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.

Kelly Fasterling is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Aspen Creek Wealth Management, Fasterling worked at Tyler Wealth Management and Horter Investment Management. Outside of financial advising, Fasterling is involved in real estate investing and serves as president of an oil and gas drilling business. Aspen Creek Wealth Management, LLC is an eight-advisor team providing discretionary portfolio management, financial planning, retirement-plan consulting, and investment consulting for individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and offers structured and alternative investments to eligible clients.

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 in Colorado Springs, CO, holding a Series 65 designation with eight years of industry experience. Ross has worked at several firms, including Cambridge Investment Research Advisors and Accelerated Wealth Advisors LLC. Outside of advising, Ross is president of YOUNIFY Consulting, a business consulting firm, and also serves in an administrative role at 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 operates as a fee-only advisory team, beginning client relationships with a written financial plan and Investment Policy Statement, then managing portfolios using various analytical approaches and computer modeling.

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® with 10 years of industry experience, currently serving at Intergy Private Wealth, LLC since 2021. Prior to that, he spent five years at Northwestern Mutual in various capacities, including wealth management, investment services, and life insurance. He is also a licensed insurance agent. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages over $500 million in client assets using a variety of analytical approaches and offers access to third-party managers and separately managed account programs.

Brittany Rogers is a CFP® and Series 65 credentialed advisor with eight years of industry experience. She currently works at Sovereign Financial Group, Inc., where she has been since 2023, following five years at Accelerated Wealth Advisors, LLC. In addition to her advisory role, she is involved in life insurance sales as a registered agent. Sovereign Financial Group provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds and ETFs alongside individual securities and options, supported by fundamental and technical analysis with AI tools.

Philip Price is a CFA® charterholder with 27 years of industry experience. He has been with Ramsay, Stattman, Vela & Price Inc. since 1995. 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 continuous monitoring and periodic reviews.

Norman Alvis is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Altus Wealth Group, LLC since 2022. Prior to joining Altus, he worked at US Bank for twelve years. Outside of his advisory role, he operates a cycling marketing and promotion business called More Power to the Pedals. Altus Wealth Group, LLC is a seven-advisor team managing approximately $620 million in assets for individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment process that balances active and passive strategies across a range of asset classes, with portfolios reviewed and rebalanced quarterly.

Tara Seegers is a CFP® with 13 years of experience in the financial services industry. She currently works at Exceptional Wealth & Family Office and has prior experience at Commonwealth Financial Network, City National Bank, and RBC Capital Markets. Seegers is also involved in fixed insurance sales and owns a private entity facilitating securities, advisory, and insurance business. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services, including family office and specialty planning for a diverse client base. The firm manages discretionary portfolios combining model and customized allocations across various asset types and offers ongoing client monitoring and annual reviews.

Jonathan Forbes is a CFP® professional with eight years of experience at Petra Financial Advisors Inc in Colorado Springs, CO. He has been with Petra Financial Advisors since 2013. 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, and offers specialized services including ERISA fiduciary retirement-plan advisory and project-based engagements.

Robert Lentz Jr. is a financial advisor with Provident Wealth Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Provident Wealth Management since 2009. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, as well as corporations and other business entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple methods of analysis and may use both long- and short-term trading strategies, offering ongoing discretionary and non-discretionary management alongside non-investment consulting on tax and estate planning matters.

Richard Schultenover is a CFP® with 25 years of industry experience. He is currently with Salus Financial Advisors, where he has worked since 2024. His prior experience includes roles at CorePath Wealth Partners LLC and Securian Financial Services. He is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing customized, fiduciary-driven portfolio construction with a long-term investment orientation.

Nora Lamendola is a Series 65-licensed financial advisor at Balance Wealth with six years of industry experience. She has previously worked with Bolt Financial Group and Godshall Professional Recruiting. Nora is also the sole member and president of Retire Educated Seminar Series, LLC, an educational platform offering financial courses to pre-retirees and retirees at local colleges. Balance Wealth Partners serves individual and high-net-worth clients as well as defined contribution and defined benefit plans, providing discretionary investment management, financial planning, and pension consulting. The firm manages approximately $387 million across more than 550 clients through a team of advisors and utilizes diversified, risk-based portfolios with a focus on fundamental and quantitative analysis.