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.

Seth Jensen is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera in 2025, he worked at Fidelity Investments for five years. In addition to his advisory role, he is involved with the Financial Independence Group as an independent agent focusing on life insurance and annuity solutions. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, serving individual, institutional, and retirement plan clients.

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.

Ryan Sweeney is a financial advisor at Raymond James Financial with nine years of industry experience. He has held roles at Commonwealth Financial Network and Vanguard Marketing Corporation prior to joining Raymond James in 2025. Outside of his advisory work, he is associated with Lang Investment Services, a non-investment-related business based in Monument, CO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Glenn is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, Glenn is involved in managing investment properties through a realty partnership. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based planning without discretionary portfolio management. The firm offers integrated financial planning and managed-account options, emphasizing ongoing plan reviews and client engagement through its network of advisors.

Brooke Attaway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brooke worked at multiple financial service firms, including Security Service Investment Group and Raymond James Financial Services, and has experience in hospitality and community organizations such as Jim's Neighborhood Lounge and the YMCA of the Pikes Peak Region. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

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.

Douglas Dirksen is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is president of Integro Wealth Advisors and CEO of Mountain West Delivery Systems, a business that provides vending services, RV rentals, and collectible sales. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary financial planning and investment consulting using advanced analytic tools, and supports institutional consulting and portfolio management through a large advisor network.

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.

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.

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 with Ameriprise in Colorado Springs, CO, holding Series 63, Series 66, and Series 65 credentials and 14 years of industry experience. Prior to joining Ameriprise in 2025, Jaymi worked at UBS Financial Services, Inc. and Fidelity Investments, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating research and algorithmic analysis within a defined investment ecosystem.

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.

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.