Jeffrey Engelman is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Integrated Wealth Concepts LLC and has previously worked at PRISM Financial Strategies, Vision Brokerage Services, Highland Financial Group, and Vision Investment Advisors. In addition to his advisory work, Mr. Engelman is an insurance agent with Prism Insurance Strategies. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing a range of investment vehicles with a primarily long-term approach.

Edward Berra is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and 30 years of industry experience. He has been with TIAA-CREF since 1997. Outside of his advisory work, he serves as vice president and independent distributor for Whole Spectrum, Inc., a company involved in nutritional products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolios managed under fiduciary standards within a vertically integrated structure that includes affiliated funds.

Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Jeremy Robbins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to this, he held roles at Frontier Wealth Management, Moss Adams LLP, Ernst & Young, and the University of Illinois-Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, integrating proprietary quantitative screens with third-party managers and individual securities, and also maintains affiliated practices in pension consulting, insurance, venture investing, and private market offerings.

Alex Graesser is a CFP®, ChFC®, and holds a Series 63 license with nine years of industry experience. He currently works at Empower Advisory Group and has prior experience with Personal Capital Advisors Corporation and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated model linked to Empower’s administrative platforms.

Anna Walters is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Walters has been with Sanctuary Advisors and its related affiliate Sanctuary Securities since 2022. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to multiple account platforms, employing diverse analytical approaches and maintaining a fiduciary standard when agreements are in place.

Peggy Timm is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Life Insurance Company since 2012. Additionally, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting management of retirement account information across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation solutions.

Toria Troxel is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including True Peak Partners LLC and Capital Edge Insurance & Financial Services, Inc. Troxel serves as a board member for several alumni and community organizations focused on Asian networks and education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colton Jones is a financial advisor with PlanMember Securities Corporation in Littleton, CO, holding Series 63 and Series 65 credentials and having one year of industry experience. He is also the owner of Helios Visionary LLC, a tax entity. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, participant education, and a range of risk-based mutual fund portfolios guided by a top-down strategic asset allocation process.

Kevin Mc Guire is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at JPMorgan Private Bank for 12 years before joining Cresset in 2021. Outside of his advisory role, he is a partial owner of an investment-related entity based in Denver. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Peter Dickson is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and three years of industry experience. His prior work includes roles at Sprint and WFGIA, and he is also a managing partner of Dixinco LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models.

Keri Cordova is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of managed accounts with varying levels of customization and applies a fiduciary standard to its advisory services.

Michael Tomlin is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes positions at Prudential Insurance Company of America and Massachusetts Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Robert Woolwine is a Series 66–licensed financial advisor with Key Investment Services LLC in Denver, Colorado. He has one year of industry experience, including prior roles at the University of Colorado - Boulder and in educational institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and oversees third-party advisory products through ongoing due diligence and supervisory review.

Katherine Kellen is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with The Huntington Investment Company, where she has worked since 2022, following previous roles at Wells Fargo Advisors from 2011 to 2022. Kellen serves on the board of Lotus Network, a community organization focused on empowering and connecting women. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

David Richards is a financial advisor with Primerica Advisors in Parker, CO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Richards also engages in selling insurance products outside of Guardian as an independent contractor. Park Avenue Securities LLC serves a diverse retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers and supports multiple advisory programs with various account-level features.

Jamie Cremeans is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations and has worked at GWFS Equities, Inc., TD Ameritrade, and Empower Retirement Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Thomas Dameron IV is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Denver, CO. He previously worked at Alpha Capital Family Office, LLC and Jackson National Life Distributors LLC. Dameron is also a managing member of TD4, LLC, a business entity used for tax purposes. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Maria Lucido Mustard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She has held her current position at Benjamin F. Edwards since 2014. Mustard holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of investment strategies monitored by an Investment Strategy Committee.

Angela Stowell is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and has worked at several related First Command entities since 2017. Stowell also served in the Colorado Army National Guard for ten years. In addition to her advisory role, she owns and operates Angela Stowell LLC, a business tied to her work as a financial advisor. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved managers and model portfolios.