Gabriel Turner is a financial advisor at Summit Wealth Group in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Commonwealth Financial Network, Tallahassee Diamond Center, and eNational Insurance Agency. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a range of analytical approaches and customizes investment strategies based on clients’ financial profiles, goals, liquidity needs, and risk tolerance.

Marilyn Eisenhauer is a financial advisor at Summit Wealth Group with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and PKS Investments. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized approach to asset allocation and monitors accounts regularly, often using third-party money managers and sub-advised models.

Starr Paulson is a financial advisor with Summit Wealth Group in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Paulson has been associated with Summit Wealth Group since 2012 and also maintains a relationship with Commonwealth Financial Network since 2015. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach using multiple analytical methods and offers discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.

Mitchel Tenbarge is a financial advisor at Summit Wealth Group in Colorado Springs, CO, with six years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Choice Investment Services. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and uses a variety of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Paul Davis is a financial advisor with Arax Advisory Partners based in Monument, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with SRS Capital Advisors, Inc. for 21 years. Occasionally, he provides insurance and annuity products as an independent contractor. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Tracy Thornlow is a financial advisor with Summit Wealth Group in Colorado Springs, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Summit Wealth Group, Thornlow spent ten years with Commonwealth Financial Network. Outside of advisory work, Thornlow owns a support company called TT Financial, LLC. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical methods, often implementing strategies through third-party managers and conducting regular account reviews.

Robert Bragg is a financial advisor with NFSG Corporation in Monument, CO, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has worked at NewBridge Securities Corporation for 10 years and is president of Falcon Financial Services, Inc., a financial services firm. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing diversified portfolios and internal research resources.

Kevin Patterson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior experience includes roles at Motivus Wealth Management and FSC Securities Corporation. Outside of his advisory work, he has coached hockey and owns a tax preparation business. Commonwealth Financial Network is a registered investment adviser supporting a national network of advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, and compliance support, while its Investment Management and Research team manages discretionary model portfolios.

Christopher Przicina is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price and Federated Global Investment Management Corp. prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jason Vercelli is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations. He has less than one year of industry experience and previously worked at Thrivent Financial, Wells Fargo, Bank of America, and Dish Network. Key Investment Services LLC serves individuals, trusts, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions with ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Janet Wilson is a financial advisor with Commonwealth Financial Network based in Parker, CO. She holds the CFP® designation and Series 63 and 65 licenses, and has 36 years of industry experience. Prior to joining Commonwealth in 2023, she worked for FSC Securities Corporation from 2009 to 2023. Outside of her advisory role, she owns Wilson Financial Solutions, Inc., through which she provides tax preparation services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by offering advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management while providing access to a broad range of securities and insurance products.

Christopher Murphy is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Motivus Wealth Management. His prior experience includes roles at FSC Securities Corporation, Invesco, and Oppenheimerfunds. Outside of advising, he is involved in tax preparation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm offers discretionary model portfolios and customizable investment solutions, combining technology, compliance, and practice-management support for its affiliated advisors.

Hillary Hawkins is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. She has worked at Motivus Wealth Management, FSC Securities Corporation, Wilson and Klenovich Financial, and Freeport McMoran. In addition to her advisory role, she is involved in tax preparation through Wilson Financial Solutions Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform that provides operations, trading, technology, investment management, compliance, and practice-management resources.

Francis Wynne is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Wynne serves on the investment committees for the Monument Hill Kiwanis Foundation and Rockie Mountain Youth Leadership, contributing to educational and fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients through various advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branches, offering services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shaun O Bryant is a financial advisor with Edward Jones in Colorado Springs, CO, holding CFP® and Series 66 credentials and eight years of industry experience. Prior to joining Edward Jones in 2017, he served at the USAF Academy for eight years. Outside of his advisory role, he is a partner in a vacation rental business in Colorado Springs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

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.

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.

Zachary Schut is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2021. His prior work includes roles in various companies in Colorado Springs across construction and services sectors before joining Thrivent. 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 that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Alisha Chewning is a financial advisor at Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation with five years of industry experience. Her prior work includes positions at Raymond James Financial Services and Tang Wealth Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without portfolio management or discretionary trading authority.

Zachary Kibby is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is a member of Dubcom Capital LLC, which owns commercial office space leased to other Thrivent advisors and tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority.