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.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.

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.

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.