Matthew Surma is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of a solar cell manufacturing business in Rockford, Michigan. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages roughly $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kellan McIntire is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, progressing through positions including Financial Representative and Investment Consultant. In his capacity as a Financial Consultant, Kellan focuses on understanding clients' unique financial situations and connecting them with the resources available at Fidelity Investments. Kellan is a native of Colorado Springs. Outside of his professional work, he enjoys board games, family activities, football, running, and social events with friends. He lives with his wife and two children, and they enjoy hiking, camping, and biking together.

Glen Melin II is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Colorado Springs, CO. He has experience working at NOVA Financial Services LLC and served in the United States Army for 11 years prior to entering the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority, offering both one-time and ongoing planning relationships.

Deborah Peterson is a financial advisor with LPL Financial in Colorado Springs, CO. She holds Series 63 and Series 65 credentials and has 45 years of industry experience, including over two decades at Linsco/Private Ledger Corp. She also operates Life Investment Group, LLC as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of advisors, offering a variety of advisory programs and financial planning services.

Kari Francisco is a Series 66-licensed financial advisor with Ameriprise in Colorado Springs, CO, with 36 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory work, she serves as a bookkeeper for Faith Presbyterian Church. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning and investment recommendations focused on dependable income and tax-aware withdrawal strategies.

Eric Mathis is a financial advisor at Fidelity with a Series 66 designation and approximately eight years of industry experience. His prior roles include positions at RT Specialty, McGriff Insurance Services, and Travelers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Inman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Investment Professionals, Inc., and has operated Outdoor Lifestyle Strategies, LLC, doing business as Springs Wealth Group, since 2020. He serves as a committee member on two condominium owners associations in Colorado Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients in implementing recommendations through various advisory programs.

Paul Hoghaug is a financial advisor with LPL Financial, holding a Series 63 designation and having 31 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Ameriprise Financial Services from 2014 to 2019. 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 broad range of financial planning and advisory programs, including model and wrap offerings, retirement plan consulting, and brokerage services.

Evan Hoehne is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including delivery driver and server. Outside of advising, he has worked as a delivery driver for DoorDash and as a server at The Pinery. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Dale Warner is a Financial Advisor and a member of the Law & Associates Group, operating within Merrill Lynch Wealth Management. He and his team combine industry expertise with the global resources of Merrill to deliver a comprehensive range of wealth management services. Their approach emphasizes holistic, personalized financial advice, leveraging access to banking, credit, and lending through Bank of America to support clients and their families. With over 15 years of experience as an operations executive and co-founder at various growing corporations across Colorado, Dale has worked closely with boards of directors, business development partners, angel investors, private equity, and non-dilutive capital funding to spur company growth. He holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) professional designations. Dale uses his experience and credentials to advise business owners on building more valuable companies, strengthening personal financial plans, and aligning personal goals with potential business sales. Dale earned his High School Diploma from Gilroy High School and communicates with clients in English and Spanish. Outside of work, his interests include biking, boating, gardening, and pickleball. He values ongoing professional development and brings advanced training to every client relationship.

Michael Pepper is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2009. In addition to his advisory role, he owns PEP LLC, an investment-related business based in Monument, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients able to implement these through various brokerage and advisory programs.

Marianne Mittelstadt is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 65 designation and previously worked at H&R Block, Analytic Illustrators, Ent Credit Union, and Wells Fargo. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of portfolio management approaches and both proprietary and third-party investment strategies.

Larry Briscoe is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at USAA Investment Management Company and various USAA financial planning and advisory entities from 2007 to 2020. He is based in Colorado Springs, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from its financial research center.

Nicholas Camarella is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has previous experience at Morgan Stanley and Fidelity in various advisory roles. He is currently based in Colorado Springs, CO. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of firm-offered programs and third-party advisory models tailored to client risk tolerance and preferences.

Morgan Heintzeman is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Fishbowl Inventory, EverCommerce, and Cochlear Americas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Haraway is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he owns various mineral rights in Oklahoma for lease and drilling. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Matthew West is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He has been with Raymond James & Associates since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Blake Kruthaupt is a Financial Advisor at Merrill Lynch Wealth Management based in Colorado Springs. He works closely with individuals, families, and business owners to help them navigate important financial decisions and create strategies aligned with their goals and values. Blake serves clients locally and across the country who seek thoughtful advice and a long-term relationship built on trust. He partners with successful executives, business owners, retirees, and affluent families, addressing areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. Blake's approach integrates investments, taxes, retirement planning, cash management, and legacy goals through comprehensive and personalized planning. Blake holds a Bachelor's Degree from the University of Colorado and is designated as a Personal Investment Advisor (PIA). He is also involved in community efforts through his participation in the Fountain Economic Development Commission. Residing in Fountain, Colorado, Blake values family and personal interests including adventure sports, baseball, camping, fishing, football, golfing, hiking, ice hockey, skiing, and spending time with his family.

Tyler Alcon is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Fidelity Investments and has experience in both investment firms and academic roles at the University of Colorado Colorado Springs. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Gerald English II is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates under the DBA English Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering comprehensive financial planning and advisory programs supported by research and a variety of management strategies.