Jerome Lynch Jr. is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored plan-level solutions.

Michael Wolfe is a financial advisor at Equitable Advisors with 40 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm was known as Axa Advisors. Wolfe holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as an officer and Grand Knight for the Knights of Columbus Council at St. Francis of Assisi Catholic Church in Colorado Springs and is an officer and director of the Academy Optimist Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching them to appropriate program models or discretionary managers, with many advisory models implemented through third-party sponsors and LPL-supported programs.

Richard Barrington Jr. is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client's risk profile and access to both in-house and third-party managers.

Donna Caplan is a financial advisor with Primerica Advisors in Monument, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2009. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Esad Sipilovic III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, Colorado. He holds the Series 66 designation and has one year of industry experience, including a prior role at Ameriprise. Outside of his advisory work, he is a partner in several small businesses, including Spitting Moose Investments LLC, which focuses on ticket sales, and Spitting Moose Ranch LLC, involved in agriculture and property management. 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 clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports clients through various advisory programs and institutional consulting services.

Hannah Rivera is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked in various roles in the food and service industries. She has also been involved with Dc Oakes Brewhouse and Eatery. 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 applying an ESG eligibility framework in its recommendations.

Steve Durman is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, incorporating a wide range of financial products including insurance-related vehicles and bank deposit sweep options.

Aaron Salcido is a CFP® with nine years of industry experience, currently affiliated with Fidelity Investments. He has worked at several firms including T. Rowe Price and Primerica Financial Services. Outside of financial advising, he owns and operates a food truck on weekends and some evenings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a systematic investment process that combines fundamental research and quantitative analysis, including the use of algorithmic portfolio construction and AI-based methods.

Timothy Wenger is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has held positions at Ameriprise Financial Services and Millennium Financial Group and currently serves as president of Colorado Argos Inc., a financial services company. Wenger is also involved in managing rental property businesses in Colorado Springs. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and custodial relationships, managing over $256 billion in assets and supporting more than 10,000 advisors.

Todd Woehle is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at firms including Scottrade, Massachusetts Mutual Life Insurance Company, and Vail Resorts, where he currently also works as a service technician. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Erik Larsen is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Osaic since 2024 and previously spent 10 years with Triad Advisors, Inc. based in Colorado Springs, CO. Larsen is also associated with Larsen Wealth Management, a financial advisory business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering both discretionary and non-discretionary management options.

Dennis Lefevre is a CFP® professional with 25 years of experience in financial advising. He is currently with Cetera in Colorado Springs, CO, and previously worked at Concourse Financial Group Securities Inc and Everence Trust Company. He serves as treasurer on the board of Rocky Mountain Mennonite Camp and assists with bookkeeping duties for a pottery business owned by his spouse. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers via a multi-manager platform with multiple program structures and custodial relationships.

Calvin Mason is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities for over a decade prior to joining UBS. He is based in Colorado Springs, CO. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ian Glasgow is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at T. Rowe Price for 12 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Max Zubiate is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 30 years of industry experience. He has worked at Cetera and affiliated firms since 2015 and has operated Academy Wealth Management Group, a financial services group, since 2015. He is also an insurance agent specializing in fixed and term life insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Clayton Worthington is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Colorado Springs. Prior to joining Edward Jones in 2021, he was involved with USA Cycling and Progressive CrossFit, where he also offers part-time coaching and personal training. He serves on the board of directors for the Front Rangers Cycling Club, a local youth cycling organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, providing a range of advisory programs including discretionary and non-discretionary strategies. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Joann Bucher is a financial advisor with Merrill based in Colorado Springs, CO, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior positions include roles at Bank of America, D.A. Davidson, ANB Bank, and Wells Fargo Clearing Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Johnson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Wildcat Construction for five years and Pioneer Sand Co. Inc. for 31 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Valerie Richard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following three years at Blakely Walters Wealth Management. Outside of her advisory role, she is the sole proprietor of Acadian Acres Farmstead LLC, an agricultural retail and wholesale business based in Colorado Springs. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools designed to model financial outcomes.

Jacob Baugher is a Financial Consultant currently working at Fidelity Investments since 2023. He has prior experience as a Financial Advisor at Carlson Financial in 2022 and as a Paraplanner at Chrysalis Wealth Management from 2021 to 2022. Jacob is a Certified Financial Planner (CFP®) and holds a California Insurance License. With a background as a former Marine Corps officer, Jacob integrates his leadership and strategic skills into his financial consulting practice. He focuses on developing personalized financial strategies tailored to his clients' unique goals and aims to build strong, trusting relationships to support individuals and families in securing their financial futures. Outside of his professional work, Jacob's personal interests include cooking and baking, hiking, military service, and movies.