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.

Evan Kay is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. His prior work includes roles at Nelson & Company and 5Star Bank. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad array of investment and advisory services.

Henry Bradley is a financial advisor with Morgan Stanley in Colorado Springs, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley since 2017 and a prior position at Arthur D. Little from 2015 to 2017. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analysis models.

Jennifer Lewis is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior work includes roles at Netlaw, WealthWave, World Financial Group, and Transamerica Financial Advisors. She serves on the Planned Giving Committee of Luke5Adventures, an organization focused on hiking activities for individuals who otherwise cannot participate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jeffry Dinkel is a CFP® professional with 28 years of experience in the financial services industry, all with Edward D. Jones & Co., L.P. He is based in Colorado Springs, CO, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a director and at-large board member of the River Forest Tennis Club and is set to become the club’s treasurer. 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 wrap fee strategies and access to separately managed accounts, with a nationwide network of approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Byeong Chae is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and 11 years of industry experience. His prior work includes roles at DowDupont and PepsiCo. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody/clearing services.

Nathan Dustman is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at T. Rowe Price Advisory Services, Valmark Advisors, and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Renae Smith is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. Ameriprise provides a retirement-income planning service primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement income planning, with a focus on assets held in Ameriprise-managed accounts.

Stephen Zamborelli is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James Financial Services since 2004 and with Raymond James Financial since 2009. Outside of his advisory role, he owns and operates SAZ Tax Services, LLC, a tax preparation business. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and also maintains a municipal advisor affiliation, supporting its public finance work.

Matthew Macha is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. He has previously worked at T Rowe Price for 16 years and has been involved with firms including Silver Oak Securities and EJC Insurance & Financial. Since 2024, he has also served as a financial advisor at Everoak Wealth Co. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, 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 managers across multiple program structures.

Jonathon Royval is a financial advisor with LPL Financial in Colorado Springs, CO. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, he worked at The ON Equity Sales Company and Ohio National Insurance Agency in 2021, and spent fifteen years at Midnight Rose Hotel and Casino. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services.

Jenny Paradis is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, following prior roles at Ohio National Financial Services, The O.N. Equity Sales Company, and Woodbury Financial Services. She is also involved with Plan A and B, Inc., a business entity related to tax and investment purposes. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Shannon Schott is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Schott worked in education at several high schools, including Liberty High School and Castle View High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Aaron Zimmerman is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Colorado Springs, CO, he is also a partner in a commercial real estate venture, RMDC Properties. 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 and investment solutions, supported by a large network of financial advisors and a variety of affiliated financial services.

Kyle Michael is a Series 65-licensed financial advisor with Primerica Advisors in Colorado Springs, CO, bringing eight years of industry experience. He has held roles at Falcon Aero Lab, Colorado AeroLab, and Wolverine Construction, and has been with Primerica since 2017. Outside of his advisory work, he is involved with High County Home Educators. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and oversees trade execution and custody through BNY Mellon Advisors and Pershing.

Jonathan Bridges is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at notable firms including Merrill Lynch and JPMorgan Securities. Bridges is based in Colorado Springs, CO, and has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize a structured discovery process and scenario modeling.

David Luebke is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Cetera since 2017, including time at Cetera Wealth Services, LLC, and previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc. Outside of his advisory role, he serves as a director of Noshee Ranches Inc, a landholding entity used for agriculture and hunting. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Philip B Hess is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2014, based in Colorado Springs, CO. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Douglas Owens is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2006. Owens is also involved in sales of investment and loan products, as well as referrals for home security and automation services through related Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses an independent due-diligence consultant to oversee portfolio management.

Mark Nelson is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.