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.

Samuel Bennett is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Edward Jones and Four Seasons Company before joining Mercer Global Advisors, where he has worked since 2017. 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 tax management, utilizing a range of investment vehicles and platforms.

Emil Musgrove is a financial advisor with Eagle Strategies (New York Life) based in Arvada, Colorado. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining New York Life in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2017 to 2020, and METLIFE SECURITIES Inc from 2014 to 2017. Outside of his advisory work, Emil is a professional singer and guitarist who performs at church services, company events, weddings, and receptions. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a notable focus on non-discretionary asset management and fiduciary responsibilities in retirement planning.

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.

Anthony Cheang is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Buckingham Strategic Wealth and LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial and tax planning services. The firm employs an investment approach that combines active and passive strategies, third-party separate account managers, and private funds within a long-term, tax- and fee-sensitive framework.

Brian Picariello is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, having worked there in various capacities since 2018, and previously at Traust Sollus Wealth Management, LLC. 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 follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios incorporating multi-factor tilts and tax management, offering a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

John Singleton is a CFP® with 21 years of industry experience, currently serving as a Senior Wealth Advisor and Director at Mercer Global Advisors Inc. He has spent over two decades with Heim Young & Associates, Inc. and its affiliated entities prior to his current role. 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 various specialized service lines.

Blaine Hancock is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, the University of Denver, Cintas, and the YMCA of Greater Des Moines. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

Robert Statton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022. Prior to that, he was with Sanford C. Bernstein & Co. LLC from 2018 to 2022 and worked at Britestreet Energy from 2017 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of products through its affiliations and regulatory registrations.

Anthony Politi is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop, implement, and monitor financial plans tailored to their individual and family needs. His approach emphasizes the importance of having a structured financial plan for the future. Anthony has been with Fidelity Investments since 2023, progressing through various roles including Financial Representative and Financial Operations Representative. He began his career at the firm as an Investor Center Intern. This experience has provided him with a comprehensive understanding of financial planning and client service within the investment industry. Outside of his professional work, Anthony enjoys activities such as board games, fitness, social events with friends, hiking, movies, and traveling.

Tabrenia Davidson is a CFP®-credentialed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Bank of the West from 2011 to 2017. Outside of her advisory role, she holds a 50% ownership in FOURD, LLC, where she collaborates occasionally with property management companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Bertsch is a financial advisor with Wells Fargo Advisors in Erie, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including retirement, education, and business-owner transition planning, leveraging Wells Fargo research and tools to develop tailored recommendations.

Erin Resetar is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Ugly Dog Sports Cafe before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Mary McMinn is a Planning Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans, identify strategies for improvement, and maintain ongoing communication. She has held this role since 2022, following her position as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity Investments, Mary worked as a Financial Advisor at Edward Jones from 2020 to 2021. Her professional experience spans financial planning and advisory roles, focusing on creating and enhancing financial strategies for clients. Outside of her professional work, Mary enjoys hiking, music, outdoor adventures, tennis, volunteering, and yoga.

Keith Heintz is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Margaret Strenk is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She worked at William Blair & Company from 2011 to 2017 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Jessica Burris is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, she worked with several family offices, including Bojonowski, Nelson, and Sonnett families. She has also received residual payments from her previous role as a Beachbody coach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Zachary O'hayre is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Fidelity since 2025 and previously held roles at TIAA, Scottrade, and Strategic Advisers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios managed through systematic methodologies.

Jason Bright is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 24 years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.