Jennifer Baham is a CFP® and holds a Series 66 license. She has two years of industry experience and currently works at MAI Capital Management, LLC. Prior to joining MAI Capital Management, she spent nine years at Harbor Wealth Management. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Paul Dipalma is a financial advisor at MAI Capital Management, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Libra Wealth LLC, Mutual Trust Asset Management, The Holland Group, Retirement Wealth Advisors, LLC, and Southport Capital. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Elyse Foster is a CFP® with 27 years of industry experience. She currently works at MAI Capital Management, LLC and previously spent 36 years at Harbor Financial Group. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 31, 2026.

Jonathan Moss II is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and JPMorgan Securities LLC. He is also involved with Integrity Wealth Partners, an investment advisory business associated with his LPL affiliation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using a mix of technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

Amy Hiett is a financial advisor at Moneta Group Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Hiett has a 50% ownership interest in Juniper Wealth Advisors, a financial practice based in Boulder, CO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.

Evan Welch is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently affiliated with CWM, LLC and has worked previously at Bloom Wealth Advisors and Varra Financial Associates. Outside of finance, he spent time at Trek Bicycle Corps. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary models overseen by an in-house Investment Committee and incorporating both fundamental and technical analysis.

Bernard Young is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved as an author through his business, BGY Enterprises. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, and corporate entities. The firm provides a range of services from one-time planning to ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund administration.

Christopher Murphy is a CFP® and holds a Series 65 license, currently affiliated with Mercer Global Advisors Inc. He has seven years of industry experience, including prior work at Confluence Financial Advisors and FirstBank. Murphy is based in Boulder, CO. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs and tax-management options.

Jessica Creevy is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. She previously worked at Charles Schwab and has experience with her own business, Jessica Creevy LLC. Outside of advisory roles, she serves as Chair of the Board of Trustees for Jarrow Montessori, a nonprofit private Montessori school. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations delivered through Schwab’s research tools and asset allocation models.

Ivana Stanisic is a financial advisor at TIAA-CREF in Boulder, CO, with 21 years of industry experience. She has held her position at TIAA-CREF since 2007 and holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also manages a donor-advised fund and operates a vertically integrated advisory model using affiliated funds and fiduciary standards tailored to the type of service provided.

Maxwell Deoreo is a CFP®-certified financial advisor with 13 years of industry experience, currently with PNC Wealth Management since 2026. He previously worked for TIAA and TIAA-CREF for 12 years. Outside of his advisory role, he owns and manages rental property in Denver, Colorado. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithm-driven risk assessment and implements investments through mutual funds and ETFs with annual rebalancing.

Nicholas Brady is a financial advisor with TIAA-CREF based in Boulder, CO, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Bank, GWFS Equities, Kestra Investment Services, and Fidelity Investments Institutional Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering a range of managed account options from model portfolios to customized management.

Charles Breuch is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Boulder, CO. He has been with Mercer Global Advisors since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with strategic factor tilts and employs various implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Ernesto Cowley is a financial advisor at TIAA-CREF in Boulder, CO, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated model using affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

Michael Walsh is a CFP® with 28 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and previously spent 15 years at Wells Fargo Advisors Financial Network LLC. Walsh is based in Boulder, Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Travis Mayberry is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity in various capacities from 2015 to 2022. Outside of advising, he is involved in managing a rental property with his wife. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios.

Renee Pichette is a CFP® and Series 65 licensed advisor with eight years of industry experience, currently with Mercer Global Advisors Inc. She has worked at Mercer since 2019, following a two-year tenure at Confluence Financial Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services along with financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, and separate account managers, and offers various specialized advisory services and educational programs.

Ryan Papp is a financial advisor with Lincoln Investment based in Erie, CO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Northwestern Mutual Investment Services. Outside of advisory work, he provides tax preparation services as an independent contractor during tax season. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches with a combination of discretionary and non-discretionary programs.

Evan King is a financial advisor at Moneta Group Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. King has also been involved with youth athletics and university gym operations. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by a centralized investments department and utilizes an open-architecture, multi-criteria investment selection process.

Amy Noel is a CFP® professional with 30 years of industry experience, currently serving as an advisor at CWM, LLC. Her career includes long tenures at LPL Financial and her own firm, Amy Noel, Inc. In addition to her advisory work, she serves as president of a local owner's association. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors, offering services to individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines multiple analytical approaches with third-party sub-advisors and customization tools.