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 with Advanced Wealth Advice in Monument, Colorado. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at Thrivent Financial, New Path Capital Advisors, and Ameriprise. Outside of his advisory work, he is an independent insurance agent. Advanced Wealth Advice is a fee-only, independent firm offering discretionary investment management and limited financial planning services. The firm uses Modern Portfolio Theory and proprietary asset-allocation models combining passive and active funds to align portfolios with client objectives and risk tolerance.

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 sole advisor at Bullock Capital Alliance, Inc. in Colorado Springs, CO, where he has provided investment supervisory and wealth management services since 2002. He holds a Series 65 designation and has 24 years of industry experience. Bullock Capital Alliance serves individuals and entities such as pension plans, trusts, estates, and charitable organizations. The firm uses a strategic asset-allocation, core-and-satellite investment approach focused on index mutual funds and ETFs as core holdings, adding active funds and third-party managers when appropriate. Portfolios are globally diversified, reviewed quarterly, and typically managed on a discretionary basis within target allocation policy statements.

Richard Arzaga is a CFP® professional with 22 years of industry experience, currently operating as the sole advisor at The Real Estate Whisperer®. He has held roles at LPL Financial and taught as an adjunct professor at the University of California, Berkeley since 2005, providing Certified Financial Planning qualifying coursework. The Real Estate Whisperer® offers financial planning and consulting services to high-net-worth individuals and families, focusing primarily on long-term real estate investors. The firm delivers standalone financial plans emphasizing cash-flow and net worth analysis, retirement strategies, tax reduction, and estate preservation, using proprietary tools such as the "Retirement Income Lab™."

John Eckersley is the sole advisor and managing member of SimpliciFi, LLC, an independent financial advisory firm. He holds a Series 65 credential and has four years of industry experience, with prior roles including positions at Wells Fargo Bank and tax-preparation work under Calming Cove LLC and H&R Block. He maintains a long-standing involvement with the Human Environmental Animal Team, an activity outside his advisory practice. SimpliciFi, LLC serves individuals, high-net-worth clients, trusts, estates, and businesses through discretionary and non-discretionary investment management and financial planning. The firm constructs portfolios mainly from diversified mutual funds and ETFs, employing fundamental, technical, and cyclical analysis with an emphasis on tax efficiency, and typically manages a limited client base with tailored Investment Policy Statements.

Derek Martin is a CFP® and ChFC® with 14 years of experience in the financial services industry. He has been with 56 Capital Partners, Ltd. since 2017 and previously worked at multiple Northwestern Mutual entities from 2012 to 2017. Martin may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofits, and businesses. The firm manages approximately $113 million for about 260 clients and emphasizes asset allocation using fundamental and technical analysis to build diversified portfolios that include equities, fixed income, ETFs, mutual funds, and alternative investments.

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.

Sarah Price is a financial advisor with Bonfire Financial, LLC in Colorado Springs, Colorado. She holds a Series 65 credential and has four years of industry experience, including six years in a prior role with Visit Colorado Springs. Bonfire Financial, LLC 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 client profiling, strategic asset allocation, and manager selection, incorporating alternative strategies and tax-efficient management across a range of investment vehicles.

Daniel Bauer is a financial advisor at Bauer Wealth Management Inc. in Colorado Springs, CO, holding Series 63, 65, and 66 licenses with 23 years of industry experience. His career includes roles at Charles Schwab from 2000 to 2010 and as principal at Altruistic Investing, LLC from 2017 to 2020. Bauer Wealth Management is an SEC-registered advisory firm with a four-advisor team managing approximately $206 million for about 160 clients. The firm serves individuals, high-net-worth families, trusts, small businesses, and charitable organizations, focusing on long-term asset allocation using passive index products and tactical rebalancing, with portfolios that may include alternatives and derivatives.

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.

Christopher Davis is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Brightwork Wealth Management, LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, LLC, and Cambridge Investment Research. Prior to his financial advisory career, he served 20 years in the United States Coast Guard. Brightwork Wealth Management, LLC serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning at no additional charge. The firm employs proprietary model portfolios, emphasizes asset allocation informed by modern portfolio theory, and typically manages accounts on a discretionary basis through Charles Schwab’s institutional platform.

Kelly Ikenberry is a financial advisor at Advenire Wealth Management in Colorado Springs, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has operated Kelly Ikenberry Coaching since 2009. Advenire Wealth Management serves high-net-worth individuals, families, trusts, small businesses, and retirement plans, focusing on strategic asset allocation and long-term portfolios. The firm offers wealth management, financial planning, pension consulting, and specialized services such as real estate and 1031 exchange consulting.

Brian Colvert is a CFP® with 18 years of industry experience, currently serving as an advisor at Bonfire Financial, LLC since 2017. He previously worked at UBS Financial Services Inc from 2009 to 2017. Outside of his advisory role, he is involved with Kids on Bikes, a nonprofit that provides bicycles to children and teaches them how to ride, where he serves as an officer. Bonfire Financial, LLC is an investment management firm offering 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 uses a client profiling and strategic asset allocation approach, emphasizing manager evaluation, tax efficiency, and the use of alternative investment strategies.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Shane Squibb is a CFP® with 29 years of experience and currently serves as a financial advisor at Modern Financial Asset Management, LLC. His prior roles include positions at Securities America Advisors and Mutual of Omaha Investor Services. He is also a licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management, LLC oversees approximately $35 million in discretionary assets for about 153 clients, including individuals, pension plans, charities, and businesses. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, offers discretionary portfolio management and financial planning services, and incorporates third-party model portfolios in its investment strategy.