Samantha Brees is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience at Veterans United Home Loans and Clarksville Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anne Fichter is a financial advisor with Edward Jones in Woodland Park, Colorado, holding a Series 66 designation and currently with one year of industry experience. Prior to her role at Edward Jones, she operated a bed and breakfast, OH2CO LLC dba Pikes Peak Paradise Bed & Breakfast, from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, fiduciary standard, and integrated capabilities including trust services and securities-based lending.

Andrew Grages is a financial advisor with Edward Jones based in Colorado Springs, CO. He holds a Series 66 designation and has three years of industry experience, including previous roles at Edward Jones and experience in the US Army and Colorado National Guard, where he serves as a Sergeant First Class. Outside of advisory work, he has been involved in operating a real estate business, currently in the process of closing. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

Isabella Langusch is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through various positions including Financial Representative, Investment Consultant, and Planning Consultant. Her professional experience spans multiple facets of financial planning and investment consulting. Isabella emphasizes creating a welcoming environment where clients feel comfortable sharing their financial goals and concerns, allowing her to provide personalized guidance. Outside of her professional work, Isabella enjoys activities such as board games, golf, hiking, skiing, soccer, and spending time with her pets.

Danielle Plumb is Vice President, Wealth Planner at Fidelity Investments, where she has served since 2018. She specializes in wealth planning, assisting families in navigating the complexities of financial planning to achieve their financial goals. Prior to her current role, Danielle held positions at Fidelity Investments including Vice President, Financial Consultant from 2016 to 2018, and Financial Consultant from 2011 to 2016. Her earlier career includes roles at T. Rowe Price from 2002 to 2011, where she progressed from Retail Sales Investment Specialist & Senior to Investor Center Branch Manager. Danielle also worked at Bear Stearns as an Associate Equity Research Analyst and Junior Economist, and at Merrill Lynch as an Investment Strategy Associate and Intern. She holds an Arkansas Insurance License. Outside of her professional work, Danielle enjoys cooking and baking, gardening, and hiking.

Jeffrey Maciejewski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he served in the United States Air Force from 2015 to 2017. He holds the Series 66 designation and is based in Colorado Springs, CO. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Surma is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of a solar cell manufacturing business in Rockford, Michigan. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages roughly $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kellan McIntire is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, progressing through positions including Financial Representative and Investment Consultant. In his capacity as a Financial Consultant, Kellan focuses on understanding clients' unique financial situations and connecting them with the resources available at Fidelity Investments. Kellan is a native of Colorado Springs. Outside of his professional work, he enjoys board games, family activities, football, running, and social events with friends. He lives with his wife and two children, and they enjoy hiking, camping, and biking together.

Glen Melin II is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Colorado Springs, CO. He has experience working at NOVA Financial Services LLC and served in the United States Army for 11 years prior to entering the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering both one-time and ongoing planning relationships.

Kari Francisco is a Series 66-licensed financial advisor with Ameriprise in Colorado Springs, CO, with 36 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory work, she serves as a bookkeeper for Faith Presbyterian Church. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and investment recommendations focused on dependable income and tax-aware withdrawal strategies.

Eric Mathis is a financial advisor at Fidelity with a Series 66 designation and approximately eight years of industry experience. His prior roles include positions at RT Specialty, McGriff Insurance Services, and Travelers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Marianne Mittelstadt is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 65 designation and previously worked at H&R Block, Analytic Illustrators, Ent Credit Union, and Wells Fargo. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management approaches and both proprietary and third-party investment strategies.

Jeffrey Marks is a financial advisor with Cetera, holding the ChFC® and Series 63 designations, and has 41 years of industry experience. He has worked at Cetera and its affiliates since 2017 and founded Prime Financial Strategies, where he serves as president. Marks also acts as a successor trustee for a family trust. Cetera Investment Advisers LLC provides a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors.

Katharine Euler is a financial advisor with LPL Financial in Colorado Springs, CO. She holds a Series 66 designation and has nine years of industry experience, having worked at LPL Financial since 2017. Outside of her advisory role, she is a co-owner of a local Baskin Robbins franchise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Morgan Heintzeman is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Fishbowl Inventory, EverCommerce, and Cochlear Americas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sarah Lewis is a financial advisor with Osaic Wealth, Inc. based in Colorado Springs, CO. She holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic, she worked at Woodbury Financial Services and has been involved with NCN Financial LLC since 2018, where she serves as an Enrolled Agent and member, providing tax return preparation and website management. In addition to her advisory role, she works as a life insurance agent. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

Rebecca Bayless is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial in Colorado Springs, CO. She has worked at LPL Financial since 2006 and has been involved with Western Wealth Advisors since 2015. Bayless also provides advisory services at Climb Credit Union and through Asset Architects, LLC. 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 offers a variety of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.