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.

Carma Van Orman is a Financial Advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2020. Prior to joining the financial services industry, she spent ten years at Cheyenne Mountain Dental Group. Van Orman serves on the Board of Directors for Holy Cross Lutheran Church as a Member at Large. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across various financial planning topics without portfolio management or discretionary trading authority. The firm integrates planning with managed-account services through a consolidated billing option called “WealthPlan.”

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 with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and possessing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC and Equitable Advisors. He is a partner in 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 individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and public-finance advisory capabilities.

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.

Paul Gamache is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation and 13 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he is involved in managing several rental properties through various LLCs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account options under a consolidated billing system while maintaining separate service offerings.

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.

Amber Jack is a financial advisor with Edward Jones in Colorado Springs, CO. She holds the Series 66 designation and has seven years of industry experience, including six years at ALJ Business Services, LLC prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies and operates a large network of financial advisors and branch offices across the United States.

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.

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.