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.

Nathan Archuleta is a Certified Financial Planner® with 19 years of industry experience, currently serving with Summit Wealth Group in Colorado Springs, CO. He has worked at Summit Wealth Group since 2011 and was previously affiliated with Commonwealth Financial Network. Archuleta also owns Archuleta Financial Services, LLC, a private entity established to support his advisory and insurance activities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on each client’s financial profile and employs a range of analytical approaches, frequently implementing strategies through third-party money managers and sub-advised models.

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.

Michael Gaynor is a financial advisor at Savvy with three years of industry experience. He holds a Series 65 credential and has previously worked at True Harvest Wealth Management, Raymond James Financial Services Advisors, Inc., and Thrivent Investment Management. Outside of finance, he is the owner of EcoGreen Lawn Services, a landscaping business. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client strategies.

Carl Fellhauer is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc., Cetera Advisors LLC, and OSAIC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Susan Auer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. Her prior roles include positions at Accelerated Wealth Advisors LLC, T. Rowe Price Investment Services, and USAA Financial Planning Services. She is also active as an insurance agent through Triad Partners. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a mix of actively managed and passive strategies, tax-aware approaches, and alternative investments.

Jeremy Burton is a financial advisor at Private Client Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services and SII Investments. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Joshua Jerele is a CFP® professional with 12 years of industry experience, currently serving at Summit Wealth Group. His prior roles include positions at Commonwealth Financial Network, Mosaic Family Wealth, and UBS Financial Services. He is also the owner of Jerele Consulting LLC, a private entity that supports his advisory and insurance business. 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 employs a variety of analytical approaches, frequently using third-party money managers and sub-advised models.

Brett Brownfield is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Rainsberger Wealth Advisors and Cosmos Corporation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office services.

Ross Haycock is a CFP® professional with 22 years of industry experience, currently affiliated with Summit Wealth Group in Colorado Springs, CO. He spent 20 years with Commonwealth Financial Network before joining Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025. Outside of his advisory role, he co-owns Rokai Consulting, LLC, a private entity established for personal tax and liability purposes. 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 each client’s financial profile using a mix of analytical approaches and often employs third-party money managers and sub-advised models, monitoring accounts with at least annual reviews.

James Krueger is a financial advisor with Kestra Private Wealth Services, LLC in Colorado Springs, Colorado. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to his current role, he worked at firms including Edward Jones and spent 21 years at the Federal Bureau of Investigation. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and platforms with both discretionary and non-discretionary arrangements.

Dustin West is a financial advisor at RFG Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Accelerated Wealth Advisors LLC and Accelerated Wealth, LLC prior to joining RFG Advisory. Outside of his advisory role, West is the president of YOUnify Financial LLC and an insurance agent with Triad Partners, a traditional insurance agency. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive investment strategies, offering portfolio management, financial planning, and access to alternative investments and proprietary model strategies.

Mackenzie Bekeza is a CFP® with nine years of experience in the financial advisory industry. She currently works at RFG Advisory, LLC and has previously been affiliated with firms including Accelerated Wealth, LLC and Cascade Financial Management, Inc. Outside of her advisory work, she is involved with the nonprofit Reaching the Stars Center for Autism, Inc. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative investments through both proprietary and third-party strategies, managing assets on a discretionary basis with a mix of active, passive, and tax-aware approaches.