Bill Spurlock is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2019, he worked for DePuy Synthes, a Johnson & Johnson company, from 2014 to 2019. Outside of his advisory role, he owns and manages livestock through Spurlock Land & Cattle LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Caitlin Fallon is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She joined Fidelity in 2022 as a Planning Consultant before advancing to her current position. Prior to that, Caitlin gained extensive experience at T. Rowe Price from 2011 to 2022, holding various roles including Associate Client Engagement Manager and Financial Correspondence Senior Writer. Her professional background spans financial planning, client engagement, and investment services. Caitlin holds an insurance license in Arkansas, supporting her ability to provide comprehensive financial guidance. She emphasizes the importance of trust and understanding in financial planning, focusing on listening and tailored advice to help clients achieve their goals. Outside of her professional work, Caitlin is engaged in family activities and enjoys outdoor pursuits such as hiking and running. She values her role as a parent and spends time with her husband and two children.

Dean Steinert is a financial advisor with LPL Enterprise based in Colorado Springs, CO, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Steinert serves as a board member for the Tre Torre at SouthPark Owners Association, a nonprofit organization in Littleton, CO. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging both internal and third-party investment strategies within an integrated platform that also includes insurance products and lending programs.

Kevin Dunbaugh is a CFP®-certified financial advisor with Edward Jones in Colorado Springs, CO, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Outside of his financial advisory role, he serves as an ordained permanent deacon with the Diocese of Colorado Springs. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Wilson is a financial advisor with Raymond James & Associates in Colorado Springs, CO, holding Series 63 and Series 66 credentials and having 32 years of industry experience. Her prior firms include Stifel Nicolaus & Co Inc and Wedsush Securities Inc. She is also a commissioned Notary Public for the State of Colorado. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, with an emphasis on tailored client plans supported by research and multiple portfolio management styles.

Robert Hoffman is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He worked at Wells Fargo Advisors from 2009 to 2016 before joining Edward Jones in 2017. Outside of his advisory role, he is a partner and investor in a family-operated microbrewery in Missouri. 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 nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Chad Sheiner is a financial advisor with RBC Capital Markets in Colorado Springs, CO, holding a Series 66 license and six years of industry experience. His background includes three years at City National Bank and four years of service with the U.S. Air Force. He is the owner of a networking group for United States Air Force Academy alumni and provides limited strategic support to a medical spa owned by his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jorge Rodriguez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2017, respectively. He is based in Colorado Springs, CO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

Bradley Kellen is a financial advisor at Cetera with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Kellen has held roles with Cetera Advisors LLC and Elite Financial Services Inc. since 2013 and has been active with Nelico since 2000. Outside of advisory work, he is involved with Bikers Against Child Abuse as an international agency liaison and chapter vice president, conducting educational workshops and overseeing agency liaisons in multiple countries. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports various program structures with over $256 billion in assets under management and a network of more than 10,000 advisors.

Robert Lydzinski III is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and previously worked for 13 years at T. Rowe Price Investment Services, Inc. before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that include tailored strategies supported by firm-approved planning tools and modeling techniques.

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.

Cameron Anderson is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ent Credit Union, CUSO Financial Services, Charles Schwab, and USAA Financial Advisors. Outside of his advisory roles, Anderson previously operated Ever Forward Travel LLC from 2018 to 2021. 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 of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kathleen Driscoll is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Commonwealth Financial Network. Outside of her advisory work, she serves as Treasurer for the Colorado Springs Corvette Club and owns a health coaching business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, and institutional clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining specialized offerings such as municipal advisory services and SIMPLE IRA consulting.

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.

Bryant Whitehead is a financial advisor at Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses. He joined Primerica Advisors in 2025 and has prior work experience including roles at Instacart and Jimmy Johns. Outside of his advisory role, he works as an Instacart driver and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lauren Pereira is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 65 and Series 63 designations with four years of industry experience. She has worked at PFS Investment Inc, Service Source, Primerica Financial Services, and QContrive Marketing since 2020. Outside of financial services, she has experience in the restaurant and wholesale home design businesses. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, providing advisory services primarily through model-delivery strategies managed by unaffiliated asset managers.

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.

Neil Marks is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 15 years of industry experience. He has worked at Cetera since 2017 and was previously associated with National Planning Corporation. Marks serves as treasurer for the Pikes Peak Library District Foundation, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated third-party managers.