Gerald Biegler is a financial advisor with Sustainable Wealth Strategies, LLC in Colorado Springs, CO. He holds the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Prior to joining Sustainable Wealth Strategies in 2017, he worked at Rocky Mountain Financial Services since 1985. In addition to his advisory role, he spends a significant portion of his time as an independent insurance agent. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach, utilizing diversified portfolios of low-cost index funds and ETFs, and offers customized direct-indexing options with ESG and tax-aware features.

Timothy Bayless is a financial advisor with Brotherhood Retirement who holds a Series 65 credential. He has been in the industry since 2016, with prior experience at Envoy Financial and as a self-employed advisor. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants, providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated retained adviser for fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment due diligence and policy guidance.

Travis Kvaale is a financial advisor at Make Way Wealth Management in Colorado Springs, CO, holding a Series 65 credential with four years of industry experience. His prior roles include positions at American Bank & Trust and the State of South Dakota Legislative Audit. Make Way Wealth Management serves individuals, corporations, charities, and retirement plans, managing approximately $80 million in client assets across 120 relationships. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing strategic diversification and technical analysis to tailor portfolios according to client goals.

Rebecca Holden is a CFA® charterholder with 19 years of experience in the financial industry. She has been with Hemispheres Investment Management since 2014. The firm provides discretionary portfolio management for individual and high-net-worth clients, employing a value-oriented, fundamental analysis approach across global equity and fixed income markets. Hemispheres is notable for its use of options strategies within separately managed accounts to manage risk and generate income.

Chris Franz is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 65 designation and six years of industry experience. He is the Managing Director of the Pioneer Fund, a private equity fund he founded in 2016 that focuses on sourcing, acquiring, and managing small manufacturing companies and limited partner investments. Prior to this, he has been associated with IPS, Inc. since 2005. Bauer Wealth Management (dba Bauer Heitzmann) serves individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs an investment approach centered on asset-class allocation combining passive index-based products with tactical rebalancing and customized Investment Policy Statements, and utilizes both traditional and private investment vehicles.

Russell Adelmann is a CFP® with 27 years of industry experience and has been with Adelmann Financial, Inc. since 1994. Based in Colorado Springs, CO, he holds a Series 63 designation and practices at a firm he helped establish. Adelmann Financial serves individual investors, including high-net-worth clients, trusts, and employer-sponsored retirement plans by providing continuous portfolio management and ongoing financial planning. The firm employs a blend of passive and active management grounded in Modern Portfolio Theory, focusing on ETFs and mutual funds while emphasizing investor behavior and preparedness for market volatility.

Stephen Heitzmann is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. He has previously worked at TIAA-CREF and currently serves as CEO of Altruistic Investing, LLC, where he is involved in portfolio management. Bauer Wealth Management provides investment advisory, family office, concierge wealth management, pension consulting, and financial planning services to individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm’s investment approach includes asset-class allocation with passive index-based products, tactical rebalancing, customized Investment Policy Statements, and the use of external managers and private investment vehicles to achieve specialized exposures.

Dwain Gump is a CFP® with 27 years of industry experience. He has been a partner at Gump and McHugh Asset Management since 2007 and has also been affiliated with First Affirmative Financial Network LLC since 2006. The firm provides discretionary portfolio management and integrated financial planning services to individuals, families, charitable organizations, estates, and trusts. Gump and McHugh Asset Management combines fundamental and technical analysis with ESG considerations when requested by clients, focusing on individualized portfolio construction that accounts for tax, estate, and risk-management factors.

Taylor Willson is a financial advisor at Bennco Advisors with 16 years of industry experience. He has worked at BennCo Advisors since 2015 and has been associated with The Strategic Financial Alliance since 2013. Bennco Advisors provides customized financial planning, business and investment consulting, and coaching for successful individuals, companies, and small institutions. The firm emphasizes an interactive, coaching relationship guided by modern portfolio theory and serves many clients over 50 with qualified retirement plans and near-term withdrawal needs.

Nolan Hughes is a Series 66-credentialed financial advisor based in Colorado Springs, CO, with 18 years of industry experience. He has worked at firms including LPL Financial, NewEdge Advisors, and B. Riley Wealth Management. In addition to advising, he provides outsourced compliance consulting through Oyster Consulting LLC. He is currently affiliated with Brotherhood Retirement, a firm that serves employer-sponsored retirement plans by offering retirement plan consulting, participant education, and discretionary fiduciary investment management through unaffiliated advisers and an internal Investment Committee.

