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®-certified financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Rebekah Von Berg, Waddell & Reed, Inc., and Edward Jones. Based in Colorado Springs, CO, Frelly maintains his practice through LPL Financial. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 from 2012, and spent a year at Securian Financial Services, Inc. Lashly is based in Colorado Springs, CO. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using primarily model-driven investment strategies and offering access to third-party asset managers and financial planning services.

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 licenses and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, providing both brokerage and advisory solutions supported by in-depth research and analytics.

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.

Timothy Wenger is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has held positions at Ameriprise Financial Services and Millennium Financial Group and currently serves as president of Colorado Argos Inc., a financial services company. Wenger is also involved in managing rental property businesses in Colorado Springs. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and custodial relationships, managing over $256 billion in assets and supporting more than 10,000 advisors.

Todd Woehle is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked in various roles at firms including Scottrade, Massachusetts Mutual Life Insurance Company, and Vail Resorts, where he currently also works as a service technician. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Wortinger is a financial advisor with Edward Jones in Monument, CO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to entering the financial industry, he served in the United States Army for 30 years and worked at Colorado Springs Utilities for four years. Outside of his advisory role, Wortinger is involved in entertainment advising through Fireshoe Entertainment LLC and provides non-financial consulting services via JobbWon, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Erik Larsen is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Osaic since 2024 and previously spent 10 years with Triad Advisors, Inc. based in Colorado Springs, CO. Larsen is also associated with Larsen Wealth Management, a financial advisory business. 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 and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, offering both discretionary and non-discretionary management options.

Brad Lundberg is a financial advisor with Edward Jones in Monument, Colorado. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience, including 24 years with Edward Jones. He serves on the Finance Committee of World Radio Missionary Fellowship Inc. (Reach Beyond) in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a large nationwide network of advisors and branch offices.

Dennis Lefevre is a CFP® professional with 25 years of experience in financial advising. He is currently with Cetera in Colorado Springs, CO, and previously worked at Concourse Financial Group Securities Inc and Everence Trust Company. He serves as treasurer on the board of Rocky Mountain Mennonite Camp and assists with bookkeeping duties for a pottery business owned by his spouse. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers via a multi-manager platform with multiple program structures and custodial relationships.

Calvin Mason is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities for over a decade prior to joining UBS. He is based in Colorado Springs, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ian Glasgow is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at T. Rowe Price for 12 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.