Anthony Blauert is a Certified Financial Planner® with 25 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved with Boccia United States in Birmingham, AL. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with various portfolio models and research resources.

Robert Williams is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at T. Rowe Price and Northwestern Mutual, among others. Outside of his advisory work, he owns a small real estate investment involving a four-townhome building. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary wealth management services supported by an in-house manager solutions team and centralized due diligence.

Jacob Ziegler is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He works directly with clients to develop personalized financial plans that align with their unique goals, leveraging the technology and resources available at Fidelity. Prior to this role, he held various positions in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024 and several roles at T. Rowe Price from 2012 to 2022, encompassing client management, sales, and supervisory responsibilities. Mr. Ziegler holds an AR Insurance License, which supports his advisory capabilities in financial planning. His career reflects extensive experience in client relationship management and intermediary services within the investment sector. Outside of his professional work, he spends time with his wife and two daughters. His personal interests include cars, family activities, golf, parenthood, reading, and volunteering.

Colt Miles is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and AXA Advisors LLC. In addition to his advisory role, he provides freelance coaching and consulting services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Brandon Espinosa is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he is the owner and operator of a small rental property business. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Jessica Kouri is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked for CUSO Financial Services LP for 11 years prior to joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Christopher Scott is a CFP® with 43 years of industry experience, currently advising at Cetera since 2023. He has previously worked at Cetera Wealth Services, LLC, Girard Securities, and has operated Cscott Financial, Inc. since 1992. Scott is also involved in independent insurance representation and manages Ascent Financial Strategies LLC. Cetera is an SEC-registered adviser operating a large nationwide network of independent advisors, serving individual and institutional clients through multiple portfolio management and planning services. The firm offers a range of program structures including model portfolios, third-party managers, and bespoke strategies.

Stella Esparza is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Prior to her career in finance, she spent ten years in full-time education and had roles at the Regents of the University of Colorado and ERA Environmental. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Todd Tolbert is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Wealth Services since 2025. Prior to that, he worked at Concourse Financial Group Securities Inc for 18 years and operates Bolder Investment Group LLC, a business focused on investment and insurance planning. Outside of advising, he is a part owner of Burning Triangle Productions, a production company associated with his son, and serves as a board member of the Georgia State Board of Accountancy. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Nicolas Rodriguez is a CFP® and ChFC® with six years of industry experience. He currently serves as a financial advisor at Raymond James Financial, having joined the firm in 2022 following two years with Northwestern Mutual. Prior to his financial services career, he served in the Army for five years. Rodriguez also works as an insurance agent, providing clients with life, disability, and long-term care insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports client recommendations through various advisory programs.

Leon Sirvaitis is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors and J.J.B. Hilliard, W.L. Lyons, Inc. Sirvaitis is also involved in a family partnership unrelated to investment management. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managed account solutions.

Jennifer Hicks is a CFP® with 29 years of industry experience. She has been with Cetera since 2013 and holds Series 63 and Series 65 licenses. Hicks also operates IRM Solutions, doing business as Purpose Planning Inc., and works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Brian Lindsey is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Morgan Stanley in 2019, he spent 20 years at Merrill and 10 years at Bank of America. Outside of his advisory role, he serves as a trustee for the RMC Family Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its advisory process.

Colin Henry is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor and branch networks in the industry.

Franklin Naylor III is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He previously worked at Crown Capital Securities LP for 26 years before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Wyatt Wieland is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Wieland Wealth Management, and a five-year tenure at the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary services supported by various analytical tools and has specialized municipal advisory capabilities alongside recently developed SIMPLE IRA employer consulting programs.

Cooper Wells is a Series 66-credentialed financial advisor with Edward Jones in Colorado Springs, Colorado, and has two years of industry experience. Prior to joining Edward Jones, he held positions at Porsche Colorado Springs and Glen Eyrie, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Aaron Butler is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served in the United States Air Force for 26 years. Outside of his advisory role, he works as a medical referral associate for Falcon MediQuip, LLC, providing contacts and networking within the physical therapy community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies through a large nationwide network of advisors and branch offices.

Harriette Jasper is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2011. Jasper also manages office operations for Marchesani, Corp., a legal entity formed for Primerica business purposes, and participates in licensed sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brian Boudreau is a CFP® with 18 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at Edward Jones from 2011 to 2019. Outside of his advisory role, he is CEO of Beta Partners Brian LLC and Your TaxLady and Co and is involved in property management as an officer and owner of B&K Real Estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.