Heather Solley is a financial advisor with More Than Your Money, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at Light Edison and Brown & Associates, among others. More Than Your Money, Inc. provides comprehensive financial planning and limited investment advisory services to families and individuals, with specialized support for widows, widowers, and clients navigating post-divorce financial matters. The firm emphasizes long-term, low-turnover investments and a functional asset allocation tailored to the client’s full financial picture, delivering advice on a non-discretionary basis through fixed-fee or hourly arrangements.

William Adelmann is a CFP® professional based in Colorado Springs, CO, currently serving as an advisor at Adelmann Financial, Inc. He has been with the firm since 2021 and has prior experience working at Christian Care Ministry and American Burglary Protection. Adelmann Financial serves individual investors, trusts, and employer-sponsored retirement plans, providing continuous portfolio management and financial planning. The firm employs a blend of passive and active management within a Modern Portfolio Theory framework, focusing on investor behavior and preparing clients for market declines through regular meetings and scenario-based exercises.

Kyle De Mers is a financial advisor at Bonfire Financial, LLC in Colorado Springs, CO. He holds a Series 65 credential and has been with Bonfire Financial since 2024. Prior to joining the firm, he worked at ENT Credit Union for nine years and spent time at Lewis Palmer School District 38. Bonfire Financial provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and strategic asset allocation while utilizing a range of investment vehicles including mutual funds, ETFs, and alternative strategies.

Danielle Parris Exline is a CFP® with six years of industry experience, currently serving as an advisor at Peace of Mind Financial Planning, Inc. in Colorado Springs, CO. She previously worked at Wanderlust Financial Coaching and Harris Corporation. Exline has owned and coached at Wanderlust Financial Coaching, a non-investment-related venture, which is currently inactive. Peace of Mind Financial Planning provides customized financial planning and non-discretionary investment management to individuals, families, high-net-worth clients, and nonprofit organizations. The firm emphasizes a long-term, buy-and-hold investment approach with functional asset allocation and operates primarily on a non-discretionary, fee-only advisory model.

Lindsay Whiddon is a financial advisor at 56 Capital Partners, Ltd with a Series 65 designation and one year of industry experience. Prior to joining 56 Capital Partners, Whiddon held roles at Huntington National Bank, Ascend Federal Credit Union, and the Boys and Girls Club of Middle Tennessee. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm’s investment approach includes asset allocation with fundamental and technical analysis, offering diversified portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Peace of Mind Financial Planning takes a team approach. We believe that every client deserves a team of professionals working for them as they work to achieve their goals. Providing financial planning is much more than a career for Linda – it’s a lifelong mission. She believes that all individuals and families can feel in control of their finances and have money to help provide them the life they want. To have a more in-depth understanding of how people work through their financial concerns and to provide better support to her clients, Linda obtained a PhD in Personal Financial Planning. Because she believes that consumers all best served by a strong financial planning profession with rigorous standards, she has given her personal time and efforts to organizations that further the profession, having been appointed to the 2016-2017 Certified Financial Planning Board Commission on Standards and having served as Chair of the National Association of Personal Financial Advisors. Linda has three children and her hobbies include reading, hiking, and movies. (She also enjoys knitting, but we all agreed that’s too boring to put on the web site.)

Nicholas Coleman is a Series 65-licensed financial advisor at Bonfire Financial, LLC with seven years of industry experience. He has worked at Bonfire Financial since 2018 and previously at Demming Financial Services from 2017 to 2018. Prior to his financial career, he was affiliated with Colorado State University for four years. Bonfire Financial, LLC is an investment management firm serving individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using a client-focused investment process that emphasizes strategic asset allocation, manager analysis, and tax-efficient management across a variety of investment vehicles.

Antonia Vaughn is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Advenire Wealth Management in 2022, she was a stay-at-home mother for eight years. Advenire Wealth Management provides wealth management, discretionary portfolio management, financial planning, pension consulting, and real estate/1031 consulting services to high-net-worth individuals, families, trusts, small businesses, and retirement plans. The firm focuses on strategic asset allocation and long-term, asset-class-driven portfolios using ETFs, mutual funds, and select securities, with tailored investment policies and periodic rebalancing.

Lauren Fortier is a CFP® professional with 11 years of industry experience. She has worked at Amara Financial, LLC since 2020, following previous roles at Brio Financial Group and Ameriprise Financial Services. Fortier holds a Series 66 license. Amara Financial, LLC serves individuals, including high-net-worth clients, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed primarily with ETFs and mutual funds.

Gerald Biegler is a financial advisor with Sustainable Wealth Strategies, LLC in Colorado Springs, CO. He holds the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Prior to joining Sustainable Wealth Strategies in 2017, he worked at Rocky Mountain Financial Services since 1985. In addition to his advisory role, he spends a significant portion of his time as an independent insurance agent. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach, utilizing diversified portfolios of low-cost index funds and ETFs, and offers customized direct-indexing options with ESG and tax-aware features.

