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.

Katharine Euler is a financial advisor with LPL Financial in Colorado Springs, CO. She holds a Series 66 designation and has nine years of industry experience, having worked at LPL Financial since 2017. Outside of her advisory role, she is a co-owner of a local Baskin Robbins franchise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Larry Briscoe is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at USAA Investment Management Company and various USAA financial planning and advisory entities from 2007 to 2020. He is based in Colorado Springs, Colorado. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from its financial research center.

Nicholas Camarella is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has previous experience at Morgan Stanley and Fidelity in various advisory roles. He is currently based in Colorado Springs, CO. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of firm-offered programs and third-party advisory models tailored to client risk tolerance and preferences.

Morgan Heintzeman is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Fishbowl Inventory, EverCommerce, and Cochlear Americas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sarah Lewis is a financial advisor with Osaic Wealth, Inc. based in Colorado Springs, CO. She holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic, she worked at Woodbury Financial Services and has been involved with NCN Financial LLC since 2018, where she serves as an Enrolled Agent and member, providing tax return preparation and website management. In addition to her advisory role, she works as a life insurance agent. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

David Haraway is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he owns various mineral rights in Oklahoma for lease and drilling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Monika Batra is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with over seven years of industry experience. Her previous roles include positions at Sanctum Wealth Management, J M Financial Ltd, and YES Bank Ltd. Outside of advisory work, she has rental income from residential property in India. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Matthew West is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He has been with Raymond James & Associates since 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Blake Kruthaupt is a Financial Advisor at Merrill Lynch Wealth Management based in Colorado Springs. He works closely with individuals, families, and business owners to help them navigate important financial decisions and create strategies aligned with their goals and values. Blake serves clients locally and across the country who seek thoughtful advice and a long-term relationship built on trust. He partners with successful executives, business owners, retirees, and affluent families, addressing areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. Blake's approach integrates investments, taxes, retirement planning, cash management, and legacy goals through comprehensive and personalized planning. Blake holds a Bachelor's Degree from the University of Colorado and is designated as a Personal Investment Advisor (PIA). He is also involved in community efforts through his participation in the Fountain Economic Development Commission. Residing in Fountain, Colorado, Blake values family and personal interests including adventure sports, baseball, camping, fishing, football, golfing, hiking, ice hockey, skiing, and spending time with his family.

Tyler Alcon is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Fidelity Investments and has experience in both investment firms and academic roles at the University of Colorado Colorado Springs. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Gerald English II is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates under the DBA English Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering comprehensive financial planning and advisory programs supported by research and a variety of management strategies.

Tiago Lima is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, CO, holding CFP® and ChFC® designations with 11 years of industry experience. He has previously worked at Northwestern Mutual Wealth Management Company and has been involved with Sovereign Wealth Strategies Group LLC and Lima Wealth Management as an owner and operator. Lima is also a licensed insurance agent who assists clients with life, disability, and long-term care insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client objectives.

Jeffrey Markewich is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Spire Wealth Management, Intervest International, and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

David Surofchek is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, 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. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Harry Jewett is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding Series 65 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management (MSWM) provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment and financial solutions.