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® with 29 years of experience and currently serves as a financial advisor at Modern Financial Asset Management, LLC. His prior roles include positions at Securities America Advisors and Mutual of Omaha Investor Services. He is also a licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management, LLC oversees approximately $35 million in discretionary assets for about 153 clients, including individuals, pension plans, charities, and businesses. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, offers discretionary portfolio management and financial planning services, and incorporates third-party model portfolios in its investment strategy.

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. He holds a Series 65 designation and has been with the firm since 2026. His prior experience includes roles at Cherry Hills Community Church and Barnabas Foundation. Fire Wealth Management serves individual clients, including high-net-worth households, medical professional families, small businesses, and certain retirement plans. The firm provides fee-only comprehensive financial planning and discretionary investment management, emphasizing passive buy-and-hold strategies with mutual funds and ETFs, guided by a plan-driven process supported by financial-planning software and ongoing client reviews.

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® with 20 years of industry experience. He is currently with Intentional Wealth Strategies in Colorado Springs, where he has worked since 2020. His prior roles include positions 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 to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment process that combines fundamental analysis with factor-based exposures and global diversification, tailoring portfolios to clients’ risk tolerance and objectives.

Joel Top is a financial advisor at PlanWiser Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses, and previously worked at Mutual Advisors, LLC, Mutual Securities, Inc., and Edward Jones. In addition to his advisory role, he manages PlanWiser Tax, LLC, an affiliated accounting and tax service provider. 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 integrates strategic and tactical asset allocation using a proprietary quantitative model and offers tax and accounting services through its affiliated entity, 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® with 15 years of experience in financial advising, currently with Intentional Wealth Strategies in Colorado Springs, CO. His prior experience includes roles at Raymond James Financial Services and First Ascent Financial. Intentional Wealth Strategies serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with integrated wealth management, financial planning, and retirement-plan consulting. The firm employs an evidence-based investment approach that incorporates fundamental analysis, factor-based exposures, and global diversification, tailoring portfolios to client risk tolerance and objectives.

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.