Andrew Grages is a financial advisor with Edward Jones based in Colorado Springs, CO. He holds a Series 66 designation and has three years of industry experience, including previous roles at Edward Jones and experience in the US Army and Colorado National Guard, where he serves as a Sergeant First Class. Outside of advisory work, he has been involved in operating a real estate business, currently in the process of closing. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

Isabella Langusch is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through various positions including Financial Representative, Investment Consultant, and Planning Consultant. Her professional experience spans multiple facets of financial planning and investment consulting. Isabella emphasizes creating a welcoming environment where clients feel comfortable sharing their financial goals and concerns, allowing her to provide personalized guidance. Outside of her professional work, Isabella enjoys activities such as board games, golf, hiking, skiing, soccer, and spending time with her pets.

Janica Gillette Backstrom is a financial advisor with Wells Fargo Advisors in Colorado Springs, CO, holding a Series 66 designation. She has one year of industry experience and also has a business interest as a 50% owner of Dentists of Broadmoor LLP, a dental office in Colorado Springs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that include cash-flow, retirement, education, and specialized planning for business transitions, sports and entertainment, special needs, and divorce. The firm employs Wells Fargo research and planning tools to deliver tailored recommendations, with clients choosing their level of implementation through various brokerage or advisory programs.

Danielle Plumb is Vice President, Wealth Planner at Fidelity Investments, where she has served since 2018. She specializes in wealth planning, assisting families in navigating the complexities of financial planning to achieve their financial goals. Prior to her current role, Danielle held positions at Fidelity Investments including Vice President, Financial Consultant from 2016 to 2018, and Financial Consultant from 2011 to 2016. Her earlier career includes roles at T. Rowe Price from 2002 to 2011, where she progressed from Retail Sales Investment Specialist & Senior to Investor Center Branch Manager. Danielle also worked at Bear Stearns as an Associate Equity Research Analyst and Junior Economist, and at Merrill Lynch as an Investment Strategy Associate and Intern. She holds an Arkansas Insurance License. Outside of her professional work, Danielle enjoys cooking and baking, gardening, and hiking.

Ryan Hickey is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Raymond James & Associates since 2018. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Harold Tomlinson is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 63 designation and possessing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 25 years and operated H W Tomlinson MoneyMaster for 28 years. Outside of his advisory role, he has been active as a non-variable insurance agent since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tyler De Young is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including City National Bank and Gwfs Equities, Inc., as well as experience as a self-employed advisor. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

Jeffrey Maciejewski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he served in the United States Air Force from 2015 to 2017. He holds the Series 66 designation and is based in Colorado Springs, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary 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.

Jeffrey Marks is a financial advisor with Cetera, holding the ChFC® and Series 63 designations, and has 41 years of industry experience. He has worked at Cetera and its affiliates since 2017 and founded Prime Financial Strategies, where he serves as president. Marks also acts as a successor trustee for a family trust. Cetera Investment Advisers LLC provides a multi-manager platform serving individual and institutional clients, offering portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors.