Douglas Dirksen is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is president of Integro Wealth Advisors and CEO of Mountain West Delivery Systems, a business that provides vending services, RV rentals, and collectible sales. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary financial planning and investment consulting using advanced analytic tools, and supports institutional consulting and portfolio management through a large advisor network.

Rob Lewis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Rob worked at USAA as a Wealth Advisor from 2018 to 2020 and as a Financial Advisor from 2017 to 2018. He began his career at Summit Wealth Management, where he was a Financial Planning Analyst from 2012 to 2014 and then an Associate Financial Advisor from 2014 to 2016. Rob is a CERTIFIED FINANCIAL PLANNER™ and holds insurance licenses in Arkansas and California. He focuses on helping clients develop comprehensive and personalized financial plans that align with their individual goals. Rob emphasizes understanding the details of each client's personal and financial situation to create customized financial strategies.

Deborah Nightingale is a Series 66 credentialed financial advisor with 12 years of industry experience. She currently works at OSAIC and previously spent 10 years at Woodbury Financial Services, Inc. Outside of her advisory role, she is also a certified scuba instructor teaching diving skills and advanced training. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with tools for asset allocation, risk assessment, and portfolio management across a range of investment types.

Grace Lobato is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Apria Healthcare and Colorado State University-Pueblo. She has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anthony Price is a financial advisor with Charles Schwab in Colorado Springs, CO, holding a Series 66 license and 18 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank SSB since 2012 and 2013, respectively. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining large-scale operations with integrated custody and advisory services.

Jaymi Farrell is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 63, Series 66, and Series 65 credentials and 14 years of industry experience. Prior to joining Ameriprise in 2025, Jaymi worked at UBS Financial Services, Inc. and Fidelity Investments, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, incorporating research and algorithmic analysis within a defined investment ecosystem.

Ryan Farrell is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Brokerage Services, Peyton Resource Group, USAA Financial Advisors, Colorado Air National Guard, Folio Investments, and TIAA. Outside of finance, he works as a sales associate at an Oakley retail store in Castle Rock, Colorado. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with personalized recommendations delivered by a centralized consulting team.

Michael Garcia is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Walsh & Associates. Outside of his advisory role, Garcia serves as an assistant football coach at St. Mary’s High School and is a member of the Strategic Advisory Council at St. Gabriel Classical Academy in Colorado Springs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jake Marchesani is a financial advisor with Primerica Advisors based in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His work history includes roles at Jimmy John, Larry H. Miller Toyota, Freedom Honda, PFS Investments Inc., and Primerica Financial Services. He has also been involved in sales of investment-related products and has experience with mortgage and home services referrals. Additionally, he coached soccer for Pride Soccer Club in 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model featuring tiered wrap fees and ongoing oversight of its investment offerings.

Daniel Tafoya is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior roles include positions at T. Rowe Price Advisory Services, USAA Financial Advisors, and Confidence Wealth Management. Outside of advising, he is the owner of Digital Stage Bookkeeping, LLC, a bookkeeping business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and manages portfolios mainly composed of Vanguard funds and ETFs, supported by a large advisory team and scalable digital platform.

William Proctor is a financial advisor at LPL Financial with 36 years of industry experience, including 35 years at LPL. He holds a Series 63 designation and is based in Colorado Springs, Colorado. Outside of his advisory role, he is involved in tax preparation and accounting services through WSP Tax Services. LPL Financial is a national 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 retirement consulting, utilizing discretionary and non-discretionary management along with research from multiple sources.

Ian Glassford is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. He specializes in assisting families with wealth management, including preservation, taxation, legacy planning, personal retirement planning, individual and corporate investment strategies, tax minimization, and retirement income. Prior to his current role, Ian held positions as a Private Banker at Republic Bankcorp from 1989 to 1997, Private Banker and Regional Sales Manager at KeyPrivateBank from 1997 to 2006, Banker at JPMorgan from 2006 to 2014, and Banker at Wells Fargo Private Bank from 2014 to 2020. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Carleton University. Ian follows the Merrill tradition of community involvement through volunteering. His personal interests include fishing, golfing, ice hockey, reading, skiing, traveling, and spending time with his family. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Douglas Brown is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2014. In addition to his advisory role, Brown is involved with Chief Capital LLC, an investment-related entity, and owns Chief M3 Real Estate LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading through BNY Mellon Advisors.

Glenn Grosh is a CFP®-designated financial advisor with LPL Financial, based in Colorado Springs, CO, and has 30 years of industry experience. Prior to joining LPL Financial in 2017, he worked for nine years at National Planning Corporation. Outside of his advisory work, he composes and posts original music for digital download. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Allison Ward is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has prior work experience at KYO and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Jacob Larsen is a financial advisor at Edward Jones in Colorado Springs, CO, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Mary Lamphere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at ENT Credit Union and CUSO Financial Services, LP. Lamphere operates in Colorado Springs, CO. 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Bill Spurlock is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked for DePuy Synthes, a Johnson & Johnson company, from 2014 to 2019. Outside of his advisory role, he owns and manages livestock through Spurlock Land & Cattle LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Caitlin Fallon is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity in 2022 as a Planning Consultant before advancing to her current position. Prior to that, Caitlin gained extensive experience at T. Rowe Price from 2011 to 2022, holding various roles including Associate Client Engagement Manager and Financial Correspondence Senior Writer. Her professional background spans financial planning, client engagement, and investment services. Caitlin holds an insurance license in Arkansas, supporting her ability to provide comprehensive financial guidance. She emphasizes the importance of trust and understanding in financial planning, focusing on listening and tailored advice to help clients achieve their goals. Outside of her professional work, Caitlin is engaged in family activities and enjoys outdoor pursuits such as hiking and running. She values her role as a parent and spends time with her husband and two children.

Dean Steinert is a financial advisor with LPL Enterprise based in Colorado Springs, CO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Steinert serves as a board member for the Tre Torre at SouthPark Owners Association, a nonprofit organization in Littleton, CO. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging both internal and third-party investment strategies within an integrated platform that also includes insurance products and lending programs.