Ross Haycock is a CFP® professional with 22 years of industry experience, currently affiliated with Summit Wealth Group in Colorado Springs, CO. He spent 20 years with Commonwealth Financial Network before joining Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025. Outside of his advisory role, he co-owns Rokai Consulting, LLC, a private entity established for personal tax and liability purposes. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on each client’s financial profile using a mix of analytical approaches and often employs third-party money managers and sub-advised models, monitoring accounts with at least annual reviews.

Dustin West is a financial advisor at RFG Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC prior to joining RFG Advisory. Outside of his advisory role, West is the president of YOUnify Financial LLC and an insurance agent with Triad Partners, a traditional insurance agency. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive investment strategies, offering portfolio management, financial planning, and access to alternative investments and proprietary model strategies.

John Carr is a CFP® professional with 33 years of experience in the financial industry. He is currently with Ausdal Financial Partners, Inc., where he has worked since 2024, following a 17-year tenure at Intervest International Equities Corp. He also owns Carr Wealth Management LLC, an investment-related business based in Colorado Springs. Ausdal Financial Partners is an SEC-registered adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and custodial platforms.

Timothy O'Brien is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Intervest International Inc and Intervest International Equities Corp. He also owns and operates TK Financial Services, a separate investment-related business in Colorado Springs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services with investment strategies delivered on both discretionary and non-discretionary bases.

Bobby Foster is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has held prior roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

Jason Hedstrand is a financial advisor at Brookwood Investment Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Osaic Wealth, and Redwood Private Wealth. Outside of advising, he is involved as a member of the audit committee at Calvary Baptist Church and participates in public speaking engagements unrelated to securities. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated service providers.

Raymond Hart is a financial advisor with RFG Advisory, LLC, holding CFP®, Series 63, and Series 65 credentials and 11 years of industry experience. His prior work includes roles at USAA Financial Advisors and Accelerated Wealth, LLC. Outside of RFG Advisory, he works as a personal financial counselor for Magellan Federal, providing education and counseling services to military personnel. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for a diverse client base, including individuals, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and offers access to proprietary models, alternative investments, and annuity management.

Thomas Dohogne Jr. is a CFP® with 19 years of industry experience, currently serving at Madison Partners. His prior roles include positions at Charles Schwab and Jackson National Life Distributors LLC. He holds insurance licenses in life and health. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Karen Henderson is a financial advisor at USAA Investment Services Company with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked within various USAA-affiliated entities since 2014. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment products and account services.

Chase Erickson is a CFP® professional at Summit Wealth Group with two years of industry experience. Prior to joining Summit Wealth Group, he worked at CGN Advisors LLC and held roles at Kansas State University and Manhattan High School. Summit Wealth Group provides wealth management and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients' financial profiles and employs various analytical approaches, implementing solutions through third‑party money managers and sub‑advised models.

Terry Byrum is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked within various USAA entities since 2010, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Dakota Day is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Shelton Capital Management, and Wells Fargo. He is also involved in fixed insurance sales. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, standalone financial planning, family office and wealth planning, and retirement plan advisory, employing a range of analytical approaches and customizing allocations based on client profiles and goals.

Mary Alpers is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. She joined Robertson Stephens in 2024 after previously leading Alpers Financial Planning and Three Points Financial. Mary is based in Colorado Springs, CO. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Joel Helzer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Robertson Stephens. He previously spent 13 years at T. Rowe Price. Outside of advising, he is involved with Meghan Helzer Photography LLC and is a plasma donor at BioLife. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management and utilizes a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.

Daniel Cook is a CFP® professional with 34 years of industry experience. He joined Summit Wealth Group in 2025 after 20 years at Commonwealth Financial Network. In addition to his advisory role, he is a tax preparer and co-owner of Ski Tip Consulting Group, Inc. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

Lacey Jordan is a CFP® and ChFC® professional with 21 years of experience in financial advising. She currently works at Summit Wealth Group and Purshe Kaplan Sterling Investments, having previously spent 10 years at Commonwealth Financial Network. Outside of her advisory work, she owns a ticket sales business leasing a private suite at the Ford Amphitheater. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on client profiles and employs a variety of analytical approaches, including the use of third-party money managers and sub-advised models, to manage over $2.3 billion in discretionary assets.

Chad Clary is a financial advisor at Americana Partners, LLC with 27 years of industry experience. He previously worked for Syntal Capital Partners, LLC for 13 years before joining Americana Partners. Outside of his advisory role, Clary manages a mindset coaching and mentoring business called ChadandKay Coaching. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a broad range of investment vehicles and technology platforms.

Gabriel Turner is a financial advisor at Summit Wealth Group in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Commonwealth Financial Network, Tallahassee Diamond Center, and eNational Insurance Agency. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a range of analytical approaches and customizes investment strategies based on clients’ financial profiles, goals, liquidity needs, and risk tolerance.

David Kopp is a financial advisor with Concurrent Investment Advisors, LLC in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Kopp Wealth Management, Purshe Kaplan Sterling Investments, Spire Investment Partners, LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Merrill. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, and other securities, supported by internal due diligence, strategic asset allocation, and integrated operational tools.

Michael Hartman is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has been affiliated with T. Rowe Price since 2011 and joined RFG Advisory in 2025. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary model strategies, emphasizing risk-managed, tax-aware investment approaches.