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.

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.

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.

Kyle De Mers is a financial advisor at Bonfire Financial, LLC in Colorado Springs, CO. He holds a Series 65 credential and has been with Bonfire Financial since 2024. Prior to joining the firm, he worked at ENT Credit Union for nine years and spent time at Lewis Palmer School District 38. Bonfire Financial provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and strategic asset allocation while utilizing a range of investment vehicles including mutual funds, ETFs, and alternative strategies.

Karl Hering is a financial advisor with Unity Wealth Strategies in Colorado Springs, Colorado, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Unity Wealth Strategies in 2026, he worked at Money Concepts Capital Corp and Summit Financial Group. Outside of his advisory work, he is a certified personal trainer operating Be Functional, LLC. Unity Wealth Strategies serves individual investors, charitable organizations, and corporations with discretionary investment management and both ongoing and project-based financial planning. The firm employs a tailored investment process that integrates passive and active strategies, including client-specific policies and customization for socially responsible investing.

William Roark is a financial advisor with RS Asset Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial LLC and RS Asset Management since 2011. Outside of advisory work, Roark is involved in workshop instruction focused on business owner transition education and operates a self-storage facility. 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 employs both fundamental and technical analysis, offers discretionary and non-discretionary management across various securities, and emphasizes regular portfolio supervision and rebalancing.

Shari Carlson is a financial advisor at Unity Wealth Strategies in Colorado Springs, CO, with six years of industry experience. She holds a Series 65 designation and has worked at several firms including Creative Financial Services, Inc. and Collaborative Consulting Group LLC. Outside of her advisory role, Carlson works as a trainer at Balancing Life's Issues, serves as a substitute teacher in the Harrison School District 2, and acts as a parent provider community connector for S Carlson Care Provider. Unity Wealth Strategies is a fee-only registered investment adviser that serves individual clients and small organizations through investment management and comprehensive financial planning. The firm employs a combination of passive and active strategies aligned with asset-allocation principles and offers educational seminars and speaking engagements.

Ellen Powers is a CFP®-certified financial advisor with 15 years of industry experience, currently practicing at Partners Capital Management, Inc. She has been with the firm since 1991, which indicates extensive tenure within the organization. Partners Capital Management, Inc. is a fee-only registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a core-and-satellite investment strategy, primarily using no-load or low-load mutual funds and ETFs, and maintains a predominantly non-discretionary advisory model that allows clients to retain final authority over investment decisions.

Nicholas Coleman is a Series 65-licensed financial advisor at Bonfire Financial, LLC with seven years of industry experience. He has worked at Bonfire Financial since 2018 and previously at Demming Financial Services from 2017 to 2018. Prior to his financial career, he was affiliated with Colorado State University for four years. Bonfire Financial, LLC is an investment management firm serving individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using a client-focused investment process that emphasizes strategic asset allocation, manager analysis, and tax-efficient management across a variety of investment vehicles.

Jeffrey Sharpe is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal and sole advisor at Ardent Investors, LLC, based in Colorado Springs, CO. Prior to founding Ardent Investors in 2021, he worked at Thrivent Financial and Thrivent Investment Management Inc. Mr. Sharpe maintains an insurance license to offer risk management advice to clients but does not earn commissions from this service. Ardent Investors, LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients, using an all-weather investment approach that incorporates fundamental, technical, cyclical, and charting analyses. The firm manages diversified, tax-aware portfolios across multiple asset classes and employs limited options strategies for hedging and income.

Kenneth Beach is a financial advisor with Cascade Investment Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cascade Investment Group since 1996. Cascade Investment Group serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm combines fundamental, technical, and charting analysis with asset allocation and manager selection, managing portfolios on both discretionary and non-discretionary bases and offering a range of investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.

Rebecca Miller is a financial advisor at Unity Wealth Strategies with 10 years of industry experience. She holds a Series 65 designation and previously worked at Creative Financial Services, Inc. for 11 years. In addition to her advisory role, she works part-time as an Operations & Client Experience Specialist at Hessel Financial Advisors, supporting client correspondence and administrative tasks. Unity Wealth Strategies is a fee-only registered adviser that provides investment management and comprehensive financial planning to individuals and small organizations. The firm uses a combination of passive and active strategies within a discretionary asset-allocation framework and offers educational seminars and speaking engagements.

Theresa Brock is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, holding a Series 66 designation with 13 years of industry experience. She has been with Cascade Investment Group since 2010. Cascade Investment Group, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis alongside asset allocation and manager selection, managing accounts through discretionary and non-discretionary programs.

Lindsey Simek is a Series 65-licensed financial advisor with Capstone Investment Financial Group, LLC, based in Colorado Springs, CO. She has five years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities, LLC. Capstone Investment Financial Group offers financial planning and portfolio management services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisory firms. The firm employs a risk-focused investment approach with proprietary and thematic strategies and maintains a monthly portfolio review process.

Gerald Biegler is a financial advisor with Sustainable Wealth Strategies, LLC in Colorado Springs, CO. He holds the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Prior to joining Sustainable Wealth Strategies in 2017, he worked at Rocky Mountain Financial Services since 1985. In addition to his advisory role, he spends a significant portion of his time as an independent insurance agent. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach, utilizing diversified portfolios of low-cost index funds and ETFs, and offers customized direct-indexing options with ESG and tax-aware features.