Kathleen Driscoll is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network. Outside of her advisory work, she serves as Treasurer for the Colorado Springs Corvette Club and owns a health coaching business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining specialized offerings such as municipal advisory services and SIMPLE IRA consulting.

Lara Crowell is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and advisory solutions.

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 in Colorado Springs, CO, holding Series 65 and Series 63 designations with four years of industry experience. She has worked at PFS Investment Inc, Service Source, Primerica Financial Services, and QContrive Marketing since 2020. Outside of financial services, she has experience in the restaurant and wholesale home design businesses. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, providing advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

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.

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.

Mark Jacobberger is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2013 and has a long-standing relationship with Producers Financial Network dating back to 1992. Outside of his advisory role, he is an independent insurance agent and is involved as owner and president of Precision Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a wide range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals utilizing multiple investment platforms and strategies tailored to client objectives.

Richard Dodge Jr. is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at City National Bank and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customized investment strategies implemented through both in-house and third-party managers.

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.

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.

Thomas Brown is a Series 66-licensed financial advisor based in Colorado Springs, CO, with 21 years of industry experience. He has worked with multiple Cetera entities and other firms including Summit Brokerage Services, First Allied Securities, and Girard Securities, among others. He is currently with Cetera, a firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. Cetera offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party money managers.

Andrew Schultz is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2017. He has 15 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is the owner of Andrew J. Schultz, LLC, established in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Tiffany Hollis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and based in Colorado Springs, CO. She has industry experience beginning in 2025 and previously worked at Raymond James & Associates from 2019 to 2025, as well as at Woodforest National Bank and Bank of America Corp. from 2010 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Mark Ramey is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Intervest International Equities Corp for 12 years. He is also involved in other business activities including ownership of Crestone Roofing and operation of an insurance agency. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeremiah Massey is a Financial Advisor with Merrill Lynch Wealth Management. He supports families and individuals navigating change, specializing in areas such as college education planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Jeremiah holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma from High Country Christian Academy. His professional involvement includes participation in organizations such as Ministry in the Marketplace, New Life Midtown, and the Senior Resource Council. A native of Colorado Springs, Jeremiah is grounded in faith, family, community, and culture. He enjoys a range of personal interests including basketball, biking, football, music, pickleball, reading, swimming, traveling, and spending time with his family. He and his wife Kasie are parents to four children and share a commitment to exploring new experiences both locally and abroad.

Jonathan Grant is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Morgan Stanley. Based in Colorado Springs, CO, his outside activities are related to managing several real estate and rental property businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Charles Beach is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 38 years of industry experience. He has previously worked at Voya Financial Advisors and UMB Financial Services. Outside of his advisory role, he serves as owner and president of Beach Capital Management, a financial services business in Colorado Springs. Cetera Investment Advisers LLC is a nationally registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, accommodating discretionary and non-discretionary accounts.

Edgardo Cintron is a financial advisor at UBS Financial Services with 36 years of industry experience. He has held positions at Merrill from 1992 to 2009 before joining UBS in 2013. He holds Series 63 and Series 65 credentials and is based in Colorado Springs, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Tony Jones is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2025. He holds several industry certifications, including the Securities Industry Essentials (SIE) certification, Series 7, Series 66, and supervisory Series 9 and Series 10 licenses. Tony focuses on retirement planning and works closely with executives to develop comprehensive financial plans that align with their long-term goals and specific risk tolerance. His career at Fidelity Investments includes roles such as Help Desk for Workplace Planning and Advice (2024-2025), Workplace Planning Consultant I (2022-2023), Workplace Planning Associate (2022), and Mortgage Loan Processor (2020-2022). Prior to Fidelity, Tony worked as a Life Insurance Producer at Senior Solutions (2016-2018) and American Income Life (2012-2014). Outside of his professional work, Tony enjoys attending concerts, participating in family activities, playing musical instruments, riding motorcycles, watching movies, and engaging in outdoor adventures.

Joshua Chadwick is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for a decade before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting utilizing risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.