Joseph Johnson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Wildcat Construction for five years and Pioneer Sand Co. Inc. for 31 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Valerie Richard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following three years at Blakely Walters Wealth Management. Outside of her advisory role, she is the sole proprietor of Acadian Acres Farmstead LLC, an agricultural retail and wholesale business based in Colorado Springs. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools designed to model financial outcomes.

Jacob Baugher is a Financial Consultant currently working at Fidelity Investments since 2023. He has prior experience as a Financial Advisor at Carlson Financial in 2022 and as a Paraplanner at Chrysalis Wealth Management from 2021 to 2022. Jacob is a Certified Financial Planner (CFP®) and holds a California Insurance License. With a background as a former Marine Corps officer, Jacob integrates his leadership and strategic skills into his financial consulting practice. He focuses on developing personalized financial strategies tailored to his clients' unique goals and aims to build strong, trusting relationships to support individuals and families in securing their financial futures. Outside of his professional work, Jacob's personal interests include cooking and baking, hiking, military service, and movies.

Redding May is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He currently works with Morgan Stanley Smith Barney LLC, joining in 2021, and has prior experience at Merrill and as an owner of Dude Sweet Chocolates, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both direct client relationships and corporate agreements.

Aurora Ash is a Series 65-registered financial advisor with Raymond James Financial Services Advisors, Inc., based in Colorado Springs, CO. She has three years of industry experience and has held roles at several firms including Beta Financial Partners and Atlas Lifestyle Planning Group LLC. In addition to her advisory work, Aurora has a long history in tax preparation and education, having worked with AAA Tax Preparation since 2010 and DeVry University from 2001 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to tailor non-discretionary recommendations to client goals and supports both municipal finance and SIMPLE IRA Employer Advisory services.

Lawrence Gorab Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Based in Colorado Springs, CO, he joined Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services through a broad range of portfolio management styles and affiliated research.

Toni Abate is a Planning Consultant at Fidelity Investments, where she works with clients in the local community to create and maintain financial plans tailored to their personal needs and goals. She focuses on understanding each client's unique objectives to help implement strategies that provide confidence in their financial outlook. Toni has experience as a Planning Consultant at Fidelity Investments since 2021. Prior to this, she served as a Servicing Advisor at Carlson Financial from 2018 to 2021 and as a Financial Representative at T. Rowe Price from 2016 to 2018. Outside of her professional work, Toni enjoys playing golf, exploring various painting techniques, and discovering the sites of Colorado.

Nolene Metzger is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Raymond James and Associates since 2012. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Timothy Mason is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Ameriprise Financial Services and Strategic Financial Partners. In addition to his advisory role, he is a partner at OLS Property Group, LLC, involved in general operating and management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through various advisory programs and partnerships.

Steven Paradis is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with LPL Financial since 2019 and previously held roles at The ON Equity Sales Company and Ohio National Financial Services. Paradis also operates Heritage Capital Concepts LLC, an insurance agency involved in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ann Polonsky is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding a Series 66 designation and 10 years of industry experience. She joined Raymond James in 2018 after two years at Edward Jones. 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 wide range of clients, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services through various specialized programs.

Jake Venable is a Financial Consultant currently working with Fidelity Investments since 2024. He has built his career in the financial services industry, previously holding positions at Charles Schwab including Vice President - Financial Consultant from 2021 to 2024, Investment Consultant from 2018 to 2021, and Stock Broker from 2016 to 2018. His professional focus centers on providing clients with trusted financial advice and developing financial roadmaps tailored to withstand market and life uncertainties. Jake emphasizes understanding each client's unique story and priorities as part of his approach to financial stewardship. Outside of his professional work, he spends time with his wife and two children. His personal interests include camping, family activities, fishing, football, and music, where he is an instrumentalist.

Alyssa Salas is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. She has worked at UBS since 2019 and has prior experience with Money Concepts Capital Corp., NCH Tax & Wealth Advisors, and Capital Group/American Funds. Outside of her advisory role, she is involved with Full Psycle, an indoor cycling studio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

John Policastro is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2011. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Amber Phillips is a financial advisor with Charles Schwab in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at USAA Investment Management Company and various USAA financial advisory affiliates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Kirby Zeller is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera Advisors LLC since 2013. Zeller operates a separate wealth management practice and is also licensed to sell life, health, annuities, and disability insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jon Metzger is a financial advisor with Raymond James & Associates in Colorado Springs, Colorado, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dual-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 municipal entities, and offers a range of financial planning and consulting services supported by in-depth research and multiple portfolio management styles.

Joseph Locke is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the US Air Force for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large network of financial advisors and branch offices nationwide.

Marc Schulz is a financial advisor with OSAIC based in Colorado Springs, CO, holding the CFP® and Series 66 designations and bringing 28 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. and operates Marc Schulz Investment Services, which provides insurance sales including long-term care insurance solutions in collaboration with Lund Insurance Agency. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that may include a range of securities and alternative investments.

Randy Ward is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Cetera and has previously worked with Minnesota Life Insurance Company, Securian Financial Services, and Strategic Financial Partners. In addition to his advisory role, he serves on the boards of the Everoak Foundation and Emmanne Ministries, nonprofit organizations involved in philanthropic oversight and management. Cetera Investment Advisers LLC is a large nationwide SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.