Christopher Allen Przicina

Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

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.

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.

Gene Bergmeier is a financial advisor at Thrive Financial Management with three years of industry experience. He holds a Series 65 designation and has worked at Odyssey Systems and Lockheed Martin. In addition to his advisory role, he has maintained involvement with Sweet Investments, Inc. for over two decades. Thrive Financial Management is an independent, single-advisor firm serving individuals across various professions, including professionals, executives, entrepreneurs, retirees, and small business owners. The firm offers discretionary portfolio management and fee-only financial planning, emphasizing a largely passive investment strategy centered on indexed mutual funds and ETFs, with some allocation to sector funds and individual equities.

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.