Thomas Peterson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and has served at Agia since 2022. Outside of his advisory role, Peterson serves as a Second Counselor in the bishopric of his local congregation of The Church of Jesus Christ of Latter-day Saints, where he assists with spiritual leadership and financial administration. Valic Financial Advisors, Inc. 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 portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, managing approximately $29.2 billion across a large client base through over 1,200 advisors.

Larry Blair is a financial advisor at Kestra Advisory with 48 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Kestra Investment Services, LLC and Royal Alliance Associates, Inc. He also conducts seminars and prepares related materials for federal employees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

William Buehler is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Key Investment Services LLC for 15 years. Outside of his advisory work, he is a small minority investor in Balance Beer Company, a brewpub and brewery in Golden, Colorado. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a broad network of financial professionals. The firm utilizes a multi-provider platform model and offers various wrap fee programs with custodial and trade execution services supported by KeyCorp affiliates.

Gregory Wambolt is a CFP® and ChFC® with 25 years of experience in financial advising. He is currently with CWM, LLC and Carson Wealth, having previously worked at Centric Investment Group, Metis Wealth Management, and Northwestern Mutual among others. Outside of his advisory work, he serves as an investor and board member for Personos, a labor platform. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement and institutional services with emphasis on fiduciary processes and operational transparency.

Pamela Rodriguez is a CFP® and ChFC® professional with 22 years of industry experience. She currently serves as a financial advisor at Integrated Wealth Concepts LLC, where she has worked since 2019. Her prior experience includes roles at LPL Financial, DaVinci Financial Designs, LLC, and First Command. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Eric Kee is a financial advisor with Kestra Advisory in Lakewood, Colorado, holding Series 63 and 66 licenses and bringing 29 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2018 and has been affiliated with Royal Alliance Associates since 2008. Outside of his advisory work, Kee is a professional speaker providing information on federal retirement and benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Brian Merrigan is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Merrigan Financial, JD Mellberg, Sun Cities Financial, Wells Fargo Clearing, and Bancwest Investment Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, supported by a broad network of affiliated offices and third-party sub-advisers.

Daniel Galindo is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds a Series 63 designation and has prior experience at Janus Henderson in multiple capacities from 2017 to 2026. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management 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.

Antonio Campos Vera I is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank and TFC Bank. Outside of financial services, he supervises cashiers at a grocery store and holds a retail position at Walmart. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based advisory products with custodial and trading services, utilizing a multi-provider platform and integrating with KeyCorp affiliates for additional financial services.

Jeffery Kelly is a financial advisor with Hightower Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Hightower Advisors and HighTower Securities since 2017 and previously at UBS Financial Services from 2013 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct customized portfolios.

Cris McBride is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 1999. McBride operates a financial services business, M&D Financial Services, where he serves as owner and advisor, providing financial planning, securities, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Jack Terwilliger is a financial advisor with Valic Financial Advisors in Lakewood, CO. He holds the Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to his current role, Terwilliger worked at Fort Collins Country Club and attended Colorado State University and the University of Colorado - Boulder. Valic Financial Advisors 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, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors and utilizes a centralized technology platform to manage a significant client base.

Emil Musgrove is a financial advisor with Eagle Strategies (New York Life) based in Arvada, Colorado. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining New York Life in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2017 to 2020, and METLIFE SECURITIES Inc from 2014 to 2017. Outside of his advisory work, Emil is a professional singer and guitarist who performs at church services, company events, weddings, and receptions. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a notable focus on non-discretionary asset management and fiduciary responsibilities in retirement planning.

Brian Wohlner is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, following three years at UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Christopher Polk is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and was previously with Connecticut Mutual Life Insurance Company. Outside of his advisory role, Polk is involved in independent insurance sales and real estate property management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Joshua Burnley is the Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles culminating in his current position since 2020. In his role, Joshua analyzes each family's financial situation to develop plans that reflect their objectives, using a three-step process of understanding client values and goals, assessing their current financial situation, and providing guidance to achieve their goals. Before becoming Vice President, Joshua held multiple positions at Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab from 2007 to 2014 in roles such as High Net Worth Representative, Active Trader Representative, and Registered Representative.

Anne Garland is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2022 and has managed a fitness business, Fit Denver LLC, since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sunil Parekh is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Carpinelli is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He worked at AFC Tax and Financial Advisors, Inc. for nine years prior to joining LPL Financial in 2011. Outside of his advisory role, he is involved with AFC Wealth Management Group, which focuses on life insurance and annuity sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Keith Heintz is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.