Craig Cisney is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2013 to 2026. Outside of his advisory work, he is active as a stand-up comedian, emcee for charitable events, and motivational speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Laura Alford is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to this role, she was involved with Community Bible Study for five years and worked at True Commerce Inc for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based analyses and planning without discretionary trading authority.

Stephen Roberts is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank, N.A. and Waddell & Reed. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework in its recommendations.

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.

Andrew Downing is a financial advisor with Merrill based in Colorado Springs, CO, holding Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at Fidelity Investments, Robinhood, and Charles Schwab. Outside of finance, he was involved with La Patisserie. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Adam Jardon is a financial advisor with Edward Jones in Colorado Springs, CO. He holds a Series 66 designation and has nine years of industry experience, with a continuous tenure at Edward Jones since 2016. 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 and investment strategies, operating under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial services.

Brian Schott is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Douglas County School District. Outside of his advisory role, he serves as an assistant football coach at a local high school. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets with a large network of advisors and branch offices. The firm offers a range of advisory programs and investment options under a fiduciary standard.

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.

Robert Nissen is a financial professional with two years of experience currently affiliated with Cetera. He holds a Series 66 designation and has worked at Millennium Financial Group and Cetera Advisors LLC. Prior to his advisory roles, Nissen spent ten years at Nickelodeon and was self-employed for several years. He was also involved with Schoolhouse Brewing. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity, he worked in various roles including at TransUnion and Optum, and had a brief tenure at Lebowski's Taproom. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a combination of fundamental research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Justin Hinze is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with four 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 across a broad spectrum, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.