Liliana Zwart is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 credential and has worked at TIAA-CREF since 2021, with prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she volunteers on the finance committee of the Montessori Academy of Colorado, a nonprofit educational institution. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides customized portfolio management alongside model portfolio options and serves as adviser to donor-advised funds within a vertically integrated structure.

John Ranieri III is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at UBS and MVision Private Equity Advisers. His background includes work and study at the University of Colorado Boulder. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with close connections to affiliated banking and capital markets entities.

Christopher Grimes is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding the CFP® designation and Series 63 license, and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2013 and previously spent nine years at Five Peaks Capital Group LLC. Outside of his advisory work, he is involved in insurance brokering with various carriers. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services primarily through a large network of affiliated advisors. The firm emphasizes customized solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Thomas Stefaniak is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Denver, CO, and has previously worked at Pinnacle Wealth Management and LPL Financial. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles, serving as an operating general partner for multiple private funds.

Sean French is a financial advisor at TIAA-CREF with seven years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His work history includes multiple roles within TIAA and TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Patricia Ellerby is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes positions with LPL Financial Corporation, First Interstate Bank, Great Western Investments and Insurance, Raymond James Financial Services, and Cetera Investment Services. 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 with existing TIAA-administered retirement plan relationships.

John Schweitzer Jr. is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO, holding Series 63 and 65 licenses and bringing 13 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a fiction writer. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and a largely non-discretionary asset management approach.

Cynthia Rosendale is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. She is based in Denver, Colorado. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Victoria Cunningham is a financial advisor with Corient in Denver, CO, holding a Series 65 designation and seven years of industry experience. Her prior work includes five years at Segall Bryant & Hamill and eighteen years at Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Gregg Marsh is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 65 and Series 63 designations and has been with TIAA-CREF since 2014. Outside of his advisory role, Marsh serves as a member of the board of directors at Jubilee Fellowship Church in Centennial, Colorado. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates within a vertically integrated group and manages donor-advised funds, applying a fiduciary standard to its advisory services.

James Haass is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, following positions at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory role, Haass serves as a director for the Frisco Sanitation District and is involved in real estate development through a family-related LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and consulting services, managing equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation, and provides both discretionary and non-discretionary advisory solutions.

Joesette Schmitz is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 19 years of industry experience. She has worked extensively with TIAA-CREF and Tiaa since 2002, with a brief period at LPL Financial in 2021-2022 and a role at Soccer Shots in 2021. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, with portfolio options ranging from model-based to fully customized management under client-approved investment policies.

Timothy Rich is a CFA® charterholder based in Denver, Colorado, with 14 years of industry experience. He currently serves as an advisor at Corient and previously worked at Segall Bryant & Hamill and Denver Investments. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party managers and customized asset allocation.

Martha Awad is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021, and previously worked at Cardan Capital Partners, LLC from 2015 to 2021. Awad serves as Advisory Board Chair for College Invest and holds board roles with the Metro State University of Denver Foundation and Rose Community Foundation, where she participates in investment oversight and strategic planning. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Reagan Blissard is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2018, previously working at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC. Outside of advising, he manages real estate rental properties through Bliss Management LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

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.

Mark Erickson is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning and management services, including customized portfolio management under a fiduciary standard.

Thomas Wolf is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Oppenheimer. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. In addition to his advisory work, he mentors business students at the University of Colorado Leeds School of Business, advising them on entering the professional world. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Ryan Milinazzo is a financial advisor with Commonwealth Financial Network based in Denver, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at HD Vest Investment Services and Andarko Petroleum Corporation. Outside of advisory services, he provides tax preparation as a CPA through Hadad-Milinazzo Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios using internal models or third-party platforms.

Erin Hadary is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2019, following roles at Dunston Financial Group and ELH Consulting Services. 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 operates with Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and tailored client plans.