David Griffith is a financial advisor at Independent Financial Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he spent two years involved with 88 Keys Piano Bar and Cafe. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with notable retirement-plan and pension consulting capabilities and manages over $12 billion in assets.

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.

Mark Culver is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include leadership at Epiqwest Culver Wealth Advisors LLC and founding Culver Investment Company, LLC. He is also the owner of Culver Investment Company, a support business related to his advisory activities. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Sarah Meiser is a financial advisor at Cerity Partners LLC in Louisville, Colorado, holding a Series 65 designation with seven years at Cerity and six years prior experience at Brad Borncamp CPA. She has been with Cerity Partners since 2019. Cerity Partners provides wealth management services to a diverse client base, including individuals, families, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm uses a client-specific investment framework combining quantitative screening, manager selection, and periodic rebalancing, and offers access to alternative and private market solutions, as well as affiliated services that include private markets platforms and tax services.

Charles Breuch is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Boulder, CO. He has been with Mercer and its affiliated firms since 1996, including Mercer Advisors and Mercer Global Advisors Inc. There are no additional outside business activities noted. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering comprehensive investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

James Kramer is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He is affiliated with Eagle Strategies (NY Life) since 2014 and also operates Kramer Financial Solutions, which he founded in 2007. Kramer serves on the advisory board of Everest College, providing guidance on student preparation through bi-annual meetings. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Micheal Paul is a financial advisor with Eagle Strategies (NY Life) in Broomfield, CO, holding a Series 66 designation and 14 years of industry experience. His prior work includes four years at Edward Jones before joining Eagle Strategies and affiliated companies in 2016. He is also appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client goals, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Frederic Han is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience with firms including Personal Capital Advisors and Confidence Wealth Management. 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 uses a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Gregory Blanchard is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 37 years of industry experience, including long-term roles at NYLife Securities LLC and New York Life Insurance Company since 1986. He serves as a board member for Senior Resources of Broomfield, an organization providing programs for seniors. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Amy Noel is a CFP® professional with 30 years of experience in financial advising. She is currently with Carson Wealth and has prior experience at firms including LPL Financial and Bloom Wealth Advisors. Outside of advising, she serves as president of a local owners association in Boulder, Colorado. Carson Wealth operates as an enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios while providing access to customized indexing and alternative investments.

Megan Miller is a CFP® with over 13 years of industry experience, currently serving at MAI Capital Management, LLC. Prior to joining MAI in 2024, she worked for Harbor Financial Group, Inc. for 12 years. MAI Capital Management provides comprehensive investment management and wealth services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services, managing over $72 billion in assets as of mid-2026.

Michael Mc Daid is a CFP® with 11 years of industry experience, currently serving as an investment advisor at Integrated Wealth Concepts LLC since 2025. His prior roles include positions at OneDigital Investment Advisors LLC, Cetera Advisor Networks LLC, CLG LLC, TD Ameritrade, Guardian Life Insurance, and Park Avenue Securities. He is also licensed to sell life, health, disability, annuities, and long-term care insurance. Integrated Wealth Concepts LLC 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, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

William Mc Nary is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2019 and previously spent time at Confluence Financial Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.