Bryan Jepson is a Series 65-licensed advisor at Targeted Wealth Solutions with three years of experience in financial advising. He concurrently works as an emergency physician at Emergency Medical Specialists, PC, a role he has held since 2017. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using a Modern Portfolio Theory framework complemented by quantitative models and factor-driven diversification.

Brandon Ridenour is a financial advisor at Financial Action, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kassira Wealth Management LLC and T. Rowe Price. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Kelly Fasterling is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. Prior to joining Aspen Creek Wealth Management in 2024, she worked at Tyler Wealth Management and Horter Investment Management. Outside of her advisory role, she is president of Golden Eagle Alliance, an oil and gas drilling company, and is involved in real estate investing and life insurance advisory activities. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs fundamental, technical, charting, and cyclical analysis, implementing portfolios primarily through mutual funds, ETFs, equities, and fixed income, while also utilizing third-party managers and an investment committee arrangement.

Christopher Reed is a financial advisor at Financial Action, Inc. in Monument, Colorado, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Financial Action, Inc. since 2006. Outside his advisory role, he owns Paragon Capital, LLC, and has ownership in Raton Gas Transmission, a utilities business. Financial Action, Inc. serves individual investors, families, and defined contribution plan participants by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Brittany Rogers is a CFP® and Series 65 credentialed advisor with eight years of industry experience. She currently works at Sovereign Financial Group, Inc., where she has been since 2023, following five years at Accelerated Wealth Advisors, LLC. In addition to her advisory role, she is involved in life insurance sales as a registered agent. Sovereign Financial Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds and ETFs alongside individual securities and options, supported by fundamental and technical analysis with AI tools.

Meredeth Mcdowell Iversen is a financial advisor with Financial Action, Inc. She holds a Series 65 credential and has three years of industry experience. Prior to joining Financial Action, she worked at Financial Future Services, LLC for ten years and spent twenty years at JP Morgan Chase Bank NA (formerly Banc One). Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

Clark Milner is a Series 65-licensed advisor with seven years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2023. His prior experience includes roles at Jr International, Inc., Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Outside of his advisory work, he has been involved in property management through his role with Milner Properties. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, utilizing a range of strategies from passive to active management with an emphasis on asset allocation and diversification.

Deanna Meyer is a financial advisor with Dodds Wealth, LLC in Colorado Springs, Colorado, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial and Dodds Wealth Management Group. Dodds Wealth, LLC serves individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

Kerry Hilsabeck is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Financial Action, Inc. since 2020, and previously worked at Focus on The Family, Alpers Financial Planning, and T. Rowe Price. Financial Action, Inc. provides financial planning and investment advisory services to individual investors, families, and participants in employer-sponsored defined contribution plans. The firm manages diversified portfolios based on fundamental, cyclical, and secular analysis, with regular reviews and rebalancing, serving a large client base primarily through discretionary management.

Jonathan Holmes is a financial advisor at USAA Investment Services Company with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is based in Colorado Springs, CO. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Penny Frank is a CFP® professional with 19 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Goldman Sachs, United Capital Financial Advisers, Spire Wealth Management, and Charles Schwab. In addition to her advisory work, she is a licensed insurance agent for life, health, and annuity products. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios incorporating ETFs, mutual funds, individual securities, and alternative investments, supported by a comprehensive platform with affiliated sub-advisory arrangements and third-party solutions.

Chris Abeyta is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC. Abeyta is also president of High Trust Financial & Consulting Inc., a holding company for financial assets. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a variety of investment strategies, including actively managed and passive models, alternative investments, and annuity management.

Jason Runung is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network and Scottrade. Outside of his advisory work, he owns Summit Advisor Marketing, LLC, a marketing company. 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 utilizes a variety of analytical approaches, frequently implementing solutions through third-party money managers and sub-advised models.

Malia Tanaka is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with various USAA entities since 2016 and currently provides coaching services through Optavia. Additionally, she is involved in pet care, working as a pet sitter with Rover.com. USAA Investment Services Company offers retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm provides Retirement Income Strategy Reports and facilitates client referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets directly.

Paul Mclemore is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with HFG Advisors, a firm he has been associated with since 2005, and has previously worked at Ausdal Financial Partners, Intervest International Equities Corp, United Planners' Financial Services, and Heartland Financial Consultants. Outside of finance, he is a jazz piano instructor through his business, Mclemore Piano. HFG Advisors provides financial planning, consulting, and portfolio management services to individuals, businesses, and retirement plans, with a focus on non-discretionary advice and collaboration with third-party money managers and sub-advisors. The firm is also involved in financial education through the Heartland Institute of Financial Education.

Nathan Archuleta is a Certified Financial Planner® with 19 years of industry experience, currently serving with Summit Wealth Group in Colorado Springs, CO. He has worked at Summit Wealth Group since 2011 and was previously affiliated with Commonwealth Financial Network. Archuleta also owns Archuleta Financial Services, LLC, a private entity established to support his advisory and insurance activities. 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 approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Susan Auer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Her prior roles include positions at Accelerated Wealth Advisors LLC, T. Rowe Price Investment Services, and USAA Financial Planning Services. She is also active as an insurance agent through Triad Partners. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

Jeremy Burton is a financial advisor at Private Client Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services and SII Investments. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Joshua Jerele is a CFP® professional with 12 years of industry experience, currently serving at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Mosaic Family Wealth, and UBS Financial Services. He is also the owner of Jerele Consulting LLC, a private entity that supports his advisory and insurance business. 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 employs a variety of analytical approaches, frequently using third-party money managers and sub-advised models.

Gunnar Johnson is a financial advisor at Savvy with one year of experience at the firm and a Series 65 credential. His background includes roles at Dream Centers and Youth for Christ USA, as well as entrepreneurial and leadership positions with Bigfoot Drywall and Paint and learngenerosity.com. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, using a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support through unaffiliated platforms.