Lisa Malick is a CFP® with 14 years of experience in the financial services industry. She is currently with Petra Financial Advisors Inc and has prior experience at Cambridge Investment Research Advisors, Purshe Kaplan Sterling Investments, and Lighthouse Financial LLC. 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 also provides ERISA fiduciary retirement-plan advisory and vendor-oversight services.

Craig Morgan is a CFP® professional with 23 years of industry experience. He is currently with Colmina, LLC, a team-based firm in Colorado Springs, CO. His prior experience includes roles at Innovative Adviser Solutions, Dorado Financial Planning, USAA Financial Planning Services, and other firms. Outside of financial advising, he is involved in real estate development and land leases as an owner and partner in entities based in Oklahoma City. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets using active, passive, and hybrid strategies, providing customized financial planning and portfolio management on a discretionary basis.

Nichole Ruth is a CFP® with four years of industry experience currently with Exceptional Wealth & Family Office. She previously worked at City National Bank and RBC Capital Markets and has a background that includes running Coleruth.com for ten years. Nichole has a minor role in a hospitality-related business owned by her spouse. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to individuals, high net worth clients, corporations, and nonprofits. The firm offers discretionary managed accounts through branded programs that combine model portfolios with customized allocations across multiple asset classes.

Frank Endris is a financial advisor at City Center Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has been with City Center Advisors (formerly Keystone Financial Partners, Inc.) since 2015. He also operates as a sole proprietor providing insurance services and sales, dedicating about half of his time to this activity. City Center Advisors serves individuals, including high-net-worth clients, as well as businesses and qualified retirement plans, offering discretionary investment management, limited-scope financial planning, and retirement plan services. The firm employs a Modern Portfolio Theory-based investment approach and provides a unified managed account program that integrates model portfolios, third-party managers, and sub-advisors.

Robert Borchert is a financial advisor at Aspen Creek Wealth Management, LLC in Colorado Springs, CO, holding a Series 65 designation. He joined Aspen Creek Wealth Management in 2025 and has prior experience spanning various business ventures including executive roles in landscaping, equipment rental, real estate brokerage, and insurance sales. Outside of his advisory role, he is involved in managing a landscaping business and real estate-related companies. 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 multiple analytical approaches and works with third-party managers, serving also as a co-provider or OCIO for client portfolios.

John Herdje is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Ramsay, Stattman, Vela & Price Inc. He has been with the firm since 2009. Ramsay, Stattman, Vela & Price provides discretionary portfolio management and investment supervisory services to a diverse client base, including individuals, trusts, estates, corporations, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies tailored to client-specific objectives and risk tolerances.

Peter Dillon is a CFP® professional based in Colorado Springs, CO, with three years of industry experience. He has worked at United Wealth Management, LLC since 2026 and previously held roles at Focus Partners Wealth, LLC, Buckingham Strategic Wealth, LLC, and Petra Financial Advisors, Inc. He also spent four years at Virginia Tech. United Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm manages approximately $406.6 million across 257 client relationships, emphasizing fundamental analysis, long-term investment strategies, and tailored asset allocation with periodic reviews.

Jonathan Holmes is a financial advisor at USAA Investment Services Company with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is based in Colorado Springs, CO. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Penny Frank is a CFP® professional with 19 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Goldman Sachs, United Capital Financial Advisers, Spire Wealth Management, and Charles Schwab. In addition to her advisory work, she is a licensed insurance agent for life, health, and annuity products. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term investment portfolios incorporating ETFs, mutual funds, individual securities, and alternative investments, supported by a comprehensive platform with affiliated sub-advisory arrangements and third-party solutions.

Malia Tanaka is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with various USAA entities since 2016 and currently provides coaching services through Optavia. Additionally, she is involved in pet care, working as a pet sitter with Rover.com. USAA Investment Services Company offers retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm provides Retirement Income Strategy Reports and facilitates client referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets directly.

Paul Mclemore is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with HFG Advisors, a firm he has been associated with since 2005, and has previously worked at Ausdal Financial Partners, Intervest International Equities Corp, United Planners' Financial Services, and Heartland Financial Consultants. Outside of finance, he is a jazz piano instructor through his business, Mclemore Piano. HFG Advisors provides financial planning, consulting, and portfolio management services to individuals, businesses, and retirement plans, with a focus on non-discretionary advice and collaboration with third-party money managers and sub-advisors. The firm is also involved in financial education through the Heartland Institute of Financial Education.

Jonathan Krueger is a financial advisor with Larson Financial Group, LLC in Colorado Springs, CO, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has held managing member roles at Rocky Mountain Leadership Group, LLC and Krueger EZ Life, LLC. His career includes positions at Lion Street Advisors, Accelerated Wealth Advisors, and LionsGate Advisors. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses both strategic and tactical investment approaches across model portfolios and custom discretionary programs, and it incorporates AI-assisted tools alongside human review in its advisory process.

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.