Toni Abate is a Planning Consultant at Fidelity Investments, where she works with clients in the local community to create and maintain financial plans tailored to their personal needs and goals. She focuses on understanding each client's unique objectives to help implement strategies that provide confidence in their financial outlook. Toni has experience as a Planning Consultant at Fidelity Investments since 2021. Prior to this, she served as a Servicing Advisor at Carlson Financial from 2018 to 2021 and as a Financial Representative at T. Rowe Price from 2016 to 2018. Outside of her professional work, Toni enjoys playing golf, exploring various painting techniques, and discovering the sites of Colorado.

Carma Van Orman is a Financial Advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2020. Prior to joining the financial services industry, she spent ten years at Cheyenne Mountain Dental Group. Van Orman serves on the Board of Directors for Holy Cross Lutheran Church as a Member at Large. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across various financial planning topics without portfolio management or discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option called “WealthPlan.”

Steven Paradis is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The ON Equity Sales Company and Ohio National Financial Services. He has also operated Heritage Capital Concepts LLC since 1990. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolios, supported by various investment strategies and technology tools.

Paul Gamache is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation and 13 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he is involved in managing several rental properties through various LLCs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account options under a consolidated billing system while maintaining separate service offerings.

Jake Venable is a Financial Consultant currently working with Fidelity Investments since 2024. He has built his career in the financial services industry, previously holding positions at Charles Schwab including Vice President - Financial Consultant from 2021 to 2024, Investment Consultant from 2018 to 2021, and Stock Broker from 2016 to 2018. His professional focus centers on providing clients with trusted financial advice and developing financial roadmaps tailored to withstand market and life uncertainties. Jake emphasizes understanding each client's unique story and priorities as part of his approach to financial stewardship. Outside of his professional work, he spends time with his wife and two children. His personal interests include camping, family activities, fishing, football, and music, where he is an instrumentalist.

Amber Jack is a financial advisor with Edward Jones in Colorado Springs, CO. She holds the Series 66 designation and has seven years of industry experience, including six years at ALJ Business Services, LLC prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies and operates a large network of financial advisors and branch offices across the United States.

John Policastro is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2011. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Andrew Fulfer is a financial advisor at LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 licenses. He joined LPL Financial in 2025 and has prior experience with MountainTop Financial, LLC, and Paravicini's Italian Bistro. 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 and access to various investment strategies, supported by its extensive network of advisors and a broad platform of financial products.

Kirby Zeller is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera Advisors LLC since 2013. Zeller operates a separate wealth management practice and is also licensed to sell life, health, annuities, and disability insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Locke is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the US Air Force for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large network of financial advisors and branch offices nationwide.

Melissa Keese is a financial advisor with Raymond James Financial in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. She has worked with Raymond James since 2012 and also has experience at First Tech Federal Credit Union and Addison Avenue Investment Services. Outside of her advisory role, she serves as a CNA for a special needs child. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining unique municipal advisory affiliations and specialized consulting programs.

David Lawyer is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at several firms, including Lincoln Financial Securities Corporation and First Command Advisory Services. He is also a board member and president of a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platform arrangements, incorporating proprietary and third-party model strategies with both discretionary and non-discretionary options.

Daniel Urquidi II is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Jeffrey Maclean is a financial advisor at LPL Financial in Colorado Springs, CO, with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved with nonprofit and community activities, including a position with the Association of Graduates and engagement with local organizations such as I Am A Santa and KoKua. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational resources.

Nigel Grant is a CFP® professional affiliated with Edward Jones, based in Colorado Springs, CO, with 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves since 2008. Outside of his advisory role, he owns and operates a lawn care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Gilad Shwartz is a financial advisor with Edward Jones in Larkspur, Colorado, holding the ChFC® and Series 66 designations, and has 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he volunteers with the Larkspur Fire Protection District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Shayna Winslow 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, she worked in various educational roles, including positions at Academy District 20 and Santa Clara Unified School District. Outside of finance, Winslow was an independent hairstylist for over a decade. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branches.

Stephanie Colgate is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent since 2022. Outside of her advisory role, she serves as a committee member and secretary for Girls on the Range Athletics, a local booster club supporting female athletes, and participates as a brand partner with Young Living Essential Oils. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing program called WealthPlan.

Julia Falletta Dinkel is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she owns LHHQ Enterprise, LLC, a business leasing heavy equipment in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ricky Isaac is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cambridge since 2003 and previously operated Isaac Financial Services, Inc. He is also involved as an independent insurance agent and owns a small business in the sport, fitness, and gaming sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to unaffiliated strategists, with an emphasis on tailored client solutions.