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.

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.

David Urlaub is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and eight years of industry experience. He has worked at Thrivent and its affiliates since 2018 and previously spent seven years at Clickstop, Inc. He serves as a board member of the Community Roundtable, a coalition of Christian nonprofits in Colorado Springs focused on alleviating poverty in the Pikes Peak region. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm’s services include a broad range of planning topics and allow clients to integrate planning with managed-account programs through a consolidated billing option.

James Thomas is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently with Osaic Wealth and has prior experience at Securities America Advisors, Inc., Securities America, Inc., and USA Financial Services/Legacy Financial Corp. Thomas is president of Legacy Wealth Management, Inc., a firm focused on insurance sales and estate planning. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk tolerance analysis, and automated rebalancing to manage portfolios across a range of investment vehicles.

Joel Jeffson is Vice President, Wealth Planner at Fidelity Investments, where he works closely with clients to develop tailored financial plans that support their personal goals. He holds the Certified Financial Planner™ designation and emphasizes creating flexible and resilient strategies for his clients. Joel began his financial advising career after serving 25 years in the US Army as an Infantry and Military Intelligence Officer. His experience in both the military and financial services spans roles at Fidelity Investments since 2016 and previously at USAA from 2013 to 2016. He holds an Arkansas Insurance License. Joel is married and a father of two.

Christian Erickson is a Planning Consultant at Fidelity Investments, where he collaborates with clients in the Colorado Springs community to develop comprehensive financial plans aligned with their desired lifestyles. He began his role at Fidelity Investments in 2024. Prior to joining Fidelity, Christian gained experience in the financial services industry through positions at Goldman Sachs as a Client Services Representative from 2020 to 2024, and at T Rowe Price in Retail Investment Services in 2019. His professional background encompasses client services and investment support. Outside of his professional work, Christian enjoys camping, family activities, fitness, hiking, outdoor adventures, and reading.

Jacob Kowalski is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at TransUnion, Optum, and Lebowski's Taproom. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Justin Hinze is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for seven years at Anderson Pest Control. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Emily Hershberger is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley, she worked at Transamerica and was involved with the El Pomar Foundation from 2021 to 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by firm-approved tools and models, offering a broad range of investment and advisory services.

Michael Fite is a financial advisor at Edward Jones in Colorado Springs, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at Crescent City Retirement Group, LLC and Accountants and Business Advisors. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Michael Law is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading the Law & Associates Group. He has been in the financial services industry since 1986 and joined Merrill Lynch in 2000. Michael specializes in evaluating the comprehensive financial situations of high net worth clients and businesses, focusing on areas such as corporate executive services, divorce transition planning, and family wealth management strategies. Michael's expertise includes corporate benefit programs—such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans—and the integration of these benefits into long-term financial plans. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He graduated from Brigham Young University with a bachelor's degree in Business Management. In addition to his professional work, Michael is engaged in community activities, serving on the board of the Tri-Lakes Chamber of Commerce and actively participating with the Colorado Springs Housing and Building Association.

Jacob Kennedy is a financial advisor with Charles Schwab in Colorado Springs, Colorado, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2019 and previously spent six years with Fidelity Investments in various advisory roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a formal alternative-investment program.

Michael Bush is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with Cetera and has held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Additionally, he owns and operates Bush Advisory Group, Inc., a financial services firm based in Colorado Springs, CO. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of investment management and consulting services across multiple program structures and custodial relationships.

Valentino Ramos is a Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals focused on providing clients with generational financial planning experiences. Ramos has been with Fidelity Investments since 2015, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Ramos worked at T. Rowe Price from 2006 to 2014, serving as a Service Associate and later as a Senior Representative. His extensive experience spans client relationship management and financial planning within the investment industry. Outside of his professional duties, Ramos enjoys bowling, fishing, golf, and music.

Ashley Parks is a financial advisor with Cetera in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining Cetera in 2023, Parks was affiliated with Martin Financial Group since 1999 and held roles with Securian Financial Services, Inc. and Minnesota Life Insurance Company. Parks is also the owner of a book publishing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, and oversees over $256 billion in assets.

Scott Perry is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves on the board of directors of Perry Consulting, Inc., a small firm supporting his wife's SAP consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Matthew Campbell is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory work, he is a part-owner of Loyal Coffee, a local business in Colorado Springs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves personal and plan information gathering to assess risk tolerance and match clients with program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.