Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

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.

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 the principal of Strong Mountains Financial Planning in Colorado Springs, CO. He holds a Series 65 designation and has extensive experience in the financial services industry, including 18 years at USAA and roles at Progressive Insurance. Ritchie has operated his independent advisory firm since 2026. Strong Mountains Financial Planning is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, using both passive and active investments to construct portfolios aligned with long-term objectives and client-specific considerations.

Cornerstone Financial Planning is an independent, fee-only wealth management firm helping individuals and families steward wealth intentionally through proactive financial planning, prudent investing, and values-driven decision-making. We work with clients who want to build wealth with purpose, pursue long-term financial independence, and align their financial lives with what matters most. Services include comprehensive financial planning, investment management, retirement planning, tax-efficient investing, real estate planning and investment analysis, risk management, and ongoing financial guidance. With personal experience in real estate investing, we help clients evaluate opportunities, navigate complexity, and make more confident financial and real estate decisions. Our approach is personalized, relationship-driven, and built around helping clients simplify complex financial decisions so they can live more intentionally and create a meaningful, impactful life.

Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance and UnionBanc Investment Services, among other roles. Williams serves as an unpaid board member of the Aquillius Institute and is Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and limited-scope consulting to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on long-term, disciplined portfolio construction with an emphasis on stewardship, strategic asset allocation, diversification, and tax-aware management.

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.

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.

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.

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.

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 nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Bank of America, Merrill, and AXA Advisors. COAH Financial provides investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer plan sponsors. The firm uses a blend of Modern Portfolio Theory with passive and active fund selections and offers educational seminars and speaking engagements.

James Atkinson IV is a financial advisor at J D Atkinson in Colorado Springs, CO, holding a Series 65 credential with two years of industry experience. His background includes roles at Sanford Health, Optum Health, and Ochsner Clinic Foundation. He also provides accounting, tax preparation, and medicolegal consulting through his firm. J D Atkinson offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a defined investment process incorporating goal setting, risk profiling, and both fundamental and technical analysis, managing portfolios across traditional and alternative asset classes primarily on a discretionary basis.

Drew Faloon is a CFP® professional based in Colorado Springs, CO, with eight years of experience in financial advising. He is the owner of Trailblazer Wealth Management and has prior experience with firms including Intrepid Wealth Partners, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial advising, Mr. Faloon owns and operates an outdoor guiding business and serves on the board of the Trails and Open Space Coalition, a nonprofit focused on preserving regional parks and trails. Trailblazer Wealth Management is an independent advisory firm that serves individuals, families, trusts, high-net-worth clients, and businesses, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-based asset allocation process integrated within broader financial plans and offers coordination with third-party strategies and ERISA Section 3(38) managers for plan sponsors.

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.

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.

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.