Michael Didion is a financial advisor with LPL Financial in Colorado Springs, CO, holding the CFP® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Didion is also owner of Didion Tax Services LLC, a tax preparation and accounting business. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joel Malick is a financial advisor at Cetera with 25 years of industry experience. He has held positions at firms including Everoak Wealth Co and Securian Financial Services, Inc. Outside of his advisory role, Malick is an author, podcaster, and speaker focusing on non-financial aspects of life planning, and he serves as president of Crossfire Ministries as well as a board member of multiple nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors and features a multi-manager platform with access to affiliated and unaffiliated investment strategies.

Christopher Young is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Ameriprise Financial Service, LLC and Investment Professionals, Inc. Young is a partner in OLS Property Group, LLC, where he manages general operating duties. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Ashley LaMothe is the Vice President and Financial Consultant at Fidelity Investments. She is a Certified Financial Planner™ who works closely with clients to understand their unique situations, goals, and financial needs. Ashley focuses on developing comprehensive financial plans to help clients build confidence in their financial futures. Her professional experience includes roles at Fidelity Investments since 2013, progressing from Investment Solutions Representative to Vice President, Financial Consultant. Prior to Fidelity, she was an Investment Consultant at Vanguard from 2009 to 2013. Outside of work, Ashley enjoys hiking with her husband, their infant son, and their four dogs in the Colorado mountains.

Jerrad Bridgmon is a CFP®-designated financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he held positions at Ameriprise, Cetera Advisor Networks, STEADFAST Wealth Co, and Securian Financial Services. In addition to his advisory role, he is associated with Outdoor Lifestyle Strategies and Springs Wealth Group in non-investment capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work uncommon among large institutional advisors.

Michelle Hylton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Addison Avenue Investment Services since 2014 and has been with Raymond James Financial Services Advisors, Inc. since 2012. In addition to her advisory roles, she provides financial advice to members of Addison Avenue Investment Services in Colorado Springs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and customized planning to support client goals and provides a range of advisory programs, including specialized services in municipal advisory and SIMPLE IRA plan consulting.

Karla Ross is a CFP® professional with 27 years of industry experience, currently serving at LPL Financial since 2020. She previously worked for Securities America Advisors, Inc. and Securities America, Inc. from 2009 to 2020. Outside of her advisory role, she operates Karla Ross Investment Services, LLC, which she established in 2005, and is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Amity Herrera is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 designation and 23 years of industry experience. She has been associated with Merrill since 2000 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Van Wagenen is a CFP® with 22 years of experience in the financial services industry. He has worked at Charles Schwab since 2021 and previously held roles at USAA, including USAA Investment Services Company and USAA Financial Advisors Inc., spanning over a decade. He is based in Colorado Springs, CO. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients primarily through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and an integrated operational structure.

Kelly Kennedy is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial and its related entities since 1999. Outside of advising, she owns KGH Financial, LLC, which handles administrative support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal finance work through a municipal advisor affiliation, along with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Troy Kimball is a financial advisor with Raymond James Financial, holding CFP® and Series 66 designations and bringing 10 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016 and is also associated with The Compass Wealth Group. Kimball performs general office duties at The Compass Wealth Group in addition to his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Riley Schwartzkopf is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation. He joined the firm in 2025 after a full-time education period from 2014 to 2025 and has less than one year of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Randy Halfpop is a CFP® certified financial advisor with Raymond James Financial, where he has worked since 2004, accumulating 23 years of industry experience. He serves as a director and finance committee member at the Fort Collins Country Club and is a partner in a Pickleball franchise in Loveland, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning supported by advanced analytical tools.

Dasom Lee 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 2022, Lee worked at Tamice and Midtown West Hotel. Outside of advising, Lee is a member of the finance committee at Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, 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 a large nationwide network of advisors and branches.

Kevin Beck is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, after prior roles at Wells Fargo Advisors LLC and Curian Capital, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ilse Heflin is a Series 66-licensed financial advisor with Edward Jones in Colorado Springs, CO. She has seven years of industry experience and has been with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Mesward is a financial advisor with LPL Financial, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a home-based fiduciary business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources alongside discretionary and non-discretionary management options.

Gary Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he serves on the finance committee of the Church for All Nations in Colorado Springs and holds ownership interests in local storage businesses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services tailored to client needs.

Gregory Burrell is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior roles include long tenures at MetLife Securities and Mass Mutual, as well as Woodbury Financial Services. Burrell serves as a board member for the Catholic Foundation of the Diocese of Colorado Springs, where he reviews the investment portfolio and promotes charitable giving. OSAIC Wealth, Inc. serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with a range of investment options and multi-platform support.

Rachel Ruiz is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her previous roles include positions at Ent Credit Union and CUSO Financial Services, LP. 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 broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.