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.

Clayton Ernst is a CFP® with 31 years of industry experience, currently serving at Edelman Financial Engines in Colorado Springs, CO. He has worked with Financial Engines Advisors L.L.C. since 2018 and was previously with EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment process emphasizes diversified model portfolios, long-term orientation, and fiduciary responsibility under ERISA, offering a range of discretionary and non-discretionary advice supported by proprietary modeling and planner delivery.

David Lalonde is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 65 and Series 63 licenses and totaling 22 years of industry experience. His prior roles include positions at Rocky Mountain College Planning Solutions, Rocky Mountain Wealth Partners, Geneos Wealth Management, and Presidential Brokerage. He is also the owner and president of Lalonde & Associates LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.

David Tanis is a financial advisor with Raymond James & Associates based in Colorado Springs, Colorado, holding a Series 66 designation and 28 years of industry experience. He worked at Stifel for 23 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various advisory programs and leveraging a broad range of portfolio management styles and firm research.

Samuel Rankin is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Buster Shepherd is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 and has been with Cetera and Cetera Wealth Services since 2021. Shepherd also serves as an independent insurance agent and owns Summit Region LLC, which supports his role as a family caregiver. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supervisory services across multiple program structures and custodial relationships.

Edward Frelly is a CFP®-designated financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Waddell & Reed, Inc., and Rebekah Von Berg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Lashly Speights is a financial advisor with LPL Enterprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Speights worked at Prudential Insurance Company of America and Pruco Securities, LLC. Both roles spanned more than a decade, reflecting a long tenure in insurance and securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated platform.

Christopher Trinceri is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2011. Christopher focuses on providing a comprehensive and customized wealth management experience by understanding each client's unique values and financial goals. His team serves a select group of clients, including corporate executives, physicians, professional athletes, business owners, high-income families, and non-profit organizations, with expertise in areas such as executive compensation, family wealth management, retirement planning, portfolio management, tax minimization, and legacy planning. Christopher earned a Bachelor of Science degree from Norwich University. He holds the Personal Investment Advisor (PIA) designation. He emphasizes a disciplined, goals-based wealth management process, including the use of strategic planning tools and regular reviews to help clients track progress and adjust strategies as needed. Christopher is dedicated to community involvement and is an active member of Holy Apostles Catholic Church in Colorado Springs, Colorado. Outside his professional commitments, he enjoys spending time outdoors, attending sporting events, traveling with family and friends, and participating in activities like golf and hiking in the Colorado mountains.

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.