Trevor Daggers serves as a Resident Director at Merrill Lynch Wealth Management, specializing in the wealth management needs of high-net-worth individuals, families, and businesses facing sophisticated financial demands. He employs a goals-based wealth management model combined with personalized service, leveraging the investment insights of Merrill and the banking solutions of Bank of America. His approach includes investment planning, cash flow management, banking and lending, as well as legacy planning, following a comprehensive four-step client-service process. Trevor's expertise encompasses areas such as education planning, family wealth management strategies, services for endowments and foundations, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. He holds a Bachelor's Degree in Finance from Liberty University and has earned the Accredited Asset Management Specialist (AAMS), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. Residing in Colorado Springs with his wife and three children, Trevor enjoys spending time with his family playing board games and watching movies. His personal interests include reading, golfing, hiking, hunting, fishing, camping, cooking, music, and watching movies. Trevor is engaged in his community, having served on the Board of Directors for the Orchard Valley West Home Owner's Association and as a committee member for Colorado Springs Ducks Unlimited, among other organizations.

Julie Pressnell is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She has previously worked at Raymond James & Associates and operated Serenity Coaching LLC, where she provided personal development coaching. Thrivent Investment Management offers Dedicated Planning Services focused on individuals, families, businesses, and nonprofit clients, delivering holistic and goal-based financial planning without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and integrates planning with managed-account services through its WealthPlan option.

Sarah Korop is a financial advisor with LPL Financial in Colorado Springs, holding the Series 66 designation and bringing 14 years of industry experience. Her background includes roles at Waddell & Reed, Inc. and various business and networking organizations. She is also involved as a member of The FRS Group LLC and owner of SP Administration, outside of her advisory work. 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 portfolios, third-party asset management, and institutional platforms.

Jonathan Strandlie is a financial advisor with Edward Jones in Woodland Park, CO, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as HOA Secretary for Bitters Band and is involved in property management activities through Strandlie Properties, LLC. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Given is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2020. Prior to this, he spent over two decades at Avantax Advisory Services and related entities. Additionally, he operates a CPA practice, Roger Given Inc, providing tax preparation and accounting services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 designations and with 36 years of industry experience. He worked at Wells Fargo Investments from 2002 to 2010 before joining LPL Financial, where he has been since 2010. His other business activities include operating Innovative Financial Management and involvement with ASH Brokerage in non-variable insurance. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Christopher Carroll is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at 7300 Wealth Management, LLC for 11 years before joining LPL Financial in 2024. Carroll holds Series 63 and Series 65 credentials. 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 portfolios, third-party asset management, and institutional platforms.

Erik Dartsch is a CFP®-certified financial advisor with Edward Jones, based in Woodland Park, CO, and has nine years of industry experience. He has been with Edward Jones since 2016, with a brief period as a student before returning to the firm. Outside of advising, he is the owner of Quartz Canyon LLC, a commercial real estate operation. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 designation and 15 years of industry experience. She previously worked at National Planning Corporation and Edward Jones before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various platforms and strategies, including model portfolios and third-party subadvisors.

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 specializes in building wealth management strategies tailored to individual client needs. Jacqueline focuses on delivering a comprehensive approach to managing wealth, starting with listening to her clients to help them make informed decisions and develop personalized financial plans. Jacqueline assists clients with areas including college education planning, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, portfolio management, special needs planning strategies, women and wealth, and retirement income. She holds a Bachelor's Degree from the University of Southern Colorado and professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to her professional work, Jacqueline is involved with community organizations such as Habitat for Humanity of the Pikes Peak Region, the American Legion, and the Veterans of Foreign Wars. Her personal interests include cooking, fishing, gardening, horseback riding, knitting, crocheting, reading, sewing, singing, swimming, and traveling.

Anne Childs is a financial advisor at Edward Jones in Colorado Springs, CO, with five years of industry experience. She holds the Series 66 designation and has worked with Edward Jones since 2014, including a one-year period at Victor Lundeen Company. Outside of finance, she has experience working in retail and health services roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lee Taylor is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of advising, Taylor serves as a board member of the Divide Chamber of Commerce and the Pikes Peak Chapter of the Rocky Mountain Elk Foundation, a nonprofit focused on wildlife habitat. He also manages several real estate ventures, including residential and commercial properties in Woodland Park, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Sarah Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, and access to third-party asset management, supporting advisors with tools such as machine learning for operational and research purposes.

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.