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, Colorado, holding a Series 66 license and having 27 years of industry experience. His career includes positions at Merrill and Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009, where he has worked since, including with Morgan Stanley Private Bank, National Association. Burwell is also a board member of Diversified Consultants Inc., an association management organization. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured discovery processes and sophisticated modeling tools, managing approximately $2.74 trillion in client assets.

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, Colorado, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill. He serves as a board member for the Pikes Peak Marathon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients with investment guidance and broad retail and institutional offerings.

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 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously spent 11 years at Citigroup Global Markets. Outside of advising, he owns Merge Global Photography LLC and serves on the finance committee of the humanitarian organization Tirzah International. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services.

Daniel Bjorklund is a financial advisor with OSAIC Wealth Inc. based in Colorado Springs, CO. He holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining OSAIC in 2024, he worked at T. Rowe Price for five years and held positions at Zales and Fred Meyer Jewelers. Outside of advising, he owns a custom jewelry business where he writes appraisals and sells jewelry and also works as a tax preparer. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset allocation tools and third-party money managers, supporting both discretionary and non-discretionary account management.

Richard Walsh is a financial advisor at Raymond James & Associates with 56 years of industry experience. He has held positions at Raymond James & Associates since 2018 and previously worked at Stifel Nicolaus & Co Inc for seven years. He holds the Series 63 and Series 65 designations. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jonathan Wieland is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. since 2019. Prior to that, he worked for Edward Jones for 19 years. Outside of advising, he manages a small portfolio of personally held rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance advisory.

Laura Downs is a Planning Consultant at Fidelity Investments, where she works with clients to develop personalized financial plans that align with their goals, values, and aspirations. She aims to provide guidance and strategies that help clients make informed financial decisions. Laura has been with Fidelity Investments since 2024, progressing through roles as a Financial Representative and Relationship Manager before assuming her current position. This experience has provided her with a broad understanding of client needs and financial planning processes.

Karina Kopaniecka is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Raymond James, Morgan Stanley, and Thornburg Investment Management. Karina is based in Colorado Springs, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, supporting a range of advisory strategies implemented by its network of investment adviser representatives.

Walter Cinocco is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and was previously affiliated with Edward Jones. Outside of his advisory work, he is vice president and a 49% shareholder in a family business specializing in kitchen design and interior decorating. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by advanced operational tools and a broad suite of non-advisory financial products.

Kevin Wilson is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2014, with previous roles at Charles Schwab and Level Four Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

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 63 and Series 65 licenses and possessing 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. Outside of his advisory work, he is the owner and president of Lalonde & Associates LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools while overseeing over $819 billion in discretionary assets.

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.