Craig Morgan

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.