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.

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.

Randy Ward is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Cetera and has previously worked with Minnesota Life Insurance Company, Securian Financial Services, and Strategic Financial Partners. In addition to his advisory role, he serves on the boards of the Everoak Foundation and Emmanne Ministries, nonprofit organizations involved in philanthropic oversight and management. Cetera Investment Advisers LLC is a large nationwide SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

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.

Jeffrey St Gelais is a CFP® with 10 years of industry experience, currently affiliated with Cetera. He has worked at Cetera since 2023 and concurrently serves as a financial professional with Everoak Wealth Co., a financial services firm. His prior experience includes roles at Securian Financial Services Inc and Northwestern Mutual Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers and a variety of program structures.

Daniel Urquidi II is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and advanced portfolio management technologies.

Krista Goode is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in community and business networking activities in Colorado Springs, including serving as a board member at the Colorado Springs Country Club and participating in international networking groups such as eWomen Network and BNI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Maclean is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved with an organization called I Am A Santa and has employment with KoKua in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of research resources.

Christopher Pagan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Ent Credit Union, CUSO Financial Services, Charles Schwab, and USAA Financial Planning Services. He serves as a board member for the Audi Club Rocky Mountain Chapter and is involved in rideshare driving and a peer-to-peer car-sharing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating research-backed model portfolios and multiple management strategies.

Gary Mills is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, with a prior one-year tenure at Tmfs Advisors, LLC. Mills is based in Colorado Springs, CO. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

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.

Gordon Crom is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. and Wyle Inc - CAS Group. Outside of his advisory role, he owns and operates a tax preparation business and is licensed as a life insurance agent. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, employing a variety of portfolio construction tools and third-party solutions.

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.

Christopher Johnson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management. Johnson is also a co-owner of a family rental property business in Monroe, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ricky Isaac is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with Cambridge Investment Research, Inc. since 2003. Outside of advising, he owns a business focused on sport, fitness, and gaming. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.