Kelly Kennedy is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial and its related entities since 1999. Outside of advising, she owns KGH Financial, LLC, which handles administrative support functions. 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 investors. The firm offers tailored, non-discretionary advisory services and supports municipal finance work through a municipal advisor affiliation, along with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Troy Kimball is a financial advisor with Raymond James Financial, holding CFP® and Series 66 designations and bringing 10 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2016 and is also associated with The Compass Wealth Group. Kimball performs general office duties at The Compass Wealth Group in addition to his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Chad Glover is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 license and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked briefly at Raymond James, Lyft, USAA, T. Rowe Price, and the El Pomar Foundation. He also had a short-term role as a delivery driver for Domino's CKW Pizza. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and fiduciary advisory services supported by a nationwide network of financial advisors and branch offices.

Riley Schwartzkopf is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation. He joined the firm in 2025 after a full-time education period from 2014 to 2025 and has less than one year of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Randy Halfpop is a CFP® certified financial advisor with Raymond James Financial, where he has worked since 2004, accumulating 23 years of industry experience. He serves as a director and finance committee member at the Fort Collins Country Club and is a partner in a Pickleball franchise in Loveland, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors, using tailored, non-discretionary planning supported by advanced analytical tools.

Dasom Lee is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, Lee worked at Tamice and Midtown West Hotel. Outside of advising, Lee is a member of the finance committee at Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, 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 a large nationwide network of advisors and branches.

Kevin Beck is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, after prior roles at Wells Fargo Advisors LLC and Curian Capital, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Kevin Bray is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes service in the United States Air Force from 2016 to 2022 and roles at Aleut Federal LLC and a period of retirement before joining Edward Jones in 2025. 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 advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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.