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.

Joshua Johner is a financial advisor with Primerica Advisors in Colorado Springs, Colorado, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. Johner also owns Johner and Associates, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

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.

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.

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.

Charles Beach is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 38 years of industry experience. He has previously worked at Voya Financial Advisors and UMB Financial Services. Outside of his advisory role, he serves as owner and president of Beach Capital Management, a financial services business in Colorado Springs. Cetera Investment Advisers LLC is a nationally registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, accommodating discretionary and non-discretionary accounts.

Brandon Willert is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Colorado Springs, CO. Outside of his advisory work, he owns rental properties but does not have active responsibilities related to them. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Trevor Tillett is a Financial Consultant currently with Fidelity Investments, where he partners with clients to understand their financial needs and develop personalized financial plans aligned with their unique goals. He implements strategies designed to help clients work toward their desired financial futures. Trevor has held various roles in the financial services industry, including Financial Advisor at Focus Financial and Regional Vice President - Retirement Consultant at Allianz Life Financial Services LLC. His experience spans advisory and leadership positions, providing him with a broad perspective on financial planning and retirement consulting. Outside of his professional work, Trevor enjoys spending time in the Colorado mountains and engages in activities such as fishing, fitness, football, hiking, and running.

Nicole Baca Smith is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2018 and previously was with Allstate Insurance from 2010 to 2018. Nicole is also an ambassador for The Dames, a networking group in Denver, where she supports member engagement and event planning. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Edgardo Cintron is a financial advisor at UBS Financial Services with 36 years of industry experience. He has held positions at Merrill from 1992 to 2009 before joining UBS in 2013. He holds Series 63 and Series 65 credentials and is based in Colorado Springs, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Tony Jones is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2025. He holds several industry certifications, including the Securities Industry Essentials (SIE) certification, Series 7, Series 66, and supervisory Series 9 and Series 10 licenses. Tony focuses on retirement planning and works closely with executives to develop comprehensive financial plans that align with their long-term goals and specific risk tolerance. His career at Fidelity Investments includes roles such as Help Desk for Workplace Planning and Advice (2024-2025), Workplace Planning Consultant I (2022-2023), Workplace Planning Associate (2022), and Mortgage Loan Processor (2020-2022). Prior to Fidelity, Tony worked as a Life Insurance Producer at Senior Solutions (2016-2018) and American Income Life (2012-2014). Outside of his professional work, Tony enjoys attending concerts, participating in family activities, playing musical instruments, riding motorcycles, watching movies, and engaging in outdoor adventures.

Joshua Chadwick is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for a decade before joining Raymond James in 2026. 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 institutional investors. The firm offers tailored, non-discretionary planning and consulting utilizing risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Herman Tiemens II is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. Outside of advising, he serves as an honorary board member of the Colorado Springs Philharmonic and participates in local community organizations, including the Pikes Peak Community Foundation and the Financial Planning Association’s Southern Colorado Chapter. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to both individuals and institutional clients. The firm’s approach uses structured planning tools and modeling techniques, offering a broad range of retail and institutional investment solutions.

Rebekah Von Berg is a financial advisor with LPL Financial based in Colorado Springs, CO, holding a Series 66 designation and over 20 years of industry experience. She has held positions at LPL since 2019 and has operated R G Von Berg LLC since 2016. Von Berg is also a silent partner in Colorado Springs Cryo Therapy LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement consulting, and brokerage services supported by model portfolios, third-party research, and technology-driven strategies.