Krista Goode is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in community and business networking activities in Colorado Springs, including serving as a board member at the Colorado Springs Country Club and participating in international networking groups such as eWomen Network and BNI. 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 approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Maclean is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved with an organization called I Am A Santa and has employment with KoKua in Colorado Springs, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of research resources.

David Tonk is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 63 designation and over 38 years of industry experience. He has been with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Arthur Marsden is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Morgan Stanley since 2021 and prior experience at Birmingham Southern College, Papa John's, and Live Nation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Sheila Leite is a financial advisor with Merrill in Colorado Springs, CO. She holds a Series 66 designation and has three years of industry experience. Her prior work history includes roles at Bank of America, N.A., Wells Fargo, the University of Hartford, and Victoria's Secret Stores, LLC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Christopher Pagan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Ent Credit Union, CUSO Financial Services, Charles Schwab, and USAA Financial Planning Services. He serves as a board member for the Audi Club Rocky Mountain Chapter and is involved in rideshare driving and a peer-to-peer car-sharing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating research-backed model portfolios and multiple management strategies.

Gary Mills is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, with a prior one-year tenure at Tmfs Advisors, LLC. Mills is based in Colorado Springs, CO. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Nigel Grant is a CFP® professional affiliated with Edward Jones, based in Colorado Springs, CO, with 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves since 2008. Outside of his advisory role, he owns and operates a lawn care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. 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 network of financial advisors and branch offices nationwide.

Shari Losinski is a financial advisor with Morgan Stanley in Colorado Springs, Colorado, holding a Series 66 designation and 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

David Waters is a financial advisor with Raymond James Financial in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Northwestern Mutual and service in the Armed Forces from 1996 to 2017. Waters is also a licensed insurance agent, providing life, disability, and long-term care insurance for clients. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliated municipal advisor.

Terrell Parker is a financial advisor with Morgan Stanley in Colorado Springs, Colorado. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at T. Rowe Price and RAM Partners LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research methodologies.

Holly Flores is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Wells Fargo Clearing in Colorado Springs, CO. She has 13 years of industry experience, including prior roles at Quantive Business Valuations and Catalyst Advisors. Outside of her advisory work, she is a part-owner and strategic advisor for ENYO, LLC, a business services and staffing company. Wells Fargo Advisors is a large national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from its Wells Fargo Investment Institute with third-party data and employs diversification and modern portfolio theory in its investment approach.

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.