Nohemy Montes is a Series 66-credentialed financial advisor with over 21 years of industry experience. She is currently affiliated with Cetera and has held various roles in financial and insurance services, including ownership of multiple firms such as Mont Wealth Financial Advisors and Nohemy Montes, LLC. Outside of her financial services work, she engages in motivational speaking and writing on lifestyle topics. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment options.

Levi Schofield is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at Switchback Coffee Roasters and David C Cook. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and Corporate Financial Planning agreements.

Nicholas Birger is a CFA® charterholder and financial advisor with six years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and is co-owner of Imperium Capital, LLC. Birger also serves as Treasurer for the Chapel of Our Saviour Episcopal Church, where he manages the church’s financial records. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ann Ries is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2015. Ries serves on the board of the Colorado Springs Nursery Centers Foundation, providing oversight and suggestions on the foundation’s investment policies and portfolio risk management. 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. The firm utilizes structured financial planning tools and a global investment committee’s estimates to support its planning process, managing approximately $2.74 trillion in client assets.

Ryan Holzwarth is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Stifel Nicolaus & Co Inc, Thrivent Financial, Wells Fargo, Vectra Bank, and JP Morgan. He serves on the board of Face it Together, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Tracy Barber IV is a financial advisor with Edward Jones in Colorado Springs, Colorado, holding a Series 66 credential and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Curtis Brown is a financial advisor at UBS Financial Services in Colorado Springs, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2021, he worked at DevReady for five years. He serves as Treasurer for the Denver Mile High Rotary, where he manages budgeting, fundraising, and financial reporting for community service projects focused on local needs such as youth programs and mental health. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to develop tailored financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.