Lisa Forbes is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Forbes was previously the owner of a non-investment-related business, Forbes Professional Services, which was recently deactivated. Ameriprise serves clients primarily through a retirement-income planning service focused on individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations, with a notable emphasis on assets held in Ameriprise-managed accounts.

Ruth Obrien is a financial advisor at OSAIC with 43 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes roles at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years and Triad Advisors for 5 years prior to joining OSAIC. Outside of her advisory work, she is a partner in Sirvaitis O'Brien LLLP. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with a platform that includes multiple mergers and third-party service arrangements.

Lara Crowell is a financial advisor with UBS Financial Services in Colorado Springs, CO, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and advisory solutions.

Jonathan Harnish is a financial advisor with Cetera, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining Cetera in 2025, he worked at T. Rowe Price from 2017 to 2025. He also provides investment, financial planning, and charitable planning services through Everence Trust Company and related Everence entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and custodial relationships.

Bryan Sanson is a financial advisor with Ameriprise in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. He also owns and operates BDS Group, LLC, a financial planning and wealth management company. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Mark Jacobberger is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2013 and has a long-standing relationship with Producers Financial Network dating back to 1992. Outside of his advisory role, he is an independent insurance agent and is involved as owner and president of Precision Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a wide range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals utilizing multiple investment platforms and strategies tailored to client objectives.

Sandaru Jayanetti Koralalage is an Investment Consultant with experience at Fidelity Investments. He has held roles including Wealth Management Specialist, High Net Worth Associate, and Customer Services Representative from 2021 through 2026. His professional focus is on helping clients build confidence in their financial futures through thoughtful planning and personalized investment strategies. Sandaru aims to create a supportive, relationship-driven experience where clients feel informed, understood, and empowered throughout their financial journeys.

Austin Le Gault is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Vectra Bank, US Bank, First Western Trust, Lowes, MBank, and Bank of Ann Arbor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

Richard Dodge Jr. is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at City National Bank and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customized investment strategies implemented through both in-house and third-party managers.

Jason Cunningham is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Colorado Springs, CO, he holds Series 63 and Series 66 licenses. Outside of his advisory work, he is involved in the maintenance of a rental property in Colorado Springs. Edward Jones is a full-service wealth management firm with more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Thomas Brown is a Series 66-licensed financial advisor based in Colorado Springs, CO, with 21 years of industry experience. He has worked with multiple Cetera entities and other firms including Summit Brokerage Services, First Allied Securities, and Girard Securities, among others. He is currently with Cetera, a firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. Cetera offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party money managers.

Andrew Schultz is a CFP®-designated financial advisor with Raymond James & Associates, where he has worked since 2017. He has 15 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is the owner of Andrew J. Schultz, LLC, established in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

David Fernow is a Series 66-licensed financial advisor with Thrivent Investment Management in Colorado Springs, CO. He has been with Thrivent and its affiliates since 2025. Prior to joining Thrivent, Fernow worked at Hanger Clinic and Pacific West Ambulance, and he is also involved as cofounder and lead game designer of Fernhamer Games LLC, focusing on the development of an online text-based fantasy game. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivered as standalone services without portfolio management or institutional advisory mandates.

Darwin Buhler is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His background includes roles at Fidelity Investments and work related to Brigham Young University and the Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment vehicles.

Adam Grayson is a financial advisor at Edward Jones in Palmer Lake, CO, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Grayson is involved in organization and leadership development as an executive coach and adjunct faculty through Grayson Consulting LLC. 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 programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Tiffany Hollis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and based in Colorado Springs, CO. She has industry experience beginning in 2025 and previously worked at Raymond James & Associates from 2019 to 2025, as well as at Woodforest National Bank and Bank of America Corp. from 2010 to 2019. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Mark Ramey is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Intervest International Equities Corp for 12 years. He is also involved in other business activities including ownership of Crestone Roofing and operation of an insurance agency. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Craig Ketcham is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he owns Ute Mountain Armory, a business unrelated to investment activities. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from multiple sources.

Jeremiah Massey is a Financial Advisor with Merrill Lynch Wealth Management. He supports families and individuals navigating change, specializing in areas such as college education planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Jeremiah holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma from High Country Christian Academy. His professional involvement includes participation in organizations such as Ministry in the Marketplace, New Life Midtown, and the Senior Resource Council. A native of Colorado Springs, Jeremiah is grounded in faith, family, community, and culture. He enjoys a range of personal interests including basketball, biking, football, music, pickleball, reading, swimming, traveling, and spending time with his family. He and his wife Kasie are parents to four children and share a commitment to exploring new experiences both locally and abroad.

Jonathan Grant is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Morgan Stanley. Based in Colorado Springs, CO, his outside activities are related to managing several real estate and rental property businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery tools and modeling techniques, managing approximately $2.74 trillion in client assets.