Amy Crispino is a financial advisor with Raymond James Financial in Colorado Springs, CO, holding CFP® and Series 63 credentials and eight years of industry experience. Prior to joining Raymond James, she worked at Northwestern Mutual in various investment and wealth management roles and has been associated with Sovereign Wealth Strategies Group since 2022. She is involved in insurance planning activities related to client case preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside institutional consulting and portfolio management.

Marco Lopez Jr. is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and Merrill. Lopez is based in Colorado Springs, CO. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Lanelle Morin is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 license and possessing four years of industry experience. She has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and models to assist clients in their financial planning.

Mary Miller is a financial advisor at Ameriprise in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, she worked in various customer service roles including positions at Beasts & Brews, Coal Creek Coffee Company, The Human Bean, and Starbucks. She completed her studies at the University of Wyoming. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Richard Stonger is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Colorado Springs office since 1993. He leads the Stonger Gilkerson Group and is a specially qualified Senior Portfolio Manager. In this capacity, he helps clients pursue their financial objectives by building and managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis and offers his expertise to clients working with other Merrill Lynch advisors. Richard has more than 35 years of experience across finance, insurance, and real estate industries. He holds a Bachelor's degree from the University of Missouri and a Master of Business Administration in Finance from Houston Baptist University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management services, small business strategies, investment strategy, tax minimization, and retirement income. In his personal time, Richard enjoys biking, golfing, hiking, skiing, spending time with his family, and traveling.

Gary Tate is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 46 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Andrew Ladrow is a Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002, working from Colorado Springs, CO. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and multiple program options, including proprietary and third-party solutions.

Robert Book is a financial advisor at Raymond James Financial with 25 years of industry experience and holds a Series 66 designation. His career includes roles at Ameriprise and a nine-year tenure at the University of Colorado. Outside of advising, he is involved in agricultural activities as president of Book Land and Cattle LLC, managing a family ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Gibson is a financial advisor with Edward Jones in Colorado Springs, Colorado. He holds a Series 66 designation and has 14 years of industry experience, including over a decade at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Matthew Harris is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to assist clients with retirement planning and investment strategies. He employs a holistic planning approach to help clients navigate their financial futures and develop tailored plans aligned with their goals. Matthew's professional experience includes his current role at Fidelity Investments since 2024, preceded by a position as an Investment Consultant at Fidelity from 2023 to 2024. Prior to that, he worked as a Support Advisor at Gatewood Wealth Solutions from 2021 to 2023. Outside of his professional work, Matthew enjoys activities such as camping, fitness, football, hiking, snowboarding, and traveling.

Gregory Thatcher is a CFA® charterholder with 35 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. Prior to that, he worked for nine years at Huntley Thatcher Ellsworth, Ltd. He is also president of the Hester and Edwin Giddings Foundation, a nonprofit involved in investment management and grantmaking. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles.

Gerald Paulison Jr. is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at 2 South Ltd and has operated Paulison, LLC dba Peak Services since 1998. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Melissa Johnson is a financial advisor with Edward Jones in Colorado Springs, CO. She holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, she worked in various roles including positions at Airport Automotive, Door Dash, and Broadmoor Pikes Peak Cog Railway. Melissa has also been involved with the AP College Board since 2019 and worked at CSSD 11 for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branches.

Chad Holland is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously served at First Command Advisory Services and related entities for 16 years. Outside of his advisory work, he is president of Tres Shocker, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and diverse investment strategies.

Jeffrey Toman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Linsco / Private Ledger, now part of LPL Financial, since 2002. 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 representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Gregory Von Berg is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed and various insurance carriers from 2000 to 2017. He was also the owner of Colorado Springs Cryotherapy from 2017 to 2020. 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, advisory programs, and retirement plan consulting services, incorporating model portfolios and research from multiple sources.

Michael Biehl is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is an owner of residential rental property in Woodbridge, VA, managed by a property management company. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Mooberry is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliates since 2007. Based in Colorado Springs, CO, he has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements typically structured as annual, collaborative relationships using firm-approved analytical tools.

Nathan Zandt is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their unique goals and circumstances. He has been with Fidelity Investments since 2022, initially serving as a Planning Consultant before transitioning to his current position in 2023. Prior to joining Fidelity, Nathan worked as a Financial Advisor at Strategic Financial Partners from 2020 to 2022.

Ryan Plunkett is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he served 22 years in the United States Air Force and worked briefly at Financial Engines in 2018. Outside of his advisory role, he provides cybersecurity and leadership consulting to local small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of advisors and branch offices.