Mona Lara is a financial advisor with Thrivent Advisor Network, LLC in Colorado Springs, CO, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with Thrivent Financial and its affiliated entities since 2018. Beyond her advisory role, she is involved as Co-Owner of a small business developing a dog treat product line and serves as the interim president and board member of the Pikes Peak Children's Museum, assisting in its rebuilding efforts. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $6.8 billion in client assets. The firm focuses on customized asset allocations and long-term investment strategies, utilizing diversified mutual funds, ETFs, and other securities, while providing discretionary and non-discretionary portfolio management and financial planning services.

Eldrick Hill is a financial advisor at Brookwood Investment Group based in Colorado Springs, CO. He holds a Series 65 designation and has worked at D&G Financial Services Inc. since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of investment strategies and supports a team of 24 professionals.

Matthew Powell is a financial advisor with Savvy in Colorado Springs, CO, holding CFP® and ChFC® designations and over 20 years of industry experience. Prior to joining Savvy in 2025, he worked at True Harvest Wealth Management, Raymond James Financial, and Country Insurance & Financial Services. Outside of advising, he owns Bum City Coffee Roasters, a small business importing and roasting coffee from Haiti as a personal hobby with a cause. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies, including direct indexing with tax-loss harvesting, and utilizes proprietary technology alongside third-party platforms and sub-advisers.

Malinda Sutton is a financial advisor at Waverly Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for Rainsberger Wealth Advisors for 11 years. Sutton is a registered attorney in Colorado with an inactive license and does not currently practice law. 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 and planning services.

Kathryn Mullenaux is a financial advisor at Geneos Wealth Management, Inc. in Colorado Springs, CO, with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Geneos Wealth Management since 2010 and G5 Financial Group since 2014. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of investment strategies including fundamental and technical analysis, and offers both customized and model-based account options.

Todd Smith is a CFP® and ChFC® with 21 years of industry experience. He is currently with Lifeworks Advisors, LLC, having previously worked at Level 5 Financial, LLC and Advisers Investment Management, Inc. Outside of his advisory role, Smith serves as president and CEO of Level 5 Family Office, LLC and Level 5 Growth Strategies, LLC, and is treasurer and board member of the Unity Spiritual Center of the Rockies, where he provides financial and business consulting. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management and financial planning services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based and smart-beta strategies in portfolio management.

Robin Depies is a financial advisor at Brookwood Investment Group with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Redwood Private Wealth LLC and Horter Investment Management. Depies is also the owner and consultant of Heartfelt Financial Solutions, LLC, where he advises businesses, individuals, and families on financial habits and strategies. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management.

Hannah Geiger is a financial advisor at Northwest Asset Management in Colorado Springs, CO, with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC. Prior to her financial advisory career, she was employed at James Irwin Charter School. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and other institutional clients. The firm focuses on customized investment management, financial planning, and consulting, employing strategic asset allocation and Modern Portfolio Theory in its investment strategies.

Gregory Singer is a financial advisor with Capital Group Private Client Services, Inc. in Colorado Springs, CO, holding a Series 65 credential and six years of industry experience. Prior to joining Capital Group, he worked at Capital Bank & Trust Company for nine years. Outside of his advisory role, he is the sole member of Sunflower Realty LLC, managing a single-family rental property. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Sean Byers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Hightower Advisors since 2018 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in numismatics, buying and selling gold and silver coins through eBay and coin shows. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager portfolio solutions, including access to proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Robert Cooper is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with T. Rowe Price since 2017 and previously spent two years at Wells Fargo. Based in Colorado Springs, CO, Cooper focuses on retirement planning and investment management. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, integrating nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily using T. Rowe Price mutual funds and ETFs. The firm employs model portfolio allocations, tax-aware rebalancing, and interactive online tools to support its clients' retirement goals.

Bradley Harvey is a CFP® professional with over 32 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at UBS Financial Services. He serves as a board member of the Kissing Camels Homeowners Association in Colorado Springs. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Elizabeth Mc Kiernan is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2018. Outside of her advisory work, she is an owner and financial investor in a local ice cream shop in Colorado Springs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Briton Waugh is a financial advisor with SPC in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. He has worked with SPC since 2005 and has been associated with Parkland Securities since 2014. Outside of advising, he is a 10% owner of Carragh Properties, LLC, a commercial property company based in Colorado Springs. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

James Sandfort is a CFP®, CFA®, and Series 66-registered financial advisor with 24 years of industry experience. He has worked at Rockefeller Financial LLC and Rock & Co LLC since 2019, and previously held roles at Bank of America and Merrill Lynch. In addition to his advisory work, he is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, brokerage services, and alternative investment placements through a Private Advisor model and a consolidated investment platform.

Reinhold Wigand is a CFA® charterholder with 28 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2020. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved in community service as a committee member for Pikes Peak United Way and serves on the Accounting & Finance Advisory Board at the University of Colorado. He is also engaged in small-scale agricultural operations and holds leadership roles in several family-related entities and trade associations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients through over 400 independent advisers. The firm offers diverse portfolio management solutions, retirement plan consulting, and access to multiple investment strategies, operating with a fiduciary standard when agreements are in place.

Daniel Campbell is a CFA® charterholder based in Colorado Springs, CO, with four years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously held positions at Waypoint Wealth Partners and Buckingham Strategic Wealth, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using a proprietary Focus List and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Connor Cavanaugh is a Series 65-licensed financial advisor with Creative Planning in Colorado Springs, Colorado, where he has worked since 2017. He has eight years of industry experience and previously held roles at Texas Christian University. Creative Planning offers wealth management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various actively managed options and private market investments.

Benjamin Renke is a financial advisor with J. W. Cole Advisors, Inc. in Colorado Springs, CO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Peterson Spring. He is also involved as a Family and Volunteer Coordinator with Night Lights in Arvada, CO. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary management strategies using fundamental and technical analysis, model or manager-based approaches, and digital advice tools.

Joseph Majewski is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has held his current role at T. Rowe Price since 2015 and holds Series 63 and Series 66 designations. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.