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® professional with 11 years of industry experience, currently serving at First Affirmative Financial Network LLC. She previously worked at Transformative Wealth Management, LLC and Archvest Wealth Advisors, Inc. She holds a Series 65 registration and is based in Colorado Springs, CO. First Affirmative Financial Network, operating as Formative, serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and institutions through a nationwide network. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scoring into diversified, long-term investment strategies.

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, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Kestra Advisory Services, LLC, Collins Wealth Management, Inc., and Charles Schwab. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm uses a variety of analytical approaches and strategies to construct individualized portfolios, leveraging third-party managers and technology platforms to manage over $500 million in client assets with a compact advisory team.

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 17 years of industry experience, currently working at Intergy Private Wealth, LLC since 2021. He previously held positions at Northwestern Mutual in various capacities from 2009 through 2021. Intergy Private Wealth provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business clients, offering portfolio management and consulting with access to third-party managers and separately managed account programs. The firm employs various analytical approaches and strategies to construct and manage individualized portfolios while leveraging a compact advisory team to manage over $500 million in 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.

Edwin Janeczek is a CFP® with 14 years of industry experience, currently serving as an advisor at Altus Wealth Group, LLC. His prior roles include positions at LBMZ Securities Inc, Zacks Investment Management, Stratera Holdings LLC, and T. Rowe Price. Altus Wealth Group is a seven-advisor team managing approximately $620 million in assets, serving individuals, families, trusts, estates, and institutions. The firm employs a risk-first investment approach that integrates managed-volatility portfolios and explicit risk budgets across a blend of active and passive strategies.

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 serving as an advisor at Exceptional Wealth & Family Office. She has previously worked at City National Bank and RBC Capital Markets. Outside of her advisory role, she is connected to Desert Guestroom, a family business operated by her spouse. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary managed accounts and integrates customized portfolio management through branded advisory programs.

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, based in Colorado Springs, CO, with one year of industry experience. He holds a Series 65 designation and has a diverse professional background including leadership roles in several business ventures such as landscaping and equipment rental companies. Borchert is also involved in real estate services and insurance sales through affiliated entities. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and provides access to structured and alternative investments for eligible clients.

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.

Chris Abeyta is a financial advisor at RFG Advisory, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at RFG Advisory since 2024, following a decade at Accelerated Wealth Advisors LLC and related entities. Abeyta also serves as president of High Trust Financial & Consulting Inc., a holding company for financial assets. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through model strategies and third-party platforms, acting as a sub-adviser to multiple ETFs and serving investment company and municipal clients.

Jason Runung is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network and Scottrade. Outside of his advisory work, he owns Summit Advisor Marketing, LLC, a marketing company. 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 utilizes a variety of analytical approaches, frequently implementing solutions through third-party money managers and sub-advised models.

Malia Tanaka is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at T. Rowe Price Advisory Services and multiple USAA-affiliated entities. Outside of her advisory work, she coaches clients through Optavia and provides pet care services via Rover.com. USAA Investment Services Company offers retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement savings, asset allocation, and income planning through phone and digital channels. The firm operates mainly as a referral intermediary and does not manage client accounts or charge percentage-of-assets fees.

Paul Mclemore is a CFP® with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. His prior roles include positions at Intervest International Equities Corp, United Planners' Financial Services, Heartland Financial Consultants, and Hfg Advisors LLC. Outside of financial services, he teaches jazz piano through his business, Mclemore Piano. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion. The firm offers a variety of investment and advisory services tailored at the advisor level to meet clients’ specific financial goals and risk profiles.