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.

Jason Roque is a CFP® with 18 years of experience in the financial industry. He has been with Financial Action, Inc. since 2013. Outside of his advisory role, he is the owner of Roque Property Management, LLC, a vacation rental business in Fort Myers, Florida. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans, providing written financial plans and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

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.

Frederick Stattman is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price Inc. since 1990. The firm provides individualized investment supervisory services and 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 ongoing monitoring and periodic reviews.

Paul Bishop is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Exceptional Wealth & Family Office, joining the firm in 2026, and previously worked at Carson Wealth, CWM, LLC, Accelerated Wealth Advisors LLC, and T. Rowe Price Investment Services. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services for individuals, high net worth clients, corporations, and various organizations. The firm offers discretionary managed accounts through branded programs combining model portfolios and customized allocations across multiple asset classes.

Brenda Lammers is a financial advisor with Altus Wealth Group, LLC in Colorado Springs, CO. She holds a Series 65 designation and has three years of industry experience. Prior to joining Altus Wealth Group in 2022, she worked at US Bank from 2011 to 2022. Altus Wealth Group is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a team of seven advisors managing approximately $620 million in assets. The firm employs a risk-first investment process using managed-volatility portfolios and explicit risk budgets, blending active and passive strategies across various asset classes.

Brandon Ridenour is a financial advisor at Financial Action, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kassira Wealth Management LLC and T. Rowe Price. Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.

Kelly Fasterling is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. Prior to joining Aspen Creek Wealth Management in 2024, she worked at Tyler Wealth Management and Horter Investment Management. Outside of her advisory role, she is president of Golden Eagle Alliance, an oil and gas drilling company, and is involved in real estate investing and life insurance advisory activities. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs fundamental, technical, charting, and cyclical analysis, implementing portfolios primarily through mutual funds, ETFs, equities, and fixed income, while also utilizing third-party managers and an investment committee arrangement.

Tiffany Austin is a financial advisor with SAGE Private Wealth Group, LLC, holding a Series 65 designation and six years of industry experience. She has worked at SAGE since 2022 and previously held roles at 56 Capital Partners, Ltd. and FleishmanHillard. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring across a range of investment vehicles.

Nancy Mercado is a CFP® and ChFC® with 34 years of experience in the financial industry. She has worked at several firms, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and currently serves at Altus Wealth Group, LLC since 2017. Nancy is also a managing partner at Peep Ventures, LLC, an entity involved in operating commercial rental properties. Altus Wealth Group, LLC is a registered investment adviser serving individuals, families, trusts, estates, and institutions through a seven-advisor team managing approximately $620 million in assets. The firm employs a risk-first investment process incorporating managed-volatility portfolios and combines active and passive strategies, providing both discretionary and non-discretionary investment management along with wealth planning and consulting services.

George Gay is a CFP® professional with 26 years of experience, currently serving at First Affirmative Financial Network LLC since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he prepares a small number of tax and sales tax returns and provides bookkeeping services for two small businesses. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide adviser network. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.

Shannon Ross is a financial advisor at Petra Financial Advisors Inc with seven years of industry experience. She holds a Series 65 designation and has worked at firms including Cambridge Investment Research Advisors and Accelerated Wealth Advisors LLC. Outside of financial advising, Ross is president of YOUNIFY Consulting, a business consulting firm, and also manages administrative services for BNW Contracting Inc. 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 along with computer modeling to implement and supervise portfolios tailored to client needs.

Samuel Addington is a financial advisor at City Center Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously served six years in the U.S. Army. Outside of advising, he is also active in insurance sales through City Center Financial, LLC. City Center Advisors provides discretionary investment management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as businesses and qualified retirement plans. The firm utilizes Modern Portfolio Theory, incorporates active strategies in portfolios, and offers fiduciary retirement plan services alongside educational seminars and workshops.

Kristine Quine is a financial advisor with Exceptional Wealth & Family Office in Colorado Springs, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in consulting through Wayfinder Growth Consulting and Practical Wisdom LLC. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to a diverse client base including individuals, corporations, and charitable organizations. The firm offers discretionary managed accounts and combines model portfolios with customized allocations across various asset classes.

Emma Haman is a financial advisor with Exceptional Wealth & Family Office in Colorado Springs, CO. She holds a Series 65 credential and has experience at Carson Wealth and CWM, LLC. Outside of advising, she is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services, including family office consulting and specialty planning. The firm serves a diverse client base through discretionary managed accounts and employs a combination of model portfolios and customized allocations across various asset classes.

Geoffrey Schaefer is a CFP® professional with 10 years of industry experience. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent five years at Northwestern Mutual in various roles. Intergy Private Wealth serves individuals, trusts, estates, pension and profit-sharing plans, and corporate entities, offering discretionary portfolio management, financial planning, and specialized consulting services. The firm combines in-house portfolio construction with access to third-party managers and employs a range of analytical approaches, managing assets across multiple account types.

Christopher Reed is a financial advisor at Financial Action, Inc. in Monument, Colorado, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Financial Action, Inc. since 2006. Outside his advisory role, he owns Paragon Capital, LLC, and has ownership in Raton Gas Transmission, a utilities business. Financial Action, Inc. serves individual investors, families, and defined contribution plan participants by providing financial planning and both discretionary and non-discretionary investment advisory services. The firm uses a diversified investment approach based on fundamental, cyclical, and secular analysis, with portfolios monitored weekly and reviewed quarterly.