Christian Ramsey is a financial advisor at QRIA, Inc. with 21 years of industry experience. His prior roles include positions at GWN Securities, Inc. and Advisor Resources LLC. Outside of advising, he is an author contributing books, articles, and press releases, and he serves as president of Q Exchange, LLC, a qualified intermediary for 1031 exchanges. QRIA, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm uses a multi-method analytical approach and customized allocation strategies, offering both discretionary and non-discretionary management tailored to clients’ risk tolerance and financial circumstances.

Christine Mchugh is a CFP® professional with 26 years of industry experience, currently serving at Gump and McHugh Asset Management, a firm she has been with since 2006. She holds Series 63 and Series 65 licenses and is also a licensed insurance agent with various carriers. Gump and McHugh Asset Management provides discretionary portfolio management and integrated financial planning to individuals, families, charitable organizations, estates, and trusts. The firm employs both fundamental and technical analysis, incorporates ESG factors upon client request, and constructs tailored portfolios considering tax, estate, and risk management, focusing on individualized account supervision.

Jerome Bruni is a financial advisor with Bruni J V & Co in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with J. V. Bruni and Company since 1992. Bruni J V & Co provides discretionary investment supervisory services to individual clients, retirement plans, trusts, estates, nonprofits, and businesses. The firm emphasizes fundamental and qualitative analysis of corporate equities in its long-term, buy-and-hold investment approach and manages nearly $947 million in discretionary assets.

Adam Ermel is a financial advisor at Advisers Investment Management, Inc. in Colorado Springs, CO, holding a Series 65 designation with seven years of industry experience. He has worked at Advisers Investment Management, Inc. since 2012 and had previously been associated with Rod Ermel Associates, Inc. from 2010 to 2022. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified portfolios across a spectrum from bonds to stocks on a discretionary basis.

Beth Walker is a financial advisor at Exceptional Wealth & Family Office with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Carson Wealth, CWM, LLC, Cetera Advisor Networks, LLC, The Wealth Consulting Group, and LPL Financial. Outside of advisory work, she owns the Center for College Solutions, providing college planning services, and is an author of books focused on stock options and college financing. She also serves as a trustee for family trusts and assists as a senior financial specialist with college affordability planning. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to individuals, high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm offers discretionary managed accounts using a combination of model portfolios and customized allocations across multiple asset classes and conducts ongoing client monitoring and reviews.

Kyle Householder is a financial advisor at Petra Financial Advisors Inc in Colorado Springs, CO, holding a Series 65 credential with four years of industry experience. He previously worked at Accelerated Wealth Advisors, LLC for three years before joining Petra Financial Advisors. 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, offering specialized services such as ERISA fiduciary retirement-plan advisory and project-based engagements.

Jennifer Hernandez is a CFP® professional with six years of experience in financial advising. She has been with Petra Financial Advisors Inc since 2017. 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 begins client relationships with a written financial plan and Investment Policy Statement, using a mix of fundamental, technical, and cyclical analysis alongside computer modeling for portfolio management.

Leann Knuth is a financial advisor at Mader & Shannon Wealth Management with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Saxony Securities, Inc., Alexander LaBrunerie & Co., and Labrunerie Financial Services, Inc. Mader & Shannon Wealth Management manages approximately $269 million in discretionary assets on behalf of individual and high-net-worth clients, corporations, and pension and profit-sharing plans. The firm employs an active, discretionary investment approach that combines fundamental and technical analysis with third-party research and offers comprehensive portfolio management, financial planning, and retirement-plan services including ERISA support.

Crystal Karstens is a financial advisor at Petra Financial Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with eight years of industry experience. She has been with Petra Financial Advisors since 2004. 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 operates as a fee-only advisory team, beginning client relationships with a written financial plan and Investment Policy Statement, and employs a variety of analytical methods and investment strategies to manage portfolios.

Christopher Dorsett is a CFP® professional with 27 years of industry experience, currently serving at Seamount Financial Group Inc in Colorado Springs, CO. His career includes roles at LPL Financial LLC and Grove Point Investments, LLC, and he has been involved with Seamount Financial Group since 1998. He also operates Dorsett Wealth Management, LLC. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm manages over $665 million and delivers discretionary portfolio management through LPL Financial’s Strategic Wealth Management program, employing both fundamental and technical analysis tailored to client objectives.