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.

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.

Jonathan Wieland is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. since 2019. Prior to that, he worked for Edward Jones for 19 years. Outside of advising, he manages a small portfolio of personally held rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance advisory.

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.

Karina Kopaniecka is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Raymond James, Morgan Stanley, and Thornburg Investment Management. Karina is based in Colorado Springs, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, supporting a range of advisory strategies implemented by its network of investment adviser representatives.

Walter Cinocco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and was previously affiliated with Edward Jones. Outside of his advisory work, he is vice president and a 49% shareholder in a family business specializing in kitchen design and interior decorating. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by advanced operational tools and a broad suite of non-advisory financial products.

Thomas Tang is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Edward Jones, and Insurance Designers of Colorado. Outside of his advisory work, he has involvement with Tang Wealth Management, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services delivered through a large network of advisors utilizing various investment strategies and operational tools.

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 63 and Series 65 licenses and possessing 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. Outside of his advisory work, he is the owner and president of Lalonde & Associates LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools while overseeing over $819 billion in discretionary assets.

Edward Frelly is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Rebekah Von Berg, Waddell & Reed, Inc., and Edward Jones. Based in Colorado Springs, CO, Frelly maintains his practice through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Donna Caplan is a financial advisor with Primerica Advisors in Monument, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2009. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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.

Ian Glasgow is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at T. Rowe Price for 12 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Max Zubiate is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 30 years of industry experience. He has worked at Cetera and affiliated firms since 2015 and has operated Academy Wealth Management Group, a financial services group, since 2015. He is also an insurance agent specializing in fixed and term life insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Clayton Worthington is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Colorado Springs. Prior to joining Edward Jones in 2021, he was involved with USA Cycling and Progressive CrossFit, where he also offers part-time coaching and personal training. He serves on the board of directors for the Front Rangers Cycling Club, a local youth cycling organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, providing a range of advisory programs including discretionary and non-discretionary strategies. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Jacob Baugher is a Financial Consultant currently working at Fidelity Investments since 2023. He has prior experience as a Financial Advisor at Carlson Financial in 2022 and as a Paraplanner at Chrysalis Wealth Management from 2021 to 2022. Jacob is a Certified Financial Planner (CFP®) and holds a California Insurance License. With a background as a former Marine Corps officer, Jacob integrates his leadership and strategic skills into his financial consulting practice. He focuses on developing personalized financial strategies tailored to his clients' unique goals and aims to build strong, trusting relationships to support individuals and families in securing their financial futures. Outside of his professional work, Jacob's personal interests include cooking and baking, hiking, military service, and movies.