Nathan Dustman

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.

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.

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.