Alexander Hock is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC and Jones Barclay Boston. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds, focusing on long-term, tax- and fee-sensitive portfolio construction.

John Hostak is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and three years of industry experience. He has worked at OSAIC Institutions since 2023 and has prior roles at Bellco Credit Union and CUSO Financial Services. Outside of finance, he is a Guest Experience Representative for the Colorado Rockies baseball team. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a 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 that combines discretionary and non-discretionary account management.

Andranik Khachatryan is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Northwestern Mutual, Charles Schwab, and Chase Bank. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a digital discretionary model account pilot available to select employees. The firm utilizes approved investment strategies managed internally or by third parties and executes portfolios with mutual funds and ETFs, emphasizing algorithm-driven risk assessment and annual rebalancing.

Jeffrey M Iller is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. His prior experience includes roles at Cardan Capital Partners, LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic allocation and incorporates quantitative and fundamental research overseen by an internal Investment Committee.

Traci Bryson is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Robert W. Baird for nine years. Bryson is based in Denver, Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team structure with a centralized Investments Department and an open-architecture selection process focused on asset allocation and manager due diligence.

Bradley Beyer is a financial advisor at Corient with the CFP® designation and Series 65 license, holding four years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC. He participates as a mentor providing financial education and budgeting assistance to young adults through 3rd Decade. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team approach that combines in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, along with affiliated private fund capabilities.

Rafe Kinder is a CFP® professional with Moneta Group Investment Advisors, LLC in Denver, CO. He joined Moneta in 2022 and has prior experience working at Black Pepper Pho and in educational roles at the University of Colorado - Boulder and Valor Christian High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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 for unique client segments.

Bruce Kendrick is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower since 2020, following four years at Frontier Investment Management Co. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

John Carrillo is a financial advisor at NewEdge Advisors in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Athens Real Estate Group, Tidewater Equipment Co., and Sea Island Resort, alongside four years dedicated to full-time education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Robert Ladislao is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm operates a vertically integrated advisory model that includes customized portfolio management and acts as adviser to a donor-advised fund.

John Roberts is a financial advisor with Corient, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investment Advisors over the course of his career. Roberts is currently based in Denver, Colorado. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and emphasizes risk management and customized asset allocation.

Matthew Klaess is a financial advisor with AE Wealth Management, LLC in Denver, CO, holding a Series 65 credential and 13 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with MSK Insurance Agency, LLC as an owner and agent since 2010. Klaess also facilitates access to estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from AEWM, third-party strategists, and advisor-managed models, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

Ryan Crider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Charles Schwab and Empower Retirement, as well as self-employment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

Addison Dunbar is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Northern Trust. Outside of finance, he has experience working in the food service industry at Grinders Stonewall Pizza. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services.

Monica Ie Tan is a financial advisor at TIAA-CREF in Denver, CO, with 23 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. Outside of her advisory role, Monica operates online stores selling photo prints and artwork through Shopify and Etsy. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Lauren Culver is a CFA® charterholder and holds a Series 66 license with five years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. in Denver, CO since 2015. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving an internal team, relationship managers, and governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Jessica Semones is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Thanh Le is a financial advisor at TIAA-CREF with 4 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Premier Financial Alliance, Inc. He also manages a small business selling hand-made goods on Etsy. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Ian Barclay is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He previously worked at Jones Barclay Boston and Company for 22 years before joining The Colony Group, LLC, where he worked for 9 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Emma Smith is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at William Blair for six years and has academic experience from Bentley University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.