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Top 50 Financial Advisors 2020

Welcome to Colorado Springs Style’s first-ever “Top Financial Advisor” listing.

Money isn’t everything, but it plays a significant role in how your life chapters unfold. A solid financial advisor can make a difference in how you write those chapters. Finding a financial advisor is never easy. Not only should an advisor be competent, but that person also must understand your goals and fears and what is most important in your life.

Information presented in this inaugural feature can help you make decisions about hiring or changing advisors. You’ll find resources to review advisor experience and knowledge, plus tips to ensure your advisor understands you and what you need. With the current economic upheavals and personal life changes, advisor recommendations from friends and relatives are only a first step. Your brother-in-law’s advisor may be good for him but perhaps not ideal for you and your goals.

The 2020 Colorado Springs Style magazine Top 50 Advisors selection process is based on criteria from a list acquired from Discovery Data and a survey that includes the following: number of years in business, assets under management, production, and accreditations. They are presented in no particular order.

The Top 50

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Kevin L. Devolve, CRPC® / Merrill Lynch

90 S Cascade Ave, Floor 06, Colorado Springs, CO 80903, (719) 630-6065

Miriam M. Cavanaugh / Cavanaugh, Foster & Sebastian Wealth Management Group of Raymond James

9475 Briar Village Pt, Ste 316, Colorado Springs, CO 80920, (719) 308-2876

Alan Riesenberg / Wells Fargo Advisors

102 South Tejon St, Ste 1000, Colorado Springs, CO 80903, (719) 636-8027

David Tonk / Morgan Stanley

121 South Tejon St, Ste 700, Colorado Springs, CO 80903, (719) 475-3636

Karl W. Schwinck, MBA / Wells Fargo Advisors

90 Cascade Ave, 3rd Floor, Colorado Springs, CO 80903, (719) 577-5555

Brad Harvey, JD, CFP®, CIMA® / Harvey Investment Management, Inc.

102 South Tejon St, Ste 500, Colorado Springs, CO 80903, (719) 960-0970

Danny R. Holladay, CFP® MBA / ID Wealth

502 E. Pikes Peak Ave, Ste B10, Colorado Springs, CO 80903, (719) 203-5905

Jason Chao, CFP® / Morgan Stanley

121 S Tejon St, Ste 700, Colorado Springs, CO 80903, (719) 577-6310

Guy M. Harris, AAMS® / Edward Jones

816 Village Center Dr, Colorado Springs, CO 80919(719) 594-4200

Josh Waymire, CFP®, CIMA®, CDFA®, CPFA / Fulcrum Wealth Consulting of Raymond James

102 N Cascade Ave, Ste 350, Colorado Springs, CO 80903, (719) 577-4170

Brad A. Lundberg, CFP®, AAMS® / Edward Jones

16055 Old Forest Pt, Ste 100, Monument, CO 80132, (719) 481-0043

Kevin Sullivan, CFA®, CFP®, AIF® / Sullivan & Associates,1229 Lake Plaza Dr

Colorado Springs, CO 80906, (719) 576-4500

Bob O’Neal / LPL Financial LLC

5350 Tomah Dr, Ste 3000, Colorado Springs, CO 80918, (719) 548-1500

Reini Wigand, CFA, CPWA®, CAP®, CIMA® / Wigand Integrated Wealth

2320 W Colorado Ave, Ste 101, Colorado Springs, CO 80904, (719) 284-2200

Christopher Trincer / Merrill Lynch

90 S Cascade Ave, Floor 06, Colorado Springs, CO 80903, (719) 630-6058

David M. Smith, CFP® / Intervest International

1980 Dominion Way, Ste 202, Colorado Springs, CO 80918, (719) 592-9299

Richard Dodge / RBC Wealth Management

111 S Tejon St, Ste 200, Colorado Springs, CO 80903, (719) 381-0214

Lawrence Gorab / Wells Fargo Advisors

102 South Tejon St, Ste 1000, Colorado Springs, CO 80903, (719) 636-8098

Eddie Calderon, AAMS®, CRPC® / Edward Jones

5037 N Academy Blvd, Colorado Springs, CO 80918, (719) 598-6355

John Eden, CFP® / D.A. Davidson & Co.

121 S Tejon St, Ste 601, Colorado Springs, CO 80903, (719) 400-7481

Matthew West, CFP® / Fulcrum Wealth Consulting of Raymond James

102 N Cascade Ave, Ste 350, Colorado Springs, CO 80903, (719) 632-0266

Janice Weiland / Raymond James & Associates, Inc.

