Andrew Johar is a Financial Consultant currently working at Fidelity. He has held multiple roles within Fidelity since 2022, progressing from Investment Solutions Representative I to Investment Solutions Representative II, and then to his current position. Prior to Fidelity, Andrew gained experience as a Private Banking Professional at J.P. Morgan Private Bank and served as a Senior Investment and Portfolio Analyst at Joseph Aiello and Associates. He has also worked as a Financial Advisor at AIG-VALIC Financial Advisors and Morgan Stanley, and as a Participant Account Representative at Mutual of America. Andrew holds an Arkansas Insurance License. He approaches financial consulting by collaborating with clients to develop comprehensive, tailored plans that reflect their unique situations and goals. Outside of his professional career, Andrew has interests in football, golf, movies, pets, scuba diving, and swimming.

Brian Deeds is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2022, he worked for six years at BSI The Brewing Science Institute. He is also a Notary Public for the State of Colorado, providing notary services to Stifel clients at the branch. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Christopher Whiseant is a financial advisor with Fidelity in Colorado Springs, CO, holding Series 66 and Series 63 licenses. He has one year of industry experience, including a prior two-year tenure at Northwestern Mutual and 14 years of service in the U.S. Army. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs algorithmic methods and AI in its research processes.

Trevor Daggers is a Resident Director at Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals, families, and businesses with complex financial needs. He utilizes a goals-based wealth management model that integrates investment planning, cash flow management, banking and lending, and legacy planning. Trevor employs a structured four-step client-service model that begins with evaluating client needs and continues through strategy development, implementation, and ongoing review to help clients stay on track toward their financial goals. Trevor grew up on the Western Slope of Colorado and now lives in northern Colorado Springs with his wife and three children. He earned a bachelor's degree in finance from Liberty University and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. His expertise includes education planning, family wealth management strategies, philanthropic planning, liquidity management, portfolio management, small business strategies, and tax minimization. Outside of work, Trevor enjoys reading political fiction and self-help books, golfing, hiking, hunting, fishing, camping, cooking, listening to music, and spending time with his family playing board games and watching movies. He has been involved in community organizations such as the Board of Directors for Orchard Valley West Home Owner's Association and committee memberships with Colorado Springs Ducks Unlimited, Grand Valley Ducks Unlimited, and Mosaic of Western Colorado.

Julie Pressnell is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has previously worked at Raymond James & Associates and operated Serenity Coaching LLC, where she provided personal development coaching. Thrivent Investment Management offers Dedicated Planning Services focused on individuals, families, businesses, and nonprofit clients, delivering holistic and goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and integrates planning with managed-account services through its WealthPlan option.

Sarah Korop is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Waddell & Reed, various insurance agencies, and business ventures such as The FRS Group LLC and SP Administration. She is based in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs and financial services.

Jonathan Strandlie is a financial advisor with Edward Jones in Woodland Park, CO, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as HOA Secretary for Bitters Band and is involved in property management activities through Strandlie Properties, LLC. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Given is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes over two decades with Avantax Advisory Services and related entities. Outside of his advisory role, he operates a CPA firm, Roger Given Inc, specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and consulting services supported by in-house research, third-party subadvisors, and advanced portfolio management technologies.

Brianna Beski is a financial advisor at Raymond James & Associates with 16 years of industry experience. She previously worked at T Rowe Price and Jackson National Life Distributors. Beski is also an author of a coloring book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on tailored, non-discretionary advice supported by proprietary research and various portfolio management strategies.

Steven Spanton is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. Outside of his advisory role, he is involved in a non-variable insurance brokerage activity and operates a business under the name Spanton Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Christopher Carroll is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 7300 Wealth Management, LLC for 11 years. Carroll is based in Colorado Springs, CO. 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 advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Erik Dartsch is a CFP®-certified financial advisor with Edward Jones, based in Woodland Park, CO, and has nine years of industry experience. He has been with Edward Jones since 2016, with a brief period as a student before returning to the firm. Outside of advising, he is the owner of Quartz Canyon LLC, a commercial real estate operation. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Laura Cavanaugh is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 credential and 15 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Caitlin Alcon is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She previously worked at RBC Capital Markets Corporation and Morgan Stanley Private Bank. Alcon serves as a board member of the Pueblo Latino Chamber of Commerce Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Jacqueline Shaughnessy Sobczak is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2007 and assists clients by helping them manage their wealth to meet their individual needs. Jacqueline focuses on offering a comprehensive approach to managing wealth that starts with listening to a client's needs and ensuring every potential solution is grounded in understanding their goals. Jacqueline holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of Southern Colorado. Her client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, retirement income, and services for endowments, foundations, and non-profits. Outside of work, Jacqueline enjoys volunteering with local youth groups and is involved with Habitat for Humanity of the Pikes Peak Region. She also participates in organizations such as the American Legion and Veterans of Foreign Wars. Her personal interests include quilting, knitting, gardening, and spending time with her husband of over 30 years.

Anne Childs is a financial advisor at Edward Jones in Colorado Springs, CO, with eight years of experience at the firm and a Series 66 designation. Prior to her current role, she worked at Victor Lundeen Company and has held various positions including retail assistant and administrative work at Wheaton College Student Health Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Lee Taylor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of advising, Taylor serves as a board member of the Divide Chamber of Commerce and the Pikes Peak Chapter of the Rocky Mountain Elk Foundation, a nonprofit focused on wildlife habitat. He also manages several real estate ventures, including residential and commercial properties in Woodland Park, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Sarah Peterson is a financial advisor with LPL Financial in Colorado Springs, Colorado. She holds a Series 66 designation and has 23 years of industry experience, including 19 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Anessa Apodaca is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020, with prior experience at Envoy Financial and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies.

Katie Randall is a financial advisor at Edward Jones in Colorado Springs, CO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Encompass Health and Technical Resources International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of more than 23,700 financial advisors.