Alicia Piz is a Financial Advisor at Merrill Lynch Wealth Management, where she specializes in providing customized financial planning and portfolio management services to individuals, families, and businesses. She aims to optimize her clients' long-term financial security throughout every life stage and market cycle. Alicia offers expertise in areas including family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, sports and entertainment, and small business strategies. Before joining Merrill, Alicia was a small business owner for nearly ten years. She operated the largest athlete training facility in San Diego, drawing upon her experiences as a competitive NCAA Division 1 soccer scholar-athlete. Alicia holds a bachelor's degree in public relations from San Diego State University and holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alicia is involved in a variety of community organizations, serving as a board member of the Aztec Link NIL Collective and participating as a volunteer with Colorado Springs Sports Corp, Colorado United Service Organizations USO Advisory Council, MLS in SD / SoccerCity SD, the Olympic City USA Task Force, and Real CO Soccer Club. She lives in Colorado Springs with her husband and son, and enjoys activities such as camping, hiking, music, running, soccer, and spending time with her family.

Kristin Simpson is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds expectations, leveraging Fidelity's trusted brand and advanced technology. Her career in financial services spans over two decades, beginning in 2003 at T. Rowe Price where she worked in Investment Services and progressed through roles including Investment Guidance and Retirement Plan Coordinator until 2012. She then joined Fidelity Investments, where she has held multiple roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Vice President, Branch Leader. Details regarding Kristin Simpson's education, credentials, personal interests, or community involvement were not provided.

Sean Powell is a Wealth Management Senior Relationship Manager at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2022, initially serving as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, Sean worked as a Licensed Sales Assistant at Guaranteed Rate from 2021 to 2022 and as a Senior Financial Consultant at T. Rowe Price from 2016 to 2021. Sean's professional experience spans wealth management, financial consulting, and sales support within the financial services industry. He focuses on helping clients feel comfortable and confident in their financial future and is open to discussing a wide range of financial investment topics. Outside of his professional life, Sean enjoys spending time with his wife and their Dalmatian-German Shepherd puppy. His personal interests include board games, cars, comedy, concerts, pets, traveling, and exploring National Parks.

Abigail Thomas is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds the Series 65 designation and previously worked for ten years at Innovest Portfolio Solutions, LLC. Abigail is based in Colorado Springs, CO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ Advisory Risk Profiles and implemented through a mix of in-house and third-party investment managers.

Joel Karban is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors and Kestra Financial, and has operated an independent insurance agency since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, with a flexible approach that includes proprietary and third-party model strategies.

Graciela Guzman is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at Morgan Stanley and has previously held roles at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Barry Eckhardt is a financial advisor with Edward Jones in Colorado Springs, CO, holding CFP® and Series 66 credentials and having five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Tucker Advisory Group and has operated Trovar Marketing LLC, a marketing consulting business. He also assists with administrative tasks at Polo Springs Veterinary Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Denise Deleo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked with LPL Financial since 2021 and has been the principal of Denise A Deleo, Inc. since 1996. She is also affiliated with various insurance carriers through W&R Insurance Agencies. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Kelli Phifer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Noonday Collection for three years. She is a trustee and owner of Barn Owl Tech, a technology company based in Colorado Springs, and co-founded Elkey Partners LLC, a real estate holding partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across different wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Kyle Gamache is a financial advisor at Thrivent Investment Management based in Colorado Springs, CO. He holds a Series 66 credential and has experience in various public sector and military roles prior to joining Thrivent in 2025. His previous positions include work with the U.S. Office of Personnel Management, the Defense Health Agency, and the City of Colorado Springs Department of Finance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, taxes, estate, and special needs, but does not provide portfolio management for institutional clients.

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.

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.