Heidi Halus is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Eagle Strategies since 2014 and New York Life since 2001. Halus serves as an instructor at Colorado Free University, teaching courses on Women & Finance and positive thinking. She is also a board member of the UCCS Accounting & Finance Advisory Board and engages in speaking engagements for various community and business groups. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Tess Bosley is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and University of Vermont. Outside of financial advisory, she has experience in the hospitality sector with positions at Spot on the Dock and BV's Grill. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide 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.

Erica Hinrichs is a financial advisor at Integrated Wealth Concepts LLC in Westminster, CO, with 13 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 27 years. Integrated Wealth Concepts 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, employing a long-term investment approach and customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Jesse Melville is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with TIAA and TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Seth Jefferies is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Jefferies serves as a member of the RMA Commission for the Investments and Wealth Institute, which provides strategic guidance on retirement industry trends and education initiatives. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts related to affiliated funds.

David Shuler is a financial advisor with Eagle Strategies (NY Life) based in Thornton, CO, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2007. Outside of his advisory work, Shuler serves as Vice Chairman of Finance for the Rocky Mountain Elk Foundation and is a board member of the USMC Memorial Foundation. Eagle Strategies serves 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 a significant focus on non-discretionary asset management and specialized relationships with institutional plan sponsors.

Christopher Fox is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior firms include RBC Capital Markets, Empower Retirement, Prudential, and MassMutual. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

Edward Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Western Wealth Management, and A. G. Edwards & Sons, Inc. He also operates under the DBA Integrity Wealth Partners, providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party investment solutions.

Thomas Green is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Osaic Institutions, Inc. He has held roles at Bellco Credit Union and CUSO Financial Services, Inc., among others. Outside of his advisory work, he is a co-owner of an Orangetheory Fitness franchise. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Andranik Khachatryan is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Northwestern Mutual, Charles Schwab, and Chase Bank. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a digital discretionary model account pilot available to select employees. The firm utilizes approved investment strategies managed internally or by third parties and executes portfolios with mutual funds and ETFs, emphasizing algorithm-driven risk assessment and annual rebalancing.

Paula Mcmanus is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Kestra Advisory since 2016. She has also been involved with Kestra Investment Services, LLC since 2013 and owns McManus Wealth Building and Management, a business focused on registered representative activities and insurance services in Louisville, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Kevin Schmeits is a financial advisor at Creative Planning with eight years of industry experience. He holds the Series 65 designation and has worked with Creative Planning Institutional Advisors since 2017, as well as Sageview Advisory Group prior to that. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach, combining low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

Samantha Martinez is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, previously working at T. Rowe Price from 2017 to 2021. Prior to her finance career, she held management roles in the restaurant industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many other enterprise wealth managers.

Jacob Litzau is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and has 28 years of industry experience. He has been with TIAA and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management within a fiduciary framework while also serving as adviser to a donor-advised fund.

Christina Martinez is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 designations and currently serves as Vice President and CFO of Strategic Wealth Holdings, Inc., where she manages a branch office that rents conference space to local legal professionals. Martinez has also been involved with various community and economic education organizations. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary model suites and third-party managers to provide discretionary and non-discretionary investment programs.

Paola Santos is a Series 65 licensed advisor with 23 years of industry experience. She is currently with Creative Planning, where she has worked since 2021. Her prior experience includes roles at Lockton Investment Advisors, BOF Financial, Standard Retirement Services, and StanCorp affiliates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Nicholas Blackner is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management through model-based and customized approaches and acts as adviser to a donor-advised fund.

David Thorne is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Stratos Wealth Partners, Ltd since 2010 and maintains a concurrent affiliation with LPL Financial dating back to 2009. Thorne also co-trustees a family trust and operates an independent insurance agency specializing in fixed insurance products. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Whitney Spalding Spencer is a CFP® with eight years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and NACSA. She holds the Series 65 license in addition to her CFP® designation. 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 an investment approach that combines active and passive strategies through an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized portfolio management techniques.

Jennifer Baham is a CFP® and holds a Series 66 license. She has two years of industry experience and currently works at MAI Capital Management, LLC. Prior to joining MAI Capital Management, she spent nine years at Harbor Wealth Management. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.