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.

Chase Lederer is a financial advisor at CWM, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at Carson Wealth, Pinnacle Wealth Management, Empower Retirement, and Personal Capital Advisors Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

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.

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.

Cooper Peters is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Legend Equities Corporation, Raymond James Financial, Equitable Advisors, and Stanford Group Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm manages a range of advisor-managed and firm-managed model portfolios using both strategic and dynamic investment approaches.

Gary Sloan is a financial advisor with Valic Financial Advisors in Lakewood, Colorado, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Valic Financial Advisors since 2001, with a brief period of unemployment from 2020 to 2021, and also holds an agent position at Agia, offering non-securities insurance products. 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, providing discretionary managed-account programs, financial planning, and brokerage 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.

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. Outside of his advisory role, he is involved in managing rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with connections to third-party discretionary managers and integrated services through its affiliation with the KeyCorp group.

Andrew Glaspey is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and six years of industry experience. He has worked with Eagle Strategies since 2022 and has additional experience at Nylife Securities LLC and High Point Financial Group. Outside of his advisory role, Glaspey serves as an elder at Platte Canyon Community Church in Bailey, CO. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Peter Dreifuss is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Agia and Valic Financial Advisors, as well as academic positions at Metropolitan State University of Denver and the University of Northern Iowa. He has also been involved with the Greater St. Louis Area Council of the Boy Scouts of America. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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 UMA models for portfolio construction and management.

Lynae Douthit is a financial advisor with Kestra Advisory in Lakewood, CO, holding Series 66 and Series 63 licenses and two years of industry experience. She previously spent 12 years at Personal Benefit Financial and is a partial owner of a cattle business, though she does not actively participate in its operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

Leann Canty is a CFP® professional with 25 years of experience in financial advising. She is currently with Commonwealth Financial Network, where she has worked since 2020. Prior to that, she held roles at Avantax Advisory Services and National Guardian Life Insurance Company. Canty is also the owner of Canty's Financial Strategies, Inc., a private entity that provides securities, advisory, insurance, and tax preparation services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support while enabling advisors to construct client portfolios using a broad selection of securities and insurance products.

Jason Salter is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory work, Salter serves as Vice President and coach for the Green Mountain Junior Baseball Association, a community-based youth baseball organization. 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 ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Stephen Bogosian is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Carson Wealth, Beacon Capital Management, Northern Lights Distributors, Swan Global Investments, and Athenainvest Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services.

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.

Hugh O'rourke is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and eight years of industry experience. He has worked at Brookstone since 2017 and has been self-employed since 2007. Outside of his advisory role, he operates as an independent insurance broker, selling health, life, and disability insurance products primarily in Colorado. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Joel Christman is a financial advisor with Eagle Strategies (NY Life) based in Golden, Colorado. He holds the Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to his current role, he worked at Foreside Fund Services and Henderson Global Investors. Christman serves as president and board member of the Golden Civic Foundation, which supports community development through grants and small business loans. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm operates primarily on a non-discretionary basis and offers a range of program types tailored to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Laura Saunders is a CFP® with 14 years of industry experience, currently serving at OSAIC Institutions, Inc. since 2023. She has held roles with Gateway Services Group and CUSO Financial Services, L.P. from 2011 onward. OSAIC Institutions, Inc. is an SEC-registered investment adviser that 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, and access to alternative investments within a hybrid adviser and broker-dealer structure.