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.

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.

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.

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.