Lawrence Pann 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. He previously worked at UBS Financial Services Inc. for 10 years before joining RBC and City National Bank in 2019. Outside of his advisory work, he serves as president of the Colorado Springs LDS Business Group, an educational organization promoting best business practices, and participates on the community advisory board for Smart Colorado, a youth drug education organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customized investment programs and portfolio management through a combination of in-house and third-party managers, with a broad range of services and alternative investment options.

Matthew Glenn is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, Glenn is involved in managing investment properties through a realty partnership. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based planning without discretionary portfolio management. The firm offers integrated financial planning and managed-account options, emphasizing ongoing plan reviews and client engagement through its network of advisors.

Brooke Attaway is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brooke worked at multiple financial service firms, including Security Service Investment Group and Raymond James Financial Services, and has experience in hospitality and community organizations such as Jim's Neighborhood Lounge and the YMCA of the Pikes Peak Region. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Troy Carlson is a CFP®-certified financial advisor with Wells Fargo Advisors, bringing 26 years of industry experience. He has been with Wells Fargo in various capacities since 2009. In addition to his advisory role, he owns and manages Dancing Bull Wealth Management, LLC, based in Colorado Springs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, special needs, and divorce, supported by Wells Fargo’s research and planning tools.

Kyle Fach is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Begley serves as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. In this capacity, he focuses on providing education around various financial topics to develop personalized plans tailored to clients' unique situations. Steven is dedicated to simplifying complex financial matters to offer clients peace of mind. His career at Fidelity Investments spans over a decade, beginning in 2013 as a Defined Contribution Representative II. He progressed through several roles, including Workplace Planning & Guidance Consultant I, II, and III from 2014 to 2020, Financial Consultant from 2020 to 2023, and Vice President, Financial Consultant from 2024 to 2025 before assuming his current position. Outside of his professional responsibilities, Steven has interests in cars, fitness, food, golf, kayaking, and reading.

Ashley Malik is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Primerica since 2022 and is also the owner of Chrysanthemum Apparel, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Nathanael Juvera is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at Ent Credit Union for eight years before joining Edward Jones in 2023. Outside of his advisory role, he manages a single-family rental property in Colorado Springs. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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.