Douglas Brown is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2014. In addition to his advisory role, Brown is involved with Chief Capital LLC, an investment-related entity, and owns Chief M3 Real Estate LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading through BNY Mellon Advisors.

Glenn Grosh is a financial advisor with LPL Financial in Colorado Springs, CO, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, having previously worked at National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Outside of his advisory work, he composes and posts original music for digital download. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Shane Kenne is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare and senior living roles, including operating a small business focused on fall prevention. He also volunteers by providing transportation for residents at a long-term care facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm has a large national presence and offers various managed solutions, separately managed accounts, and affiliated funds under a fiduciary standard.

Allison Ward is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has prior work experience at KYO and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Jacob Larsen is a financial advisor at Edward Jones in Colorado Springs, CO, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Mary Lamphere is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at ENT Credit Union, Cuso Financial Services, Raymond James Financial, and Addison Avenue Financial Partners. 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, and institutional platforms, supported by extensive operational tools and a large network of advisors.

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, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes over three decades with Prudential Insurance Company of America and Pruco Securities, LLC. Steinert serves as a board member of the Tre Torre at SouthPark Owners Association, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment portfolios developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and wrap programs.

Kevin Dunbaugh is a CFP® and holds a Series 66 license. He has 15 years of industry experience and has been with Edward Jones since 2011. Outside of his financial advisory role, he serves as an ordained deacon with the Diocese of Colorado Springs. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jill Wilson is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Stifel Nicolaus & Co Inc, Wedsush Securities Inc, and UBS Financial Services. Wilson is also a commissioned Notary Public in Colorado. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and is known for its municipal advisory services and comprehensive affiliate network.

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 with Morgan Stanley in Colorado Springs, CO, holding a Series 66 designation and having 13 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ashley Landt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing one year of industry experience. Prior to joining Thrivent, Ashley served in the U.S. Army from 2020 to 2024 and held roles at First Command Insurance and Advisory Services in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning through a network of advisors while keeping planning and managed-account services distinct.

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, Colorado, holding a Series 63 designation and totaling 35 years of industry experience. She has been with Ameriprise and its related entities since 2005. Forbes was previously the owner of Forbes Professional Services, a business unrelated to investment advisory. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning with written recommendations and tax-aware withdrawal strategies.

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.

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.