Melissa Kelly

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, holding Series 65 and Series 66 licenses with seven years of industry experience. Her prior work includes roles at RSF Social Finance and J.P. Morgan Securities, among others. She serves as an unpaid board member of the Aquillius Institute and as Senior Officer for Impact Investing at the Colorado Health Foundation, where she manages mission-related investments focused on health equity. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and consulting services to high-net-worth individuals, charitable organizations, and corporations, emphasizing integrated estate, tax, and philanthropic strategies. The firm employs a stewardship-oriented investment philosophy focused on long-term portfolio construction with tax-aware management and values-based overlays.

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.

Troy Harting is the founder of Harting Financial, LLC and holds a Series 65 designation. He has 10 years of prior experience serving in the United States Air Force before establishing his advisory practice in 2025. Harting Financial provides financial planning, investment advice, retirement advice, and financial literacy education to individuals, families, non-profits, trusts, estates, charitable organizations, corporations, and other organizational clients. The firm operates as a fee-only, advice-only registered adviser, offering limited-scope portfolio recommendations and written financial plans billed on an hourly or fixed-fee basis, with an investment approach focused on long-term, tax-efficient buy-and-hold strategies using low-cost indexed or passive funds.