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 with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, Mass Mutual Investors Services, and the Massachusetts Mutual Life Insurance Company. Prior to his financial career, he worked for two years in the Air Force Academy Athletic Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

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.

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.

Tiffany Jones is a Financial Advisor with Merrill Lynch Wealth Management. Drawing on more than ten years of experience in financial services—including five years in retail banking and five years in investment management—she provides personalized advice and disciplined investment guidance to help clients achieve their financial goals. She holds several FINRA registrations, including the Series 7 and Series 66, and the Personal Investment Advisor (PIA) designation. Raised in Colorado Springs, Colorado, Tiffany's upbringing as a military brat and pastor's kid instilled in her values of honesty, integrity, and service. These principles guide her professional approach, allowing her to build meaningful relationships with clients and support them through important financial decisions. Her focus areas include legacy planning, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Tiffany's mission is to help clients gain clarity and confidence in their financial lives by providing personalized advice and thoughtful planning. Outside of work, she enjoys cooking, drawing and sketching, hiking, interior decorating, music and singing, reading, writing, and spending time with her family.

Hannah Bush is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Dollar Bank. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client goals.

Frank Dearden is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial and has held advisory roles since 2001, including positions at Waddell & Reed Inc. and his own entities, The FRS Group LLC and FLD, Ltd. He has served on the Lake Shore Condominiums Board of Directors since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment programs, supporting a variety of strategies implemented on discretionary or non-discretionary bases.

Christopher Rojewski is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 66 registrations and has worked at several firms including Raymond James Financial Services Advisors and Northwestern Mutual. He also serves in the US Army Reserves. Outside of advisory roles, he is president of Imperium Capital, a support company associated with a Raymond James satellite branch. Raymond James Financial Services Advisors 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 uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports various advisory programs and institutional consulting.

Daniel Morris is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Michael Collins is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he manages a wine and spirits business, Vintage's Wine and Spirits, which he opened in 1997. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Holly Myers is a financial advisor at UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation with 12 years of industry experience. Her career includes prior roles at Raymond James and Associates, Morgan Stanley, and T. Rowe Price Advisory Services. She has been with UBS Financial Services since 2015, currently in her second tenure at the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Andrew Simonds is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Primerica Advisors since 2019 and previously at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports accounts with execution and custody services through Pershing and BNY Mellon Advisors.

Anthony Blauert is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes ten years at T. Rowe Price Advisory Services, Inc., five years at Wells Fargo Clearing, and three years at Wells Fargo Advisors. Outside of his advisory role, he is involved with Blauert Financial Services, Inc. and also holds a non-investment employment position at Boccia United States. 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, and supports its advisors with advanced operational and research tools.

Robert Williams is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at T. Rowe Price and Northwestern Mutual, among others. Outside of his advisory work, he owns a small real estate investment involving a four-townhome building. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, offering non-discretionary wealth management services supported by an in-house manager solutions team and centralized due diligence.

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.