Daniel Easton is a Series 66-credentialed financial advisor at 56 Capital Partners, Ltd with five years of industry experience. Prior to joining 56 Capital Partners in 2026, he worked six years at T. Rowe Price. Outside of finance, he has been involved with Goose Creek Custom Woodworking since 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for around 260 clients, employing a diversified investment approach that includes both fundamental and technical analysis, with options for more complex strategies.

Carey Davis is a financial advisor at Brightwork Wealth Management, LLC with a Series 66 credential and one year of industry experience. Prior to his current role, he served in the United States Air Force for 11 years and continues to serve in the Utah Air National Guard. Brightwork Wealth Management serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning. The firm emphasizes asset allocation using proprietary model portfolios and a blend of passive and active investments.

Kathleen Larouere is a financial advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her career includes prior roles at VOYA Financial Advisors and Simplicity Wealth, LLC. She is also a licensed insurance agent involved in insurance account reviews as part of her professional activities. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party Co-adviser model portfolios focused on asset allocation through exchange-traded funds. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships with a high client-to-advisor ratio.

Elliott Orsillo is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Season Investments, LLC since 2011. He holds a Series 66 license and is based in Colorado Springs, CO. Outside of his advisory role, he manages Homeschool Solutions, LLC, a homeschool software business. Season Investments provides discretionary portfolio management, financial planning, and investment consulting to individual and institutional clients, including high-net-worth households, trusts, and pension plans. The firm integrates a multi-disciplinary analytical approach with active risk management and sponsors private alternative credit and equity funds alongside managing pooled investment vehicles.

Jacob Phelps is a financial advisor at Strong Wealth with seven years of industry experience and a Series 65 designation. His prior work includes roles at Illumination Wealth Management, Bonfire Financial, KFG Wealth Management, Korhorn Financial Group, Wells Fargo Bank, and BB&C Attorneys at Law. He is also the owner and operator of Phash Mining LLC, a bitcoin mining business. Strong Wealth provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, with a specialized focus on integrating bitcoin into long-term strategies. The firm employs a proprietary dynamic allocation approach combining ETFs, equities, commodities, and fixed income, and offers bitcoin-centric financial planning and education through a digital Financial Independence Plan.

Jonathan Shedd is a financial advisor at Fire Wealth Management, LLC in Colorado Springs, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cherry Hills Community Church and the Barnabas Foundation. Fire Wealth Management LLC is a fee-only advisory firm serving individuals, medical professional families, small pension and profit-sharing plans, and business entities. The firm employs a passive, buy-and-hold investment strategy using mutual funds and ETFs, combined with comprehensive financial planning and 401(k) liaison services for small practices.

Timothy Struck is a financial advisor with Brotherhood Retirement, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Envoy Advisory, Inc., PCS Retirement Services, and Efficient Advisors, LLC. Outside of his advisory work, he is involved with Christian Retirement Ministries. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants by providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated registered investment adviser to deliver fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment processes.

Christopher Long is a CFP® and CFA® charterholder with 19 years of industry experience. He currently serves as a financial advisor at Intentional Wealth Strategies in Colorado Springs, CO. His career includes roles at Raymond James Financial Services, Ameriprise Financial Services, Charles Schwab, and Morgan Stanley. Intentional Wealth Strategies provides integrated wealth management, financial planning, and retirement plan consulting for individuals—including high-net-worth clients—trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment process combining fundamental analysis and factor-based exposures, offering tailored portfolio allocations with ongoing monitoring.

Joel Top is a financial advisor with Planwiser Financial in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes 15 years at Edward Jones and roles at Mutual Advisors, LLC and Mutual Securities, Inc. Outside of his advisory work, he manages PlanWiser Tax, LLC, an affiliated accounting and tax services firm. Planwiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a proprietary quantitative optimization model combining strategic, dynamic, and tactical asset allocation with value and long-term holding strategies and offers integrated tax and accounting services through its affiliation with PlanWiser Tax, LLC.

Casey Dickinson is a financial advisor at TruAdvisors with one year of industry experience. He holds a Series 65 designation and has prior work experience in digital marketing and the food industry. Dickinson owns a digital marketing company focused on small businesses in the food and e-commerce sectors. TruAdvisors Financial provides investment advisory and portfolio management services to individuals and various institutions. The firm employs a combination of fundamental, technical, and cyclical analysis and frequently uses derivatives strategies in client accounts.

