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.

Andrew Burwell is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. since 2009. Outside of his advisory role, Burwell serves as a board member for Diversified Consultants Inc., an association management organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm employs a structured financial planning process that uses firm-approved tools and emphasizes advisory services without providing individual security recommendations in its standalone planning programs.

Brett Dismang is a financial advisor at Thrivent Investment Management in Greenwood Village, CO, with nine years at the firm and eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Thrivent, he worked at ITsoft, LLC for three years. 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 financial analyses and planning across a broad range of topics, with options to combine planning with managed-account programs under consolidated billing.

Darlene Manchego is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Beacon Home Care and has been with Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with approximately 3,987 advisors, offering model-delivery strategies managed by unaffiliated asset managers and using custodial support from Pershing.

Frederick Frillman is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022 and previously spent seven years with Bank of America and Merrill. He serves as a board member of the Pikes Peak Marathon in Manitou Springs, Colorado. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and offers a broad range of investment and financial services.

Bailee Jameson is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, Bailee gained work experience at Soccerhaus Management Company, Dick's Sporting Goods Inc, and Forever 21 Inc. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Jensen is a financial advisor at Morgan Stanley with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is the owner of Merge Global Photography LLC and serves on the finance committee of Tirzah International, a humanitarian organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of direct individual plans and corporate financial planning agreements.

Daniel Bjorklund is a financial advisor with OSAIC Wealth Inc., holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include five years at T. Rowe Price and earlier positions in retail jewelry firms. Outside of his advisory work, he is involved in writing appraisals and selling custom jewelry through his own business and prepares income tax returns with NCN Financial LLC. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management options, employing asset-allocation tools and multiple third-party platforms.

Richard Walsh is a financial advisor at Raymond James & Associates with 56 years of industry experience. He has held positions at Raymond James & Associates since 2018 and previously worked at Stifel Nicolaus & Co Inc for seven years. He holds the Series 63 and Series 65 designations. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jonathan Wieland is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. since 2019. Prior to that, he worked for Edward Jones for 19 years. Outside of advising, he manages a small portfolio of personally held rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance advisory.

Laura Downs is a Planning Consultant at Fidelity Investments, where she works with clients to develop personalized financial plans that align with their goals, values, and aspirations. She aims to provide guidance and strategies that help clients make informed financial decisions. Laura has been with Fidelity Investments since 2024, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a broad understanding of client needs and financial planning processes.

Karina Kopaniecka is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Raymond James & Associates, Kestra Advisory Services, Thornburg Investment Management, and several credit unions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a variety of investment strategies.

Walter Cinocco is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with LPL Financial since 2010 and also founded Asset Architects LLC in 2015. Outside of financial advising, he is a vice president and 49% shareholder of EHN Companies, Inc., a family business involved in kitchen design and interior decorating. LPL Financial serves a broad client base that includes individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Kevin Wilson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. The firm is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. LPL Financial offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Bruce Larsen is a financial advisor with Osaic, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including a decade at Triad Advisors, Inc. and two years with Osaic. Outside of his advisory role, he owns Larsen Classic Cars LLC, a business focused on purchasing and reselling cars to local dealers. 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. The firm provides integrated brokerage and advisory services and utilizes asset-allocation tools and third-party platforms to construct and manage client portfolios.

Kyle Nielsen is Vice President and Branch Leader at Fidelity Investments. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and to provide a world class client experience. Kyle has been with Fidelity Investments since 2012 and has held a variety of positions, including Vice President, Regional Planning Consultant; Vice President, Financial Consultant; Financial Consultant; Investment Consultant; Retirement Relationship Manager; Retirement Solutions Representative; Investment Solutions Representative; Premium Relationship Associate; and Full Trader. Outside of his professional responsibilities, Kyle has interests in golf, playing musical instruments, outdoor adventures, parenthood, and skiing.