Joel Malick is a financial advisor at Cetera with 25 years of industry experience. He has held positions at firms including Everoak Wealth Co and Securian Financial Services, Inc. Outside of his advisory role, Malick is an author, podcaster, and speaker focusing on non-financial aspects of life planning, and he serves as president of Crossfire Ministries as well as a board member of multiple nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors and features a multi-manager platform with access to affiliated and unaffiliated investment strategies.

Ashley LaMothe is the Vice President and Financial Consultant at Fidelity Investments. She is a Certified Financial Planner™ who works closely with clients to understand their unique situations, goals, and financial needs. Ashley focuses on developing comprehensive financial plans to help clients build confidence in their financial futures. Her professional experience includes roles at Fidelity Investments since 2013, progressing from Investment Solutions Representative to Vice President, Financial Consultant. Prior to Fidelity, she was an Investment Consultant at Vanguard from 2009 to 2013. Outside of work, Ashley enjoys hiking with her husband, their infant son, and their four dogs in the Colorado mountains.

Michelle Hylton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Addison Avenue Investment Services since 2014 and has been with Raymond James Financial Services Advisors, Inc. since 2012. In addition to her advisory roles, she provides financial advice to members of Addison Avenue Investment Services in Colorado Springs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and customized planning to support client goals and provides a range of advisory programs, including specialized services in municipal advisory and SIMPLE IRA plan consulting.

Troy Kimball is a financial advisor with Raymond James Financial, holding CFP® and Series 66 designations and bringing 10 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016 and is also associated with The Compass Wealth Group. Kimball performs general office duties at The Compass Wealth Group in addition to his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Randy Halfpop is a CFP® certified financial advisor with Raymond James Financial, where he has worked since 2004, accumulating 23 years of industry experience. He serves as a director and finance committee member at the Fort Collins Country Club and is a partner in a Pickleball franchise in Loveland, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning supported by advanced analytical tools.

Dasom Lee is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, Lee worked at Tamice and Midtown West Hotel. Outside of advising, Lee is a member of the finance committee at Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, 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 a large nationwide network of advisors and branches.

Ilse Heflin is a Series 66-licensed financial advisor with Edward Jones in Colorado Springs, CO. She has seven years of industry experience and has been with Edward Jones since 2016. 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 investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Mesward is a financial advisor with LPL Financial, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a home-based fiduciary business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources alongside discretionary and non-discretionary management options.

Kevin Bray is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes service in the United States Air Force from 2016 to 2022 and roles at Aleut Federal LLC and a period of retirement before joining Edward Jones in 2025. 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 strategies supported by a large national network of financial advisors and branch offices.

Daniel Bjorklund is a financial advisor with OSAIC Wealth Inc., holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include five years at T. Rowe Price and earlier positions in retail jewelry firms. Outside of his advisory work, he is involved in writing appraisals and selling custom jewelry through his own business and prepares income tax returns with NCN Financial LLC. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management options, employing asset-allocation tools and multiple third-party platforms.

Laura Downs is a Planning Consultant at Fidelity Investments, where she works with clients to develop personalized financial plans that align with their goals, values, and aspirations. She aims to provide guidance and strategies that help clients make informed financial decisions. Laura has been with Fidelity Investments since 2024, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a broad understanding of client needs and financial planning processes.

Walter Cinocco is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with LPL Financial since 2010 and also founded Asset Architects LLC in 2015. Outside of financial advising, he is a vice president and 49% shareholder of EHN Companies, Inc., a family business involved in kitchen design and interior decorating. LPL Financial serves a broad client base that includes individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Thomas Tang is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Raymond James Financial Services and Beacon Light LLC. Tang also manages Tang Wealth Management, a separate business entity for tax and investment purposes. LPL Financial serves 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Clayton Ernst is a CFP® with 31 years of industry experience, currently serving at Edelman Financial Engines in Colorado Springs, CO. He has worked with Financial Engines Advisors L.L.C. since 2018 and was previously with EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment process emphasizes diversified model portfolios, long-term orientation, and fiduciary responsibility under ERISA, offering a range of discretionary and non-discretionary advice supported by proprietary modeling and planner delivery.

David Lalonde is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 65 and Series 63 licenses and totaling 22 years of industry experience. His prior roles include positions at Rocky Mountain College Planning Solutions, Rocky Mountain Wealth Partners, Geneos Wealth Management, and Presidential Brokerage. He is also the owner and president of Lalonde & Associates LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.

Edward Frelly is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Waddell & Reed, Inc., and Rebekah Von Berg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Lang is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Raymond James in 2025, he spent 10 years at Commonwealth Financial Network. Outside of his advisory role, Lang owns a catering business focused on pig roasting and manages several real estate holdings. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs in areas such as municipal finance and SIMPLE IRA employer advisory services.

Brian Wortinger is a financial advisor with Edward Jones in Monument, CO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to entering the financial industry, he served in the United States Army for 30 years and worked at Colorado Springs Utilities for four years. Outside of his advisory role, Wortinger is involved in entertainment advising through Fireshoe Entertainment LLC and provides non-financial consulting services via JobbWon, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Brad Lundberg is a financial advisor with Edward Jones in Monument, Colorado. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience, including 24 years with Edward Jones. He serves on the Finance Committee of World Radio Missionary Fellowship Inc. (Reach Beyond) in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Dennis Lefevre is a CFP® professional with 25 years of experience in financial advising. He is currently with Cetera in Colorado Springs, CO, and previously worked at Concourse Financial Group Securities Inc and Everence Trust Company. He serves as treasurer on the board of Rocky Mountain Mennonite Camp and assists with bookkeeping duties for a pottery business owned by his spouse. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers via a multi-manager platform with multiple program structures and custodial relationships.