Mary Miller is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Her prior work experience includes roles in several food and beverage businesses as well as full-time studies at the University of Wyoming. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware withdrawal planning.

Kyle Gamache is a financial advisor at Thrivent Investment Management based in Colorado Springs, CO. He holds a Series 66 credential and has experience in various public sector and military roles prior to joining Thrivent in 2025. His previous positions include work with the U.S. Office of Personnel Management, the Defense Health Agency, and the City of Colorado Springs Department of Finance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, taxes, estate, and special needs, but does not provide portfolio management for institutional clients.

Richard Stonger is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Colorado Springs office since 1993. He leads the Stonger Gilkerson Group and is a specially qualified Senior Portfolio Manager. In this capacity, he helps clients pursue their financial objectives by building and managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis and offers his expertise to clients working with other Merrill Lynch advisors. Richard has more than 35 years of experience across finance, insurance, and real estate industries. He holds a Bachelor's degree from the University of Missouri and a Master of Business Administration in Finance from Houston Baptist University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management services, small business strategies, investment strategy, tax minimization, and retirement income. In his personal time, Richard enjoys biking, golfing, hiking, skiing, spending time with his family, and traveling.

Gary Tate is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 46 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Andrew Ladrow is a Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002, working from Colorado Springs, CO. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and multiple program options, including proprietary and third-party solutions.

Robert Book is a financial advisor at Raymond James Financial with 25 years of industry experience and holds a Series 66 designation. His career includes roles at Ameriprise and a nine-year tenure at the University of Colorado. Outside of advising, he is involved in agricultural activities as president of Book Land and Cattle LLC, managing a family ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Gibson is a financial advisor with Edward Jones in Colorado Springs, Colorado. He holds a Series 66 designation and has 14 years of industry experience, including over a decade at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gregory Thatcher is a CFA® charterholder with 35 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. Prior to that, he worked for nine years at Huntley Thatcher Ellsworth, Ltd. He is also president of the Hester and Edwin Giddings Foundation, a nonprofit involved in investment management and grantmaking. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles.

Gerald Paulison Jr. is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at 2 South Ltd and has operated Paulison, LLC dba Peak Services since 1998. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Melissa Johnson is a financial advisor with Edward Jones in Colorado Springs, CO. She holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, she worked in various roles including positions at Airport Automotive, Door Dash, and Broadmoor Pikes Peak Cog Railway. Melissa has also been involved with the AP College Board since 2019 and worked at CSSD 11 for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branches.

Chad Holland is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for First Command Advisory Services and related First Command entities for over 16 years. Outside of his advisory role, Holland is president of Tres Shocker, LLC, a non-investment business based in Colorado Springs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by advanced research and operational tools.

Jeffrey Toman is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Piper Sandler & Co. and has been with Linsco / Private Ledger since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregory Von Berg is a Series 66-licensed financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2021. His prior work includes roles at Waddell & Reed and various insurance carriers from 2000 to 2017, as well as ownership of Colorado Springs Cryotherapy from 2017 to 2020. He also maintains R G Von Berg LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a broad range of proprietary and third-party investment solutions.

Michael Biehl is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is an owner of residential rental property in Woodbridge, VA, managed by a property management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Mooberry is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliates since 2007. Based in Colorado Springs, CO, he has been with Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements typically structured as annual, collaborative relationships using firm-approved analytical tools.

Nathan Zandt is a Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their unique goals and circumstances. He has been with Fidelity Investments since 2022, initially serving as a Planning Consultant before transitioning to his current position in 2023. Prior to joining Fidelity, Nathan worked as a Financial Advisor at Strategic Financial Partners from 2020 to 2022.

Ryan Plunkett is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he served 22 years in the United States Air Force and worked briefly at Financial Engines in 2018. Outside of his advisory role, he provides cybersecurity and leadership consulting to local small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Andrew Johar is a Financial Consultant currently working at Fidelity. He has held multiple roles within Fidelity since 2022, progressing from Investment Solutions Representative I to Investment Solutions Representative II, and then to his current position. Prior to Fidelity, Andrew gained experience as a Private Banking Professional at J.P. Morgan Private Bank and served as a Senior Investment and Portfolio Analyst at Joseph Aiello and Associates. He has also worked as a Financial Advisor at AIG-VALIC Financial Advisors and Morgan Stanley, and as a Participant Account Representative at Mutual of America. Andrew holds an Arkansas Insurance License. He approaches financial consulting by collaborating with clients to develop comprehensive, tailored plans that reflect their unique situations and goals. Outside of his professional career, Andrew has interests in football, golf, movies, pets, scuba diving, and swimming.

Brian Deeds is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2022, he worked for six years at BSI The Brewing Science Institute. He is also a Notary Public for the State of Colorado, providing notary services to Stifel clients at the branch. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Christopher Whiseant is a financial advisor at Fidelity with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northwestern Mutual for two years. Whiseant also served in the U.S. Army for 14 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in research.