Paul Gamache is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding a Series 66 designation and 13 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he is involved in managing several rental properties through various LLCs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm integrates planning with managed-account options under a consolidated billing system while maintaining separate service offerings.

Amber Jack is a financial advisor with Edward Jones in Colorado Springs, CO. She holds the Series 66 designation and has seven years of industry experience, including six years at ALJ Business Services, LLC prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies and operates a large network of financial advisors and branch offices across the United States.

Gilad Shwartz is a financial advisor with Edward Jones in Larkspur, Colorado, holding the ChFC® and Series 66 designations, and has 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he volunteers with the Larkspur Fire Protection District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Stephanie Colgate is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent since 2022. Outside of her advisory role, she serves as a committee member and secretary for Girls on the Range Athletics, a local booster club supporting female athletes, and participates as a brand partner with Young Living Essential Oils. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account options under a consolidated billing program called WealthPlan.

Matthew Surma is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of a solar cell manufacturing business in Rockford, Michigan. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages roughly $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Morgan Heintzeman is a financial advisor with Edward Jones in Colorado Springs, CO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Fishbowl Inventory, EverCommerce, and Cochlear Americas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ryan Sweeney is a financial advisor at Raymond James Financial with nine years of industry experience. He has held roles at Commonwealth Financial Network and Vanguard Marketing Corporation prior to joining Raymond James in 2025. Outside of his advisory work, he is associated with Lang Investment Services, a non-investment-related business based in Monument, CO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Glenn is a financial advisor with Thrivent Investment Management in Colorado Springs, CO, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, Glenn is involved in managing investment properties through a realty partnership. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based planning without discretionary portfolio management. The firm offers integrated financial planning and managed-account options, emphasizing ongoing plan reviews and client engagement through its network of advisors.

John Ferguson Jr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services and Strategic Financial Partners. He serves as an advisory board member for the SCI Foundation and is a general partner of a family farm used by local farmers for crop growing. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a network of over 10,000 advisors and managing assets exceeding $256 billion.

Justin Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in law enforcement and transportation roles, including positions with the Douglas County Sheriff's Office and the Regional Transportation District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Cynthia Jahn is a financial professional with 11 years of industry experience, currently associated with Cetera. She holds the Series 66 designation and has worked at firms including Strategic Financial Partners and IMG Financial Group, Inc. Jahn serves as a board member of Divine Redeemer Parish Council in Colorado Springs. Cetera Investment Advisers LLC is an SEC-registered adviser delivering services through a large network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers.

Adam Grayson is a financial advisor at Edward Jones in Palmer Lake, CO, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Grayson is involved in organization and leadership development as an executive coach and adjunct faculty through Grayson Consulting LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Ryan Starling is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with LPL Financial and has prior experience at Parkland Securities and SPC. Starling also owns and operates a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Amy Dyess is a financial advisor with Edward Jones in Colorado Springs, CO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emanuel Perez is a financial advisor with LPL Financial in Monument, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as experience in the automotive retail sector. Outside of financial services, he operates a vehicle rental business through Turo and works as a delivery driver for DoorDash. 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 range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research from internal and third-party sources.