Tyler Alcon is a financial advisor at Morgan Stanley in Colorado Springs, CO, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Fidelity Investments for three years and has a background that includes roles at the University of Colorado Colorado Springs and other varied positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analyses.

Gerald English II is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 designations and bringing 52 years of industry experience. His prior roles include positions at Linsco Private Ledger, D.A. Davidson & Co., and KeyBanc Capital Markets Inc. He also operates a business under the name English Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

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 Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Spire Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 bringing 12 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Kurt White is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Merrill and Pacer Financial. He also serves as an independent contractor financial advisor at Security Service Investment Group within Security Service Federal Credit Union. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Evan Richardson is a financial advisor with J.P. Morgan Securities in Colorado Springs, CO. He holds a Series 66 designation and has six years of industry experience. Prior to joining J.P. Morgan Securities in 2017, he worked at US Bancorp for one year. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Seth Jensen is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera in 2025, he worked at Fidelity Investments for five years. In addition to his advisory role, he is involved with the Financial Independence Group as an independent agent focusing on life insurance and annuity solutions. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, serving individual, institutional, and retirement plan clients.

Robin Dillon is a financial advisor at Stifel with 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Dillon is involved in automobile racing as a volunteer course marshal for the Pikes Peak International Hill Climb and serves as the 2nd Vice President and HPDE Chair for the Porsche Club of America’s Alpine Mountain Region. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Daniel Fulfer is a financial advisor with LPL Financial based in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2017 and previously was associated with firms including Waddell & Reed, Inc. and Securian Financial Services, Inc. Fulfer has been involved with Special Olympics Colorado since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services supported by a large network of investment adviser representatives and employs various investment strategies including model portfolios, third-party subadvisors, and customized approaches.

Nicholas Sabatello is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Vladimir Jones and Blakely & Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Stephen Strong is a financial advisor at OSAIC with 36 years of industry experience. He has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. He serves as a director on the board of the Lowell Metro District in Colorado Springs, where he is involved in reviewing debt service for the district. Osaic Wealth, Inc. provides a wide range of financial services to retail and institutional clients, utilizing asset-allocation tools and a variety of investment products through multiple advisory platforms and third-party managers.

Nicole Gillin is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and bringing one year of industry experience. Her prior work includes positions at Rocky Mountain Wealth Partners, Interim Health Services, and Premiere Global Services. She has also been involved with the Pikes Peak YMCA and Colorado Springs Christian Schools. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lauren Akridge is a financial advisor with Charles Schwab in Colorado Springs, CO, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Forest Bend LLC, Integrity Wealth Advisors, and Straight Street International. Outside of finance, she was involved with Broken Bones BBQ for two years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Rebecca Bayless is a CFP®-certified financial advisor with 26 years of industry experience. She is affiliated with LPL Financial and has worked there since 2006. Bayless has also been involved with Western Wealth Advisors since 2015 and previously worked with Aventa Credit Dba With Wealth Management Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Danna Schmidt is a financial advisor with Raymond James & Associates holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Edward Jones, Redstone Visual Impressions, and UBS Financial Services. She is based in Colorado Springs, CO. 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, pension plans, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Skylar Schofield is a financial advisor with Morgan Stanley in Colorado Springs, CO, holding a Series 66 credential and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Schofield is the sole proprietor of Velturx LLC, a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by firm-approved tools and modeling techniques.

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 based in Colorado Springs, CO. He holds Series 63 and Series 66 credentials and has 11 years of industry experience, having worked at Thrivent since 2014. Outside of his advisory role, he is involved in managing multiple rental properties through a partnership entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analysis and planning without discretionary portfolio management or institutional advisory services.