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.

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.

Meredeth Mcdowell Iversen is a financial advisor with Financial Action, Inc. She holds a Series 65 credential and has three years of industry experience. Prior to joining Financial Action, she worked at Financial Future Services, LLC for ten years and spent twenty years at JP Morgan Chase Bank NA (formerly Banc One). Financial Action, Inc. serves individual investors, families, and participants in employer-sponsored defined contribution plans by providing financial planning and investment advisory services. The firm employs a diversified investment approach based on fundamental, cyclical, and secular analysis, with regular portfolio monitoring and client reviews.

Leon Colafrancesco is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Seamount Financial Group Inc and has previously worked at Grove Point Investments, LLC and LPL Financial. He has been associated with Seamount Financial Group since 1998. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates fundamental and technical analysis in discretionary wealth management.

Kimberly Terry is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with Transformative Wealth Management, LLC and previously worked at First Affirmative Financial Network and Archvest Wealth Advisors. Kimberly is based in Colorado Springs, CO. First Affirmative Financial Network serves individuals, trusts, estates, nonprofits, and retirement plans through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary and third-party model portfolios.

Clark Milner is a Series 65-licensed advisor with seven years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2023. His prior experience includes roles at Jr International, Inc., Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Outside of his advisory work, he has been involved in property management through his role with Milner Properties. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, utilizing a range of strategies from passive to active management with an emphasis on asset allocation and diversification.

Cole Anderson is a financial advisor with Intergy Private Wealth, LLC in Colorado Springs, CO. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Kestra Advisory Services, Collins Wealth Management, and Charles Schwab, among others. Intergy Private Wealth manages approximately $602.6 million for a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, creating tailored portfolios and utilizing third-party managers alongside in-house strategies.

Deanna Meyer is a financial advisor with Dodds Wealth, LLC in Colorado Springs, Colorado, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial and Dodds Wealth Management Group. Dodds Wealth, LLC serves individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

Charles Dunn is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Intergy Private Wealth, LLC, where he has worked since 2021. Prior to that, he spent over a decade at Northwestern Mutual in various capacities including wealth management and investment management. 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 combines in-house portfolio construction with access to third-party managers and utilizes multiple analytical approaches alongside technology tools to manage a broad range of client assets.

Nicholas Dorsett is a CFP® certificant and holds a Series 66 license, with four years of experience in the financial industry. He is affiliated with Seamount Financial Group Inc and has prior experience at LPL Financial, Grove Point Investments, Podium, Inc, and Qualtrics International. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm manages approximately $745 million in discretionary assets through a team of six advisors and employs customized portfolios monitored and rebalanced via LPL Financial’s Strategic Wealth Management program.