Mitchel Tenbarge is a financial advisor at Summit Wealth Group in Colorado Springs, CO, with six years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Choice Investment Services. 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 strategies based on clients’ financial profiles and uses a variety of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

Zachary Poitra is an investment advisor with Foundations Investment Advisors LLC in Colorado Springs, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining Foundations in 2025, he worked at Insight Folios from 2023 to 2025 and spent eleven years at Iglesia Del Despertar. Outside of his advisory role, he provides insurance, tax, and non-legal estate planning administrative services through Imprimis Wealth Management. Foundations Investment Advisors, LLC serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management using tailored advice, model portfolios, and an asymmetric rebalancing approach, incorporating fundamental, technical, and cyclical analysis along with structured products and alternative investments where appropriate.

Anthony Garcia is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with USAA Investment Services Company since 2022 and has worked with various USAA affiliates since 2013. Outside of his advisory role, he is involved in pediatric home care and community activities for his special needs children as a parent CNA and family care provider. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Paul Davis is a financial advisor with Arax Advisory Partners based in Monument, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with SRS Capital Advisors, Inc. for 21 years. Occasionally, he provides insurance and annuity products as an independent contractor. Arax Advisory Partners is an SEC-registered, multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

William Mead is a financial advisor at Concurrent Investment Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Wells Fargo Advisors, and Raymond James. Mead serves as President of the advisory board for Colorado Health Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, employing a customized, long-term investment approach that integrates ETFs, mutual funds, individual securities, and alternative investments through affiliated sub-advisers and platform solutions.

Tracy Thornlow is a financial advisor with Summit Wealth Group in Colorado Springs, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Summit Wealth Group, Thornlow spent ten years with Commonwealth Financial Network. Outside of advisory work, Thornlow owns a support company called TT Financial, LLC. 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 customizes target allocations based on each client’s financial profile and employs a range of analytical methods, often implementing strategies through third-party managers and conducting regular account reviews.

Tyler Tingstrom is a financial advisor at RFG Advisory, LLC based in Colorado Springs, CO. He holds the Series 66 designation and has recently transitioned into the advisory field after serving in the US Army from 2015 to 2021. His advisory roles include positions at RFG Advisory LLC dba Confidence Financial Partners and LPL Financial LLC. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion across more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments, serving a broad client base with discretionary portfolio management.

Robert Bragg is a financial advisor with NFSG Corporation in Monument, CO, holding Series 63 and Series 66 designations and having 22 years of industry experience. He has worked at NewBridge Securities Corporation for 10 years and is president of Falcon Financial Services, Inc., a financial services firm. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing diversified portfolios and internal research resources.

Luke Smith is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His career includes multiple roles at T. Rowe Price as well as positions at Advised Assets Group, LLC and GWFS Equities, Inc. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households with portfolios managed at the household level and employs tax-aware rebalancing, asset-location strategies, and scenario-based financial planning tools.

Jacob Petersen is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, he has worked at firms including Aston Carter, Incredible Bank, and Peoples State Bank. Outside of his advisory work, he operates an online Etsy store where he makes and sells crafts. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management. The firm serves individual investors and households, implementing portfolios exclusively in T. Rowe Price mutual funds and ETFs with features like tax-aware rebalancing and Monte Carlo-based retirement projections.

Mark Onstott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Transamerica since 2012 and is involved in several business activities including ownership and management of Team Chosen Financial, LLC, and roles in health insurance sales with Colorado Choice Health Plans, Anthem Blue Cross, and Assurant Health Insurance. He is also a member of Chosen Redondo Retreat, LLC, which manages an investment property. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.

Matthew Holmes is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding Series 66 and Series 63 credentials with three years of industry experience. His prior work includes several roles in the restaurant industry before joining T. Rowe Price. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with a program supported by online tools and personalized advisor access.

Dalton Andrews is a CFP® with nine years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. His prior experience includes roles at RBC Capital Markets, Charles Schwab & Co., and Oppenheimer Funds Distribution. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested solely in T. Rowe Price mutual funds and ETFs. The firm combines telephone access to advisors with online planning tools and employs strategies such as asset-location optimization and tax-aware rebalancing.

Stephanie Quine is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Quine has worked with T. Rowe Price Investment Services, Inc. since 2011. 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 primarily invests in proprietary T. Rowe Price mutual funds and ETFs using model allocations and employs tax-aware strategies and Monte Carlo simulation tools for financial plans and retirement income projections.

David Fruh is a financial advisor with Commonwealth Financial Network, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has operated his own tax preparation and accounting firm, David E Fruh CPA, PC, since 2000. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kevin Kyle is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and having two years of industry experience. He previously worked at Wells Fargo for 28 years before joining T. Rowe Price. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with investable assets generally starting at $250,000.

Robert Lathen is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, Colorado. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including 21 years with T. Rowe Price. T. Rowe Price Advisory Services, Inc. provides a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The firm uses portfolio strategies that include asset-location logic and tax-aware rebalancing, supported by an interactive online planning tool and annual financial plan reviews.

Mariano Tomaszewski is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and eight years of industry experience. He joined T. Rowe Price in 2018, following an 11-year tenure at Time Warner Cable. Outside of his advisory role, he operates an eBay commerce business through Rexgrand, LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm employs a goals-based approach supported by an online planning tool and offers ongoing account management with annual reviews.

Edgar Escalera is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to his current role starting in 2022, he worked at Aston Carter and Office Depot. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs with a goals-based approach supported by online tools and telephone access to advisors.

Matthias Faas is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 66 designation and has been in the industry since 2023, previously working at Weidner and Switchbacks FC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement, utilizing model allocations and tax-aware strategies supported by an interactive online planning tool.