Drake Turner is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and two years of industry experience. He previously worked at Heartland Retirement Group, where he was a licensed insurance agent involved in life and health insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing a range of strategies such as direct indexing and tactical asset allocation.

Adam Wager is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with two years of industry experience. His entire work history has been with Mercer Global Advisors and includes multiple roles since 2020. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers specialized programs such as Market Series and tax-managed options.

Joshua Chebul is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with four years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and Holistiplan, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Patric Mclaughlin is a CFA® charterholder with 27 years of industry experience, currently serving at D.A. Davidson & Co. in Denver, Colorado, where he has worked since 2007. He holds a passive partnership interest in Bigelow Asset Management, LLC, from which he receives distributions but is not actively involved. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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.

Barry Cohen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Wealth Advice and Management LLC for nine years. 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 including ETFs, mutual funds, and separate accounts.

Aaron Grey is a CFP® with 21 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Denver Money Manager, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mitchell Windemuller is a Series 65 licensed advisor at Mercer Global Advisors Inc. in Denver, CO, with six years of industry experience. His background includes roles at Broadridge Financial Solutions and multiple positions within Mercer Global Advisors. Prior to his financial career, he worked in the restaurant industry at Rib City Grill. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Christopher Barfoot is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has held positions at Cantor Fitzgerald & Co and JPMorgan Securities LLC prior to joining Citigroup. Barfoot holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Andrew Trujillo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., Northwestern Mutual, and Transamerica-related entities. Before entering the financial industry, he was involved in a fencing business for six years. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners with programs focused on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

Sarah Pham is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has previously worked at firms including Lido Advisors, U.S. Bancorp Investments, Schwab Private Client Investment Advisers, and TIAA. Outside of her advisory role, she is a licensed notary public and operates a book re-selling business specializing in rare and collector books. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Gracie Horton is a CFP® professional with two years of experience at Mercer Global Advisors Inc. She previously worked at American Century Investments and has an academic background from the University of Kansas. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios with multi-factor tilts and offers a variety of implementation options including ETFs, mutual funds, and separate account solutions.

Katelyn Cerullo is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at several firms, including Securities America Advisors and KMS Financial Services. Outside of her financial advisory work, she participates in a product review program unrelated to investments. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Patricia Dimmer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Waddell & Reed Inc, and various insurance agencies. Dimmer is based in Brighton, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s investment approach emphasizes asset allocation and retirement guidance using proprietary tools developed with Morningstar Investment Management.

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.

Julia Messineo is a CFP® professional with five years of industry experience. She is currently with Mercer Global Advisors Inc. in Denver, CO, where she has worked since 2021. Her prior experience includes roles at Bank of America and Merrill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers specialized services and client education programs.

Samuel Remy is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase bank and J.P. Morgan Securities Inc. since 2010. He is based in Denver, Colorado. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and integrates unique institutional capabilities such as in-house research, derivatives services, and specialized lending solutions.

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.