Adam Grayson is a financial advisor at Edward Jones in Palmer Lake, CO, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Grayson is involved in organization and leadership development as an executive coach and adjunct faculty through Grayson Consulting LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Mark Ramey is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Intervest International Equities Corp for 12 years. He is also involved in other business activities including ownership of Crestone Roofing and operation of an insurance agency. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brandon Willert is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Colorado Springs, CO. Outside of his advisory work, he owns rental properties but does not have active responsibilities related to them. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Trevor Tillett is a Financial Consultant currently with Fidelity Investments, where he partners with clients to understand their financial needs and develop personalized financial plans aligned with their unique goals. He implements strategies designed to help clients work toward their desired financial futures. Trevor has held various roles in the financial services industry, including Financial Advisor at Focus Financial and Regional Vice President - Retirement Consultant at Allianz Life Financial Services LLC. His experience spans advisory and leadership positions, providing him with a broad perspective on financial planning and retirement consulting. Outside of his professional work, Trevor enjoys spending time in the Colorado mountains and engages in activities such as fishing, fitness, football, hiking, and running.

Nicole Baca Smith is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2018 and previously was with Allstate Insurance from 2010 to 2018. Nicole is also an ambassador for The Dames, a networking group in Denver, where she supports member engagement and event planning. 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 with a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Joshua Chadwick is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for a decade before joining Raymond James in 2026. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting utilizing risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

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.

Konner Witt is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he served eight years in the United States Air Force. He volunteers as an assistant wrestling coach for the District 20 School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Ryan Starling is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has prior experience at Parkland Securities and SPC. Starling also owns and operates a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Durham is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Durham is based in Colorado Springs, Colorado. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Amy Dyess is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Garland is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. His prior work includes positions at MML Investors Services, MassMutual Life Insurance, and Integrated Technology Group. He serves on the Board of Directors and acts as Treasurer for Teller Housing Hub, a community organization. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Steven Cooper is an Investment Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop thoughtful and strategic financial plans that align with their financial objectives. He brings nearly a decade of experience in financial consulting to his position. Prior to his current role, Steven served as an Advisory & Planning Consultant at Empower from 2022 to 2023 and as a Senior Financial Consultant at T. Rowe Price from 2017 to 2022. His professional background includes providing dependable guidance and insight to help clients approach their financial futures with confidence. Outside of his professional work, Steven has personal interests in comedy, social events, movies, music, parenthood, and traveling.

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.

Emanuel Perez is a financial advisor with LPL Financial in Monument, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as experience in the automotive retail sector. Outside of financial services, he operates a vehicle rental business through Turo and works as a delivery driver for DoorDash. 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 range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research from internal and third-party sources.

Ryan Holzwarth is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Stifel Nicolaus & Co Inc, Thrivent Financial, Wells Fargo, Vectra Bank, and JP Morgan. He serves on the board of Face it Together, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Tracy Barber IV is a financial advisor with Edward Jones in Colorado Springs, Colorado, holding a Series 66 credential and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.