Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance and UnionBanc Investment Services, among other roles. Williams serves as an unpaid board member of the Aquillius Institute and is Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and limited-scope consulting to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on long-term, disciplined portfolio construction with an emphasis on stewardship, strategic asset allocation, diversification, and tax-aware management.

Kevin Matthews is the sole advisor at Matthews Advisors, LLC in Colorado Springs, CO, holding a Series 65 designation with 15 years of industry experience. He has operated Matthews Advisors since 2010. Matthews Advisors, LLC is an independent investment adviser serving individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting on retirement and estate planning. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, managing approximately $52 million for about 80 clients.

Brian Kinney is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is the sole advisor at Financial Life Journeys, an independent advisory practice based in Peyton, CO. Prior to founding his firm, he worked at First Ascent Financial and Alpers Financial Planning, Inc., and he currently serves as Director of Legacy and Asset Giving at Compassion International. Financial Life Journeys provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on passive portfolios constructed from low-cost index funds and ETFs. The firm emphasizes a values-based financial planning process and coordinates implementation for clients who choose managed accounts, with a notable focus on charitable and estate strategies informed by Mr. Kinney’s nonprofit work.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Kris Mc Kinney is a financial advisor at Tara Nolan Advisory Services, Ltd with six years of industry experience. She holds a Series 65 designation and has been with Tara Nolan Advisory Services since 2015. Outside of advising, she is president of Donzer Enterprise, a company involved in publishing books, DVDs, and greeting cards. Tara Nolan Advisory Services, Ltd serves high-net-worth individuals, entrepreneurs, and business clients, with a focus on women and business owners. The firm provides financial consulting, planning, and money management by selecting and monitoring third-party money managers to meet clients’ multi-year investment objectives.

Kathleen Larouere is a financial advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her career includes prior roles at VOYA Financial Advisors and Simplicity Wealth, LLC. She is also a licensed insurance agent involved in insurance account reviews as part of her professional activities. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party Co-adviser model portfolios focused on asset allocation through exchange-traded funds. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships with a high client-to-advisor ratio.

Justin Woodbury is a Series 65-licensed financial advisor with Senior Tax Advisory Group, Inc. in Littleton, CO, bringing over 15 years of industry experience including 14 years at Tucker Financial Group. He is also the principal and owner of FITFO Financial, an investment-related business in Colorado. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing a model portfolio approach through third-party co-advisers. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships.

James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. His prior roles include positions at Envoy Advisory Inc., Edward Jones, and USAA financial services. Kisher Capital serves individual investors, including high-net-worth clients, as well as self-directed pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management and comprehensive financial planning through proprietary portfolio models that integrate faith-based screens, factor tilts, leveraged and buffered ETFs, and AI-driven tools within a wrap fee program structure.

Tara Nolan is a financial advisor with Tara Nolan Advisory Services, Ltd, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has served in the United States Air Force since 1994. Outside of advising, Nolan is president of Donzer Enterprises, which publishes books and DVDs, including horse training materials. Tara Nolan Advisory Services, Ltd works primarily with high-net-worth individuals, entrepreneurs, and business clients, focusing on women and business owners. The firm provides financial consulting, planning, money management, and business retirement plan services, recommending third-party money managers after thorough review and conducting ongoing performance evaluations.

Bruce Larsen is a Series 66-licensed financial advisor with 27 years of industry experience. He currently works at Colorado Wealth Group LLC in Denver, CO, where he has been since 2020, following a decade at Forta Financial Group (formerly Presidential Brokerage, Inc.) and a recent role at Savvy. Outside of advisory work, Larsen is an author of a self-published book titled *A Concise Guide to Tax in Retirement* and is involved in horse training and roping through BL Roping LLC. Colorado Wealth Group is a six-advisor team managing approximately $235 million for individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental and quantitative analysis with strategic asset allocation, utilizing a range of investment vehicles and providing ongoing financial planning and retirement plan advisory services.

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.

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.

Susan Strasbaugh is a CFP®-certified financial advisor with 27 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously served at Buckingham Asset Management, LLC and Strasbaugh Financial Advisory. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tyler Jordan is a financial advisor with Eagle Strategies (NY Life) based in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has nine years of industry experience. He operates under the DBA Pioneer Horizons Financial, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

David Motley is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and 11 years of industry experience. His career includes roles at T. Rowe Price and Valic Financial Advisors before joining Lincoln Investment in 2025. In addition to his advisory work, he is the owner and managing member of MRH, LLC and Home Acq 13 LLC, real estate ventures focused on property purchasing and renovation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with an emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolios, using a combination of strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Sherri Wignall is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 registrations and possessing 14 years of industry experience. Her career includes work in estate planning services through LSPN Pro, LLC, and she is involved with several businesses related to estate planning, business formation, and tax preparation. Additionally, she works as an independent contractor for a grocery delivery service. Transamerica Financial Advisors serves a broad client base, including individuals, pension plans, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Jason Jorgenson is a financial advisor with GWN Securities Inc. in Colorado Springs, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Ameritas Investment Corp and Capital Choice Financial Services. Jorgenson serves as a School Board Director for District 11 in Colorado Springs and acts as a referral agent for an estate planning service. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of discretionary portfolio management and model-based allocations, with a notable emphasis on market-timing and momentum-based trading strategies in certain legacy programs.

Alyssum Malone is a CFP® with 10 years of industry experience based in Colorado Springs, CO. She is currently with The Colony Group, LLC, where she has worked since 2024. Prior to that, she was with Buckingham Strategic Wealth, LLC for eight years and Strasbaugh Financial Advisory, Inc. for four years. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Paul Engelbert is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65, 63, and 66 licenses and has worked in data analytics and business intelligence for Cyberscience Corporation since 2021. He is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Timothy Filichia is a financial advisor with Transamerica Financial Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Transamerica Financial Advisors, he worked at WealthWave and Wfgia, and has a background spanning over two decades at Waxie Sanitary Supply. Outside of his advisory role, he teaches vocal performance to young people through his own business, LIGHT Companies LLC. Transamerica Financial Advisors serves individual investors, plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs. The firm manages a mix of discretionary and non-discretionary portfolios and operates as both an RIA and registered broker-dealer, supporting a broad range of client needs.