Terry Thomason is a financial advisor with Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation and 11 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors. He also operates an insurance agency specializing in life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent firm providing financial planning, educational seminars, and access to investment management through third-party managers and sub-advisors. The firm focuses on non-discretionary client relationships, assisting with portfolio selection and ongoing monitoring rather than direct portfolio management.

Douglas Holden is a CFP® with nine years of experience in the financial advisory industry. He is the sole advisor at First Light Financial, an independent firm based in Colorado Springs, CO. In addition to his advisory work, Holden has a long-standing role at Performance Technologies, Inc., where he has worked since 1995. First Light Financial provides financial planning and investment advisory services primarily to individual households with at least $100,000 in investable assets. The firm employs a predominantly passive investment strategy called "TIPS Plus!" that utilizes low-cost index funds, with occasional use of active funds, and maintains portfolios through agreed asset allocations, periodic rebalancing, and tax-loss harvesting.

Aaron Ritchie is a financial advisor with Strong Mountains Financial Planning LLC in Colorado Springs, CO, holding a Series 65 designation and over 20 years of experience in the financial services industry. His prior roles include multiple positions at USAA and a year at Progressive Insurance. Strong Mountains Financial Planning is an independent, fee-only firm serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a client-tailored process using both passive and active strategies and offers fixed-fee and hourly billing arrangements, along with financial planning for investment management clients at no additional charge.

Daniel Korleski is a financial advisor at Cobalt Private Wealth LLC in Colorado Springs, CO, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cobalt Private Wealth since 2013. Cobalt Private Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, including the use of options and derivatives strategies, and manages accounts on a discretionary basis with a focus on customized investment policies.

Daniel Huffman is a financial advisor at Cornerstone Financial Planning in Colorado Springs, CO, holding the ChFC® designation and Series 65 license with three years of industry experience. Prior to his advisory role, he served in the US Army from 2010 to 2021 and continues to serve as a Major and physical therapist in the US Army Reserves. Outside of advising, he is also involved in real estate investing as a sole proprietor. Cornerstone Financial Planning is an independent, fee-only advisory firm that provides wealth management, investment management, ongoing financial planning, and real estate-focused advisory services to individual clients. The firm develops individualized financial plans and investment policies using a combination of passive and active strategies, with a particular focus on integrating real estate strategy and education into clients’ broader financial plans.

Erika Williams is a financial advisor at Sagegrove Investment Advisory Group, LLC with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance, Naples Asset Management, UnionBanc Investment Services, and JP Morgan Chase Bank. Outside of advisory services, she serves as an unpaid board member of the Aquillius Institute and as Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group primarily serves pooled vehicles and institutional-style clients, offering discretionary investment management and limited-scope consulting. The firm’s investment approach focuses on long-term stewardship and alignment with client values, incorporating strategic asset allocation, tax-aware management, and ESG overlays while retaining full discretionary authority over implementation.

Daniel Sparks is the founder and sole advisor of Sparks Capital Management in Colorado Springs, CO, holding a Series 65 designation with five years of industry experience. He is also the owner and CEO of Sparks Strategies LLC, where he writes and publishes financial articles for outlets including The Motley Fool. Sparks Capital Management is an independent, single-advisor firm providing discretionary investment management to individuals, high-net-worth clients, and corporate accounts. The firm focuses on concentrated, long-term stock ownership using fundamental, quantitative, and qualitative analysis to identify companies with multi-year growth potential.

Steven King is a CFP® with 20 years of experience in financial planning. He has been the principal of King Financial Planning & Management, LLC since 2008, operating in Colorado Springs, CO. King participates in military financial education through a government contractor, supporting educational outreach beyond his advisory role. King Financial Planning & Management provides comprehensive financial planning and related services to individuals and non-profit organizations, with a focus on low-cost, broadly diversified portfolios using passive mutual funds and ETFs. The firm emphasizes fee-for-service planning engagements, group financial education classes, and does not manage client assets or charge fees based on assets under management.

Richard Pearce is a financial advisor at Prosper Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Cook Rector Pearce and Litchford, Pearce & Associates, PLLC. Outside of advisory work, he serves as a member and manager of White Orchid Mountain Properties, LLC, a business consulting firm focused on real estate, where he performs legal and administrative services. Prosper Financial provides investment management and financial planning services to individuals, estates, trusts, and a donor-advised fund. The firm uses a combination of fundamental and technical analysis to tailor portfolios, emphasizing strategies such as dollar-cost averaging, periodic rebalancing, and low-cost funds, with account reviews conducted by the principal as market conditions warrant.

Erik Baskin is a CFP® and Series 65-licensed financial advisor based in Colorado Springs, CO, with six years of experience at Baskin Financial Planning LLC. He served in the United States Air Force from 2014 to 2023, including a one-year period from 2022 to 2023. Baskin Financial Planning is an independent, single-advisor firm serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm manages approximately $29.3 million across about 50 clients, utilizing globally diversified, primarily passive portfolios aligned with clients’ risk tolerance and goals.

