Shane Kenne is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare and senior living roles, including operating a small business focused on fall prevention. He also volunteers by providing transportation for residents at a long-term care facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm has a large national presence and offers various managed solutions, separately managed accounts, and affiliated funds under a fiduciary standard.

Allison Ward is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has prior work experience at KYO and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Bill Spurlock is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked for DePuy Synthes, a Johnson & Johnson company, from 2014 to 2019. Outside of his advisory role, he owns and manages livestock through Spurlock Land & Cattle LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Caitlin Fallon is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity in 2022 as a Planning Consultant before advancing to her current position. Prior to that, Caitlin gained extensive experience at T. Rowe Price from 2011 to 2022, holding various roles including Associate Client Engagement Manager and Financial Correspondence Senior Writer. Her professional background spans financial planning, client engagement, and investment services. Caitlin holds an insurance license in Arkansas, supporting her ability to provide comprehensive financial guidance. She emphasizes the importance of trust and understanding in financial planning, focusing on listening and tailored advice to help clients achieve their goals. Outside of her professional work, Caitlin is engaged in family activities and enjoys outdoor pursuits such as hiking and running. She values her role as a parent and spends time with her husband and two children.

Kevin Dunbaugh is a CFP®-certified financial advisor with Edward Jones in Colorado Springs, CO, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Outside of his financial advisory role, he serves as an ordained permanent deacon with the Diocese of Colorado Springs. 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.

Lisa Forbes is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Forbes was previously the owner of a non-investment-related business, Forbes Professional Services, which was recently deactivated. Ameriprise serves clients primarily through a retirement-income planning service focused on individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations, with a notable emphasis on assets held in Ameriprise-managed accounts.

Bryan Sanson is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. He also owns and operates BDS Group, LLC, a financial planning and wealth management company. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Sandaru Jayanetti Koralalage is an Investment Consultant with experience at Fidelity Investments. He has held roles including Wealth Management Specialist, High Net Worth Associate, and Customer Services Representative from 2021 through 2026. His professional focus is on helping clients build confidence in their financial futures through thoughtful planning and personalized investment strategies. Sandaru aims to create a supportive, relationship-driven experience where clients feel informed, understood, and empowered throughout their financial journeys.

Austin Le Gault is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Vectra Bank, US Bank, First Western Trust, Lowes, MBank, and Bank of Ann Arbor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

David Fernow is a Series 66-licensed financial advisor with Thrivent Investment Management in Colorado Springs, CO. He has been with Thrivent and its affiliates since 2025. Prior to joining Thrivent, Fernow worked at Hanger Clinic and Pacific West Ambulance, and he is also involved as cofounder and lead game designer of Fernhamer Games LLC, focusing on the development of an online text-based fantasy game. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivered as standalone services without portfolio management or institutional advisory mandates.

Darwin Buhler is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His background includes roles at Fidelity Investments and work related to Brigham Young University and the Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Cynthia Jahn is a financial professional with 11 years of industry experience, currently associated with Cetera. She holds the Series 66 designation and has worked at firms including Strategic Financial Partners and IMG Financial Group, Inc. Jahn serves as a board member of Divine Redeemer Parish Council in Colorado Springs. Cetera Investment Advisers LLC is an SEC-registered adviser delivering services through a large network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers.

Adam Grayson is a financial advisor at Edward Jones in Palmer Lake, CO, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Grayson is involved in organization and leadership development as an executive coach and adjunct faculty through Grayson Consulting LLC. 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 strategies, supported by a large national network of financial advisors and branch offices.

Craig Ketcham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he owns Ute Mountain Armory, a business unrelated to investment activities. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from multiple sources.

Brandon Willert is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Colorado Springs, CO. Outside of his advisory work, he owns rental properties but does not have active responsibilities related to them. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Trevor Tillett is a Financial Consultant currently with Fidelity Investments, where he partners with clients to understand their financial needs and develop personalized financial plans aligned with their unique goals. He implements strategies designed to help clients work toward their desired financial futures. Trevor has held various roles in the financial services industry, including Financial Advisor at Focus Financial and Regional Vice President - Retirement Consultant at Allianz Life Financial Services LLC. His experience spans advisory and leadership positions, providing him with a broad perspective on financial planning and retirement consulting. Outside of his professional work, Trevor enjoys spending time in the Colorado mountains and engages in activities such as fishing, fitness, football, hiking, and running.

Nicole Baca Smith is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2018 and previously was with Allstate Insurance from 2010 to 2018. Nicole is also an ambassador for The Dames, a networking group in Denver, where she supports member engagement and event planning. 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 large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Konner Witt 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 in 2024, he served eight years in the United States Air Force. He volunteers as an assistant wrestling coach for the District 20 School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Starling is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has prior experience at Parkland Securities and SPC. Starling also owns and operates a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Durham is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Durham is based in Colorado Springs, Colorado. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning, focusing on dependable income sources and tax-aware withdrawal strategies.