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.

Erik Baskin is a CFP® and Series 65-licensed financial advisor based in Colorado Springs, CO, with six years of experience at Baskin Financial Planning LLC. He served in the United States Air Force from 2014 to 2023, including a one-year period from 2022 to 2023. Baskin Financial Planning is an independent, single-advisor firm serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm manages approximately $29.3 million across about 50 clients, utilizing globally diversified, primarily passive portfolios aligned with clients’ risk tolerance and goals.

Why I established Integrity First Financial Planning: • To guide clients’ success in achieving financial and life goals • To deliver qualified advice for a cost-effective fee • To advance my clients’ best interest as a fiduciary • To provide peace of mind through education and compassionate counsel Who I am: • Built career based on integrity and professionalism • Democrat committed to progressive values of social and economic justice and grounded by faith • Passion for helping people grow financial resources for the betterment of their lives and the greater good • Volunteer Wings for Widows - financial counseling for newly widowed men and women Qualifications: • CFP® since 1998 and CPA 1985-2025 • Worked for two Registered Investment Advisors – 9 years • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming • Successful track record growing portfolios for trusted family, friends, and colleagues

Jonathan Skorich is a financial advisor at COAH Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Bank of America, Merrill, and Axa Advisors. COAH Financial serves institutional and pooled-vehicle clients, offering retirement plan consulting, investment management, financial planning, and educational seminars. The firm emphasizes asset allocation using both passive and active management strategies and provides services to individual clients as well as plans, with a focus on retirement plan participant education and philanthropic and exit-planning expertise.

James Atkinson is a financial advisor with J D Atkinson in Colorado Springs, CO. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sanford Health, Optum Health, and Ochsner Clinic Foundation. In addition to advising, he provides accounting, tax preparation, and medicolegal consulting services. J D Atkinson offers customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension plans. The firm employs a defined investment process incorporating goal setting, risk profiling, asset allocation modeling, and a combination of fundamental and technical analysis alongside Modern Portfolio Theory.

Casey Rose is a financial advisor at Fortress Family Asset Management LLC in Colorado Springs, CO. He holds a Series 65 credential and has seven years of prior experience with the Department of Defense and seven years at DayStarr Communications. Casey Rose is also a licensed insurance agent, dedicating part of his time to insurance sales and services. Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning to individual and business clients. The firm combines top-down macroeconomic analysis with bottom-up technical analysis to implement dynamic, regime-based asset allocation tailored to clients’ goals and risk tolerance.

Allan Roth is a CFP® and Series 65 credentialed financial advisor with 22 years of experience, operating Wealth Logic, LLC since 2004 in Colorado Springs, CO. He writes for various publications on financial planning topics and teaches continuing education classes for attorneys, CPAs, and CFPs on a contract basis. Wealth Logic provides advisory services to individuals, families, trusts, estates, businesses, and charitable organizations, focusing on portfolio re-engineering, personal financial planning, and business planning. The firm emphasizes low-cost, broadly diversified index funds, tax-efficient strategies, and behavioral-finance counseling, primarily on an hourly or fixed-fee basis without ongoing discretionary portfolio management.

Eric Laughlin is a financial advisor at Woolly Mammoth, LLC in Colorado Springs, CO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Eleb, LLC and Causation Labs, LLC, as well as long-term involvement in various ventures such as Beta2121, LLC, Tailwind Imagery, Inc., and Problem Assassins, LLC. Outside of advising, he has management roles in ranching and self-storage businesses as a limited partner. Woolly Mammoth, LLC provides discretionary portfolio management and financial advice to individuals, families, small businesses, and trusts, managing approximately $5.3 million in client assets. The firm employs a modern portfolio theory-based investment approach that integrates fundamental and technical analysis, offering tailored portfolios with client-imposed restrictions subject to approval.

