Brandon Espinosa is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. He has worked across several Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory role, he is the owner and operator of a small rental property business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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 at CUSO Financial Services LP for 11 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage solutions including financial planning, model portfolios, and institutional platforms, supported by extensive advisor tools and a broad non-advisory business.

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 experience in the financial industry. He is currently with Cetera, where he has worked since 2017, including Cetera Wealth Services and Cetera Investment Advisers LLC. Prior to that, he led Cscott Financial, Inc. for 25 years. He is also involved as a member and manager of Ascent Financial Strategies LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with discretionary and non-discretionary program options.

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.

Nicolas Rodriguez is a CFP® and ChFC® with six years of industry experience. He currently serves as a financial advisor at Raymond James Financial, having joined the firm in 2022 following two years with Northwestern Mutual. Prior to his financial services career, he served in the Army for five years. Rodriguez also works as an insurance agent, providing clients with life, disability, and long-term care insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports client recommendations through various advisory programs.

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.

Virginia Paas is a financial professional with six years of industry experience, currently associated with Cetera. She holds a Series 66 designation and has worked previously at Securian Financial Services and Minnesota Life Insurance Company. Outside of her advisory work, she assists with marketing and administrative tasks for her husband's window washing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services with a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

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 credentials and bringing 44 years of industry experience. He has worked at Crown Capital Securities LP since 2000 and joined LPL Financial in 2024. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wyatt Wieland is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Wieland Wealth Management, and a five-year tenure at the University of Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary services supported by various analytical tools and has specialized municipal advisory capabilities alongside recently developed SIMPLE IRA employer consulting programs.

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.

Harriette Jasper is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Her additional activities include managing office operations for a Primerica-related legal entity and involvement in sales of home security, automation, and loan products 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 operates on a large scale with thousands of advisors and offices and delivers advisory services using model-based investment strategies developed by third-party asset managers.

Brian Boudreau is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at Edward Jones for eight years. Boudreau is also involved in entrepreneurial activities, including serving as CEO of Beta Partners Brian LLC and Your TaxLady and Co. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm delivers non-discretionary planning using analytical tools and supports advisory programs, municipal finance, and employer SIMPLE IRA consulting through a large network of advisors.

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.