Sean Soulvie is a financial advisor at RS Asset Management, LLC in Colorado Springs, CO, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with RS Asset Management and LPL Financial LLC since 2011. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary portfolio management using a range of investment strategies and conducts regular account supervision, combining fundamental and technical analysis tailored to client goals.

Richard Carroll is a CFP®-designated financial advisor with 15 years of industry experience. He has worked with Intentional Wealth Strategies since 2020, following prior roles at First Ascent Financial and Ameriprise. Carroll holds Series 63 and Series 65 licenses and operates out of Colorado Springs, CO. Intentional Wealth Strategies provides comprehensive wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with global diversification, factor-based exposures, and tailored risk management, utilizing independent managers and model portfolios with discretionary oversight.

David Martin is a financial advisor with ATLAS Lifestyle Planning Group LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at R. F. Lafferty & Co., Inc., Xton Financial, LLC, and Kingswood Capital Partners. He has also been involved with Compliers Consulting Services and Monahan-Roth, LLC for multiple years. ATLAS Lifestyle Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary and non-discretionary portfolio management with comprehensive financial planning and retirement plan consulting under ERISA, often serving as a limited-scope ERISA 3(21) fiduciary.

Justin Woodbury is a Series 65-licensed financial advisor with Senior Tax Advisory Group, Inc. in Littleton, CO, bringing over 15 years of industry experience including 14 years at Tucker Financial Group. He is also the principal and owner of FITFO Financial, an investment-related business in Colorado. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing a model portfolio approach through third-party co-advisers. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships.

Kevin Sullivan is a CFP® with 32 years of experience in the financial services industry. He has worked at Raymond James Financial since 1993 and has been associated with Sullivan & Associates in various capacities since 1999. Sullivan serves as Treasurer and a member of the Finance/Investment Committee for the Memorial Hospital Foundation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Vicki Biegler is a financial advisor at Sustainable Wealth Strategies, LLC in Colorado Springs, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rocky Mountain Financial Services since 2008. Biegler is also licensed to sell annuities, life, disability, health insurance, and long-term care, dedicating about 20% of her time to these activities. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients, focusing on diversified, low-cost index funds and ETFs with options for ESG customization and tax-aware adjustments. The firm refers clients to third-party portfolio managers for implementation and manages most accounts on a non-discretionary basis.

Robert Wrubel is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Cascade Investment Group, Inc. since 2007. Wrubel serves as a voting board member on the Eastern Colorado Bank Advisory Board. Cascade Investment Group, Inc. provides portfolio management, financial planning, and advisory services to individuals, pension plans, charitable organizations, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and charting analysis alongside asset allocation and manager selection, offering a range of investment products including mutual funds, ETFs, alternatives, and cryptocurrency.

Jane Young is a CFP® certificant with 26 years of industry experience, currently practicing at More Than Your Money, Inc. She has worked at It's Not Just Money, Inc. since 1999. Based in Colorado Springs, CO, she holds a Series 63 license. More Than Your Money, Inc. offers comprehensive financial planning and limited investment advisory services to families and individuals, with specialized support for widows, widowers, and clients managing post-divorce finances. The firm employs a long-term, low-turnover investment approach and provides advice on a non-discretionary basis, combining financial planning with tax services under fixed-fee or hourly arrangements.

Tristan Smith is a financial advisor at Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63 and Series 66 credentials with five years of industry experience. His work history includes roles at Fidelity Investments and Bauer Wealth Management. Bauer Wealth Management, operating as Bauer Heitzmann, manages approximately $206 million for around 160 clients, offering discretionary portfolio management, family office services, pension consulting, and financial planning primarily to individuals, high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs a long-term asset allocation strategy focused on passive index-based products combined with tactical rebalancing and utilizes a range of investments, including alternatives and derivatives, with some unique approaches to private funds and integrated family-office services.

Mitchell Moore is a financial advisor at Strong Wealth in Colorado Springs, CO, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Strong Wealth in 2021, he worked at Charles Schwab and held academic roles at Indiana University and IUPUC. Strong Wealth offers comprehensive financial planning and discretionary investment management focused on individuals and high-net-worth clients, with a specialized emphasis on integrating bitcoin into long-term strategies. The firm utilizes a proprietary dynamic allocation approach combining ETFs, including a bitcoin ETF, with equities, commodities, and fixed income, supported by technical and cyclical analysis.