Melissa Mccarthy is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been associated with Raymond James Financial Services in various capacities since 1999. Outside of her advisory work, she is involved in business activities including serving as president and treasurer of Colorado Wealth Associates, LLC and Colorado Wealth Partners, Inc., where she manages operations and bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

William Martin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2011, 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 with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside proprietary investment research to support its advisory services.

Jason Chao is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Shayna Winslow is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various educational roles, including positions at Academy District 20 and Santa Clara Unified School District. Outside of finance, Winslow was an independent hairstylist for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branches.

Stephanie Colgate is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent since 2022. Outside of her advisory role, she serves as a committee member and secretary for Girls on the Range Athletics, a local booster club supporting female athletes, and participates as a brand partner with Young Living Essential Oils. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing program called WealthPlan.

Peter Maiurro is a financial advisor with RBC Capital Markets in Colorado Springs, Colorado, holding a Series 66 credential and three years of industry experience. His prior work history includes roles at City National Bank and involvement with the United States Olympic & Paralympic Museum and the El Pomar Foundation. Maiurro serves on multiple nonprofit boards, including the Cultural Office of the Pikes Peak Region, Downtown Partnership of Colorado Springs, Goodwill of Colorado Foundation, PGA REACH Foundation Colorado, The Boettcher Foundation, and Spruce Community School, and operates Tempus Partners, LLC, a consulting LLC focused on nonprofit and leadership projects. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized strategies implemented through a mix of in-house and third-party managers, integrating portfolio management, financial planning, custody, and brokerage services.

Gordon Crom is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. and Wyle Inc - CAS Group. Outside of his advisory role, he owns and operates a tax preparation business and is licensed as a life insurance agent. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, employing a variety of portfolio construction tools and third-party solutions.

Julia Falletta Dinkel is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she owns LHHQ Enterprise, LLC, a business leasing heavy equipment in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Justin Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation and with 23 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he has partial ownership in Backstrom Wealth Management, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Christopher Johnson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management. Johnson is also a co-owner of a family rental property business in Monroe, Washington. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Bryan Ladrow is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC, Securian Financial Services Inc., Strategic Financial Partners, and Minnesota Life Insurance Company. Outside of his advisory work, he is associated with Outdoor Lifestyle Strategies, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and it supports municipal and public finance activities through unique affiliations uncommon among large institutional advisors.

Ricky Isaac is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and with Cambridge Investment Research, Inc. since 2003. Outside of advising, he owns a business focused on sport, fitness, and gaming. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Devan Zahl is a financial advisor with Raymond James Financial in Colorado Springs, holding a Series 66 designation and beginning his advisory career in 2023. His work history includes roles at Amerprise Financial Services and Springs Wealth Group. Outside of finance, he has experience running a small business, Devans Yardwork Company, from 2015 to 2022. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, institutions, and corporations, using analytical tools and risk profiling to tailor recommendations. The firm supports a broad advisor network and provides specialized services including municipal finance and SIMPLE IRA employer advisory programs.

Brady Pitt is a CFP®-certified financial advisor with 16 years of industry experience, currently serving clients at Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2025, he worked for Edward Jones for 12 years. He is a co-founder and officer of Integro Wealth Advisors, a business entity used operationally alongside his advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by risk profiling and analytical tools, with additional capabilities in municipal and public finance advisory services.

Deron Hickman is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, spanning from 2009 to 2023. Outside of his advisory work, he owns a real estate business, Kirby Enterprise. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a focus on assets held in Ameriprise-managed accounts.

Michael Lamb currently serves as Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he supports clients by developing personalized financial strategies that align with their goals and values. He holds the Certified Financial Planner™ designation and is committed to educating and empowering families in their financial decision-making. Michael has extensive experience within Fidelity Investments, having held several positions since 2015, including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; and Workplace Planning Consultant III. Prior to joining Fidelity, he worked as a Financial Representative at TD Ameritrade from 2014 to 2015. Outside of his professional career, Michael enjoys camping, family activities, fitness, golf, hiking, and traveling.

Travis Feldman is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. He has one year of experience in advisory services and previously worked at Gem Horology, where he was self-employed for four years, and Ascension Health for eight years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of more than 23,700 financial advisors.

Samantha Brees is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience at Veterans United Home Loans and Clarksville Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anne Fichter is a financial advisor with Edward Jones in Woodland Park, Colorado, holding a Series 66 designation and currently with one year of industry experience. Prior to her role at Edward Jones, she operated a bed and breakfast, OH2CO LLC dba Pikes Peak Paradise Bed & Breakfast, from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, fiduciary standard, and integrated capabilities including trust services and securities-based lending.

Curtis C. Brown is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the board of the Colorado Baptist Foundation, overseeing investments and loans to affiliated churches, and is a board member of the Colorado Springs Health Foundation, where he monitors investments and participates in grant distribution. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.