Travis Kvaale is a financial advisor at Make Way Wealth Management in Colorado Springs, CO, holding a Series 65 credential with four years of industry experience. His prior roles include positions at American Bank & Trust and the State of South Dakota Legislative Audit. Make Way Wealth Management serves individuals, corporations, charities, and retirement plans, managing approximately $80 million in client assets across 120 relationships. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing strategic diversification and technical analysis to tailor portfolios according to client goals.

Chris Franz is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 65 designation and six years of industry experience. He is the Managing Director of the Pioneer Fund, a private equity fund he founded in 2016 that focuses on sourcing, acquiring, and managing small manufacturing companies and limited partner investments. Prior to this, he has been associated with IPS, Inc. since 2005. Bauer Wealth Management (dba Bauer Heitzmann) serves individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs an investment approach centered on asset-class allocation combining passive index-based products with tactical rebalancing and customized Investment Policy Statements, and utilizes both traditional and private investment vehicles.

Russell Adelmann is a CFP® with 27 years of industry experience and has been with Adelmann Financial, Inc. since 1994. Based in Colorado Springs, CO, he holds a Series 63 designation and practices at a firm he helped establish. Adelmann Financial serves individual investors, including high-net-worth clients, trusts, and employer-sponsored retirement plans by providing continuous portfolio management and ongoing financial planning. The firm employs a blend of passive and active management grounded in Modern Portfolio Theory, focusing on ETFs and mutual funds while emphasizing investor behavior and preparedness for market volatility.

Stephen Heitzmann is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. He has previously worked at TIAA-CREF and currently serves as CEO of Altruistic Investing, LLC, where he is involved in portfolio management. Bauer Wealth Management provides investment advisory, family office, concierge wealth management, pension consulting, and financial planning services to individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm’s investment approach includes asset-class allocation with passive index-based products, tactical rebalancing, customized Investment Policy Statements, and the use of external managers and private investment vehicles to achieve specialized exposures.

Nolan Hughes is a Series 66-credentialed financial advisor based in Colorado Springs, CO, with 18 years of industry experience. He has worked at firms including LPL Financial, NewEdge Advisors, and B. Riley Wealth Management. In addition to advising, he provides outsourced compliance consulting through Oyster Consulting LLC. He is currently affiliated with Brotherhood Retirement, a firm that serves employer-sponsored retirement plans by offering retirement plan consulting, participant education, and discretionary fiduciary investment management through unaffiliated advisers and an internal Investment Committee.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.

Jerome Bruni is a financial advisor with Bruni J V & Co in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with J. V. Bruni and Company since 1992. Bruni J V & Co provides discretionary investment supervisory services to individual clients, retirement plans, trusts, estates, nonprofits, and businesses. The firm emphasizes fundamental and qualitative analysis of corporate equities in its long-term, buy-and-hold investment approach and manages nearly $947 million in discretionary assets.

Lucas Laudick is a financial advisor at Advisers Investment Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Latitude Tax Advisors, LLC, where he also serves as Office Manager, REACOS, Inc., Rod Ermel Associates, Inc., Kinder Morgan, T. Rowe Price, and TRC of Southern Colorado. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm follows an evidence-based investment process using globally diversified model portfolios and manages roughly $105 million across about 570 discretionary accounts.

Eric Jackson is a CFP®, ChFC®, and PFS™ with 17 years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2022, and has held roles at American Tax & Financial Planners since 2017. Outside of his advisory work, he is an associate at American Tax & Financial Planners, providing tax preparation, bookkeeping, and tax planning services. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management and financial planning with a focus on asset allocation and diversification. The firm employs a range of strategies from passive to active management and provides specialized services such as performance-based fee arrangements and educational seminars.

Aaron Milledge is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Targeted Wealth Solutions in Colorado Springs, CO, and has prior work experience with Frontier Airlines and the United States Air Force Reserve. In addition to his advisory role, Milledge serves as a Field Grade Officer in the U.S. Air National Guard and is involved in residential mortgage origination through Stratec LLC. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, fiduciary services, and financial coaching, employing a portfolio construction approach based on Modern Portfolio Theory, quantitative models, and factor diversification.

Michael Carrico is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Financial Action, Inc. He has previously worked at Howe And Rusling, Inc., Empower Advisory Group, Empower Financial Services, Inc., and T Rowe Price. Financial Action, Inc. is an SEC-registered investment adviser offering investment management, financial planning, and retirement plan services to individuals, families, trusts, retirement plans, and corporations. The firm manages portfolios primarily in equities, fixed income, mutual funds, and ETFs, emphasizing long-term holdings and periodic rebalancing.

Jacob Williams is a financial advisor at Carlson Financial with 13 years of industry experience and holds the Series 66 designation. He has worked at Carlson Financial since 2021, and previously held roles at Charles Schwab & Co., Inc. and Compassion International. Carlson Financial is a multi-office firm managing approximately $632 million in discretionary assets for about 1,100 client households. The firm serves individuals, trusts, small businesses, family offices, and institutional clients, offering comprehensive financial planning and investment advisory services with a cash-flow–based approach and portfolios focused on equities and exchange-traded funds.

Jason Roque is a CFP® with 18 years of experience in the financial industry. He has been with Financial Action, Inc. since 2013. Outside of his advisory role, he is the owner of Roque Property Management, LLC, a vacation rental business in Fort Myers, Florida. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans, providing written financial plans and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

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.

George Gay is a CFP® professional with 26 years of experience, currently serving at First Affirmative Financial Network LLC since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he prepares a small number of tax and sales tax returns and provides bookkeeping services for two small businesses. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide adviser network. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.

Samuel Addington is a financial advisor at City Center Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously served six years in the U.S. Army. Outside of advising, he is also active in insurance sales through City Center Financial, LLC. City Center Advisors provides discretionary investment management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm utilizes Modern Portfolio Theory, incorporates active strategies in portfolios, and offers fiduciary retirement plan services alongside educational seminars and workshops.

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.