Megan Miller is a CFP® with over 13 years of industry experience, currently serving at MAI Capital Management, LLC. Prior to joining MAI in 2024, she worked for Harbor Financial Group, Inc. for 12 years. MAI Capital Management provides comprehensive investment management and wealth services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and administrative services, managing over $72 billion in assets as of mid-2026.

Michael Mc Daid is a CFP® with 11 years of industry experience, currently serving as an investment advisor at Integrated Wealth Concepts LLC since 2025. His prior roles include positions at OneDigital Investment Advisors LLC, Cetera Advisor Networks LLC, CLG LLC, TD Ameritrade, Guardian Life Insurance, and Park Avenue Securities. He is also licensed to sell life, health, disability, annuities, and long-term care insurance. Integrated Wealth Concepts LLC 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, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Ryan Petry is a financial advisor at Key Investment Services LLC with 20 years of industry experience. His prior roles include positions at CORDA Investment Management, Zenith Investment Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He holds the Series 66 and Series 63 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

William Mc Nary is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2019 and previously spent time at Confluence Financial Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Alana Macy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2022. She has prior experience with Bloom Wealth Advisors, Cetera Advisor Networks, Amy Noel, Inc., LPL Financial, LLC, and Fidelity Brokerage Services LLC. Macy also serves as an associate board member for Reach Out and Read Colorado, a pediatric literacy nonprofit focused on promoting reading among underprivileged children. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

James Mcmanus is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 license, bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also operates his own financial services company, McManus Wealth Bldg & Mgmt, which provides insurance and investment advisory services. Mcmanus is a notary public, occasionally witnessing client signatures for convenience. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

David Mc Millen is a financial advisor with Money Concepts Capital Corp in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Crown Capital Securities, LP for 21 years and is currently affiliated with the Federal Benefits Academy as an agent and educator. He is also a director of Foundation Wealth Management, LLC and the sole shareholder of Foundation Financial Group, Inc., both non-investment related entities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Cody Bartusiak is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services and has held positions in both academia and capital markets. Integrated Wealth Concepts 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 a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Devin Moore is a financial advisor with Eagle Strategies (New York Life) based in Broomfield, Colorado. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Hilltop Securities and spent nine years at Gradivus, LLC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Margaret McMahon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her work history includes roles at IQVIA, Net Law Group Inc., and WealthWave, alongside her long tenure at Transamerica Financial Advisors since 2013. She is involved with Net Law Group Inc. in estate planning, offering clients additional options in that area. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Christopher Kadowaki is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials and has previously worked at Avantax Planning Partners, Facet Wealth, and several other firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, and estate planning, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Stephanie Gudka is a CFP® professional with over 33 years of industry experience. She is currently with Osaic Institutions, Inc. and has previously worked at Bellco Credit Union, Cuso Financial Services, LP, and several other firms. She also serves as a notary public for credit union members. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating under a distinctive hybrid adviser/broker-dealer structure.

Marc Schmeeckle is a financial advisor with Creative Planning holding a Series 66 designation and 23 years of industry experience. His prior career includes 16 years at Principal Life Insurance Company and Princor Financial Services, followed by roles at Cetera Advisor Networks and Creative Planning Institutional Advisors. He also serves as a retirement plan consultant and provides administrative support for SageView Advisory Group, LLC. Creative Planning delivers wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual high-net-worth clients and institutional investors. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Thomas Biren is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 12 years with Eagle Strategies and 24 years with New York Life Insurance Company. Outside of his advisory work, he is employed part-time as a handyman providing basic household maintenance and repairs. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Kael Stoaks is a financial advisor with Cetera Planning Partners in Westminster, CO. He holds a Series 66 credential and has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. Before entering financial services, he worked at Starbucks and IntelliFarms. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies.

Colin Gray is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and ARGI Financial Group for 11 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Dennis Hein is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera before joining Centaurus in 2024. Hein is also president of Hein Financial Services, Inc., a non-investment business focused on life and health insurance sales. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary strategies, using a range of analytical approaches and model overlay programs.

Parker Stanford is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. and has experience in elder care services through his role at Stanford Senior Services, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Eric Kincade is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.