Seth Jefferies is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Jefferies serves as a member of the RMA Commission for the Investments and Wealth Institute, which provides strategic guidance on retirement industry trends and education initiatives. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts related to affiliated funds.

David Shuler is a financial advisor with Eagle Strategies (NY Life) based in Thornton, CO, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2007. Outside of his advisory work, Shuler serves as Vice Chairman of Finance for the Rocky Mountain Elk Foundation and is a board member of the USMC Memorial Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and specialized relationships with institutional plan sponsors.

Edward Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Western Wealth Management, and A. G. Edwards & Sons, Inc. He also operates under the DBA Integrity Wealth Partners, providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party investment solutions.

Thomas Green is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Osaic Institutions, Inc. He has held roles at Bellco Credit Union and CUSO Financial Services, Inc., among others. Outside of his advisory work, he is a co-owner of an Orangetheory Fitness franchise. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Paula Mcmanus is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Kestra Advisory since 2016. She has also been involved with Kestra Investment Services, LLC since 2013 and owns McManus Wealth Building and Management, a business focused on registered representative activities and insurance services in Louisville, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Kevin Schmeits is a financial advisor at Creative Planning with eight years of industry experience. He holds the Series 65 designation and has worked with Creative Planning Institutional Advisors since 2017, as well as Sageview Advisory Group prior to that. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach, combining low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

Samantha Martinez is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, previously working at T. Rowe Price from 2017 to 2021. Prior to her finance career, she held management roles in the restaurant industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many other enterprise wealth managers.

Jacob Litzau is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and has 28 years of industry experience. He has been with TIAA and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management within a fiduciary framework while also serving as adviser to a donor-advised fund.

Christina Martinez is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 designations and currently serves as Vice President and CFO of Strategic Wealth Holdings, Inc., where she manages a branch office that rents conference space to local legal professionals. Martinez has also been involved with various community and economic education organizations. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model suites and third-party managers to provide discretionary and non-discretionary investment programs.

Paola Santos is a Series 65 licensed advisor with 23 years of industry experience. She is currently with Creative Planning, where she has worked since 2021. Her prior experience includes roles at Lockton Investment Advisors, BOF Financial, Standard Retirement Services, and StanCorp affiliates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Nicholas Blackner is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management through model-based and customized approaches and acts as adviser to a donor-advised fund.

Chase Lederer is a financial advisor at CWM, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at Carson Wealth, Pinnacle Wealth Management, Empower Retirement, and Personal Capital Advisors Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Linda Vigil is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Vigil is also the managing director of Aero Wealth Management, an independent RIA specializing in customized portfolio construction and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Matthew Baity is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at PNC Investments, TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

Brian Frank is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, BBVA, Guaranteed Rate, and BMO Harris Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and proprietary portfolio management options, primarily offering wrap-fee programs through the Envestnet MAS platform.

Craig Korth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been associated with Transamerica Financial Advisors since 2014 and is also involved with Capernaum Strategies Inc. and WealthWave. Outside of finance, he is a passive member of Korth Family Farms, a family-owned agricultural business. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, operating uniquely as both a registered investment adviser and broker-dealer.

Kent Zeidman is a financial advisor with Integrated Wealth Concepts LLC in Westminster, CO. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory work, he holds ownership in Pawnee Trail Power, LLC, a holding company involved in bookkeeping and bill payment. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income and a primarily long-term investment approach.

Seth Schafer is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at U.S. Bancorp Investments, Inc., Oracle, Anthem, and the University of Cincinnati. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a diverse range of investment strategies through a network of over 400 independent advisors and offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms.

Leann Canty is a CFP® professional with 25 years of experience in financial advising. She is currently with Commonwealth Financial Network, where she has worked since 2020. Prior to that, she held roles at Avantax Advisory Services and National Guardian Life Insurance Company. Canty is also the owner of Canty's Financial Strategies, Inc., a private entity that provides securities, advisory, insurance, and tax preparation services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support while enabling advisors to construct client portfolios using a broad selection of securities and insurance products.

Drake Turner is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and two years of industry experience. He previously worked at Heartland Retirement Group, where he was a licensed insurance agent involved in life and health insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing a range of strategies such as direct indexing and tactical asset allocation.