Kimberly Terry is a CFP® professional with 11 years of industry experience, currently serving at First Affirmative Financial Network LLC. She previously worked at Transformative Wealth Management, LLC and Archvest Wealth Advisors, Inc. She holds a Series 65 registration and is based in Colorado Springs, CO. First Affirmative Financial Network, operating as Formative, serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and institutions through a nationwide network. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scoring into diversified, long-term investment strategies.

Clark Milner is a Series 65-licensed advisor with seven years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2023. His prior experience includes roles at Jr International, Inc., Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Outside of his advisory work, he has been involved in property management through his role with Milner Properties. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, utilizing a range of strategies from passive to active management with an emphasis on asset allocation and diversification.

Deanna Meyer is a financial advisor with Dodds Wealth, LLC in Colorado Springs, Colorado, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial and Dodds Wealth Management Group. Dodds Wealth, LLC serves individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

Kerry Hilsabeck is a CFP® and holds a Series 66 license with 10 years of industry experience. She has been with Financial Action, Inc. since 2020, and previously worked at Focus on The Family, Alpers Financial Planning, and T. Rowe Price. Financial Action, Inc. provides financial planning and investment advisory services to individual investors, families, and participants in employer-sponsored defined contribution plans. The firm manages diversified portfolios based on fundamental, cyclical, and secular analysis, with regular reviews and rebalancing, serving a large client base primarily through discretionary management.

Jonathan Holmes is a financial advisor at USAA Investment Services Company with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is based in Colorado Springs, CO. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Chris Abeyta is a financial advisor at RFG Advisory, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at RFG Advisory since 2024, following a decade at Accelerated Wealth Advisors LLC and related entities. Abeyta also serves as president of High Trust Financial & Consulting Inc., a holding company for financial assets. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through model strategies and third-party platforms, acting as a sub-adviser to multiple ETFs and serving investment company and municipal clients.

Jason Runung is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network and Scottrade. Outside of his advisory work, he owns Summit Advisor Marketing, LLC, a marketing company. 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 utilizes a variety of analytical approaches, frequently implementing solutions through third-party money managers and sub-advised models.

Malia Tanaka is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at T. Rowe Price Advisory Services and multiple USAA-affiliated entities. Outside of her advisory work, she coaches clients through Optavia and provides pet care services via Rover.com. USAA Investment Services Company offers retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement savings, asset allocation, and income planning through phone and digital channels. The firm operates mainly as a referral intermediary and does not manage client accounts or charge percentage-of-assets fees.

Paul Mclemore is a CFP® with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. His prior roles include positions at Intervest International Equities Corp, United Planners' Financial Services, Heartland Financial Consultants, and Hfg Advisors LLC. Outside of financial services, he teaches jazz piano through his business, Mclemore Piano. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion. The firm offers a variety of investment and advisory services tailored at the advisor level to meet clients’ specific financial goals and risk profiles.

Brian Johnson is a financial advisor at Silver Oak Securities, Inc. with 25 years of industry experience. He previously worked for Securities Management and Research, Inc. for 22 years before joining Silver Oak Securities. Outside of his advisory role, Johnson is a partner in Jordec USA LLP, a property and casualty insurance business in Colorado, and is involved in life insurance and annuity sales through Creative One. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and risk tolerances, emphasizing operational features such as ongoing model monitoring and an automatic investment process.

Don Leander is a CFP® with 26 years of experience in the financial services industry. He currently works at FourStar Wealth Advisors, LLC and previously spent 44 years at Financial Planning Strategies. Outside of his advisory work, he volunteers with a music ministry through The Sunflowers Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a blend of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Nathan Archuleta is a Certified Financial Planner® with 19 years of industry experience, currently serving with Summit Wealth Group in Colorado Springs, CO. He has worked at Summit Wealth Group since 2011 and was previously affiliated with Commonwealth Financial Network. Archuleta also owns Archuleta Financial Services, LLC, a private entity established to support his advisory and insurance activities. 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 customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Susan Auer is a CFP® with 12 years of industry experience and currently serves as a financial advisor at RFG Advisory, LLC. Her prior experience includes roles at Accelerated Wealth Advisors, T. Rowe Price Investment Services, and USAA Financial Planning Services. In addition to her advisory work, she is licensed as an insurance agent. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm primarily offers discretionary portfolio management utilizing various model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Jeremy Burton is a financial advisor at Private Client Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services and SII Investments. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Joshua Jerele is a CFP® professional with 12 years of industry experience. He has worked at Summit Wealth Group, Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Mosaic Family Wealth, and UBS Financial Services. He owns Jerele Consulting LLC, a private entity that supports his advisory and insurance business activities. 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 investment strategies based on each client’s financial profile and goals, using various analytical approaches and frequently implementing strategies through third-party money managers.

Gunnar Johnson is a financial advisor at Savvy with one year of experience at the firm and a Series 65 credential. His background includes roles at Dream Centers and Youth for Christ USA, as well as entrepreneurial and leadership positions with Bigfoot Drywall and Paint and learngenerosity.com. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations, using a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing. The firm integrates third-party fintech tools and specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support through unaffiliated platforms.

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 with RFG Advisory, LLC in Colorado Springs, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC. Outside of his advisory role, he is involved as an insurance agent with Triad Partners and serves as president of YOUnify Financial LLC. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management and access to a variety of model strategies and alternative investments, and it acts as sub-adviser to multiple ETFs.

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.