Ian Trail is a Planning Consultant at Fidelity Investments, where he collaborates with the Wealth Management Team to support clients in managing financial and retirement planning. Since joining Fidelity Investments in 2022, he has held several roles, including Financial Representative and Investment Solutions Representative I, gaining comprehensive experience within the company. His work focuses on helping clients navigate the complexities of financial planning through dedicated service. Outside of his professional role, Ian engages in activities such as football, social events with friends, spending time at the lake, caring for pets, and traveling.

Bryan Lieungh is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Colorado Springs, CO. With 19 years of experience at Merrill, Bryan has held several national executive roles prior to establishing a practice in Colorado where he and his family have settled for over a decade. He provides financial advisory services to clients both locally and nationwide. Bryan specializes in delivering personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and costs. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. He holds the Certified Exit Planning Advisor (CEPA®) designation, enabling him to assist business owners with strategies to enhance business value and transition planning. Additionally, he holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Bryan earned his bachelor's degree from the University of Wisconsin. He is bilingual in Spanish and English and participates in professional organizations including the Blackstone Entrepreneurs Network and Castle Pines Chamber of Commerce. Outside of his professional life, Bryan enjoys baseball, basketball, football, and spending time with his family.

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.

Joseph Suhajda is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large network of advisors and branch offices.

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.

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.

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.

Alexander Cintron is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has been with UBS since 2025 and has prior experience working with Greek House Chefs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets support through its comprehensive platform.

John Anderson is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is currently affiliated with Cetera and has prior experience at Concourse Financial Group Securities Inc. In addition to his advisory role, he owns RT Course Wealth Management and provides a range of insurance products, including life, health, long-term care, disability, and annuities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to third-party money managers through a multi-manager platform, overseeing more than $256 billion in assets under management.

Michelle Martin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 21 years of industry experience. She previously worked at Phillips Financial Management, LLC for 22 years before joining Cambridge Investment Research, Inc. and Foxworthy Wealth Advisors, LLC in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client needs.