Timothy Thurston is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Fort Lewis College Investment Committee, providing guidance on investment allocations. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Pool is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and operates Thomas R Pool & Associates, LLC. Outside of his advisory work, he serves with El Paso County Elections. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based tiered wrap fee structure.

William Savage is a financial advisor with LPL Financial in Colorado Springs, CO, holding the Series 63 designation and having 42 years of industry experience. He has been with LPL Financial since 1989. Savage serves as Co-Trustee for the Marcia V Griswold Family Trust, a role he has held since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Melissa Kelly is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 license and one year of industry experience. Her prior work includes roles at Bank of America, NYLife Securities LLC, and New York Life Insurance Company. Outside of finance, she works part-time providing emergency veterinary care at Animal Emergency and Specialty Center. Merrill, along with its affiliate Managed Account Advisors LLC, delivers 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, and institutions.

Jeffrey Jonasen is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 10 years and Robinhood Financial, LLC for one year before joining Morgan Stanley Smith Barney LLC in 2022. He holds Series 63 and Series 66 designations and is based in Colorado Springs, CO. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Richard Stevens is a financial advisor with LPL Financial based in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. His work history includes positions with Frank Dearden, PowerNet, and Waddell & Reed, Inc. Stevens is also a radio host and speaker through his enterprise Dad, CFO, and serves on a nonprofit board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Rodolfo Ayala Fuentes is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adapts financial plans as client situations evolve. Rodolfo's expertise includes assisting clients with various financial priorities such as home buying, college savings, elder care, and healthcare preparation. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of the Ozarks. Rodolfo is fluent in English, Spanish, and German and is affiliated with Merrill Lynch Wealth Management.

Cara Chafetz is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her work history includes roles at Bank of Colorado and Cherry Creek Capital Management. She is currently employed as a financial advisor at the Bank of Colorado through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, with a notable presence in municipal and public finance advisory services.

Mark Wallace is a financial advisor with Cetera in Colorado Springs, holding a Series 66 credential and 11 years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for 11 years and operates his own business, RT Course Wealth Management, since 2014. Outside of finance, he serves as a minister and teacher at True North Ministry and is involved with a handyman business focused on modular home foundations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, featuring discretionary and non-discretionary options across multiple program structures.

Jesus Gil is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Goldman Sachs, Charles Schwab, and T. Rowe Price. Gil is based in Colorado Springs, CO. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Aaron Haynes is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Andrew Kessler is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Donald Butler III is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and 13 years of industry experience. His career includes five years at T. Rowe Price Investment Services and eight years with Morgan Stanley, including his current role at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models to support financial planning services.

Justin French is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, he was employed by Equitrust Marketing Serv LLC and Farm Bureau from 2010 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm leverages proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor plans aligned with clients' goals and risk tolerances.

Timothy Watson is a CFP® professional with 22 years of experience in the financial services industry. He is currently a partner at EverOak Wealth Co., LLC and has worked at Cetera and its affiliated entities since 2023. His prior experience includes 16 years at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Watson serves on the board of the EverOak Foundation, a nonprofit organization involved in charitable giving. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through discretionary and non-discretionary authorities, with access to affiliated and unaffiliated managers across various program structures.

Jeffrey Thomas is a Series 66-licensed financial advisor with Edward Jones in Colorado Springs, Colorado, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he is a shareholder of a lawn maintenance business based in Colorado Springs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

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.