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.

Michael Mare is a financial advisor with Nova Financial Services in Colorado Springs, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Nova Financial since 2014 and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, Mare works as a freelance singer. Nova Financial Services is an SEC-registered investment adviser managing approximately $391 million in assets. The firm provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, trusts, retirement plans, and business clients, using a combination of fundamental, technical, and quantitative analysis in its portfolio management.

Dustin Bench is a CFP® with 22 years of industry experience currently serving at Altus Wealth Group, LLC. His prior roles include nearly a decade at Morgan Stanley in various capacities. Bench is involved in nonprofit leadership as Board Chair of the Community Partnership Family Resource Center and serves as President of the Pikes Peak Kiwanis Foundation; he also sits on the board of SolidGround, a nonprofit addressing housing needs for low-income families in Colorado. 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 utilizes managed-volatility portfolios and combines active and passive strategies, with services including investment management, wealth planning, and third-party manager selection.

Lucas Laudick is a financial advisor at Advisers Investment Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Latitude Tax Advisors, LLC, where he also serves as Office Manager, REACOS, Inc., Rod Ermel Associates, Inc., Kinder Morgan, T. Rowe Price, and TRC of Southern Colorado. 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 follows an evidence-based investment process using globally diversified model portfolios and manages roughly $105 million across about 570 discretionary accounts.

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.