Joy Rollins is a financial advisor with PNC Wealth Management in Denver, CO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for 19 years. Outside of her advisory role, she serves as a pianist for a church affiliated with Easton Senior Communities in Lakewood, CO. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios primarily composed of mutual funds and ETFs.

Michael Faulhaber is a CFP®, ChFC®, and Series 66-registered financial advisor with 20 years of industry experience. He is currently with First Command Advisory Services and has previously worked at firms including National Life Group, Mutual of Omaha, and Northwestern Mutual. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers within an employee-owned structure.

Devin Mc Combs is a CFP® professional with two years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Traverse Planning. Before entering the financial advisory field, he spent time working in education at Virginia Tech and Midlothian High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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, third-party managers, and private funds within an enhanced open architecture framework.

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.

Garrick Sasa is a financial advisor with Principal Financial Services in Arvada, CO, holding a Series 66 designation and 17 years of industry experience. He has previously worked at U.S. Bancorp Investments, LPL Financial, and Wells Fargo Advisors. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Benton Rowse is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His work history includes roles at Mercer Global Advisors and several other firms such as GCG Financial, Triad Advisors, and Invesco Distributors. 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 alongside financial planning, retirement consulting, and tax and estate planning support.

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.

Craig Weidenfeller is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Envestnet Inc., Merrill, and Bank of America. 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 emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Stephen West is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. West serves as Chair of the Board and an executive committee member for the United Way of Larimer County. 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 approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and retirement consulting.

Charles Pastor is a CFP® and holds a Series 65 license, with four years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has prior experience at intellicents investment solutions, Inc. and Damn Good Planning LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by various specialized advisory programs.

Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Kristine Haley is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. She has 11 years of industry experience, including roles at Ameriprise Financial Services, Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. Outside of her advisory work, she is an independent consultant for a single-level marketing company. Voya Financial Advisors, Inc. serves a diverse client base of individual and institutional investors, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary advisory relationships.

Robert Woolwine is a Series 66–licensed financial advisor with Key Investment Services LLC in Denver, Colorado. He has one year of industry experience, including prior roles at the University of Colorado - Boulder and in educational institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and oversees third-party advisory products through ongoing due diligence and supervisory review.

Thomas Dameron IV is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Denver, CO. He previously worked at Alpha Capital Family Office, LLC and Jackson National Life Distributors LLC. Dameron is also a managing member of TD4, LLC, a business entity used for tax purposes. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Michael Simmons is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. He previously worked at Transitions Wealth Management, LLC for 16 years. 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 approach, focusing on globally diversified, risk-appropriate portfolios with strategic factor tilts and utilizes a range of investment vehicles and platforms.

Michelle Baker is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Bankers Life Advisory Services since 2018 and previously spent two years with Jefferson County Public Schools. In addition to her advisory role, she operates as an independent consultant. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerance.

Tristan Pohren is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds a Series 65 designation and has been with Mercer since 2021. Prior to joining Mercer, he held positions at Members 1st Credit Union, Landus, FIRST NATIONAL BANK, and worked at Iowa State University. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s approach emphasizes globally diversified portfolios based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of implementation options and planning services.

Ian Freemire is a CFP® professional based in Denver, CO, affiliated with Mercer Global Advisors Inc. He has 11 years of industry experience, including roles at Mercer Global Advisors, Windsor Capital Management, and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Jacqueline Beauprez is a financial advisor at D.A. Davidson & Co. in Denver, CO, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2017. Prior to that, she worked at Raymond James & Associates from 2013 to 2017. Beauprez serves as a director of her family-owned contracting and excavation business, which provides services to oil and gas companies, home builders, and commercial projects. D.A. Davidson & Co. offers investment advisory and brokerage services to individual and institutional clients, including retirement plans and high-net-worth individuals. The firm operates under fiduciary standards and provides comprehensive financial planning, equity research, and specialized wealth management programs.

Jefferson Puckette is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at BlackRock Investments LLC and Class VI Family Office, LLC. Outside of advising, he co-owns JH Hut Holdings LLC, which provides bookkeeping and operational services for rental units. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm leverages its large institutional scale and unique market roles to provide a broad range of advisory and execution services.