Brian Johnson is a financial advisor at Silver Oak Securities, Inc. with 25 years of industry experience. He previously worked for Securities Management and Research, Inc. for 22 years before joining Silver Oak Securities. Outside of his advisory role, Johnson is a partner in Jordec USA LLP, a property and casualty insurance business in Colorado, and is involved in life insurance and annuity sales through Creative One. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and risk tolerances, emphasizing operational features such as ongoing model monitoring and an automatic investment process.

William Frier is a financial advisor with Maia Wealth in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His career includes long tenures at LPL Financial and multiple leadership roles at Frier Planning Concepts, Inc. Outside of advisory services, he is president of Frier Insurance Planning, LLC, where he sells and services mortality life insurance products. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy incorporating fundamental, technical, and cyclical analysis, utilizing mutual funds, ETFs, individual securities, and independent managers to meet client objectives.

Huckleberry Gibson is a CFP® and Series 66-registered financial advisor at AlphaCore Capital LLC with six years of industry experience. His background includes roles at Fidelity Brokerage Services and service in the United States Air Force. He also worked for Grassroots Solar Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individuals, high-net-worth clients, entities, and institutional investors. The firm provides comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional strategies through discretionary management and use of third-party managers.

Don Leander is a financial advisor with FourStar Wealth Advisors, LLC in Colorado Springs, CO. He holds the CFP® designation and a Series 63 license, with 26 years of industry experience. He has worked at Financial Planning Strategies since 1982 and joined FourStar Wealth Advisors in 2026. Outside of advising, he volunteers for a music ministry through The Sunflowers Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizons.

Thomas Williams is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior experience includes roles at PKS Investments, LPL Financial, I.M. Wealth Care, Westwood Advisors, and Westwood Trust. He also serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team.

Shane Morris is a financial advisor at Dana Investment Advisors Inc with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Primerica Financial Services, Mid Atlantic Capital Corporation, Parsonex Securities, and Niemann Capital Management. Dana Investment Advisors Inc is an independent investment management firm serving individual and institutional clients, including pension plans, high-net-worth individuals, banks, insurance companies, and public-sector entities. The firm focuses on relative-value equity selection and fixed-income strategies, integrating ESG screening and accommodating client-directed social or faith-based exclusions.

Keaton Hamilton is a financial advisor at Madison Partners in Colorado Springs, CO, with 11 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at LotusGroup Advisors, Bonfire Financial, LLC, and First Foundation Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Brad Hallock is a financial advisor with Kovack Advisors, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2013. Outside of his advisory work, he officiates football games at various levels. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and recommends third-party managers and platforms.

Michael Gaynor is a financial advisor at Savvy with three years of industry experience. He holds a Series 65 credential and has previously worked at True Harvest Wealth Management, Raymond James Financial Services Advisors, Inc., and Thrivent Investment Management. Outside of finance, he is the owner of EcoGreen Lawn Services, a landscaping business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client strategies.

Carl Fellhauer is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc., Cetera Advisors LLC, and OSAIC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Brett Brownfield is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Rainsberger Wealth Advisors and Cosmos Corporation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office services.

James Krueger is a financial advisor with Kestra Private Wealth Services, LLC in Colorado Springs, Colorado. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to his current role, he worked at firms including Edward Jones and spent 21 years at the Federal Bureau of Investigation. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

Mackenzie Bekeza is a CFP® with nine years of experience in the financial advisory industry. She currently works at RFG Advisory, LLC and has previously been affiliated with firms including Accelerated Wealth, LLC and Cascade Financial Management, Inc. Outside of her advisory work, she is involved with the nonprofit Reaching the Stars Center for Autism, Inc. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments through both proprietary and third-party strategies, managing assets on a discretionary basis with a mix of active, passive, and tax-aware approaches.

Erik Aspelin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2023. Prior to joining Waverly, he worked for eight years at Rainsberger Wealth Advisors. He holds the Series 66 designation and is based in Colorado Springs, CO. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Otis Barnard is a financial advisor at Brookwood Investment Group in Colorado Springs, CO, with five years of industry experience. He holds a Series 65 credential and previously worked at Authentic Counsel, LLC Dba Wealthbuilders Investments and Andrew Wommack Ministries. Outside of his advisory role, Barnard assists with administrative duties for the Tricord Global Missions Society, a nonprofit organization. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, and tactical strategies and maintains multiple affiliated businesses alongside a network of partner offices.

Nicklos Naseman is a financial advisor at Royal Fund Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Iron Mountain Financial, Inc., Elite Investment Team, LLC, and operated his own firm, Nicklos K. Naseman, Inc. Outside of his advisory role, he is the president and sole proprietor of Nikko's Place, a retail business specializing in 3D printed items, and provides financial education through the Association of Financial Educators. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

Ted Henley Jr. is a financial advisor at Simplicity Wealth in Colorado Springs, CO, with three years of industry experience. He holds a Series 65 credential and has been involved with several firms including Franklin Henley Financial and Abundant Living Life and Annuity. Outside of financial advising, he is involved with ALCG1 LLC, a franchise that provides non-medical care services for adults, where he oversees operations and sales. Simplicity Wealth serves a wide range of clients from individual investors to institutional entities, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, complemented by technology and operational support for other advisers through its managed account platform.

Frederick Whitford is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His career includes roles at Brookstone Capital Management, JD Mellberg LLC, and Specialist Advisors, LLC. Outside of advising, he co-founded Oxygen To You, a company that rents oxygen concentrators for altitude sickness relief. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a team of about 89 investment adviser representatives. The firm offers a range of investment advisory services including model portfolio solutions, discretionary asset management, and ERISA retirement plan services.

Ellis Rainsberger Jr. is a financial advisor at Waverly Advisors, LLC with 42 years of industry experience. He previously led Rainsberger Wealth Advisors for 34 years before joining Waverly Advisors in 2023. Outside of finance, he is a partner and owner of Eagle Mountain Builders, a custom home construction company, and owns RFS Lease Management. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and multi-family office services.

Dennis Mesward is a CFP® with 29 years of industry experience, currently serving as a financial advisor at CL Wealth Management LLC and Cabot Lodge Securities. He has been with CL Wealth Management since 2011 and with Cabot Lodge Securities since 2013. Outside of his advisory work, he volunteers as an assistant coach for boys and girls high school soccer teams at The Classical Academy in Colorado Springs. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.