Colmina, LLC

Edward Riley is a financial advisor at Colmina, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stillwater Analytics LLC since 2020, along with prior roles at Innovative Adviser Solutions, LLC and Ek Riley Investments, LLC. Outside of financial advising, he is the Chair and CEO of Riley Sexton Vintners, a wine production and retail business. Colmina provides discretionary portfolio management and financial planning services to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm creates actively managed, passive, and hybrid portfolios across multiple strategies, including equity income, growth, tax-efficient, fixed income, and ESG approaches.

Matthew Pickett is a financial advisor at Colmina, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Innovative Adviser Solutions, LLC, First Financial Equity Corporation, and Charles Schwab Bank. Colmina provides discretionary portfolio management and financial planning services to individual clients, high-net-worth individuals, trusts, estates, and business entities. The firm manages approximately $85 million across about 40 clients, offering tailored active, passive, and hybrid portfolios with a range of investment strategies and analytic methods.

Nathan Dively is a financial advisor at Colmina, LLC with five years of industry experience. He holds a Series 65 designation and has been with Innovative Adviser Solutions, LLC since 2019. Outside of his advisory work, he has a small ownership stake in Riley Sexton Vintners and is involved in operations at Genoa Cellars, both wineries in the Seattle area. Colmina provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $85 million across around 40 clients, offering customized investment strategies that include active, passive, and hybrid portfolios employing various analytic methods.

Don Morgan Sr. is a financial advisor at Colmina, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial LLC and Kestra Financial Services, Inc. Since 2023, he has been involved in authoring work outside his advisory role. Colmina provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm constructs active, passive, and hybrid portfolios using a variety of analytic methods and offers tailored advice with possible discretionary authority within client guidelines.

Craig Morgan is a CFP® professional with 22 years of industry experience, currently serving at Colmina, LLC in Colorado Springs, CO. His career includes roles at Innovative Adviser Solutions, LLC and Dorado Financial Planning, LLC, interspersed with periods of retirement. Outside of his financial advisory work, he holds ownership and decision-making roles in real estate development and land leases through two partnerships based in Oklahoma City. Colmina, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages a mix of active, passive, and hybrid portfolios using diverse analytic methods and offers tailored advice with options for discretionary authority and flat-fee or hourly financial planning.