Paul Ohara Jr. is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he coaches girls varsity basketball at Thomas MacLaren Charter School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various technological tools.

John Wismiller is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. 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 processes and firm-approved planning tools.

Margaret Hampton is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services, Inc. from 2013 to 2019. Since 2019, she has been with RBC Capital Markets, based in Colorado Springs, CO. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Steven Cooper is an Investment Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop thoughtful and strategic financial plans that align with their financial objectives. He brings nearly a decade of experience in financial consulting to his position. Prior to his current role, Steven served as an Advisory & Planning Consultant at Empower from 2022 to 2023 and as a Senior Financial Consultant at T. Rowe Price from 2017 to 2022. His professional background includes providing dependable guidance and insight to help clients approach their financial futures with confidence. Outside of his professional work, Steven has personal interests in comedy, social events, movies, music, parenthood, and traveling.

Paul Musilli is a financial advisor at Raymond James Financial with 10 years of industry experience. He previously worked at Edward Jones for a decade before joining Raymond James Financial Services Advisors, Inc. in 2026. He holds a Series 66 designation and is based in Colorado Springs, CO. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining a unique affiliation with a municipal advisor and specialized advisory programs.

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.