Brianna Beski is a financial advisor at Raymond James & Associates with 16 years of industry experience. She previously worked at T Rowe Price and Jackson National Life Distributors. Beski is also an author of a coloring book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services with a focus on tailored, non-discretionary advice supported by proprietary research and various portfolio management strategies.

Steven Spanton is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. Outside of his advisory role, he is involved in a non-variable insurance brokerage activity and operates a business under the name Spanton Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Christopher Carroll is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 7300 Wealth Management, LLC for 11 years. Carroll is based in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Zachary Schut is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 designation and has worked at Thrivent since 2021. His prior work includes roles in various companies in Colorado Springs across construction and services sectors before joining Thrivent. 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 that covers a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Laura Cavanaugh is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 credential and 15 years of industry experience. She previously worked at National Planning Corporation from 2014 to 2017 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alisha Chewning is a financial advisor at Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation with five years of industry experience. Her prior work includes positions at Raymond James Financial Services and Tang Wealth Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without portfolio management or discretionary trading authority.

Caitlin Alcon is a financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. She previously worked at RBC Capital Markets Corporation and Morgan Stanley Private Bank. Alcon serves as a board member of the Pueblo Latino Chamber of Commerce Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Zachary Kibby is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he is a member of Dubcom Capital LLC, which owns commercial office space leased to other Thrivent advisors and tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary trading authority.

Jacqueline Shaughnessy Sobczak is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2007 and assists clients by helping them manage their wealth to meet their individual needs. Jacqueline focuses on offering a comprehensive approach to managing wealth that starts with listening to a client's needs and ensuring every potential solution is grounded in understanding their goals. Jacqueline holds the Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of Southern Colorado. Her client focus areas include college education planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, retirement income, and services for endowments, foundations, and non-profits. Outside of work, Jacqueline enjoys volunteering with local youth groups and is involved with Habitat for Humanity of the Pikes Peak Region. She also participates in organizations such as the American Legion and Veterans of Foreign Wars. Her personal interests include quilting, knitting, gardening, and spending time with her husband of over 30 years.

Anne Childs is a financial advisor at Edward Jones in Colorado Springs, CO, with eight years of experience at the firm and a Series 66 designation. Prior to her current role, she worked at Victor Lundeen Company and has held various positions including retail assistant and administrative work at Wheaton College Student Health Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Sarah Peterson is a financial advisor with LPL Financial in Colorado Springs, Colorado. She holds a Series 66 designation and has 23 years of industry experience, including 19 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Anessa Apodaca is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020, with prior experience at Envoy Financial and T Rowe Price. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies.

Katie Randall is a financial advisor at Edward Jones in Colorado Springs, CO, with two years of industry experience. She holds a Series 66 designation and has previously worked at Encompass Health and Technical Resources International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of more than 23,700 financial advisors.

Steven Rodny is a Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he helps generations of families create comprehensive, personalized wealth strategies focused on growth, preservation, and transfer of wealth. Steven has been with Fidelity Investments since 1998, initially serving as Vice President Financial Consultant until 2014, when he became Vice President Private Wealth Management Advisor. His experience spans over two decades in wealth management and financial consulting. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Gregory Smith is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Mass Mutual Investors Services. He also spent two years with the Air Force Academy Athletic Department. 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 advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Molly Stavang is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at Bonny and Read and Lockheed Martin. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Steven Torgerson is a CFP® with four years of industry experience, currently an advisor at Edward Jones since 2021. His prior work includes co-owning a home-based bakery called Elizabeth's Sweet Treats and serving 25 years in the United States Marine Corps. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Joshua Schneider is a financial advisor with Cetera in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at T. Rowe Price Investment Services, Inc., and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets under management.

Jamie Dodd is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Jamie spent four years with Colorado Peak Real Estate, Inc. and ten years associated with an automotive repair business, D&J Autosmith, where he remains a 50% partner and corporate secretary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Zachary Laib is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and also works as a bank associate at Adams Bank and Trust. Zachary has prior experience at Southern New Hampshire, Target Inc, and Adams Bank and Trust in various roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.