Shawn Green is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Transamerica Financial Advisors since 2018, World Financial Group since 2015, and the U.S. Department of Energy since 2009, where he administers federal grants for the Weatherization Assistance Program. He also serves as Vice President of Home Solutions Realty, Inc., a residential real estate firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, supporting both proprietary and externally managed investment strategies.

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.

Matthew Hopson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has previous experience at World Financial Group, INC. In addition to his advisory role, he has worked as an Uber driver since 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment program options.

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.

Charles Breuch is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Boulder, CO. He has been with Mercer Global Advisors since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with strategic factor tilts and employs various implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

James Kramer is a Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He is affiliated with Eagle Strategies (NY Life) since 2014 and also operates Kramer Financial Solutions, which he founded in 2007. Kramer serves on the advisory board of Everest College, providing guidance on student preparation through bi-annual meetings. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ernesto Cowley is a financial advisor at TIAA-CREF in Boulder, CO, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with TIAA-CREF since 2010. 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 connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated model using affiliated funds and serves as adviser to a donor-advised fund sponsored by Charityvest.

Michael Walsh is a CFP® with 28 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and previously spent 15 years at Wells Fargo Advisors Financial Network LLC. Walsh is based in Boulder, Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Adam Peters is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Peters has worked at Hanson McClain Securities and Hanson McClain Advisors since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers and specialized technology to manage held-away retirement accounts.

Micheal Paul is a financial advisor with Eagle Strategies (NY Life) in Broomfield, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2016. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan consulting.

Travis Mayberry is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity in various capacities from 2015 to 2022. Outside of advising, he is involved in managing a rental property with his wife. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios.

Timothy Hardy is a financial advisor with Transamerica Financial Advisors in Westminster, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously was associated with Rick P Cline Agency, DBA All Access Insurance & 303 Insurance Brokers, and Hardie And Co LLC. Outside of his advisory role, he is involved in property and casualty insurance sales through the Rick P Cline Agency. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Darren Levinthal is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 19 years. Outside of financial advising, he owns a graphic design business focused on clothing and sells collectible comics and sports cards online. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and wrap-fee programs, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Zorah Riley is a financial advisor with TLG Advisors, Inc. in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with TLG Advisors since 2000 and previously at Lfi Advisory, Inc. from 2017 to 2021. Outside of her advisory role, she is a distributor of essential oils through DoTerra. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory with a range of services including investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios.

Renee Pichette is a CFP® and Series 65 licensed advisor with eight years of industry experience, currently with Mercer Global Advisors Inc. She has worked at Mercer since 2019, following a two-year tenure at Confluence Financial Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services along with financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, and separate account managers, and offers various specialized advisory services and educational programs.

Ryan Papp is a financial advisor with Lincoln Investment based in Erie, CO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Northwestern Mutual Investment Services. Outside of advisory work, he provides tax preparation services as an independent contractor during tax season. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches with a combination of discretionary and non-discretionary programs.

Evan King is a financial advisor at Moneta Group Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. King has also been involved with youth athletics and university gym operations. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by a centralized investments department and utilizes an open-architecture, multi-criteria investment selection process.

Frederic Han is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience with firms including Personal Capital Advisors and Confidence Wealth Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Gregory Blanchard is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 37 years of industry experience, including long-term roles at NYLife Securities LLC and New York Life Insurance Company since 1986. He serves as a board member for Senior Resources of Broomfield, an organization providing programs for seniors. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Amy Noel is a CFP® professional with 30 years of industry experience, currently serving as an advisor at CWM, LLC. Her career includes long tenures at LPL Financial and her own firm, Amy Noel, Inc. In addition to her advisory work, she serves as president of a local owner's association. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors, offering services to individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines multiple analytical approaches with third-party sub-advisors and customization tools.