David Surofchek is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Harry Jewett is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 65 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management (MSWM) provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.

Kurt White is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Merrill and Pacer Financial. He also serves as an independent contractor financial advisor at Security Service Investment Group within Security Service Federal Credit Union. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Evan Richardson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Seth Jensen is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera in 2025, he worked at Fidelity Investments for five years. In addition to his advisory role, he is involved with the Financial Independence Group as an independent agent focusing on life insurance and annuity solutions. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, serving individual, institutional, and retirement plan clients.

Robin Dillon is a financial advisor at Stifel with 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Dillon is involved in automobile racing as a volunteer course marshal for the Pikes Peak International Hill Climb and serves as the 2nd Vice President and HPDE Chair for the Porsche Club of America’s Alpine Mountain Region. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Daniel Fulfer is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has prior experience at Waddell & Reed, Inc. and his own firm, Mountain Top Group LLC. Outside of his financial career, he has been involved with Special Olympics Colorado since 2013. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from internal and third-party sources.

Nicholas Sabatello is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Vladimir Jones and Blakely & Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Stephen Strong is a financial advisor at OSAIC with 36 years of industry experience. He has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. He serves as a director on the board of the Lowell Metro District in Colorado Springs, where he is involved in reviewing debt service for the district. Osaic Wealth, Inc. provides a wide range of financial services to retail and institutional clients, utilizing asset-allocation tools and a variety of investment products through multiple advisory platforms and third-party managers.

Nicole Gillin is a financial advisor with LPL Financial in Colorado Springs, CO. She holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Rocky Mountain Wealth Partners / Geneos and has experience in education and health services sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Lauren Akridge is a financial advisor with Charles Schwab in Colorado Springs, CO, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Forest Bend LLC, Integrity Wealth Advisors, and Straight Street International. Outside of finance, she was involved with Broken Bones BBQ for two years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Rebecca Bayless is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial in Colorado Springs, CO. She has worked at LPL Financial since 2006 and has been involved with Western Wealth Advisors since 2015. Bayless also provides advisory services at Climb Credit Union and through Asset Architects, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Danna Schmidt is a financial advisor with Raymond James & Associates holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Edward Jones, Redstone Visual Impressions, and UBS Financial Services. She is based in Colorado Springs, CO. 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, pension plans, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Skylar Schofield is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 credential and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Schofield is the sole proprietor of Velturx LLC, a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools and modeling techniques.

Lawrence Pann is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining RBC and City National Bank in 2019. Outside of his advisory work, he serves as president of the Colorado Springs LDS Business Group, an educational organization promoting best business practices, and participates on the community advisory board for Smart Colorado, a youth drug education organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customized investment programs and portfolio management through a combination of in-house and third-party managers, with a broad range of services and alternative investment options.

Brooke Attaway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brooke worked at multiple financial service firms, including Security Service Investment Group and Raymond James Financial Services, and has experience in hospitality and community organizations such as Jim's Neighborhood Lounge and the YMCA of the Pikes Peak Region. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Troy Carlson is a CFP®-certified financial advisor with Wells Fargo Advisors, bringing 26 years of industry experience. He has been with Wells Fargo in various capacities since 2009. In addition to his advisory role, he owns and manages Dancing Bull Wealth Management, LLC, based in Colorado Springs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, special needs, and divorce, supported by Wells Fargo’s research and planning tools.

Kyle Fach is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Begley serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. In this capacity, he focuses on providing education around various financial topics to develop personalized plans tailored to clients' unique situations. Steven is dedicated to simplifying complex financial matters to offer clients peace of mind. His career at Fidelity Investments spans over a decade, beginning in 2013 as a Defined Contribution Representative II. He progressed through several roles, including Workplace Planning & Guidance Consultant I, II, and III from 2014 to 2020, Financial Consultant from 2020 to 2023, and Vice President, Financial Consultant from 2024 to 2025 before assuming his current position. Outside of his professional responsibilities, Steven has interests in cars, fitness, food, golf, kayaking, and reading.

Ashley Malik is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Primerica since 2022 and is also the owner of Chrysanthemum Apparel, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.