Brenda Wooten is a financial advisor with Valic Financial Advisors holding Series 63 and Series 65 licenses, and has four years of industry experience. Prior to joining Valic in 2026, she worked at TIAA-CREF Individual & Institutional Services and TIAA. Outside of her advisory role, she is a writer for a local public interest newspaper, operates a sewing business, and serves in leadership and financial roles for Wheat Ridge High School PTSA and its football booster club. 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 utilizes discretionary unified managed accounts across a large advisor network and combines technology-driven portfolio management with optional tax-aware and ESG overlay services.

Jake Locker is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining PNC Investments LLC in 2023, he worked at CUSO Financial Services, LP and Bellco Credit Union from 2017 to 2023. He also served at the University of Arizona from 2013 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement approved model strategies via mutual funds and ETFs.

Andrew Green is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Personal Capital Advisors and Empower Advisory Group. 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 a range of services including portfolio management, financial planning, and retirement-plan solutions, utilizing a discretionary investment approach with model portfolios overseen by an in-house Investment Committee.

Cari Smith is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. She has 22 years of industry experience, including multiple roles at LPL Financial and Western Wealth Management prior to joining Private Advisor Group in 2020. Smith also provides investment advisory services through Independent Advisor Alliance, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to various third-party strategists and technology platforms.

Jeffrey Schuler is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2013 and is also associated with High Point Financial Group, LLC. Additionally, he owns Linus Enterprises, LLC, which has been in operation since 2000. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement plans and charitable organizations.

Mark Hauschild is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. He previously spent 20 years at TIAA and has engaged in non-securities insurance activities as an agent for AGIA. Outside of financial advising, he has worked in event staffing and traffic management roles. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts and offers tax-aware and ESG overlay services, operating at scale with a strong focus on centralized technology and model solutions.

Tammy Santi is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Charles Schwab, Lyft, UBER, Edward Jones, J.P. Morgan Asset Management, and Banc One Securities Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program, utilizing asset allocation models and internal research tools with recommendations tailored to client goals and risk tolerance.

David Pringle Jr. is a financial advisor at PNC Wealth Management with 23 years of industry experience and holds a Series 66 designation. His career includes roles at firms such as LPL Financial, Blue Federal Credit Union, The Prudential Insurance Company of America, and Ameriprise. Outside of his advisory work, he is involved with the Pringle Project Group, a real estate rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account that uses algorithm-driven risk assessment and third-party managed strategies utilizing mutual funds and ETFs.

Brady Jones is a Series 65–licensed financial advisor with CWM, LLC in Littleton, CO, bringing one year of industry experience. His background includes roles at Carson Wealth and Wambolt & Associates, LLC, along with ongoing service in the United States Marine Corps since 2016. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with particular focus on retirement plan services and fiduciary processes.

Thomas Post is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with High Point Financial Group, LLC since 2007 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since the late 1990s. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm’s approach includes tailored financial plans, retirement plan consulting, and co-advisory relationships, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Bodkin is a financial advisor with PNC Wealth Management in Littleton, Colorado, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BOK Financial Securities, and LPS Capital. He serves as a board member for the Metropolitan Loft Homeowners Association in Denver. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Lalani Jensen is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Valic Financial Advisors since 2019. Jensen is also appointed as an agent to sell non-securities insurance products for AGIA. 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, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions at scale.

Dylan Birkinsha is a CFP® with one year of industry experience, currently serving as a financial advisor at Kestra Advisory. Prior to this, he worked at Signature Estate & Investment Advisors and Powercat Financial, and served in the U.S. Navy for seven years. He is also involved with Personal Benefit Advisory, Inc., where he provides financial services including third-party money management and retirement solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, providing fiduciary consulting, plan design, and employee education among other services. The firm manages substantial assets and serves large investors, including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Fred Brandenburg is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, delivering managed-account programs, financial planning, and brokerage services.

Brook Kramer is a financial advisor with Fifth Third Securities, Inc. in Lakewood, Colorado, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at BMO Bank, Bancwest Investment Services, Bank of the West, Wells Fargo, and First Western Trust. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services within a platform supported by its affiliation with Fifth Third Bank.

Ross Ferrin is a ChFC® with over 32 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, Park Avenue Securities, Guardian Life Insurance, and Equitable Advisors. Outside of his advisory role, Ferrin serves as a board member for Outfitters for Christ, an organization that counsels youth through ranch-based outdoor activities, and is a silent investor in a golf club rental business. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and brokerage services through a variety of approaches, including advisor-managed discretionary accounts and third-party sub-advisers.

Amanda Tortorelli is a financial advisor at Mariner with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Inspira Financial Services, Howard Capital Management, Edelman Financial Engines, E*TRADE (formerly Trust Company of America), and National Planning Holdings. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and family office support, using discretionary, customized portfolios supplemented by both in-house and third-party resources.

Douglas Busken is a CFP® with eight years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held roles at Alerus, Infinex Investments, U.S. Bancorp Investments, and U.S. Bank. Outside of his advisory work, he is active as a triathlon coach. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model.

Craig Fischer is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Agia and Alta Vida. Outside of his advisory work, he oversees the care of an individual with a disability through a sole proprietorship involving family as independent contractors. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including 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 utilizes discretionary unified managed accounts with model managers and overlay options.

Darryl Hudspeth is a financial advisor with Eagle Strategies (New York Life) based in Lakewood, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Eagle Strategies since 2008 and also operates High Point Financial Group, LLC, which sells New York Life products and other insurance offerings. Hudspeth serves as a board member of the National African American Insurance Association Colorado Chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.