Jason Hedstrand is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at SagePoint Financial for 14 years and has held roles at OSAIC and Redwood Private Wealth. Outside of his advisory work, he serves on the audit committee of Calvary Baptist Church and engages in public speaking unrelated to securities. Brookwood Investment Group serves individual investors, businesses, and retirement plans by offering portfolio management, financial planning, and retirement advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies, and operates through a network of partner offices with multiple affiliated businesses and platform relationships.

Raymond Hart is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC. He has held roles at firms including USAA Financial Planning Services and Magellan Federal, where he also works as a personal financial counselor outside of securities trading hours. RFG Advisory, LLC provides investment advisory and planning services to a diverse client base, including individual investors, high-net-worth clients, retirement plans, and select institutional entities. The firm utilizes discretionary portfolio management with model strategies, third-party platforms, and serves as a sub-adviser to Bluemonte ETFs, while also offering access to alternative investments and insurance-based products.

Thomas Dohogne Jr. is a CFP® with 19 years of industry experience, currently serving at Madison Partners. His prior roles include positions at Charles Schwab and Jackson National Life Distributors LLC. He holds insurance licenses in life and health. Madison Partners offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implemented through third-party sub-advisers and model portfolios.

Karen Henderson is a financial advisor at USAA Investment Services Company with five years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked within various USAA-affiliated entities since 2014. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, emphasizing retirement income planning and referring clients to Charles Schwab for investment products and account services.

Chase Erickson is a CFP® professional at Summit Wealth Group with two years of industry experience. Prior to joining Summit Wealth Group, he worked at CGN Advisors LLC and held roles at Kansas State University and Manhattan High School. Summit Wealth Group provides wealth management and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients' financial profiles and employs various analytical approaches, implementing solutions through third‑party money managers and sub‑advised models.

Terry Byrum is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked within various USAA entities since 2010, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Dakota Day is a CFP® professional with eight years of industry experience, currently serving clients at Summit Wealth Group. He has worked at several firms including Commonwealth Financial Network and Shelton Capital Management. Dakota also engages in fixed insurance sales during business hours. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a variety of analytical approaches, often implementing solutions through third-party managers, and reported over $2.3 billion in discretionary assets under management shortly after its formation in 2025.

Mary Alpers is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. She joined Robertson Stephens in 2024 after previously leading Alpers Financial Planning and Three Points Financial. Mary is based in Colorado Springs, CO. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Joel Helzer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Robertson Stephens. He previously spent 13 years at T. Rowe Price. Outside of advising, he is involved with Meghan Helzer Photography LLC and is a plasma donor at BioLife. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management and utilizes a range of investment tools including equities, fixed income, mutual funds, ETFs, options, and private funds.

Daniel Cook is a CFP® professional with 34 years of industry experience. He joined Summit Wealth Group in 2025 after 20 years at Commonwealth Financial Network. In addition to his advisory role, he is a tax preparer and co-owner of Ski Tip Consulting Group, Inc. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on client profiles and employs a range of analytical approaches, often utilizing third-party money managers and sub-advised models.

Lacey Jordan is a CFP® and ChFC® professional with 21 years of experience in financial advising. She currently works at Summit Wealth Group and Purshe Kaplan Sterling Investments, having previously spent 10 years at Commonwealth Financial Network. Outside of her advisory work, she owns a ticket sales business leasing a private suite at the Ford Amphitheater. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on client profiles and employs a variety of analytical approaches, including the use of third-party money managers and sub-advised models, to manage over $2.3 billion in discretionary assets.

Chad Clary is a financial advisor at Americana Partners, LLC with 27 years of industry experience. He previously worked for Syntal Capital Partners, LLC for 13 years before joining Americana Partners. Outside of his advisory role, Clary manages a mindset coaching and mentoring business called ChadandKay Coaching. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a broad range of investment vehicles and technology platforms.

Gabriel Turner is a financial advisor at Summit Wealth Group in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Commonwealth Financial Network, Tallahassee Diamond Center, and eNational Insurance Agency. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a range of analytical approaches and customizes investment strategies based on clients’ financial profiles, goals, liquidity needs, and risk tolerance.

Robert Edgin is a financial advisor with Silver Oak Securities, Inc. in Colorado Springs, CO, holding a ChFC® designation and a Series 63 license, and bringing 25 years of industry experience. He has worked with Securities Management and Research, Inc. since 2000 and American National Insurance from 2000 to 2023. Outside of his advisory role, Edgin is involved in various business ventures including partnerships in real estate, mortgage, insurance, and a concert ticket resale enterprise. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing individual securities, ETFs, mutual funds, and strategist models supported by proprietary trading and reporting infrastructure.

Michael Hartman is a CFP® professional with 14 years of industry experience, currently serving at RFG Advisory, LLC. He has been associated with T. Rowe Price since 2011 and joined RFG Advisory in 2025. Hartman operates out of Colorado Springs, Colorado. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using a variety of model strategies and third-party platforms, and it also acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

Paul Rowe is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for eight years and is the sole owner of PRowe Wealth Building & Management, focusing on fixed insurance, life, health, Medicare, fixed annuities, and securities. He also serves as a personal representative and trustee for several trusts in Woodland Park, CO. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a combination of investment advisory services alongside insurance and risk management consulting.

Michael Fritzsche is a CFP® professional with eight years of experience in financial services, currently with USAA Investment Services Company in Colorado Springs, CO. He has held various roles within USAA-affiliated firms since 2013, including USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm specializes in retirement income planning and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Marilyn Eisenhauer is a financial advisor at Summit Wealth Group with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Commonwealth Financial Network and PKS Investments. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized approach to asset allocation and monitors accounts regularly, often using third-party money managers and sub-advised models.

Starr Paulson is a financial advisor at Summit Wealth Group with eight years of industry experience. He holds a Series 66 designation and has worked at Summit Wealth Group since 2012, including a ten-year tenure at Commonwealth Financial Network. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment allocations based on clients’ financial profiles and employs a variety of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Chad Tipps is a Chartered Financial Consultant (ChFC®) with seven years of industry experience, currently advising clients at FourStar Wealth Advisors, LLC. He previously worked at Financial Planning Strategies for nine years and has experience with Charis Christian Center. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting tailored to clients’ risk tolerance and time horizon.