Caleb Graber is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining T. Rowe Price, he worked at Performance Dynamic. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing a systematic approach including tax-aware rebalancing and Monte Carlo simulations to support financial planning and investment decisions.

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 at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Ameriprise, and T. Rowe Price Advisory Services. She also serves as a notary public in Colorado Springs. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

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 Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to assess their current financial situations and to introduce them to financial solutions available through Merrill and Bank of America. Jonathan holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Coronado. His approach is centered on helping clients identify what is important to them and their families to develop strategies aimed at achieving their financial goals.

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 with 12 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2013 and 2014 respectively, and also 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 individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations 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 with LPL Financial in Colorado Springs, CO, holding Series 63 and 65 licenses and bringing 10 years of industry experience. She has a background with firms including Ent Credit Union, CUSO Financial Services, USAA, and T. Rowe Price. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Brandy Merriam is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Ameriprise Financial Services, Forta Financial Group, and Merrill. Merriam is involved with Generational Wealth Strategies, LLC, an entity she established for tax and accounting purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Shaun O Bryant is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at the USAF Academy for eight years. Outside of his advisory role, he is a partner in an LLC involved with vacation rental properties in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Robert Stanlick is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and bringing 32 years of industry experience. His career includes roles at Piper Sandler & Co., Presidential Brokerage Inc., Geneos Wealth Management Inc., and Rocky Mountain Wealth Partners. Outside of his advisory work, he is a commissioned notary and participates as a speaker at Right to Bear events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services with a focus on both advisory and non-advisory financial products, supporting over 22,800 advisors and more than $819 billion in discretionary assets.