Why I established Integrity First Financial Planning: • To guide clients’ success in achieving financial and life goals • To deliver qualified advice for a cost-effective fee • To advance my clients’ best interest as a fiduciary • To provide peace of mind through education and compassionate counsel Who I am: • Built career based on integrity and professionalism • Democrat committed to progressive values of social and economic justice and grounded by faith • Passion for helping people grow financial resources for the betterment of their lives and the greater good • Volunteer Wings for Widows - financial counseling for newly widowed men and women Qualifications: • CFP® since 1998 and CPA 1985-2025 • Worked for two Registered Investment Advisors – 9 years • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming • Successful track record growing portfolios for trusted family, friends, and colleagues

Jonathan Skorich is a financial advisor at COAH Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Bank of America, Merrill, and Axa Advisors. COAH Financial serves institutional and pooled-vehicle clients, offering retirement plan consulting, investment management, financial planning, and educational seminars. The firm emphasizes asset allocation using both passive and active management strategies and provides services to individual clients as well as plans, with a focus on retirement plan participant education and philanthropic and exit-planning expertise.

James Atkinson is a financial advisor with J D Atkinson in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sanford Health, Optum Health, and Ochsner Clinic Foundation. In addition to advising, he provides accounting, tax preparation, and medicolegal consulting services. J D Atkinson offers customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension plans. The firm employs a defined investment process incorporating goal setting, risk profiling, asset allocation modeling, and a combination of fundamental and technical analysis alongside Modern Portfolio Theory.

Casey Rose is a financial advisor at Fortress Family Asset Management LLC in Colorado Springs, CO. He holds a Series 65 credential and has seven years of prior experience with the Department of Defense and seven years at DayStarr Communications. Casey Rose is also a licensed insurance agent, dedicating part of his time to insurance sales and services. Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning to individual and business clients. The firm combines top-down macroeconomic analysis with bottom-up technical analysis to implement dynamic, regime-based asset allocation tailored to clients’ goals and risk tolerance.

Allan Roth is a CFP® and Series 65 credentialed financial advisor with 22 years of experience, operating Wealth Logic, LLC since 2004 in Colorado Springs, CO. He writes for various publications on financial planning topics and teaches continuing education classes for attorneys, CPAs, and CFPs on a contract basis. Wealth Logic provides advisory services to individuals, families, trusts, estates, businesses, and charitable organizations, focusing on portfolio re-engineering, personal financial planning, and business planning. The firm emphasizes low-cost, broadly diversified index funds, tax-efficient strategies, and behavioral-finance counseling, primarily on an hourly or fixed-fee basis without ongoing discretionary portfolio management.

Eric Laughlin is a financial advisor at Woolly Mammoth, LLC in Colorado Springs, CO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Eleb, LLC and Causation Labs, LLC, as well as long-term involvement in various ventures such as Beta2121, LLC, Tailwind Imagery, Inc., and Problem Assassins, LLC. Outside of advising, he has management roles in ranching and self-storage businesses as a limited partner. Woolly Mammoth, LLC provides discretionary portfolio management and financial advice to individuals, families, small businesses, and trusts, managing approximately $5.3 million in client assets. The firm employs a modern portfolio theory-based investment approach that integrates fundamental and technical analysis, offering tailored portfolios with client-imposed restrictions subject to approval.

James Palumbo is a financial advisor with Global Wealth, LLC in Colorado Springs, CO, holding a Series 63 designation and 30 years of industry experience. He previously worked at Oxford Asset Management, LLC for 23 years and Dynamic Advisor Solutions, LLC for 4 years. In addition to advising, he is an author and publisher of six books and serves in volunteer leadership roles for several nonprofit organizations. Global Wealth, LLC provides portfolio management and financial planning services to individuals, households, corporations, and charitable organizations. The firm uses client-specific investment policies and a combination of fundamental and technical analysis along with Modern Portfolio Theory to manage approximately $14.9 million in discretionary assets.

Damon Lane is a financial advisor at Aware Investing, Inc. with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. Lane has operated Lane Financial Management, Inc. since 2005, which involves selling fixed annuities on a commission basis. Aware Investing, Inc. serves individual clients as well as trusts, estates, charitable organizations, and business entities, offering investment advisory accounts, financial planning, and consultation services. The firm emphasizes passive investment strategies using index funds and ETFs based on Modern Portfolio Theory and the Fama-French three-factor model, and it also provides insurance advice and client education through seminars and publications.

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.

Jeremy Ziemer is the principal advisor at Million Pebbles, an independent firm based in Colorado Springs, CO. He holds a Series 66 designation and has 17 years of industry experience, including eight years at LPL Financial and ownership of an insurance agency. Ziemer devotes approximately 10% of his time to insurance activities through his separate business, Ziemer Elevated Insurance. Million Pebbles provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a data-driven investment approach with a focus on technology and growth stocks and uses various analytical techniques to tailor strategies to client objectives and risk tolerance.