Tara Seegers is a CFP® with 13 years of experience in the financial services industry. She currently works at Exceptional Wealth & Family Office and has prior experience at Commonwealth Financial Network, City National Bank, and RBC Capital Markets. Seegers is also involved in fixed insurance sales and owns a private entity facilitating securities, advisory, and insurance business. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services, including family office and specialty planning for a diverse client base. The firm manages discretionary portfolios combining model and customized allocations across various asset types and offers ongoing client monitoring and annual reviews.

Jonathan Forbes is a CFP® professional with eight years of experience at Petra Financial Advisors Inc in Colorado Springs, CO. He has been with Petra Financial Advisors since 2013. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis alongside computer modeling to implement and supervise portfolios, and offers specialized services including ERISA fiduciary retirement-plan advisory and project-based engagements.

Robert Lentz Jr. is a financial advisor with Provident Wealth Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Provident Wealth Management since 2009. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, as well as corporations and other business entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple methods of analysis and may use both long- and short-term trading strategies, offering ongoing discretionary and non-discretionary management alongside non-investment consulting on tax and estate planning matters.

Richard Schultenover is a CFP® with 25 years of industry experience. He is currently with Salus Financial Advisors, where he has worked since 2024. His prior experience includes roles at CorePath Wealth Partners LLC and Securian Financial Services. He is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing customized, fiduciary-driven portfolio construction with a long-term investment orientation.

Nora Lamendola is a Series 65-licensed financial advisor at Balance Wealth with six years of industry experience. She has previously worked with Bolt Financial Group and Godshall Professional Recruiting. Nora is also the sole member and president of Retire Educated Seminar Series, LLC, an educational platform offering financial courses to pre-retirees and retirees at local colleges. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, providing discretionary investment management, financial planning, and pension consulting. The firm manages approximately $387 million across more than 550 clients through a team of advisors and utilizes diversified, risk-based portfolios with a focus on fundamental and quantitative analysis.

Leon Colafrancesco is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Seamount Financial Group Inc and has previously worked at Grove Point Investments, LLC and LPL Financial. He has been associated with Seamount Financial Group since 1998. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates fundamental and technical analysis in discretionary wealth management.

Cole Anderson is a financial advisor with Intergy Private Wealth, LLC in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Kestra Advisory Services, Collins Wealth Management, and Charles Schwab, among others. Intergy Private Wealth manages approximately $602.6 million for a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, creating tailored portfolios and utilizing third-party managers alongside in-house strategies.

Charles Dunn is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent over a decade at Northwestern Mutual in various capacities including wealth management and investment management. Intergy Private Wealth advises individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm combines in-house portfolio construction with access to third-party managers and utilizes multiple analytical approaches alongside technology tools to manage a broad range of client assets.

Nicholas Dorsett is a CFP® certificant and holds a Series 66 license, with four years of experience in the financial industry. He is affiliated with Seamount Financial Group Inc and has prior experience at LPL Financial, Grove Point Investments, Podium, Inc, and Qualtrics International. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm manages approximately $745 million in discretionary assets through a team of six advisors and employs customized portfolios monitored and rebalanced via LPL Financial’s Strategic Wealth Management program.

Edwin Janeczek is a CFP® with 14 years of industry experience, currently serving as an advisor at Altus Wealth Group, LLC. His prior roles include positions at LBMZ Securities Inc, Zacks Investment Management, Stratera Holdings LLC, and T. Rowe Price. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment approach that integrates managed-volatility portfolios and explicit risk budgets across a blend of active and passive strategies.

Lisa Malick is a CFP® with 14 years of experience in the financial services industry. She is currently with Petra Financial Advisors Inc and has prior experience at Cambridge Investment Research Advisors, Purshe Kaplan Sterling Investments, and Lighthouse Financial LLC. Petra Financial Advisors serves individuals, families, retirement plans, trusts, estates, family businesses, and charitable organizations with comprehensive financial planning and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis alongside computer modeling to implement and supervise portfolios, and also provides ERISA fiduciary retirement-plan advisory and vendor-oversight services.

Craig Morgan is a CFP® professional with 23 years of industry experience. He is currently with Colmina, LLC, a team-based firm in Colorado Springs, CO. His prior experience includes roles at Innovative Adviser Solutions, Dorado Financial Planning, USAA Financial Planning Services, and other firms. Outside of financial advising, he is involved in real estate development and land leases as an owner and partner in entities based in Oklahoma City. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets using active, passive, and hybrid strategies, providing customized financial planning and portfolio management on a discretionary basis.

Nichole Ruth is a CFP® with four years of industry experience currently with Exceptional Wealth & Family Office. She previously worked at City National Bank and RBC Capital Markets and has a background that includes running Coleruth.com for ten years. Nichole has a minor role in a hospitality-related business owned by her spouse. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to individuals, high net worth clients, corporations, and nonprofits. The firm offers discretionary managed accounts through branded programs that combine model portfolios with customized allocations across multiple asset classes.

Robert Borchert is a financial advisor at Aspen Creek Wealth Management, LLC in Colorado Springs, CO, holding a Series 65 designation. He joined Aspen Creek Wealth Management in 2025 and has prior experience spanning various business ventures including executive roles in landscaping, equipment rental, real estate brokerage, and insurance sales. Outside of his advisory role, he is involved in managing a landscaping business and real estate-related companies. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs multiple analytical approaches and works with third-party managers, serving also as a co-provider or OCIO for client portfolios.

John Herdje is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Ramsay, Stattman, Vela & Price Inc. He has been with the firm since 2009. Ramsay, Stattman, Vela & Price provides discretionary portfolio management and investment supervisory services to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies tailored to client-specific objectives and risk tolerances.

Peter Dillon is a CFP® professional based in Colorado Springs, CO, with three years of industry experience. He has worked at United Wealth Management, LLC since 2026 and previously held roles at Focus Partners Wealth, LLC, Buckingham Strategic Wealth, LLC, and Petra Financial Advisors, Inc. He also spent four years at Virginia Tech. United Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm manages approximately $406.6 million across 257 client relationships, emphasizing fundamental analysis, long-term investment strategies, and tailored asset allocation with periodic reviews.

Jonathan Krueger is a financial advisor with Larson Financial Group, LLC in Colorado Springs, CO, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has held managing member roles at Rocky Mountain Leadership Group, LLC and Krueger EZ Life, LLC. His career includes positions at Lion Street Advisors, Accelerated Wealth Advisors, and LionsGate Advisors. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses both strategic and tactical investment approaches across model portfolios and custom discretionary programs, and it incorporates AI-assisted tools alongside human review in its advisory process.

Huckleberry Gibson is a CFP® and Series 66-registered financial advisor at AlphaCore Capital LLC with six years of industry experience. His background includes roles at Fidelity Brokerage Services and service in the United States Air Force. He also worked for Grassroots Solar Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies through discretionary management and use of third-party managers.

Shane Morris is a financial advisor at Dana Investment Advisors Inc with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Primerica Financial Services, Mid Atlantic Capital Corporation, Parsonex Securities, and Niemann Capital Management. Dana Investment Advisors Inc is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm focuses on relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Keaton Hamilton is a financial advisor at Madison Partners in Colorado Springs, CO, with 11 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at LotusGroup Advisors, Bonfire Financial, LLC, and First Foundation Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.