Herman Tiemens II is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Outside of advising, he serves as an honorary board member of the Colorado Springs Philharmonic and participates in local community organizations, including the Pikes Peak Community Foundation and the Financial Planning Association’s Southern Colorado Chapter. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to both individuals and institutional clients. The firm’s approach uses structured planning tools and modeling techniques, offering a broad range of retail and institutional investment solutions.

Rebekah Von Berg is a financial advisor with LPL Financial based in Colorado Springs, CO, holding a Series 66 designation and over 20 years of industry experience. She has held positions at LPL since 2019 and has operated R G Von Berg LLC since 2016. Von Berg is also a silent partner in Colorado Springs Cryo Therapy LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven strategies.

Eugene Fistani is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Ent Federal Credit Union since 2010 and was affiliated with Cuso Financial Services, LP from 2010 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Georgiy Krasnopolskiy is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 credential and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Strategic Financial Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he owns CheckmatesUSA LLC, a business he has operated since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios supported by research from LPL and third-party subadvisors.

Rachael Reid is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior firms include Merrill Lynch, Charles Schwab, Baird, Financial Engines, and The Vanguard Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a nationwide adviser force managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Gregory Garcia is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America, N.A. from 2009 to 2022. Garcia serves as a trustee and vice chairman on several nonprofit boards focused on wellness, veteran services, and community support in Colorado. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services based on proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

Wayne Sprenger is a CFP® professional with 41 years of experience in the financial services industry. He is currently with Cetera and previously worked at Girard Securities and Benefit Consultants, Inc., where he has been affiliated since 1987. In addition to his advisory role, he is involved in insurance sales, offering life, health, disability, annuities, and long-term care products. Cetera operates as a multi-manager platform serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning services through a network of independent advisors and offers access to both affiliated and third-party investment managers.

Donnie Deyoung is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at UBS Financial Services and City National Bank. Outside of finance, he manages operations of a franchise and is involved in leasing salon suites to professionals through his LLC entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles. The firm utilizes both in-house and third-party investment managers and offers integrated services including financial planning, custody, and brokerage.

Eric Gilbertson is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding the Series 63 and Series 66 designations with seven years of industry experience. He has been with Thrivent and its affiliated entities since 2019, with prior experience at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and T. Rowe Price. He serves as a member of his local homeowners association (HOA) board, a role without financial responsibilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or institutional advisory services. Their approach includes comprehensive, holistic planning across multiple financial topics, delivered through a network of advisors, with planning services separable from managed-account programs.

Josephine Tamez is a financial advisor at UBS Financial Services with 24 years of industry experience. She previously worked at T Rowe Price for 18 years and D.A. Davidson & Co. for three years before joining UBS in 2025. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Michaela Gould is a financial advisor with Mass Mutual Investors Services in Colorado Springs, Colorado, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Investment Visa Consultants, LLC, Core Compliance & Legal Services, Inc., and Securities America, Inc. She has worked at Mass Mutual and its subsidiary Mass Mutual Investors Services since 2022. 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that use firm-approved analytical tools to develop written recommendations.

Donald Billings is a Certified Financial Planner® with 18 years of industry experience, currently serving at Charles Schwab in Colorado Springs, CO. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Outside of his advisory role, he is the music director at St. Francis of Assisi Catholic Church and performs as a musician in Castle Rock, Colorado. Charles Schwab & Co., Inc. serves a large client base, primarily 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 a combination of non-discretionary and discretionary investment management with centralized custody and operational infrastructure.

Shannon Ross is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. Ross has been with Morgan Stanley since 2019 and previously worked at Merrill from 2006 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Megan Kupratty is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Command Insurance Services and First Command Financial Planning. Based in Colorado Springs, CO, she has been with LPL Financial since 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios, third-party research, and technologies such as machine learning.

Paul Ohara Jr. is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he coaches girls varsity basketball at Thomas MacLaren Charter School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various technological tools.

John Wismiller is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Margaret Hampton is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services, Inc. from 2013 to 2019. Since 2019, she has been with RBC Capital Markets, based in Colorado Springs, CO. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Paul Musilli is a financial advisor at Raymond James Financial with 10 years of industry experience. He previously worked at Edward Jones for a decade before joining Raymond James Financial Services Advisors, Inc. in 2026. He holds a Series 66 designation and is based in Colorado Springs, CO. 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, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining a unique affiliation with a municipal advisor and specialized advisory programs.

Nohemy Montes is a Series 66-credentialed financial advisor with over 21 years of industry experience. She is currently affiliated with Cetera and has held various roles in financial and insurance services, including ownership of multiple firms such as Mont Wealth Financial Advisors and Nohemy Montes, LLC. Outside of her financial services work, she engages in motivational speaking and writing on lifestyle topics. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment options.

Levi Schofield is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at Switchback Coffee Roasters and David C Cook. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and Corporate Financial Planning agreements.