102 N Cascade Ave, Ste 600, Colorado Springs, CO 80903, (719) 632-0266

Mark Nelson / Ameriprise Financial — Chrysalis Wealth Management

1710 Jet Stream Dr, Ste 205, Colorado Springs, CO 80921, (719) 599-0833

Andy Inman / Springs Wealth Group — Springs Wealth Group

201 E Las Animas St, Ste 103, Colorado Springs, CO 80903, (719) 264-2114

James Young, RIA / Young Capital Management

102 S Tejon St, Ste 500, Colorado Springs, CO 80903, (719) 960-0960

Gary Backstrom / Backstrom Wealth Management

104 S Cascade Ave, Ste 103, Colorado Springs, CO 80903, (719) 377-3719

Scott Pann, AAMS®, CEPA®, CIMA®, CPWA® / Pann/DeYoung Wealth Management Group

111 S Tejon St, Ste 200, Colorado Springs, CO 80903, (719) 381-0222

Donnie Deyoung, CEPA®, CPWA® / Pann/DeYoung Wealth Management Group

111 S Tejon St, Ste 200, Colorado Springs, CO 80903, (719) 381-0222

Kathryn A. Jones / Merrill Lynch

90 S Cascade Ave, Floor 06, Colorado Springs, CO 80903, (719) 630-6052

Bryan Lieungh, CEPA / Merrill Lynch

90 S Cascade Ave, Floor 06, Colorado Springs, CO 80903, (719) 630-6052

Scott Hauser, ChFC®, CLU®, CLTC® / Ameriprise Financial — Transcend Wealth Management

2438 Research Pkwy, Ste 105, Colorado Springs, CO 80920, (719) 328-1050

Lee Taylor, AAMS® / Edward Jones

400 W Midland/Hwy 24, Ste 125, Woodland Park, CO 80863, (719) 687-9541

William A. Mercer, RIA / Mercer Wealth Management

102 S Tejon Street, Ste 500, Colorado Springs, CO 80903, (719) 960-0960

Richard Barrington / RBC Wealth Management

111 S Tejon St, Ste 200, Colorado Springs, CO 80903, (719) 381-0216

John Baldassari / Morgan Stanley

121 South Tejon St, Ste 700, Colorado Springs, CO 80903, (719) 475-3649

Paul Daniel Franco, MBA, CFP®, APMA® / Ameriprise Financial — Life Well Lived Financial Group

1910 Vindicator Dr, Ste 104, Colorado Springs, CO 80919, (719) 528-5882

Daniel H. Gilbertson, CFP®, CRPC®, AIF® / Summit Wealth Group

13710 Struthers Rd, Ste 115, Colorado Springs, CO 80921, (719) 633-4033

Olivia Sebastian, MBA / Cavanaugh, Foster & Sebastian Wealth Management Group of Raymond James

9475 Briar Village Pt, Ste 316, Colorado Springs, CO 80920, (719) 308-2876

Chris Long, CFA, CFP®, AAMS® / Intentional Wealth Strategies

2438 Research Pkwy, Ste 205, Colorado Springs, CO 80920, (719) 694-8002

John Waymire, CFP®, CIMA® / Crosswinds Wealth Management of Raymond James

111 S Tejon St, Ste 701, Colorado Springs, CO 80903, (719) 208-3919

Matthew Lang / Commonwealth Financial Network

236 N Washington St, Monument, CO 80132, (719) 481-0887

Robert Stanlick / Rocky Mountain Wealth Partners

2153 Chuckwagon Rd, Colorado Springs, CO 80919, (719) 400-6521

Steven Spanton / Innovative Financial Management

3535 American Dr, Colorado Springs, CO 80917, (719) 578-5400

Richard Gorham / RBC Wealth Management

111 S Tejon St, Ste 200, Colorado Springs, CO 80903, (719) 381-0225

Stephen Strong / Woodbury Financial Services, Inc.

201 E Las Animas St, Ste 111, Colorado Springs, CO 80903, (719) 265-7074

Craig Carson / Intervest International

1980 Dominion Way, Ste 202, Colorado Springs, CO 80918, (719) 592-9299

David Schwartz / Wells Fargo Advisors

102 S Tejon St, Ste 1000, Colorado Springs, CO 80903, (719) 636-8093

Joseph Strike, CFP® / Ameriprise Financial — Life Well Lived Financial Group

1910 Vindicator Dr, Ste 104, Colorado Springs, CO 80919, (719) 528-5882

David T. Surofchek, CIMA® / Morgan Stanley

121 S Tejon St, Ste 700, Colorado Springs, CO 80903, (719) 633-1793

Herman Tiemens II, MBA, CFP / Tiemens Private Wealth Management Group of Wells Fargo Advisors

90 S Cascade Ave, 3rd Floor, Colorado Springs, CO 80903, (719) 577-5365

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How The List Was Created

We evaluated a listing from Discovery Data, the world’s largest database of asset managers, wealth managers, insurance companies, and financial technology providers. Leading professionals use Discovery Data lists to recruit top professionals and support marketing. We also sent a survey to financial advisors in Colorado Springs and the surrounding area.

The Top 50 listing is offered only as a starting point for your personal research and due diligence. The list represents current or past information as reported but does not guarantee future circumstances, accuracy, appropriateness for your particular use, or performance of these advisors. Advisors did not pay fees or sponsorships to be in the Top 50 list. Inclusion in the Top 50 list represents specific criteria based on the number of years in business, assets under management, production, and professional accreditations.