Elida Defrancisco is a financial advisor with Thrivent Investment Management, holding a Series 66 license and one year of industry experience. Her prior work includes positions at Situs AMC and various mortgage and financial services firms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning without including implementation. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing system while maintaining separation between planning and portfolio management.

Jeffrey Mohrmann is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he serves as legal counsel for Rogue Mountain Law and is a member of the advisory board for the City of Colorado Springs, where he participates in the review and nomination of municipal judge candidates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Douglas Meikle is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been associated with Primerica Financial Services since 2013 and PFS Investments Inc since 2014. Outside of financial advising, he serves as a contract instructor for the FEMA Emergency Management Institute, teaching emergency response courses. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Scott Hauser is a financial advisor at Ameriprise in Colorado Springs, CO, holding the ChFC® and Series 63 designations with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, Hauser is involved in consulting through Lampo LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm serves clients through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Daniel is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent 20 years at Ivanti Inc. He is also involved with Academy Wealth Management Group in an investment-related capacity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Katelyn Coutee is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Ent Credit Union, CUSO Financial Services, USAA Investment Management Company, and T. Rowe Price. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Brandy Merriam is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked with Ameriprise for 11 years before joining LPL Financial and the Householder Group Estate & Retirement Specialists, where she provides investment advisory services. Merriam is also involved in managing Generational Wealth Strategies, LLC, a business entity created for tax and accounting purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research to deliver both discretionary and non-discretionary management solutions.

Tanya Duboue is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked with ENT Credit Union since 1998 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Shaun O Bryant is a financial advisor with Edward Jones in Colorado Springs, CO, holding CFP® and Series 66 credentials and eight years of industry experience. Prior to joining Edward Jones in 2017, he served at the USAF Academy for eight years. Outside of his advisory role, he is a partner in a vacation rental business in Colorado Springs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Stanlick is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and 32 years of industry experience. His prior experience includes roles at Rocky Mountain Wealth Partners, Geneos Wealth Management Inc., and Presidential Brokerage Inc. He is also active as a notary and participates as a speaker for the Right to Bear Event. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Craig Cisney is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2013 to 2026. Outside of his advisory work, he is active as a stand-up comedian, emcee for charitable events, and motivational speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Laura Alford is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to this role, she was involved with Community Bible Study for five years and worked at True Commerce Inc for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based analyses and planning without discretionary trading authority.

Stephen Roberts is a financial advisor with J.P. Morgan Securities in Colorado Springs, Colorado. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Roberts has been with J.P. Morgan Securities since 2012 and has also worked with JPMORGAN Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexander Lippert is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He is currently with Cetera and has previously worked at Everoak Wealth Co and Strategic Financial Partners. Outside of his advisory work, Lippert serves on the advisory board of the Rocky Mountain Field Institute, a local nonprofit focused on trail maintenance and nature stewardship, and is an author, podcaster, and speaker on retirement topics unrelated to finance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of investment programs, including access to third-party managers and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Leo Goeas is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2016 and previously worked at On The Line Inc for 19 years. 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 clientele including individuals, institutional clients, and charitable organizations, providing financial planning, investment consulting, and institutional solutions through a variety of portfolio management styles and affiliated research.

Parker Jackson is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant before his current position. Parker is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the Air Force Academy. His approach to financial planning centers on understanding clients' stories and goals to develop tailored financial plans. Outside of his professional role, Parker spends time with his wife, son, twin daughters, and their black lab in the mountains. His personal interests include family activities, fitness, golf, military service, reading, and skiing.

Adam Jardon is a financial advisor with Edward Jones in Colorado Springs, CO. He holds a Series 66 designation and has nine years of industry experience, with a continuous tenure at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial services.

Brian Schott is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Douglas County School District. Outside of his advisory role, he serves as an assistant football coach at a local high school. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets with a large network of advisors and branch offices. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Bradley Brunson is a financial advisor with Thrivent Investment Management in Colorado Springs, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Phil Long Ford and Furniture Row. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial planning topics. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs while keeping the services distinct.

Benjamin Mills is a financial advisor with Raymond James & Associates in Colorado Springs, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and its private bank division before joining Raymond James and its affiliated bank. Outside of his financial career, he has been involved with the Christian Youth Theatre since 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 individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.