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.

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.

Christopher Davis is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Brightwork Wealth Management, LLC in Colorado Springs, CO. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, and Cambridge Investment Research Advisors. Before entering the financial industry, he served 20 years in the United States Coast Guard. Brightwork Wealth Management serves individual and high-net-worth clients by providing discretionary wealth management integrated with comprehensive financial planning. The firm uses proprietary model portfolios combining passive and active strategies, focusing on asset allocation and tax efficiency, and manages approximately $20.7 million in assets across about 41 client accounts.

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.