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.

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.

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.

John Ferguson Jr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services and Strategic Financial Partners. He serves as an advisory board member for the SCI Foundation and is a general partner of a family farm used by local farmers for crop growing. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a network of over 10,000 advisors and managing assets exceeding $256 billion.

Jaymi Farrell is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at UBS Financial Services, Fidelity Investments, and USAA Financial Planning Services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options, supported by proprietary research and a centralized service team.

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.

Douglas Brown is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2014. In addition to his advisory role, Brown is involved with Chief Capital LLC, an investment-related entity, and owns Chief M3 Real Estate LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading through BNY Mellon Advisors.

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.

Bill Spurlock is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked for DePuy Synthes, a Johnson & Johnson company, from 2014 to 2019. Outside of his advisory role, he owns and manages livestock through Spurlock Land & Cattle LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

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® and holds a Series 66 license. He has 15 years of industry experience and has been with Edward Jones since 2011. Outside of his financial advisory role, he serves as an ordained deacon with the Diocese of Colorado Springs. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Cameron Anderson is a financial advisor with LPL Financial in Peyton, CO, 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, and Charles Schwab. Outside of advisory work, he managed Ever Forward Travel LLC from 2018 to 2021. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Bryant Whitehead is a financial advisor at Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses. He joined Primerica Advisors in 2025 and has prior work experience including roles at Instacart and Jimmy Johns. Outside of his advisory role, he works as an Instacart driver and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lauren Pereira is a financial advisor with Primerica Advisors based in Colorado Springs, CO. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at PFS Investment Inc, Service Source, and Primerica Financial Services, as well as involvement with QContrive Marketing and previous experience in the restaurant and wholesale home design sectors. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Bryan Sanson is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. He also owns and operates BDS Group, LLC, a financial planning and wealth management company. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Neil Marks is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 15 years of industry experience. He has worked at Cetera since 2017 and was previously associated with National Planning Corporation. Marks serves as treasurer for the Pikes Peak Library District Foundation, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated third-party managers.