Timothy Bayless is a financial advisor with Brotherhood Retirement who holds a Series 65 credential. He has been in the industry since 2016, with prior experience at Envoy Financial and as a self-employed advisor. Brotherhood Financial, LLC serves employer-sponsored retirement plans and their participants, providing retirement plan consulting, participant education, and administrative support. The firm uses an unaffiliated retained adviser for fractional Chief Investment Officer services and maintains an Investment Committee to oversee investment due diligence and policy guidance.

Chris Franz is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 65 designation and six years of industry experience. He is the Managing Director of the Pioneer Fund, a private equity fund he founded in 2016 that focuses on sourcing, acquiring, and managing small manufacturing companies and limited partner investments. Prior to this, he has been associated with IPS, Inc. since 2005. Bauer Wealth Management (dba Bauer Heitzmann) serves individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm employs an investment approach centered on asset-class allocation combining passive index-based products with tactical rebalancing and customized Investment Policy Statements, and utilizes both traditional and private investment vehicles.

Russell Adelmann is a CFP® with 27 years of industry experience and has been with Adelmann Financial, Inc. since 1994. Based in Colorado Springs, CO, he holds a Series 63 designation and practices at a firm he helped establish. Adelmann Financial serves individual investors, including high-net-worth clients, trusts, and employer-sponsored retirement plans by providing continuous portfolio management and ongoing financial planning. The firm employs a blend of passive and active management grounded in Modern Portfolio Theory, focusing on ETFs and mutual funds while emphasizing investor behavior and preparedness for market volatility.

Stephen Heitzmann is a financial advisor with Bauer Wealth Management Inc. in Colorado Springs, CO, holding a Series 66 designation and 14 years of industry experience. He has previously worked at TIAA-CREF and currently serves as CEO of Altruistic Investing, LLC, where he is involved in portfolio management. Bauer Wealth Management provides investment advisory, family office, concierge wealth management, pension consulting, and financial planning services to individuals, high-net-worth and ultra-high-net-worth families, trusts, small businesses, and charitable organizations. The firm’s investment approach includes asset-class allocation with passive index-based products, tactical rebalancing, customized Investment Policy Statements, and the use of external managers and private investment vehicles to achieve specialized exposures.

Nolan Hughes is a Series 66-credentialed financial advisor based in Colorado Springs, CO, with 18 years of industry experience. He has worked at firms including LPL Financial, NewEdge Advisors, and B. Riley Wealth Management. In addition to advising, he provides outsourced compliance consulting through Oyster Consulting LLC. He is currently affiliated with Brotherhood Retirement, a firm that serves employer-sponsored retirement plans by offering retirement plan consulting, participant education, and discretionary fiduciary investment management through unaffiliated advisers and an internal Investment Committee.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.

Lucas Laudick is a financial advisor at Advisers Investment Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Latitude Tax Advisors, LLC, where he also serves as Office Manager, REACOS, Inc., Rod Ermel Associates, Inc., Kinder Morgan, T. Rowe Price, and TRC of Southern Colorado. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm follows an evidence-based investment process using globally diversified model portfolios and manages roughly $105 million across about 570 discretionary accounts.

Eric Jackson is a CFP®, ChFC®, and PFS™ with 17 years of industry experience. He is currently with Best Life Infinity, LLC, where he has worked since 2022, and has held roles at American Tax & Financial Planners since 2017. Outside of his advisory work, he is an associate at American Tax & Financial Planners, providing tax preparation, bookkeeping, and tax planning services. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors, offering investment management and financial planning with a focus on asset allocation and diversification. The firm employs a range of strategies from passive to active management and provides specialized services such as performance-based fee arrangements and educational seminars.

Aaron Milledge is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Targeted Wealth Solutions in Colorado Springs, CO, and has prior work experience with Frontier Airlines and the United States Air Force Reserve. In addition to his advisory role, Milledge serves as a Field Grade Officer in the U.S. Air National Guard and is involved in residential mortgage origination through Stratec LLC. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, fiduciary services, and financial coaching, employing a portfolio construction approach based on Modern Portfolio Theory, quantitative models, and factor diversification.

Michael Carrico is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Financial Action, Inc. He has previously worked at Howe And Rusling, Inc., Empower Advisory Group, Empower Financial Services, Inc., and T Rowe Price. Financial Action, Inc. is an SEC-registered investment adviser offering investment management, financial planning, and retirement plan services to individuals, families, trusts, retirement plans, and corporations. The firm manages portfolios primarily in equities, fixed income, mutual funds, and ETFs, emphasizing long-term holdings and periodic rebalancing.