Scott Miller is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 credential and has worked with Cetera since 2013 in various capacities. Miller serves as a board member for Habitat for Humanity, participating in finance and governance committees. Cetera Investment Advisers LLC is an SEC-registered firm offering services to individual, retirement plan, corporate, charitable, and institutional clients. It provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

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 four years of industry experience. He holds the Series 66 designation and previously worked at Nelson & Company before joining Morgan Stanley. Kay is based in Colorado Springs, CO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

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 licenses and bringing 25 years of industry experience. Her prior work includes roles at Charles Schwab, Fidelity, and Transamerica Financial Advisors. She serves on the Planned Giving Committee at Luke5Adventures, an organization focused on facilitating hiking for individuals with disabilities. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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 63 and Series 65 licenses and 11 years of industry experience. His work history includes roles at DowDupont and PepsiCo. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors serves primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program that employs model-driven strategies managed by third parties. The firm operates at scale with thousands of advisors and offices and offers a range of investment approaches including strategic, tactical, and tax-managed models.

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.

Jonathon Royval is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at The ON Equity Sales Company, Ohio National Insurance Agency, and spent 15 years at Midnight Rose Hotel and Casino. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Jenny Paradis is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. She has previously worked at Ohio National Financial Services, The O.N. Equity Sales Company, and Woodbury Financial Services. Outside of her advisory role, she is involved with PLAN A AND B, a business entity related to tax and investment purposes. 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 services including financial planning and third-party asset management, supported by a large network of advisors and various institutional platforms.

Shannon Schott is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Schott worked in education at several high schools within Colorado school districts. 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 strategies, and maintains a large nationwide network of advisors and branch offices.

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.

Andrew Rothenbury is a financial advisor with Thrivent Investment Management in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has six years of industry experience, all with Thrivent Financial and its affiliated entities. His work history also includes roles outside financial services, such as at Premier Roofing and the University of Colorado Colorado Springs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning with an option to combine it with managed-account programs under a consolidated billing structure called “WealthPlan,” while keeping planning and management services separate.

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 in Colorado Springs, CO, holding Series 63 and Series 65 licenses with nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill Lynch, JPMorgan Securities, Thrivent Financial, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, utilizing firm-approved tools and processes without providing individual security recommendations as part of standalone planning.

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.