Meghan Lape is a CFP® professional with five years of industry experience, currently with First Affirmative Financial Network LLC. Her prior roles include positions at JPS Global Investments and Conscious Impact Financial Planning LLC. Meghan is also the owner of Mindful Tax, where she provides tax preparation services. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets across 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering a proprietary Values-Aligned Direct Index Solution alongside various discretionary portfolio management and consulting services.

Rollyn Wild is a Series 65-licensed financial advisor with Advisers Investment Management, Inc. in Colorado Springs, CO, bringing 27 years of industry experience. He has been with Advisers Investment Management since 1998 and has longstanding associations with Bankers Investment Management, Inc. and Investment Management Systems, Inc. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to a range of clients including high-net-worth individuals, pension plans, non-profits, and corporations. The firm follows an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified model portfolios on a discretionary basis.

Eric Jackson is a CFP®, ChFC®, and PFS™ with 17 years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2022, and has held roles at American Tax & Financial Planners since 2017. Outside of his advisory work, he is an associate at American Tax & Financial Planners, providing tax preparation, bookkeeping, and tax planning services. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management and financial planning with a focus on asset allocation and diversification. The firm employs a range of strategies from passive to active management and provides specialized services such as performance-based fee arrangements and educational seminars.

Steven Vela is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price, Inc. since 1989. The firm provides individualized investment supervisory services and ongoing portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Aaron Milledge is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Targeted Wealth Solutions in Colorado Springs, CO, and has prior work experience with Frontier Airlines and the United States Air Force Reserve. In addition to his advisory role, Milledge serves as a Field Grade Officer in the U.S. Air National Guard and is involved in residential mortgage origination through Stratec LLC. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, fiduciary services, and financial coaching, employing a portfolio construction approach based on Modern Portfolio Theory, quantitative models, and factor diversification.

At Carriere Financial Planning, we specialize in providing clear financial guidance to small business owners and professionals with equity compensation. As a Fee-Only Fiduciary Firm, we prioritize your interests above all else, ensuring transparent, conflict-free advice that sets you on the path to success. Founded by Paul Carriere, our firm was born from the desire to break free from the conflicts of interest in the commission-based world. Our approach is straightforward – putting you in control. We're not just financial advisors; we're your partners in turning your goals into actionable strategies. With a commitment to comprehensive financial planning, we understand that success is more than just numbers. By understanding your unique aspirations, we tailor solutions that align with your vision for the future. No hidden agendas – just clear, honest advice. Carriere Financial Planning, where trust, transparency, and your financial dreams converge.

Paul Nelson is a financial advisor with Advisers Investment Management, Inc. He holds a Series 65 designation and has 25 years of industry experience. Nelson has worked at Advisers Investment Management, Inc. since 2000 and operates Nelson & Company, P.C. since 2004. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, non-profits, and corporations. The firm uses an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified portfolios on a discretionary basis.

Jacob Williams is a financial advisor at Carlson Financial with 13 years of industry experience and holds the Series 66 designation. He has worked at Carlson Financial since 2021, and previously held roles at Charles Schwab & Co., Inc. and Compassion International. Carlson Financial is a multi-office firm managing approximately $632 million in discretionary assets for about 1,100 client households. The firm serves individuals, trusts, small businesses, family offices, and institutional clients, offering comprehensive financial planning and investment advisory services with a cash-flow–based approach and portfolios focused on equities and exchange-traded funds.

Cara Lidgett is a financial advisor with Ironview Capital Management, LLC, holding a Series 65 designation and eight years of industry experience. She has been with Ironview since 2017. Outside of her advisory work, she coaches youth hockey. Ironview Capital Management serves individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary portfolio management, pension consulting, and financial planning, utilizing a range of strategies including fundamental, technical, and quantitative analysis, and employs derivatives and leverage in separately managed accounts.

Mark Perrault is a CFP® professional with 16 years of industry experience. He is currently with Intergy Private Wealth, LLC and has previously worked at Northwestern Mutual in various roles from 2009 to 2021. Perrault serves on the investment committee of Discover Goodwill, a nonprofit organization in Colorado Springs. 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 integrates in-house portfolio construction with third-party managers through Dynasty Financial Partners’ platform and employs multiple analytical approaches for investment management.

Mark Michalek is a CFA® charterholder with 21 years of industry experience. He is currently with Ramsay Stattman Vela & Price Inc and has been with UBS Financial Services Inc since 2013. Ramsay Stattman Vela & Price Inc provides individualized investment supervisory services and portfolio management to a diverse client base including individuals, trusts, estates, corporations, pension plans, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with continuous monitoring and periodic reviews.

Charles Ucciferri is an investment advisor at Penserra Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at LightPath Capital, Inc. and Milkowsky Tax Law. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning services. The firm uses a combination of fundamental, technical, cyclical, and economic analyses to implement diversified investment strategies, managing approximately $15 million in discretionary client assets.

Bryan Jepson is a Series 65-licensed advisor at Targeted Wealth Solutions with three years of experience in financial advising. He concurrently works as an emergency physician at Emergency Medical Specialists, PC, a role he has held since 2017. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using a Modern Portfolio Theory framework complemented by quantitative models and factor-driven diversification.

Frederick Stattman is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price Inc. since 1990. The firm provides individualized investment supervisory services and portfolio management to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. Ramsay, Stattman, Vela & Price emphasizes fundamental analysis and long-term investment strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and periodic reviews.

Paul Bishop is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Exceptional Wealth & Family Office, joining the firm in 2026, and previously worked at Carson Wealth, CWM, LLC, Accelerated Wealth Advisors LLC, and T. Rowe Price Investment Services. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services for individuals, high net worth clients, corporations, and various organizations. The firm offers discretionary managed accounts through branded programs combining model portfolios and customized allocations across multiple asset classes.

Brenda Lammers is a financial advisor with Altus Wealth Group, LLC in Colorado Springs, CO. She holds a Series 65 designation and has three years of industry experience. Prior to joining Altus Wealth Group in 2022, she worked at US Bank from 2011 to 2022. Altus Wealth Group is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in assets. The firm employs a risk-first investment process using managed-volatility portfolios and explicit risk budgets, blending active and passive strategies across various asset classes.

Kelly Fasterling is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. Prior to joining Aspen Creek Wealth Management in 2024, she worked at Tyler Wealth Management and Horter Investment Management. Outside of her advisory role, she is president of Golden Eagle Alliance, an oil and gas drilling company, and is involved in real estate investing and life insurance advisory activities. 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 fundamental, technical, charting, and cyclical analysis, implementing portfolios primarily through mutual funds, ETFs, equities, and fixed income, while also utilizing third-party managers and an investment committee arrangement.

Tiffany Austin is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 65 designation and six years of industry experience. She has worked at SAGE since 2022 and previously held roles at 56 Capital Partners, Ltd. and FleishmanHillard. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring across a range of investment vehicles.

Nancy Mercado is a CFP® and ChFC® with 34 years of experience in the financial industry. She has worked at several firms, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and currently serves at Altus Wealth Group, LLC since 2017. Nancy is also a managing partner at Peep Ventures, LLC, an entity involved in operating commercial rental properties. Altus Wealth Group, LLC is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a seven-advisor team managing approximately $620 million in assets. The firm employs a risk-first investment process incorporating managed-volatility portfolios and combines active and passive strategies, providing both discretionary and non-discretionary investment management along with wealth planning and consulting services.

George Gay is a CFP® professional with 26 years of experience, currently serving at First Affirmative Financial Network LLC since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he prepares a small number of tax and sales tax returns and provides bookkeeping services for two small businesses. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide adviser network. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.