Angelo Jaques is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 licenses and having two years of industry experience. His work history includes roles at T. Rowe Price, US Bank, Northwestern Mutual, and Colorado State University Pueblo. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households, using model portfolios invested exclusively in proprietary mutual funds and ETFs along with tax-aware strategies and Monte Carlo-based planning tools.

Kimberly Cavaliere is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at Ameriprise for 13 years before joining Osaic and its affiliated firms in 2024. Outside of her advisory role, she manages operations and client services for Life Well Lived Financial Group in Colorado Springs. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models and utilizes multiple custodians and third-party platforms.

Kevin Campbell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, all with T. Rowe Price Investment Services, Inc. based in Colorado Springs, CO. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm utilizes model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware rebalancing and Monte Carlo simulations as part of its planning process.

Brendon Buff is a financial advisor at T. Rowe Price Advisory Services, Inc. with six years of industry experience. He holds a Series 66 designation and has been with T. Rowe Price since 2019. His prior work includes roles in landscaping, healthcare, fitness, and real estate. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines goals-based planning with an online tool and telephone access to advisors, emphasizing proprietary funds and tax-aware strategies.

Amanda Navaraj is a CFP® certificant and Series 65 licensee with three years of industry experience. She is currently an advisor at Hightower Advisors and previously worked at Amvara Financial LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Outside of financial services, she has been involved with Muse Comics + Games since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s advisory approach incorporates multi-manager solutions, proprietary research, and flexible portfolio construction across various asset types.

Brandon Bervig is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes roles at Bethesda Associates and employment at World Golf at Sand Creek Golf Course. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides goals-based financial planning and discretionary investment management focused on retirement for individual investors and households. The firm uses proprietary mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Cheryl Cowan is a financial advisor with D.A. Davidson & Co. in Colorado Springs, Colorado. She holds Series 65 and Series 66 designations and has 18 years of industry experience, including prior roles at Morgan Stanley and Mass Mutual. Outside of her advisory work, Cowan is a notary public. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Matthew Ellwanger is a financial advisor at T. Rowe Price Advisory Services, Inc. and holds the Series 66 designation. He has held various roles since 2018, including positions at financial advisory firms and in other industries. His experience includes work with firms such as Financial Plans and Strategies Inc., Valeo Financial Advisors LLC, and 15 Wealth / GradePoint Financial. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model portfolios invested in proprietary mutual funds and ETFs and employs tax-aware strategies along with Monte Carlo simulation-based planning tools.

Bret Polopolus Meredith is a financial advisor at T. Rowe Price Advisory Services, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes a position at T. Rowe Price since 2022 and prior employment at Kansas State University. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service, which serves individual investors and households focused on retirement goals through a combination of goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs.

Jason Bobrowitz is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and its affiliated firm since 2000. Outside of his advisory role, he is a partner in a business that owns gun parts and a co-founder of a nonprofit ministry. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Jonathan Simmons is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 and Series 63 licenses. His prior experience includes roles at T. Rowe Price, Bank of America, USAA, the Colorado Department of Corrections, and T-Mobile. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Neukom is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes 12 years at Wells Fargo Clearing and recent roles at Tang Wealth Management and Raymond James Financial Services. Neukom also operates an independent advisory business, Neukom Wealth Management, providing retirement planning and investment services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored financial planning and investment consulting using advanced analytical tools. The firm supports wrap-fee advisory programs and institutional consulting, with unique municipal advisor affiliations and specialized services such as SIMPLE IRA Employer Advisory programs.

Christopher Poulos is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals. Leveraging resources from Merrill and Bank of America, he provides clients with access to investment insights, banking convenience, and lending solutions to help navigate changing market conditions. Christopher holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Colorado State University - Pueblo. In addition to his advisory work, Christopher is actively involved in community service, dedicating time to volunteer with local organizations.

Tyler Edwards is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. He has held roles at Raymond James Financial and its affiliate since 2024. Edwards also has experience in client services and office administration through his association with Colorado Wealth Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to support tailored, non-discretionary investment consulting and is notable for its municipal advisory affiliation and specialized SIMPLE IRA advisory services.

Elle Tonkins is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Nexstar from 2017 to 2024 and Media General from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services supported by a large network of advisors and branch offices nationwide.

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.

Francis Wynne is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Wynne serves on the investment committees for the Monument Hill Kiwanis Foundation and Rockie Mountain Youth Leadership, contributing to educational and fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients through various advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branches, offering services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.