Damon Lane is a financial advisor at Aware Investing, Inc. with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. Lane has operated Lane Financial Management, Inc. since 2005, which involves selling fixed annuities on a commission basis. Aware Investing, Inc. serves individual clients as well as trusts, estates, charitable organizations, and business entities, offering investment advisory accounts, financial planning, and consultation services. The firm emphasizes passive investment strategies using index funds and ETFs based on Modern Portfolio Theory and the Fama-French three-factor model, and it also provides insurance advice and client education through seminars and publications.

Jeremy Ziemer is the principal advisor at Million Pebbles, an independent firm based in Colorado Springs, CO. He holds a Series 66 designation and has 17 years of industry experience, including eight years at LPL Financial and ownership of an insurance agency. Ziemer devotes approximately 10% of his time to insurance activities through his separate business, Ziemer Elevated Insurance. Million Pebbles provides discretionary asset management and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a data-driven investment approach with a focus on technology and growth stocks and uses various analytical techniques to tailor strategies to client objectives and risk tolerance.

Rena Breeding is a financial advisor at Abundant Capital Strategies LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at her current firm since 2016. Prior to that, she was with Columbia Benefits, LLC and has served as President of Benefits Integrity, LLC since 2013, providing accounting, tax, and compliance work for retirement plans. She is also President of Beauty Abounded LLC, a skin care product development company currently in the research phase. Abundant Capital Strategies LLC offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and pension and profit-sharing plans, along with pension consulting and plan fiduciary services. The firm customizes portfolios based on client goals, risk tolerance, and time horizon, using a mix of analytical approaches and conducts regular monitoring and reviews. Notable for its affiliation with an accounting and third-party administrator business, the firm provides TPA services and acts as an investment fiduciary for retirement plans.

Jeffrey Sharpe is a CFA charterholder and holds a Series 66 license with four years of industry experience. He is the principal and sole advisor at Ardent Investors, LLC, based in Colorado Springs, CO. Prior to founding Ardent Investors in 2021, he worked at Thrivent Financial and Thrivent Investment Management Inc. Mr. Sharpe maintains an insurance license to offer risk management advice to clients but does not earn commissions from this service. Ardent Investors, LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients, using an all-weather investment approach that incorporates fundamental, technical, cyclical, and charting analyses. The firm manages diversified, tax-aware portfolios across multiple asset classes and employs limited options strategies for hedging and income.

Christian Ramsey is the principal advisor at QRIA, Inc., an independent investment advisory firm based in Colorado Springs, CO. He holds Series 63 and Series 65 credentials and has 21 years of industry experience, including prior roles at GWN Securities, Inc. and Advisor Resources LLC. In addition to his advisory work, Ramsey is an author of financial and tax-planning content and serves as president of Q Exchange, LLC, a qualified intermediary for 1031 exchanges. QRIA, Inc. provides portfolio management and investment planning primarily to individual and high-net-worth clients, managing accounts on both discretionary and non-discretionary bases. The firm constructs tailored model portfolios using a variety of analytical methods and may engage sub-advisers, while also disclosing conflicts related to its affiliation with an insurance entity.

Amanda Navaraj is a Series 65-licensed financial advisor based in Colorado Springs, Colorado, with three years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities and currently operates as the sole advisor at Amvara Financial LLC. Outside of finance, she has been involved with Muse Comics + Games for over a decade. Amvara Financial is an independent, fee-only firm that provides investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach combines asset allocation and modern portfolio theory, using a mix of passive ETFs and fundamental manager analysis, with services that include discretionary portfolio management, tax preparation, and business-planning consulting.

Brian Bennett is a financial advisor with Bennco Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been associated with Bennco Advisors since 1998 and also works with The Strategic Financial Alliance, Inc. since 2007. Bennett serves on the investment committee and board of trustees for the Colorado Episcopal Foundation and is an officer on the board of the Cathedral Ridge Camp and Conference Center. Bennco Advisors provides customized financial planning, business and investment consulting, and coaching to individuals, companies, and small institutions, focusing on clients over 50 with qualified retirement plans and near-term withdrawal needs. The firm employs an interactive, coaching approach based on modern portfolio theory and does not take custody or discretionary authority over client assets.