Melissa Keese is a financial advisor with Raymond James Financial in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. She has worked with Raymond James since 2012 and also has experience at First Tech Federal Credit Union and Addison Avenue Investment Services. Outside of her advisory role, she serves as a CNA for a special needs child. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining unique municipal advisory affiliations and specialized consulting programs.

Jack Windeler is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica since 1998 and is a retired U.S. Army veteran. Outside of advising, he receives non-investment compensation related to home security and automation product referrals and loan product sales through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary separately managed accounts. The firm operates nationally with approximately 3,948 advisors and $15.5 billion in assets under management.

David Lawyer is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at several firms, including Lincoln Financial Securities Corporation and First Command Advisory Services. He is also a board member and president of a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple platform arrangements, incorporating proprietary and third-party model strategies with both discretionary and non-discretionary options.

Margaret Rose is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has been with Cambridge Investment Research, Inc. and its affiliate firm since 2008. In addition to her advisory role, she works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm offers multiple investment implementation options and proprietary and third-party model strategies tailored to client objectives.

Shawn Dickerson is a financial advisor with Charles Schwab in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked at USAA in various capacities, including USAA Financial Planning Services and USAA Investment Management Company, between 2012 and 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by strategic asset allocation models and a centralized operational structure.

Joshua Waymire is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Raymond James & Associates since 2008. Outside of his advisory role, he manages J. Addison, LLC, a single-member LLC through which he leases office space for his Raymond James operations. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kristin Maksimowicz is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. She has been with Raymond James Financial Services since 2009. Outside of her financial advisory work, she owns and operates Home Portraits by Kristin, a business specializing in drawing home portraits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs along with consulting and portfolio management through a large network of advisors.

Lionel Rivera is a CFP® with 39 years of industry experience, currently serving with Raymond James & Associates since 2014. He is based in Colorado Springs, CO. Outside of his advisory role, he is involved in residential rental real estate ownership alongside his spouse. 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 diverse client base, offering financial planning and non-discretionary investment consulting through various specialized programs and draws on a range of portfolio management styles supported by affiliated research and sub-advisers.

Benjamin Blackmun is a financial advisor with Raymond James & Associates in Colorado Springs, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked in various roles including positions at The Property Group and Templeton Real Estate Group. He is also a licensed realtor and assists clients and family members with finalizing real estate transactions. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and affiliated research.

James Boudreau is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 18 years at Edward Jones prior to joining Raymond James in 2019. Outside of his advisory role, he serves as a director for the Security Fire Protection District in Colorado Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jeffrey St Gelais is a CFP® with 10 years of industry experience, currently affiliated with Cetera. He has worked at Cetera since 2023 and concurrently serves as a financial professional with Everoak Wealth Co., a financial services firm. His prior experience includes roles at Securian Financial Services Inc and Northwestern Mutual Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers and a variety of program structures.

Stacey Kasten is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2007. Kasten serves on the Finance and Investment Committee of the Goodwill of Colorado Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and proprietary research.

Daniel Urquidi II is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and advanced portfolio management technologies.

Nicholas Maroney is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served in the United States Army for six years and has additional work experience in the retail and housing sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Wilkins is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. Wilkins serves as a board member of the Pinnacle at Cheyenne Mountain Homeowners Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Anthony Urfer is a financial advisor with Raymond James Financial Services Advisors Inc. in Colorado Springs, CO, holding a Series 66 designation and nine years of industry experience. Before joining Raymond James in 2017, he worked at Focal Point Business Coaching from 2015 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools and modeling to support client goals, with specialized services including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Krista Goode is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in community and business networking activities in Colorado Springs, including serving as a board member at the Colorado Springs Country Club and participating in international networking groups such as eWomen Network and BNI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Maclean is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved with an organization called I Am A Santa and has employment with KoKua in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of research resources.

David Tonk is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 63 designation and over 38 years of industry experience. He has been with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Arthur Marsden is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Morgan Stanley since 2021 and prior experience at Birmingham Southern College, Papa John's, and Live Nation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.