castle View High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Aaron Zimmerman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Colorado Springs, CO, he is also a partner in a commercial real estate venture, RMDC Properties. 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 and investment solutions, supported by a large network of financial advisors and a variety of affiliated financial services.

Andrew Rothenbury is a financial advisor with Thrivent Investment Management based in Colorado Springs, CO. He holds Series 66 and Series 63 designations and has six years of industry experience. His prior work includes roles at Thrivent Financial, Cherry Creek Systems, University of Colorado Colorado Springs, Premier Roofing, and Discount Tire. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on various financial topics, with options to combine planning and managed-account services under a consolidated billing structure called “WealthPlan.”

Kyle Michael is a Series 65-licensed financial advisor with Primerica Advisors in Colorado Springs, CO, bringing eight years of industry experience. He has held roles at Falcon Aero Lab, Colorado AeroLab, and Wolverine Construction, and has been with Primerica since 2017. Outside of his advisory work, he is involved with High County Home Educators. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and oversees trade execution and custody through BNY Mellon Advisors and Pershing.

Liam Wynne is a financial advisor at Edward Jones in Monument, CO, holding a Series 66 designation with eight years of experience. His prior career includes ownership of Mickey's Meals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

David Luebke is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Cetera since 2017, including time at Cetera Wealth Services, LLC, and previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc. Outside of his advisory role, he serves as a director of Noshee Ranches Inc, a landholding entity used for agriculture and hunting. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Douglas Owens is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2006. Owens is also involved in sales of investment and loan products, as well as referrals for home security and automation services through related Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses an independent due-diligence consultant to oversee portfolio management.

Mark Nelson is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Figurski is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been associated with PFSI Investment Inc. since 2018 and Primerica Financial Services since 2017. Outside of advisory roles, he is involved in sales related to loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Scott Arrasmith is a financial professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. and Ameriprise, and serves as president of Quantum Asset Management Inc. He is registered with Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals utilizing proprietary and third-party model strategies across multiple platform arrangements.

Candace Doverspike is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 designation and has worked previously at Merrill, Bank of America, and AXA Advisors. Outside of her advisory role, she is involved in cosmetics and e-commerce businesses, including a long-term partnership with Mary Kay. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Timothy Thurston is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Fort Lewis College Investment Committee, providing guidance on investment allocations. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Richard Stevens is a financial advisor with LPL Financial based in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. His work history includes positions with Frank Dearden, PowerNet, and Waddell & Reed, Inc. Stevens is also a radio host and speaker through his enterprise Dad, CFO, and serves on a nonprofit board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Wallace is a financial advisor with Cetera in Colorado Springs, holding a Series 66 credential and 11 years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for 11 years and operates his own business, RT Course Wealth Management, since 2014. Outside of finance, he serves as a minister and teacher at True North Ministry and is involved with a handyman business focused on modular home foundations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, featuring discretionary and non-discretionary options across multiple program structures.

Jesus Gil is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Goldman Sachs, Charles Schwab, and T. Rowe Price. Gil is based in Colorado Springs, CO. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Andrew Kessler is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Timothy Watson is a CFP® professional with 22 years of experience in the financial services industry. He is currently a partner at EverOak Wealth Co., LLC and has worked at Cetera and its affiliated entities since 2023. His prior experience includes 16 years at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Watson serves on the board of the EverOak Foundation, a nonprofit organization involved in charitable giving. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through discretionary and non-discretionary authorities, with access to affiliated and unaffiliated managers across various program structures.

Jeffrey Thomas is a Series 66-licensed financial advisor with Edward Jones in Colorado Springs, Colorado, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is a shareholder of a lawn maintenance business based in Colorado Springs. 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 programs and investment solutions, operating under a fiduciary standard and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Michael Didion is a financial advisor with LPL Financial in Colorado Springs, CO, holding the CFP® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Didion is also owner of Didion Tax Services LLC, a tax preparation and accounting business. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.