Paul Harold Lundeen

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.

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.

Bradley Garland is the sole advisor at Skyrise Financial, an independent firm based in Larkspur, Colorado. He holds a Series 65 designation and has over 20 years of professional experience, including two decades leading a cybersecurity consulting business, Definitive Computer Services, Inc. Prior to founding Skyrise Financial in 2025, he retired briefly from the industry. Skyrise Financial provides discretionary investment management alongside financial planning services for individuals, retirement accounts, trusts, and business clients. The firm employs an investment approach based on Modern Portfolio Theory, utilizing a combination of passive and active ETFs and third-party model portfolios, while offering both planning-only and combined planning and management engagements.

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.

Ronald Bristol is a financial advisor at Advanced Wealth Advice with 17 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management, among other firms. In addition to his advisory role, he is an independent insurance agent. Advanced Wealth Advice provides discretionary investment management and limited financial planning services to individual and high-net-worth clients. The firm uses a combination of passive and active investment vehicles based on Modern Portfolio Theory and proprietary asset-allocation models.