David Thorne is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and maintains a concurrent affiliation with LPL Financial dating back to 2009. Thorne also co-trustees a family trust and operates an independent insurance agency specializing in fixed insurance products. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Jennifer Baham is a CFP® and holds a Series 66 license. She has two years of industry experience and currently works at MAI Capital Management, LLC. Prior to joining MAI Capital Management, she spent nine years at Harbor Wealth Management. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

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.

Paul Dipalma is a financial advisor at MAI Capital Management, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Libra Wealth LLC, Mutual Trust Asset Management, The Holland Group, Retirement Wealth Advisors, LLC, and Southport Capital. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Elyse Foster is a CFP® with 27 years of industry experience. She currently works at MAI Capital Management, LLC and previously spent 36 years at Harbor Financial Group. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 31, 2026.

Jonathan Moss II is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and JPMorgan Securities LLC. He is also involved with Integrity Wealth Partners, an investment advisory business associated with his LPL affiliation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using a mix of technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

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.

Amy Hiett is a financial advisor at Moneta Group Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Hiett has a 50% ownership interest in Juniper Wealth Advisors, a financial practice based in Boulder, CO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and 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 such as planning for professional athletes.

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.

Evan Welch is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently affiliated with CWM, LLC and has worked previously at Bloom Wealth Advisors and Varra Financial Associates. Outside of finance, he spent time at Trek Bicycle Corps. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary models overseen by an in-house Investment Committee and incorporating both fundamental and technical analysis.

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.

Bernard Young is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved as an author through his business, BGY Enterprises. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, and corporate entities. The firm provides a range of services from one-time planning to ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund administration.

Christopher Murphy is a CFP® and holds a Series 65 license, currently affiliated with Mercer Global Advisors Inc. He has seven years of industry experience, including prior work at Confluence Financial Advisors and FirstBank. Murphy is based in Boulder, CO. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs and tax-management options.

Jessica Creevy is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. She previously worked at Charles Schwab and has experience with her own business, Jessica Creevy LLC. Outside of advisory roles, she serves as Chair of the Board of Trustees for Jarrow Montessori, a nonprofit private Montessori school. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations delivered through Schwab’s research tools and asset allocation models.

David Manley Jr. is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Summit Financial Strategies, Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in insurance brokering through his ownership of Summit Financial Strategies, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions via multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and individual investors.

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.

Andrew Trujillo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., Northwestern Mutual, and Transamerica-related entities. Before entering the financial industry, he was involved in a fencing business for six years. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners with programs focused on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

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.