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.

Grace Lobato is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Apria Healthcare and Colorado State University-Pueblo. She has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anthony Price is a financial advisor with Charles Schwab in Colorado Springs, CO, holding a Series 66 license and 18 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank SSB since 2012 and 2013, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining large-scale operations with integrated custody and advisory services.

Michael Garcia is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Walsh & Associates. Outside of his advisory role, Garcia serves as an assistant football coach at St. Mary’s High School and is a member of the Strategic Advisory Council at St. Gabriel Classical Academy in Colorado Springs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jake Marchesani is a financial advisor with Primerica Advisors based in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His work history includes roles at Jimmy John, Larry H. Miller Toyota, Freedom Honda, PFS Investments Inc., and Primerica Financial Services. He has also been involved in sales of investment-related products and has experience with mortgage and home services referrals. Additionally, he coached soccer for Pride Soccer Club in 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model featuring tiered wrap fees and ongoing oversight of its investment offerings.

Daniel Tafoya is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at T. Rowe Price Advisory Services, USAA Financial Advisors, and Confidence Wealth Management. Outside of advising, he is the owner of Digital Stage Bookkeeping, LLC, a bookkeeping business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and manages portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisory team and scalable digital platform.

William Proctor is a financial advisor at LPL Financial with 36 years of industry experience, including 35 years at LPL. He holds a Series 63 designation and is based in Colorado Springs, Colorado. Outside of his advisory role, he is involved in tax preparation and accounting services through WSP Tax Services. LPL Financial is a national 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 retirement consulting, utilizing discretionary and non-discretionary management along with research from multiple sources.

Ian Glassford is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. He specializes in assisting families with wealth management, including preservation, taxation, legacy planning, personal retirement planning, individual and corporate investment strategies, tax minimization, and retirement income. Prior to his current role, Ian held positions as a Private Banker at Republic Bankcorp from 1989 to 1997, Private Banker and Regional Sales Manager at KeyPrivateBank from 1997 to 2006, Banker at JPMorgan from 2006 to 2014, and Banker at Wells Fargo Private Bank from 2014 to 2020. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Carleton University. Ian follows the Merrill tradition of community involvement through volunteering. His personal interests include fishing, golfing, ice hockey, reading, skiing, traveling, and spending time with his family. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

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.

Glenn Grosh is a CFP®-designated financial advisor with LPL Financial, based in Colorado Springs, CO, and has 30 years of industry experience. Prior to joining LPL Financial in 2017, he worked for nine years at National Planning Corporation. Outside of his advisory work, he composes and posts original music for digital download. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jacob Larsen is a financial advisor at Edward Jones in Colorado Springs, CO, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Mary Lamphere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at ENT Credit Union and CUSO Financial Services, LP. Lamphere operates in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Dean Steinert is a financial advisor with LPL Enterprise based in Colorado Springs, CO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Steinert serves as a board member for the Tre Torre at SouthPark Owners Association, a nonprofit organization in Littleton, CO. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging both internal and third-party investment strategies within an integrated platform that also includes insurance products and lending programs.

Jill Wilson is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 66 credentials and having 32 years of industry experience. Her prior firms include Stifel Nicolaus & Co Inc and Wedsush Securities Inc. She is also a commissioned Notary Public for the State of Colorado. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, with an emphasis on tailored client plans supported by research and multiple portfolio management styles.

Robert Hoffman is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He worked at Wells Fargo Advisors from 2009 to 2016 before joining Edward Jones in 2017. Outside of his advisory role, he is a partner and investor in a family-operated microbrewery in Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Chad Sheiner is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding a Series 66 license and six years of industry experience. His background includes three years at City National Bank and four years of service with the U.S. Air Force. He is the owner of a networking group for United States Air Force Academy alumni and provides limited strategic support to a medical spa owned by his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jorge Rodriguez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2017, respectively. He is based in Colorado Springs, CO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

Bradley Kellen is a financial advisor at Cetera with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Kellen has held roles with Cetera Advisors LLC and Elite Financial Services Inc. since 2013 and has been active with Nelico since 2000. Outside of advisory work, he is involved with Bikers Against Child Abuse as an international agency liaison and chapter vice president, conducting educational workshops and overseeing agency liaisons in multiple countries. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports various program structures with over $256 billion in assets under management and a network of more than 10,000 advisors.

Robert Lydzinski III is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and previously worked for 13 years at T. Rowe Price Investment Services, Inc. before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that include tailored strategies supported by firm-approved planning tools and modeling techniques.

Ruth Obrien is a financial advisor at OSAIC with 43 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes roles at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years and Triad Advisors for 5 years prior to joining OSAIC. Outside of her advisory work, she is a partner in Sirvaitis O'Brien LLLP. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with a platform that includes multiple mergers and third-party service arrangements.