Gregory Singer is a financial advisor with Capital Group Private Client Services, Inc. in Colorado Springs, CO, holding a Series 65 credential and six years of industry experience. Prior to joining Capital Group, he worked at Capital Bank & Trust Company for nine years. Outside of his advisory role, he is the sole member of Sunflower Realty LLC, managing a single-family rental property. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

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.

Sean Byers is a financial advisor with Hightower Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked at Hightower Advisors since 2018 and previously held positions at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in numismatics, buying and selling gold and silver coins through eBay and coin shows. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager portfolio solutions, including access to proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Robert Cooper is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with T. Rowe Price since 2017 and previously spent two years at Wells Fargo. Based in Colorado Springs, CO, Cooper focuses on retirement planning and investment management. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, integrating nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily using T. Rowe Price mutual funds and ETFs. The firm employs model portfolio allocations, tax-aware rebalancing, and interactive online tools to support its clients' retirement goals.

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.

Bradley Harvey is a CFP® professional with over 32 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at UBS Financial Services. He serves as a board member of the Kissing Camels Homeowners Association in Colorado Springs. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Elizabeth Mc Kiernan is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2018. Outside of her advisory work, she is an owner and financial investor in a local ice cream shop in Colorado Springs. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Strike is a CFP® professional with 21 years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at Ameriprise Financial Services, Triad Advisors, and Securities America. Outside of his advisory role, he supports financial budgeting and strategic decision-making at Growth Partnership LLC, serves as a leadership member of Life Well Lived Financial Group, and assists with marketing efforts for a financial book. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse advisory programs and integrates proprietary and third-party platforms to provide investment management, financial planning, and related financial services.

Jill Isbell is a CFP® with 18 years of industry experience and currently serves at Hightower Advisors. Her career includes roles at Journey Strategic Wealth, Origin Financial, Creative Financial Services, Inc., and Charles Schwab & Co. She holds the Series 66 designation and is based in Colorado Springs, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach emphasizing manager selection and uses both affiliated and third-party managers across various investment vehicles.

Donald Thornton is a financial advisor at Kestra Advisory with two years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments, UBS, and served in the US Air Force and US Air Force Reserve from 2010 to the present. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and third-party managed solutions, managing approximately $79.8 billion in assets.

Briton Waugh is a financial advisor with SPC in Colorado Springs, CO, holding a Series 66 designation and 21 years of industry experience. He has worked with SPC since 2005 and has been associated with Parkland Securities since 2014. Outside of advising, he is a 10% owner of Carragh Properties, LLC, a commercial property company based in Colorado Springs. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

James Sandfort is a CFP®, CFA®, and Series 66-registered financial advisor with 24 years of industry experience. He has worked at Rockefeller Financial LLC and Rock & Co LLC since 2019, and previously held roles at Bank of America and Merrill Lynch. In addition to his advisory work, he is a licensed insurance agent with RCM Insurance Services LLC, an affiliate of Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, brokerage services, and alternative investment placements through a Private Advisor model and a consolidated investment platform.

Reinhold Wigand is a CFA® charterholder with 28 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2020. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved in community service as a committee member for Pikes Peak United Way and serves on the Accounting & Finance Advisory Board at the University of Colorado. He is also engaged in small-scale agricultural operations and holds leadership roles in several family-related entities and trade associations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients through over 400 independent advisers. The firm offers diverse portfolio management solutions, retirement plan consulting, and access to multiple investment strategies, operating with a fiduciary standard when agreements are in place.

Douglas Barton is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has previously worked with Triad Hybrid Solutions, Triad Advisors, Parkland Securities, and Spc. Barton is also the founder and owner of Ascent Financial Group, where he provides wealth advisory services and financial planning, and he manages a family trust as a trustee. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Daniel Campbell is a CFA® charterholder based in Colorado Springs, CO, with four years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2025 and previously held positions at Waypoint Wealth Partners and Buckingham Strategic Wealth, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using a proprietary Focus List and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Eddie Vigil is a financial advisor with Osaic Advisory Services, LLC in Colorado Springs, CO, holding a Series 66 license and three years of industry experience. He has previously worked with Money Concepts Capital Corp and Thrivent Financial. Outside of advising, Vigil serves as pastor at Bradley Road Baptist Church and is president of The Givers Network, a nonprofit organization. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of investment management and consulting services delivered through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Connor Cavanaugh is a Series 65-licensed financial advisor with Creative Planning in Colorado Springs, Colorado, where he has worked since 2017. He has eight years of industry experience and previously held roles at Texas Christian University. Creative Planning offers wealth management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various actively managed options and private market investments.

Benjamin Renke is a financial advisor with J. W. Cole Advisors, Inc. in Colorado Springs, CO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Peterson Spring. He is also involved as a Family and Volunteer Coordinator with Night Lights in Arvada, CO. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of discretionary and non-discretionary management strategies using fundamental and technical analysis, model or manager-based approaches, and digital advice tools.

Joseph Majewski is a financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He has held his current role at T. Rowe Price since 2015 and holds Series 63 and Series 66 designations. 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 uses model portfolios invested exclusively in proprietary T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

Shauna Mitchell is a financial advisor with First Command Advisory Services in Colorado Springs, CO, holding a Series 66 license and five years of industry experience. Her prior work includes roles at the United States Postal Service, Nevada Army National Guard, and Clark County School District. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.