Benjamin Blackmun is a financial advisor with Raymond James & Associates in Colorado Springs, holding a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked in various roles including positions at The Property Group and Templeton Real Estate Group. He is also a licensed realtor and assists clients and family members with finalizing real estate transactions. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and affiliated research.

James Boudreau is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 18 years at Edward Jones prior to joining Raymond James in 2019. Outside of his advisory role, he serves as a director for the Security Fire Protection District in Colorado Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jeffrey St Gelais is a CFP® with 10 years of industry experience, currently affiliated with Cetera. He has worked at Cetera since 2023 and concurrently serves as a financial professional with Everoak Wealth Co., a financial services firm. His prior experience includes roles at Securian Financial Services Inc and Northwestern Mutual Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers and a variety of program structures.

Stacey Kasten is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2007. Kasten serves on the Finance and Investment Committee of the Goodwill of Colorado Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and proprietary research.

Daniel Urquidi II is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at CUSO Financial Services, T Rowe Price, Folium Biosciences, and Wells Fargo Bank N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and advanced portfolio management technologies.

Nicholas Maroney is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served in the United States Army for six years and has additional work experience in the retail and housing sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Wilkins is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. Wilkins serves as a board member of the Pinnacle at Cheyenne Mountain Homeowners Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Anthony Urfer is a financial advisor with Raymond James Financial Services Advisors Inc. in Colorado Springs, CO, holding a Series 66 designation and nine years of industry experience. Before joining Raymond James in 2017, he worked at Focal Point Business Coaching from 2015 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools and modeling to support client goals, with specialized services including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Krista Goode is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in community and business networking activities in Colorado Springs, including serving as a board member at the Colorado Springs Country Club and participating in international networking groups such as eWomen Network and BNI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Maclean is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved with an organization called I Am A Santa and has employment with KoKua in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of research resources.

David Tonk is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 63 designation and over 38 years of industry experience. He has been with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Arthur Marsden is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Morgan Stanley since 2021 and prior experience at Birmingham Southern College, Papa John's, and Live Nation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Sheila Leite is a financial advisor with Merrill in Colorado Springs, CO. She holds a Series 66 designation and has three years of industry experience. Her prior work history includes roles at Bank of America, N.A., Wells Fargo, the University of Hartford, and Victoria's Secret Stores, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Christopher Pagan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Ent Credit Union, CUSO Financial Services, Charles Schwab, and USAA Financial Planning Services. He serves as a board member for the Audi Club Rocky Mountain Chapter and is involved in rideshare driving and a peer-to-peer car-sharing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating research-backed model portfolios and multiple management strategies.

Gary Mills is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, with a prior one-year tenure at Tmfs Advisors, LLC. Mills is based in Colorado Springs, CO. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Nigel Grant is a CFP® professional affiliated with Edward Jones, based in Colorado Springs, CO, with 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves since 2008. Outside of his advisory role, he owns and operates a lawn care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Shari Losinski is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

David Waters is a financial advisor with Raymond James Financial in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Northwestern Mutual and service in the Armed Forces from 1996 to 2017. Waters is also a licensed insurance agent, providing life, disability, and long-term care insurance for clients. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliated municipal advisor.

Terrell Parker is a financial advisor with Morgan Stanley in Colorado Springs, Colorado. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at T. Rowe Price and RAM Partners LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research methodologies.

Holly Flores is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wells Fargo Clearing in Colorado Springs, CO. She has 13 years of industry experience, including prior roles at Quantive Business Valuations and Catalyst Advisors. Outside of her advisory work, she is a part-owner and strategic advisor for ENYO, LLC, a business services and staffing company. Wells Fargo Advisors is a large national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from its Wells Fargo Investment Institute with third-party data and employs diversification and modern portfolio theory in its investment approach.