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 Ricks is a financial advisor at Transce3nd LLC with one year of industry experience. He holds the PFS™ designation and previously spent 11 years with The Ricks Group. Outside of advising, he serves as managing partner of Press Holdings Colorado LLC, a tax preparation and accounting services business. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and technology platforms.

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.

David Kopp is a financial advisor with Concurrent Investment Advisors, LLC in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Kopp Wealth Management, Purshe Kaplan Sterling Investments, Spire Investment Partners, LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Merrill. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using ETFs, mutual funds, and other securities, supported by internal due diligence, strategic asset allocation, and integrated operational tools.

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 as a financial advisor at RFG Advisory, LLC. He has been affiliated with T. Rowe Price since 2011 and joined RFG Advisory in 2025. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary model strategies, emphasizing risk-managed, tax-aware investment approaches.

Marilyn Smith is a financial advisor with Concurrent Investment Advisors, LLC in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has previously worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Morgan Stanley Smith Barney. Additionally, Marilyn serves as a state notary public. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios and integrates proprietary sub-advisory arrangements and third-party solutions to support its comprehensive wealth and investment management services.

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® with eight years of experience in the financial services industry. He has been with USAA Investment Services Company since 2018 and has prior experience at USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors primarily through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets or charging percentage-of-assets fees.

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 with Summit Wealth Group in Colorado Springs, CO, holding a Series 66 designation and eight years of industry experience. Paulson has been associated with Summit Wealth Group since 2012 and also maintains a relationship with Commonwealth Financial Network since 2015. 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 investment approach using multiple analytical methods and offers discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.

Kathryn Redden is a CFP® and ChFC® with 26 years of experience in the financial advisory industry. She is currently with Merit Financial Advisors and previously worked at Ronald Blue & Co., LPL Financial, and several other firms. Outside of her advisory work, she is involved in agricultural operations, including raising beef cattle and managing a guest ranch in Wyoming. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios with options for customization by its advisors.

Chad Tipps is a financial advisor at FourStar Wealth Advisors, LLC with 7 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior experience includes roles at Financial Planning Strategies and Charis Christian Center. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses both fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon, and it also operates and advises private funds alongside managing pooled investment vehicles.

John McCloskey is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Ashton Thomas Private Wealth and has prior experience at Wells Fargo Clearing and M. S. Howells & Co. In addition to his advisory role, he is involved in life insurance sales through Ashton Thomas Insurance Agency. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement-plan fiduciary consulting, utilizing a platform that includes mutual funds, ETFs, independent managers, and alternative investment strategies.

Ann Noel Spencer is a financial advisor at Arax Advisory Partners in Colorado Springs, CO, holding Series 65 and Series 66 registrations with two years of industry experience. Her prior work includes roles at SRS Capital Advisors, Medicare Mentors, and Hammond Law. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors. The firm serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans, utilizing a combination of internal and external portfolio management and tailored asset allocation strategies.

Olivia Sebastian is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. In addition to her advisory work, she manages two non-investment-related businesses, Formidable Financial LLC and Formidable Financial Holdings, LLC. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized wealth and investment management strategies, utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Tracey Frank is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. She has worked with several firms, including Strategic Advisors, Spire Investment Partners, and Raymond James Financial Services. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.