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.

Jason Brashar Jr. is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previous work experience that includes roles outside of finance at Slim Chickens and Burlington Coat Factory, as well as positions in education at the University of Colorado and Liberty High School. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Macha is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. He has previously worked at T Rowe Price for 16 years and has been involved with firms including Silver Oak Securities and EJC Insurance & Financial. Since 2024, he has also served as a financial advisor at Everoak Wealth Co. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, 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 managers across multiple program structures.

Jonathon Royval is a financial advisor with LPL Financial in Colorado Springs, CO. He holds the Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, he worked at The ON Equity Sales Company and Ohio National Insurance Agency in 2021, and spent fifteen years at Midnight Rose Hotel and Casino. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services.

Jenny Paradis is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, following prior roles at Ohio National Financial Services, The O.N. Equity Sales Company, and Woodbury Financial Services. She is also involved with Plan A and B, Inc., a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Shannon Schott is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Schott worked in education at several high schools, including Liberty High School and Castle View High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, 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 through a large network of financial advisors and branch offices nationwide.

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 based in Colorado Springs, CO. He holds Series 66 and Series 63 designations and has six years of industry experience. His prior work includes roles at Thrivent Financial, Cherry Creek Systems, University of Colorado Colorado Springs, Premier Roofing, and Discount Tire. 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 on various financial topics, with options to combine planning and managed-account services under a consolidated billing structure called “WealthPlan.”

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.

Liam Wynne is a financial advisor at Edward Jones in Monument, CO, holding a Series 66 designation with eight years of experience. His prior career includes ownership of Mickey's Meals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Jonathan Bridges is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at notable firms including Merrill Lynch and JPMorgan Securities. Bridges is based in Colorado Springs, CO, and has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize a structured discovery process and scenario modeling.

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.

Mark Nelson is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jennifer Oliverio is a financial advisor at Edward Jones in Colorado Springs, CO, with 10 years of industry experience. She holds the ChFC® designation and Series 66 license, and has been with Edward Jones since 2015. 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 through a large network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Racine is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for 16 years at Fountain Valley School of Colorado. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Michael Figurski is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been associated with PFSI Investment Inc. since 2018 and Primerica Financial Services since 2017. Outside of advisory roles, he is involved in sales related to loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Scott Arrasmith is a financial professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. and Ameriprise, and serves as president of Quantum Asset Management Inc. He is registered with Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through independent Financial Professionals utilizing proprietary and third-party model strategies across multiple platform arrangements.

Candace Doverspike is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 designation and has worked previously at Merrill, Bank of America, and AXA Advisors. Outside of her advisory role, she is involved in cosmetics and e-commerce businesses, including a long-term partnership with Mary Kay. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.