Meghan Lape is a CFP® professional with five years of industry experience, currently with First Affirmative Financial Network LLC. Her prior roles include positions at JPS Global Investments and Conscious Impact Financial Planning LLC. Meghan is also the owner of Mindful Tax, where she provides tax preparation services. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets across 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering a proprietary Values-Aligned Direct Index Solution alongside various discretionary portfolio management and consulting services.

Rollyn Wild is a Series 65-licensed financial advisor with Advisers Investment Management, Inc. in Colorado Springs, CO, bringing 27 years of industry experience. He has been with Advisers Investment Management since 1998 and has longstanding associations with Bankers Investment Management, Inc. and Investment Management Systems, Inc. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to a range of clients including high-net-worth individuals, pension plans, non-profits, and corporations. The firm follows an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified model portfolios on a discretionary basis.

Steven Vela is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price, Inc. since 1989. The firm provides individualized investment supervisory services and ongoing portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

At Carriere Financial Planning, we specialize in providing clear financial guidance to small business owners and professionals with equity compensation. As a Fee-Only Fiduciary Firm, we prioritize your interests above all else, ensuring transparent, conflict-free advice that sets you on the path to success. Founded by Paul Carriere, our firm was born from the desire to break free from the conflicts of interest in the commission-based world. Our approach is straightforward – putting you in control. We're not just financial advisors; we're your partners in turning your goals into actionable strategies. With a commitment to comprehensive financial planning, we understand that success is more than just numbers. By understanding your unique aspirations, we tailor solutions that align with your vision for the future. No hidden agendas – just clear, honest advice. Carriere Financial Planning, where trust, transparency, and your financial dreams converge.

Paul Nelson is a financial advisor with Advisers Investment Management, Inc. He holds a Series 65 designation and has 25 years of industry experience. Nelson has worked at Advisers Investment Management, Inc. since 2000 and operates Nelson & Company, P.C. since 2004. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, non-profits, and corporations. The firm uses an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified portfolios on a discretionary basis.

Cara Lidgett is a financial advisor with Ironview Capital Management, LLC, holding a Series 65 designation and eight years of industry experience. She has been with Ironview since 2017. Outside of her advisory work, she coaches youth hockey. Ironview Capital Management serves individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management, pension consulting, and financial planning, utilizing a range of strategies including fundamental, technical, and quantitative analysis, and employs derivatives and leverage in separately managed accounts.

Mark Perrault is a CFP® professional with 16 years of industry experience. He is currently with Intergy Private Wealth, LLC and has previously worked at Northwestern Mutual in various roles from 2009 to 2021. Perrault serves on the investment committee of Discover Goodwill, a nonprofit organization in Colorado Springs. Intergy Private Wealth advises individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm integrates in-house portfolio construction with third-party managers through Dynasty Financial Partners’ platform and employs multiple analytical approaches for investment management.

Mark Michalek is a CFA® charterholder with 21 years of industry experience. He is currently with Ramsay Stattman Vela & Price Inc and has been with UBS Financial Services Inc since 2013. Ramsay Stattman Vela & Price Inc provides individualized investment supervisory services and portfolio management to a diverse client base including individuals, trusts, estates, corporations, pension plans, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Charles Ucciferri is an investment advisor at Penserra Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at LightPath Capital, Inc. and Milkowsky Tax Law. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning services. The firm uses a combination of fundamental, technical, cyclical, and economic analyses to implement diversified investment strategies, managing approximately $15 million in discretionary client assets.

Frederick Stattman is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price Inc. since 1990. The firm provides individualized investment supervisory services and portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and periodic reviews.

Paul Bishop is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Exceptional Wealth & Family Office, joining the firm in 2026, and previously worked at Carson Wealth, CWM, LLC, Accelerated Wealth Advisors LLC, and T. Rowe Price Investment Services. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services for individuals, high net worth clients, corporations, and various organizations. The firm offers discretionary managed accounts through branded programs combining model portfolios and customized allocations across multiple asset classes.

Brenda Lammers is a financial advisor with Altus Wealth Group, LLC in Colorado Springs, CO. She holds a Series 65 designation and has three years of industry experience. Prior to joining Altus Wealth Group in 2022, she worked at US Bank from 2011 to 2022. Altus Wealth Group is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in assets. The firm employs a risk-first investment process using managed-volatility portfolios and explicit risk budgets, blending active and passive strategies across various asset classes.

Tiffany Austin is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 65 designation and six years of industry experience. She has worked at SAGE since 2022 and previously held roles at 56 Capital Partners, Ltd. and FleishmanHillard. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring across a range of investment vehicles.

Nancy Mercado is a CFP® and ChFC® with 34 years of experience in the financial industry. She has worked at several firms, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and currently serves at Altus Wealth Group, LLC since 2017. Nancy is also a managing partner at Peep Ventures, LLC, an entity involved in operating commercial rental properties. Altus Wealth Group, LLC is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a seven-advisor team managing approximately $620 million in assets. The firm employs a risk-first investment process incorporating managed-volatility portfolios and combines active and passive strategies, providing both discretionary and non-discretionary investment management along with wealth planning and consulting services.

Shannon Ross is a financial advisor at Petra Financial Advisors Inc with seven years of industry experience. She holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and Accelerated Wealth Advisors LLC. Outside of financial advising, Ross is president of YOUNIFY Consulting, a business consulting firm, and also manages administrative services for BNW Contracting Inc. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis along with computer modeling to implement and supervise portfolios tailored to client needs.

Kristine Quine is a financial advisor with Exceptional Wealth & Family Office in Colorado Springs, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in consulting through Wayfinder Growth Consulting and Practical Wisdom LLC. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to a diverse client base including individuals, corporations, and charitable organizations. The firm offers discretionary managed accounts and combines model portfolios with customized allocations across various asset classes.

Emma Haman is a financial advisor with Exceptional Wealth & Family Office in Colorado Springs, CO. She holds a Series 65 credential and has experience at Carson Wealth and CWM, LLC. Outside of advising, she is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services, including family office consulting and specialty planning. The firm serves a diverse client base through discretionary managed accounts and employs a combination of model portfolios and customized allocations across various asset classes.

Geoffrey Schaefer is a CFP® professional with 10 years of industry experience. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent five years at Northwestern Mutual in various roles. Intergy Private Wealth serves individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm combines in-house portfolio construction with access to third-party managers and employs a range of analytical approaches, managing assets across multiple account types.

Philip Price is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price Inc. since 1995. The firm provides individualized investment supervisory services and portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Norman Alvis is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Altus Wealth Group, LLC since 2022. Prior to joining Altus, he worked at US Bank for twelve years. Outside of his advisory role, he operates a cycling marketing and promotion business called More Power to the Pedals. Altus Wealth Group, LLC is a seven-advisor team managing approximately $620 million in assets for individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment process that balances active and passive strategies across a range of asset classes, with portfolios reviewed and rebalanced quarterly.