Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has nine years of industry experience. He has worked at Ameritas Advisory Services, Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, and TD Ameritrade. Defrank is also involved as a life insurance agent with Corfee & Associates/Unbridled Wealth and in wealth management with Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, individual securities, and third-party managers, offering a broad range of programs and investment options within a mutual holding company structure that includes affiliated broker-dealer, investment, and insurance entities.

Jacob Phillippi is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Valic Financial Advisors and has prior experience with Agia, Cerner Corporation, and the University of Missouri. Outside of advisory services, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services on Envestnet’s platform.

Jill Ruckle is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Kestra Investment Services LLC since 2018 and previously spent seven years at Royal Alliance Associates, Inc. Additionally, she serves as a securities manager at Personal Benefit Advisory, Inc., where she is the primary contact for advisors providing financial services to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Robert Gorski is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and has also worked with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Bartley Corfee is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. His career includes roles at Ameritas Advisory Services, Canvas Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Cetera Advisors LLC. He has also operated his own financial advisory and asset management business, Corfee & Associates, since 1993. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment approaches and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Daniel Morris is a financial advisor with Eagle Strategies (New York Life) based in Lakewood, Colorado, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been affiliated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he owns Austin Group Investments, LLC, focusing on instructional coaching for professional advisors, and serves on the boards of two nonprofits involved in educational support and community grant distribution. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Geoffrey Luchetta is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He is associated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, where he brokers non-registered insurance products alongside selling New York Life products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Estelle Gonzalez is a Series 66 licensed advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, The Ameriflex Group, Sagepoint Financial, KOHLS, VOYA Financial Advisors, and Cetera Advisors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Evan Alexander is a financial advisor at Valic Financial Advisors with the Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Enviz Capital for one year and spent ten years in education. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and uses discretionary unified managed accounts with third-party model managers and optional overlay services.

Alexander Hansen is a Series 66-licensed financial advisor with Valic Financial Advisors in Lakewood, CO. He has one year of industry experience and previously worked in logistics and food service while completing his education at Colorado State University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts with a focus on technology-driven solutions.

Kimberly Jestrab Rindt is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has worked previously at D.A. Davidson & Co. and Independent Wealth Strategies. She is also involved in fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Melissa Constant is a financial advisor with Kestra Advisory in Lakewood, Colorado. She holds Series 63 and Series 65 registrations and has 11 years of industry experience. Prior to Kestra Advisory, she was associated with Royal Alliance and Personal Benefit Financial. Outside of her advisory role, she owns a short-term rental property managed by her husband. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving clients including large institutional investors and sovereign wealth funds.

Chase Lederer is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, Pinnacle Wealth Management, and Empower Retirement. CWM, LLC is an SEC-registered investment adviser that serves a broad mix of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Gary Sloan is a financial advisor at Valic Financial Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Valic Financial Advisors in two periods spanning over two decades. He also holds an agent position at Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes Envestnet’s platform for discretionary unified managed accounts and provides tax-aware and impact/ESG overlay services.

Min Jung Tavella is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Arbor Capital Management Inc., MJT Inspire Growth LLC, Planterra Foods, and WhiteWave Foods/Danone North America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and uses a diversified investment approach combining passive and active management with quantitative and fundamental analysis.

Cory Davern is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Agia, AXA Distributors, LLC, and Presidential Brokerage, Inc. Outside of advisory work, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sandra Knecht is a CFA charterholder with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. Her prior experience includes roles at Transform Wealth, The Milestone Group, CoBiz Wealth, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

William Michener is a Certified Financial Planner® at CWM, LLC with two years of industry experience. He previously worked at Carson Wealth and Wambolt & Associates, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using discretionary model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013 and previously worked at Edward Jones from 2010 to 2012. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for discretionary implementation and offers various wrap programs, integrating services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.