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Seth J
CFP®, Series 66
Colorado Springs, CO
Cetera
Seth Jensen is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera in 2025, he worked at Fidelity Investments for five years. In addition to his advisory role, he is involved with the Financial Independence Group as an independent agent focusing on life insurance and annuity solutions. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, serving individual, institutional, and retirement plan clients.
John F
Series 63, Series 65
Colorado Springs, CO
Cetera
John Ferguson Jr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services and Strategic Financial Partners. He serves as an advisory board member for the SCI Foundation and is a general partner of a family farm used by local farmers for crop growing. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a network of over 10,000 advisors and managing assets exceeding $256 billion.
Douglas B
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Douglas Brown is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2014. In addition to his advisory role, Brown is involved with Chief Capital LLC, an investment-related entity, and owns Chief M3 Real Estate LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading through BNY Mellon Advisors.
Bill S
Series 66
Colorado Springs, CO
Edward Jones
Bill Spurlock is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked for DePuy Synthes, a Johnson & Johnson company, from 2014 to 2019. Outside of his advisory role, he owns and manages livestock through Spurlock Land & Cattle LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.
Bradley K
CFP®, ChFC®, Series 63, Series 65
Colorado Springs, CO
Cetera
Bradley Kellen is a financial advisor at Cetera with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Kellen has held roles with Cetera Advisors LLC and Elite Financial Services Inc. since 2013 and has been active with Nelico since 2000. Outside of advisory work, he is involved with Bikers Against Child Abuse as an international agency liaison and chapter vice president, conducting educational workshops and overseeing agency liaisons in multiple countries. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports various program structures with over $256 billion in assets under management and a network of more than 10,000 advisors.
Cameron A
Series 63, Series 65
Peyton, CO
LPL Financial
Cameron Anderson is a financial advisor with LPL Financial in Peyton, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Ent Credit Union, CUSO Financial Services, and Charles Schwab. Outside of advisory work, he managed Ever Forward Travel LLC from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.
Bryant W
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Bryant Whitehead is a financial advisor at Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses. He joined Primerica Advisors in 2025 and has prior work experience including roles at Instacart and Jimmy Johns. Outside of his advisory role, he works as an Instacart driver and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.
Lauren P
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Lauren Pereira is a financial advisor with Primerica Advisors based in Colorado Springs, CO. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at PFS Investment Inc, Service Source, and Primerica Financial Services, as well as involvement with QContrive Marketing and previous experience in the restaurant and wholesale home design sectors. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Neil M
CFP®, ChFC®, Series 66
Colorado Springs, CO
Cetera
Neil Marks is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 15 years of industry experience. He has worked at Cetera since 2017 and was previously associated with National Planning Corporation. Marks serves as treasurer for the Pikes Peak Library District Foundation, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated third-party managers.
Joshua J
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Joshua Johner is a financial advisor with Primerica Advisors in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. Johner also owns Johner and Associates, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.
Cynthia J
Series 66
Colorado Springs, CO
Cetera
Cynthia Jahn is a financial professional with 11 years of industry experience, currently associated with Cetera. She holds the Series 66 designation and has worked at firms including Strategic Financial Partners and IMG Financial Group, Inc. Jahn serves as a board member of Divine Redeemer Parish Council in Colorado Springs. Cetera Investment Advisers LLC is an SEC-registered adviser delivering services through a large network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers.
Grant D
Series 66
Calhan, CO
LPL Financial
Grant Durham is a financial advisor with LPL Financial in Calhan, Colorado, holding a Series 66 designation and 11 years of industry experience. He has worked with LPL Financial since 2019 and owns Durham Versatility Horses LLC. Durham also serves as an officer in the U.S. Army Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a broad network of investment adviser representatives.
Rebekah V
Series 66
Colorado Springs, CO
LPL Financial
Rebekah Von Berg is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Waddell & Reed, INC. and various insurance carriers associated with W&R Insurance Agencies. She is a silent partner in Colorado Springs Cryo Therapy LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.
Konner W
Series 66
Colorado Springs, CO
Edward Jones
Konner Witt is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he served eight years in the United States Air Force. He volunteers as an assistant wrestling coach for the District 20 School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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