Logan Haag is a financial advisor with Season Investments, LLC in Colorado Springs, holding Series 65 and Series 66 licenses and six years of industry experience. He has been with Season Investments since 2019 and previously worked at Krueger Brothers Construction. Haag also operates as an independent life insurance agent, facilitating the application and execution of life insurance policies. Season Investments, LLC provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, institutions, and other entities. The firm offers a mix of strategies including trend-following, manager allocations, and alternative investments, and sponsors a private pooled fund, the Season Investments Alternative Credit & Equity Fund, LP.

James Mulzer II is a financial advisor at Planwiser Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mutual Advisors, LLC and Edward Jones. Additionally, he is a licensed insurance producer capable of offering life insurance policies to clients. Planwiser Financial serves individual and high-net-worth clients, families, trusts, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services, employing a mix of strategic and tactical asset-allocation strategies supported by a proprietary quantitative model.

Kelly Ikenberry is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has operated Kelly Ikenberry Coaching since 2009. Advenire Wealth Management serves high-net-worth individuals, families, trusts, small businesses, and retirement plans, focusing on strategic asset allocation and long-term portfolios. The firm offers wealth management, financial planning, pension consulting, and specialized services such as real estate and 1031 exchange consulting.

Brian Colvert is a CFP® with 18 years of industry experience, currently serving as an advisor at Bonfire Financial, LLC since 2017. He previously worked at UBS Financial Services Inc from 2009 to 2017. Outside of his advisory role, he is involved with Kids on Bikes, a nonprofit that provides bicycles to children and teaches them how to ride, where he serves as an officer. Bonfire Financial, LLC is an investment management firm offering 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 uses a client profiling and strategic asset allocation approach, emphasizing manager evaluation, tax efficiency, and the use of alternative investment strategies.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Shane Squibb is a CFP® professional with 28 years of industry experience, currently serving at Modern Financial Asset Management, LLC since 2022. His prior experience includes roles at Securities America Advisors and Mutual of Omaha Investor Services. In addition to his advisory duties, he is a managing member and licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management serves individuals, pension plans, charities, and businesses, managing approximately $35 million in discretionary assets. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a tactical asset-allocation approach and third-party model portfolios.

Brent Sharpe is a financial advisor with Ardent Investors, LLC in Colorado Springs, CO. He holds a Series 65 designation and has experience working in the insurance industry, including roles at Sharpe Insurance Agency and Farmers Insurance. Ardent Investors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs an active investment approach incorporating fundamental, technical, cyclical, and charting analyses, with portfolios that may include derivatives-based strategies such as covered calls and hedging techniques.

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.

Brent Sabati is a financial advisor at Modern Financial with eight years of industry experience and holds a Series 65 designation. He has worked at several firms including Mutual of Omaha, Securities America, and Northwestern Mutual. Outside of advising, he serves on the boards of multiple nonprofits and contributes to digital curriculum development for ENT Credit Union. Modern Financial Asset Management, LLC manages about $35 million in discretionary assets for individual, institutional, and nonprofit clients. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, offers discretionary portfolio management and financial planning, and incorporates third-party model portfolios and sub-advisory services.

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.