Joseph Suhajda is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large network of advisors and branch offices.

Virginia Paas is a financial professional with six years of industry experience, currently associated with Cetera. She holds a Series 66 designation and has worked previously at Securian Financial Services and Minnesota Life Insurance Company. Outside of her advisory work, she assists with marketing and administrative tasks for her husband's window washing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services with a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

John Anderson is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is currently affiliated with Cetera and has prior experience at Concourse Financial Group Securities Inc. In addition to his advisory role, he owns RT Course Wealth Management and provides a range of insurance products, including life, health, long-term care, disability, and annuities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to third-party money managers through a multi-manager platform, overseeing more than $256 billion in assets under management.

Kirk Rosenstrauch is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 30 years of industry experience. His prior work includes 18 years at Avantax Advisory Services and 24 years with Revere Group CPAs & Financial Services, PLLC, where he also maintains a role in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by proprietary and third-party research.

Jason Brashar Jr. is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previous work experience that includes roles outside of finance at Slim Chickens and Burlington Coat Factory, as well as positions in education at the University of Colorado and Liberty High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andrew Rothenbury is a financial advisor with Thrivent Investment Management based in Colorado Springs, CO. He holds Series 66 and Series 63 designations and has six years of industry experience. His prior work includes roles at Thrivent Financial, Cherry Creek Systems, University of Colorado Colorado Springs, Premier Roofing, and Discount Tire. 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, holistic planning on various financial topics, with options to combine planning and managed-account services under a consolidated billing structure called “WealthPlan.”

Liam Wynne is a financial advisor at Edward Jones in Monument, CO, holding a Series 66 designation with eight years of experience. His prior career includes ownership of Mickey's Meals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Melissa Kelly is a financial advisor with Merrill in Colorado Springs, CO, holding a Series 66 license and one year of industry experience. Her prior work includes roles at Bank of America, NYLife Securities LLC, and New York Life Insurance Company. Outside of finance, she works part-time providing emergency veterinary care at Animal Emergency and Specialty Center. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Mark Wallace is a financial advisor with Cetera in Colorado Springs, holding a Series 66 credential and 11 years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for 11 years and operates his own business, RT Course Wealth Management, since 2014. Outside of finance, he serves as a minister and teacher at True North Ministry and is involved with a handyman business focused on modular home foundations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, featuring discretionary and non-discretionary options across multiple program structures.

Andrew Kessler is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been affiliated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Ilse Heflin is a Series 66-licensed financial advisor with Edward Jones in Colorado Springs, CO. She has seven years of industry experience and has been with Edward Jones since 2016. 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 investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jeffrey Cannella is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Royal Alliance Associates for 16 years. Outside of his advisory role, he serves as a trustee for the Knights of Columbus, a charitable nonprofit organization, and works as a school bus driver for the Elizabeth School District. Osaic Wealth, Inc. serves a diverse client base including individuals, 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, utilizing asset-allocation tools and offering access to third-party money managers and a range of investment options including stocks, bonds, mutual funds, and alternative investments.

Thomas Tang is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Raymond James Financial Services and Beacon Light LLC. Tang also manages Tang Wealth Management, a separate business entity for tax and investment purposes. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Riedmuller is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2025, he worked for Edward Jones for 15 years. Outside of advisory work, he owns FoxOwlRanch, an LLC intended for agricultural land leasing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to help clients achieve their goals and supports a broad advisor network with services including municipal and public finance advisory.

Matthew Lang is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Raymond James in 2025, he spent 10 years at Commonwealth Financial Network. Outside of his advisory role, Lang owns a catering business focused on pig roasting and manages several real estate holdings. Raymond James Financial Services Advisors 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 advisory services using analytical tools and supports a broad network of advisors with specialized programs in areas such as municipal finance and SIMPLE IRA employer advisory services.

Robert Reiman is a CFP® professional affiliated with Edward Jones in Elizabeth, Colorado, with 14 years of industry experience. He has been with Edward Jones since 2011. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

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.

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.”