Jeffrey Markewich is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Spire Wealth Management, Intervest International, and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Fulfer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has prior experience at Waddell & Reed, Inc. and his own firm, Mountain Top Group LLC. Outside of his financial career, he has been involved with Special Olympics Colorado since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 plan consulting, utilizing research and model portfolios from internal and third-party sources.

Nicole Gillin is a financial advisor with LPL Financial in Colorado Springs, CO. She holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Rocky Mountain Wealth Partners / Geneos and has experience in education and health services sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Ryan Sweeney is a financial advisor at Raymond James Financial with nine years of industry experience. He has held roles at Commonwealth Financial Network and Vanguard Marketing Corporation prior to joining Raymond James in 2025. Outside of his advisory work, he is associated with Lang Investment Services, a non-investment-related business based in Monument, CO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Glenn is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, Glenn is involved in managing investment properties through a realty partnership. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based planning without discretionary portfolio management. The firm offers integrated financial planning and managed-account options, emphasizing ongoing plan reviews and client engagement through its network of advisors.

Brooke Attaway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brooke worked at multiple financial service firms, including Security Service Investment Group and Raymond James Financial Services, and has experience in hospitality and community organizations such as Jim's Neighborhood Lounge and the YMCA of the Pikes Peak Region. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Steven Begley serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. In this capacity, he focuses on providing education around various financial topics to develop personalized plans tailored to clients' unique situations. Steven is dedicated to simplifying complex financial matters to offer clients peace of mind. His career at Fidelity Investments spans over a decade, beginning in 2013 as a Defined Contribution Representative II. He progressed through several roles, including Workplace Planning & Guidance Consultant I, II, and III from 2014 to 2020, Financial Consultant from 2020 to 2023, and Vice President, Financial Consultant from 2024 to 2025 before assuming his current position. Outside of his professional responsibilities, Steven has interests in cars, fitness, food, golf, kayaking, and reading.

Ashley Malik is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Primerica since 2022 and is also the owner of Chrysanthemum Apparel, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Douglas Dirksen is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is president of Integro Wealth Advisors and CEO of Mountain West Delivery Systems, a business that provides vending services, RV rentals, and collectible sales. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary financial planning and investment consulting using advanced analytic tools, and supports institutional consulting and portfolio management through a large advisor network.

Rob Lewis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Rob worked at USAA as a Wealth Advisor from 2018 to 2020 and as a Financial Advisor from 2017 to 2018. He began his career at Summit Wealth Management, where he was a Financial Planning Analyst from 2012 to 2014 and then an Associate Financial Advisor from 2014 to 2016. Rob is a CERTIFIED FINANCIAL PLANNER™ and holds insurance licenses in Arkansas and California. He focuses on helping clients develop comprehensive and personalized financial plans that align with their individual goals. Rob emphasizes understanding the details of each client's personal and financial situation to create customized financial strategies.

Deborah Nightingale is a Series 66 credentialed financial advisor with 12 years of industry experience. She currently works at OSAIC and previously spent 10 years at Woodbury Financial Services, Inc. Outside of her advisory role, she is also a certified scuba instructor teaching diving skills and advanced training. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with tools for asset allocation, risk assessment, and portfolio management across a range of investment types.

Nathanael Juvera is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at Ent Credit Union for eight years before joining Edward Jones in 2023. Outside of his advisory role, he manages a single-family rental property in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jaymi Farrell is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 63, Series 66, and Series 65 credentials and 14 years of industry experience. Prior to joining Ameriprise in 2025, Jaymi worked at UBS Financial Services, Inc. and Fidelity Investments, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating research and algorithmic analysis within a defined investment ecosystem.

Ryan Farrell is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Brokerage Services, Peyton Resource Group, USAA Financial Advisors, Colorado Air National Guard, Folio Investments, and TIAA. Outside of finance, he works as a sales associate at an Oakley retail store in Castle Rock, Colorado. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with personalized recommendations delivered by a centralized consulting team.

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.

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.

Jonathan Harnish is a financial advisor with Cetera, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Cetera in 2025, he worked at T. Rowe Price from 2017 to 2025. He also provides investment, financial planning, and charitable planning services through Everence Trust Company and related Everence entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.