Chad Glover is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 license and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked briefly at Raymond James, Lyft, USAA, T. Rowe Price, and the El Pomar Foundation. He also had a short-term role as a delivery driver for Domino's CKW Pizza. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and fiduciary advisory services supported by a nationwide network of financial advisors and branch offices.

Darlene Manchego is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Beacon Home Care and has been with Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with approximately 3,987 advisors, offering model-delivery strategies managed by unaffiliated asset managers and using custodial support from Pershing.

Jonathan Wieland is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. since 2019. Prior to that, he worked for Edward Jones for 19 years. Outside of advising, he manages a small portfolio of personally held rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance advisory.

Donna Caplan is a financial advisor with Primerica Advisors in Monument, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2009. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Hannah Rivera is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked in various roles in the food and service industries. She has also been involved with Dc Oakes Brewhouse and Eatery. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Timothy Wenger is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has held positions at Ameriprise Financial Services and Millennium Financial Group and currently serves as president of Colorado Argos Inc., a financial services company. Wenger is also involved in managing rental property businesses in Colorado Springs. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and custodial relationships, managing over $256 billion in assets and supporting more than 10,000 advisors.

John Policastro is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Kirby Zeller is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera Advisors LLC since 2013. Zeller operates a separate wealth management practice and is also licensed to sell life, health, annuities, and disability insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jack Windeler is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica since 1998 and is a retired U.S. Army veteran. Outside of advising, he receives non-investment compensation related to home security and automation product referrals and loan product sales through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary separately managed accounts. The firm operates nationally with approximately 3,948 advisors and $15.5 billion in assets under management.

Daniel Urquidi II is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank N.A. 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 and financial planning services with access to model portfolios, research, and advanced portfolio management technologies.

Christopher Pagan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Ent Credit Union, CUSO Financial Services, Charles Schwab, and USAA Financial Planning Services. He serves as a board member for the Audi Club Rocky Mountain Chapter and is involved in rideshare driving and a peer-to-peer car-sharing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating research-backed model portfolios and multiple management strategies.

Nigel Grant is a CFP® professional affiliated with Edward Jones, based in Colorado Springs, CO, with 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves since 2008. Outside of his advisory role, he owns and operates a lawn care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shayna Winslow 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, she worked in various educational roles, including positions at Academy District 20 and Santa Clara Unified School District. Outside of finance, Winslow was an independent hairstylist for over a decade. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branches.

Christopher Johnson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management. Johnson is also a co-owner of a family rental property business in Monroe, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Travis Feldman is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. He has one year of experience in advisory services and previously worked at Gem Horology, where he was self-employed for four years, and Ascension Health for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of more than 23,700 financial advisors.

Harold Tomlinson is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 63 designation and possessing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 25 years and operated H W Tomlinson MoneyMaster for 28 years. Outside of his advisory role, he has been active as a non-variable insurance agent since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Marks is a financial advisor with Cetera, holding the ChFC® and Series 63 designations, and has 41 years of industry experience. He has worked at Cetera and its affiliates since 2017 and founded Prime Financial Strategies, where he serves as president. Marks also acts as a successor trustee for a family trust. Cetera Investment Advisers LLC provides a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors.

Katharine Euler is a financial advisor with LPL Financial in Colorado Springs, CO. She holds a Series 66 designation and has nine years of industry experience, having worked at LPL Financial since 2017. Outside of her advisory role, she is a co-owner of a local Baskin Robbins franchise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Seth Jensen is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera in 2025, he worked at Fidelity Investments for five years. In addition to his advisory role, he is involved with the Financial Independence Group as an independent agent focusing on life insurance and annuity solutions. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, serving individual, institutional, and retirement plan clients.

Rebecca Bayless is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial in Colorado Springs, CO. She has worked at LPL Financial since 2006 and has been involved with Western Wealth Advisors since 2015. Bayless also provides advisory services at Climb Credit Union and through Asset Architects, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.