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Sandaru J

Series 63, Series 66

Colorado Springs, CO

Fidelity

Sandaru Jayanetti Koralalage is an Investment Consultant with experience at Fidelity Investments. He has held roles including Wealth Management Specialist, High Net Worth Associate, and Customer Services Representative from 2021 through 2026. His professional focus is on helping clients build confidence in their financial futures through thoughtful planning and personalized investment strategies. Sandaru aims to create a supportive, relationship-driven experience where clients feel informed, understood, and empowered throughout their financial journeys.

Wealth management Active portfolio management Financial Professional
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Austin L

Series 66

Colorado Springs, CO

Edward Jones

Austin Le Gault 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. Prior to joining Edward Jones, he held positions at Vectra Bank, US Bank, First Western Trust, MBank, and Bank of Ann Arbor. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jason C

CFP®, Series 63, Series 66

Colorado Springs, CO

Edward Jones

Jason Cunningham is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Colorado Springs, CO, he holds Series 63 and Series 66 licenses. Outside of his advisory work, he is involved in the maintenance of a rental property in Colorado Springs. Edward Jones is a full-service wealth management firm with more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner Technology Professional
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Joshua J

Series 63, Series 65

Colorado Springs, CO

Primerica Advisors

Joshua Johner is a financial advisor with Primerica Advisors in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. Johner also owns Johner and Associates, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Eleanor K

Series 66

Colorado Springs, CO

Ameriprise

Eleanor Kagarise is a financial advisor at Ameriprise Financial Services based in Colorado Springs, CO. She holds the Series 66 designation and began her advisory career in 2025. Outside of her advisory role, she has long-term involvement with the Coalition Volleyball Club and previously worked for the Lewis-Palmer School District #38. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David F

Series 66

Colorado Springs, CO

Thrivent Investment Management

David Fernow is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Hanger Clinic and Pacific West Ambulance. Outside of his advisory role, Fernow co-founded Fernhamer Games LLC, where he serves as lead game designer developing an online, text-based fantasy game. 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 across various financial topics, with clients able to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
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Darwin B

Series 66

Colorado Springs, CO

Fidelity

Darwin Buhler is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His background includes roles at Fidelity Investments and work related to Brigham Young University and the Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Charitable giving & philanthropy Active portfolio management
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Cynthia J

Series 66

Colorado Springs, CO

Cetera

Cynthia Jahn is a financial professional with 11 years of industry experience, currently associated with Cetera. She holds the Series 66 designation and has worked at firms including Strategic Financial Partners and IMG Financial Group, Inc. Jahn serves as a board member of Divine Redeemer Parish Council in Colorado Springs. Cetera Investment Advisers LLC is an SEC-registered adviser delivering services through a large network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam G

Series 66

Palmer Lake, CO

Edward Jones

Adam Grayson is a financial advisor at Edward Jones in Palmer Lake, CO, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Grayson is involved in organization and leadership development as an executive coach and adjunct faculty through Grayson Consulting LLC. 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 programs and investment strategies, supported by a large national network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Craig K

Series 66

Woodland Park, CO

LPL Financial

Craig Ketcham is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2011 before joining LPL Financial in 2011. Outside of his advisory role, Ketcham owns Ute Mountain Armory, a business unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of research tools and multiple investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon W

CFP®, Series 66

Colorado Springs, CO

Edward Jones

Brandon Willert is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Colorado Springs, CO. Outside of his advisory work, he owns rental properties but does not have active responsibilities related to them. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Trevor T

CFP®, Series 63

Colorado Springs, CO

Fidelity

Trevor Tillett is a Financial Consultant currently with Fidelity Investments, where he partners with clients to understand their financial needs and develop personalized financial plans aligned with their unique goals. He implements strategies designed to help clients work toward their desired financial futures. Trevor has held various roles in the financial services industry, including Financial Advisor at Focus Financial and Regional Vice President - Retirement Consultant at Allianz Life Financial Services LLC. His experience spans advisory and leadership positions, providing him with a broad perspective on financial planning and retirement consulting. Outside of his professional work, Trevor enjoys spending time in the Colorado mountains and engages in activities such as fishing, fitness, football, hiking, and running.

General retirement planning Retirement income strategy Wealth management
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Nicole B

Series 66

Colorado Springs, CO

Edward Jones

Nicole Baca Smith is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2018 and previously was with Allstate Insurance from 2010 to 2018. Nicole is also an ambassador for The Dames, a networking group in Denver, where she supports member engagement and event planning. 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 large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Executive Religious/faith focused
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Konner W

Series 66

Colorado Springs, CO

Edward Jones

Konner Witt 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 in 2024, he served eight years in the United States Air Force. He volunteers as an assistant wrestling coach for the District 20 School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Founder/Business Owner
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Georgiy K

Series 66

Colorado Springs, CO

LPL Financial

Georgiy Krasnopolskiy is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Strategic Financial Partners, Minnesota Life Insurance Company, Securian Financial Services, Bank of America, Merrill, and Launch High School. Outside of his advisory work, he is the owner of CheckmatesUSA LLC, a business he has operated since 2006. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Wayne S

CFP®, Series 66

Colorado Springs, CO

Cetera

Wayne Sprenger is a CFP® professional with 41 years of experience in the financial services industry. He is currently with Cetera and previously worked at Girard Securities and Benefit Consultants, Inc., where he has been affiliated since 1987. In addition to his advisory role, he is involved in insurance sales, offering life, health, disability, annuities, and long-term care products. Cetera operates as a multi-manager platform serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning services through a network of independent advisors and offers access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan S

CFP®, Series 63, Series 66

Colorado Springs, CO

LPL Financial

Ryan Starling is a CFP® professional based in Colorado Springs, CO, with 25 years of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Parkland Securities, SPC, and Woodbury Financial Services. Outside of his advisory role, he operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher D

Series 63, Series 65

Colorado Springs, CO

Ameriprise

Christopher Durham is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Durham is based in Colorado Springs, Colorado. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Amy D

Series 63, Series 66

Colorado Springs, CO

Edward Jones

Amy Dyess is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive Women Professionals Women's Finance Newlywed/Engaged
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Eric G

Series 66

Colorado Springs, CO

Ameriprise

Eric Garland is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. His prior work includes positions at MML Investors Services, MassMutual Life Insurance, and Integrated Technology Group. He serves on the Board of Directors and acts as Treasurer for Teller Housing Hub, a community organization. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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