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.

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.

James Palumbo is a financial advisor with Global Wealth, LLC in Colorado Springs, CO, holding a Series 63 designation and 30 years of industry experience. He previously worked at Oxford Asset Management, LLC for 23 years and Dynamic Advisor Solutions, LLC for 4 years. In addition to advising, he is an author and publisher of six books and serves in volunteer leadership roles for several nonprofit organizations. Global Wealth, LLC provides portfolio management and financial planning services to individuals, households, corporations, and charitable organizations. The firm uses client-specific investment policies and a combination of fundamental and technical analysis along with Modern Portfolio Theory to manage approximately $14.9 million in discretionary assets.

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.

Gage Deyoung is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Prudent Wealthcare since 2015. He is also a licensed insurance agent and provides insurance products and services independently in Aurora, CO. Prudent Wealthcare offers comprehensive financial planning and retirement-plan advice to individual and high-net-worth clients, focusing on a passive, diversified asset-allocation strategy with an emphasis on ETFs, mutual funds, and fixed income instruments. The firm provides customized planning and implementation consultation without discretionary portfolio management or custody of client assets.

David Bullock is the principal advisor at Bullock Capital Alliance, Inc. in Colorado Springs, CO, holding a Series 65 designation with 23 years of industry experience. He has led Bullock Capital Alliance since 2002. Bullock Capital Alliance is an independent, fee-only fiduciary firm that provides investment supervisory and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach focusing on strategic asset allocation and manages accounts with discretionary authority following regular reviews.

Richard Arzaga is a CFP® professional with 21 years of industry experience. He is the principal of The Real Estate Whisperer® (Whisper EDU, LLC) and has worked in various financial and educational roles, including positions at LPL Financial and Cornerstone Wealth Management. He also serves as an adjunct professor at the University of California, Berkeley, teaching Certified Financial Planning qualifying coursework. The Real Estate Whisperer® serves high-net-worth individuals and families, focusing on clients with long-term real estate investments. The firm offers financial planning and consulting services, utilizing proprietary tools to model cash flows and evaluate real estate performance without managing client assets or accounts.

John Eckersley is the sole advisor and managing member of SimpliciFi, LLC, an independent firm based in Monument, Colorado. He holds a Series 65 designation and has four years of industry experience. Prior to founding SimpliciFi, he worked at Wells Fargo Bank and has maintained a concurrent role as a tax-preparation professional. Outside of financial advising, he has been involved with the Human Environmental Animal Team for over a decade. SimpliciFi, LLC offers discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes tax-efficient portfolio construction using diversified mutual funds and ETFs, employing fundamental, technical, and cyclical analysis to guide investment decisions.

Derek Martin is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at 56 Capital Partners, Ltd. He previously worked at Northwestern Mutual in various capacities from 2012 to 2017. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, and retirement plans. The firm’s approach emphasizes asset allocation, diversification, and integrated risk management, managing portfolios across multiple asset classes on a discretionary basis.

Tina Watson is a CFP® and Series 65 licensed advisor with nine years of industry experience. She is a senior partner at Watson CPA Group, where she manages business and accounting operations, and has been with the firm since 2007. Since 2018, she has also served as an advisor at One Brick Planning & Consulting, LLC. One Brick Planning & Consulting provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes passive core portfolios built with index mutual funds and ETFs, integrates tax planning into its services, and maintains a close operational relationship with accounting and tax services through its partner's CPA firm role.

Shayne Momber is a financial advisor at Arkenstone Financial, LLC with 12 years of industry experience. He holds the Series 65 designation and has been with Arkenstone Financial since 2014. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by providing asset management through a wrap-fee program, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and uses a discretionary investment management approach combining asset allocation with fundamental and technical analysis across various investment vehicles.

Kelly Ikenberry is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 63 and Series 65 licenses with two years of industry experience. She has been operating Kelly Ikenberry Coaching since 2009. Advenire Wealth Management provides wealth management, financial planning, pension consulting, and real estate/1031 exchange consulting for individuals, families, trusts, small businesses, and other organizations, focusing primarily on high-net-worth clients. The firm employs a long-term, asset-class investment approach with diversified portfolios and integrates financial planning through a values-based, life-centered process.

Shane Squibb is a CFP® professional with 28 years of industry experience, currently serving at Modern Financial Asset Management, LLC since 2022. His prior experience includes roles at Securities America Advisors and Mutual of Omaha Investor Services. In addition to his advisory duties, he is a managing member and licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management serves individuals, pension plans, charities, and businesses, managing approximately $35 million in discretionary assets. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a tactical asset-allocation approach and third-party model portfolios.

Daniel Easton is a financial advisor at 56 Capital Partners, Ltd with four years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for six years. Outside of finance, he is involved in a woodworking business, Goose Creek Custom Woodworking. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, and retirement plans. The firm’s approach emphasizes asset allocation, diversification, and risk management across multiple asset classes, managing portfolios on a discretionary basis for most clients.

Brent Sabati is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Modern Financial Asset Management, LLC and has previously worked with Securities America, Mutual of Omaha, and Northwestern Mutual. Outside of advising, he serves on several nonprofit boards including Ithaka Land and the Asian Chamber of Commerce Colorado, and works as a digital content specialist coordinating marketing and education at ENT Credit Union. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, retirement plans, charities, and businesses. The firm uses a tactical asset-allocation approach incorporating fundamental and technical analysis, model portfolios, and third-party money managers while providing discretionary portfolio management, financial planning, and retirement plan consulting.

Christopher Long is a CFP® and CFA® with 19 years of experience in the financial services industry. He is currently an advisor at Intentional Wealth Strategies in Colorado Springs, CO, where he has worked since 2020. His prior experience includes roles at Breglio, Long & Associates and Raymond James Financial Services, among others. Intentional Wealth Strategies serves individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based, disciplined investment process focused on global diversification, fundamental analysis, and factor exposures to construct and rebalance portfolios.

Richard Carroll is a CFP® professional with 14 years of experience in financial advising. He is currently with Intentional Wealth Strategies in Colorado Springs, where he has worked since 2020, including its predecessor entities. His prior experience includes five years at First Ascent Financial, LLC. Intentional Wealth Strategies serves individual clients, trusts, estates, charitable organizations, corporations, and retirement plans with wealth management, financial planning, and retirement plan consulting. The firm follows an evidence-based investment process emphasizing global diversification, fundamental analysis, and factor exposures, combining mutual funds, ETFs, individual securities, and independent managers tailored to client risk tolerance and time horizon.

Jane Young is a CFP® certificant with 26 years of industry experience, currently practicing at More Than Your Money, Inc. She has worked at It's Not Just Money, Inc. since 1999. Based in Colorado Springs, CO, she holds a Series 63 license. More Than Your Money, Inc. offers comprehensive financial planning and limited investment advisory services to families and individuals, with specialized support for widows, widowers, and clients managing post-divorce finances. The firm employs a long-term, low-turnover investment approach and provides advice on a non-discretionary basis, combining financial planning with tax services under fixed-fee or hourly arrangements.