Bryce Johnson is a financial advisor at Fortis Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coretactic Strategies LLC, Private Client Wealth Advisors, LLC, and operated his own firm, Bryce Johnson Investment Advising LLC. Johnson serves as a board trustee for Denver Academy and is a director of the Carson Foundation. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management, financial planning, and educational workshops, emphasizing customized portfolio construction across various investment strategies.

Nathaniel Francescato is a financial advisor with TLG Advisors, Inc. based in Golden, CO, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His work history includes roles at Simplicity Investments, Aeterna Capital LLC, Upmarket Securities LLC, and Townsend & Associates, Inc., among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm focuses on manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Addison Colgrove is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of advising, he is the owner of Natural Medicinals LLC, a company focused on cultivating and selling Lion's Mane mushrooms, which are used for gourmet cooking and potential medicinal benefits. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, with nine years of industry experience. He has held roles at Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, TD Ameritrade, and Ameritas-related firms. Outside of advisory work, he is involved as a life insurance agent with Corfee & Associates/Unbridled Wealth and Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.

Bartley Corfee is a ChFC® with 42 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has held roles at several firms including Canvas Financial and Cetera Advisors LLC, and has operated his own advisory business, Corfee & Associates, since 1993. Corfee’s background includes financial advisory, asset management, and insurance services. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms to support portfolio construction and ongoing management.

Cooper Peters is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Legend Equities Corporation, Raymond James Financial, Equitable Advisors, and Stanford Group Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm manages a range of advisor-managed and firm-managed model portfolios using both strategic and dynamic investment approaches.

Sandra Knecht is a CFA® charterholder with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, CoBiz Wealth, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Michael Stark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Clark Brothers Investments, Sigma Financial Corporation, and Wells Fargo Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary guidance to a large client base.

Sylvia Drury is a financial advisor with Lincoln Investment in Evergreen, CO, holding a Series 63 designation and 36 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and has a longstanding role at MetLife Resources dating back to 1990. In addition to her advisory work, she is involved in insurance, holding a position as an insurance agent focusing on fixed indexed annuities and long-term care. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm provides financial planning, ERISA retirement plan advice, and a range of advisory programs, combining in-house and third-party investment strategies managed through both strategic and tactical approaches.

Gary Drury is a Series 63 licensed financial advisor at Lincoln Investment with 36 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, he has been involved in the restaurant business at Pelicans Restaurant since 1979. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of advisor-managed and firm-managed investment programs.

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.

Steven Bresler is a financial advisor with PlanMember Securities Corporation in Golden, CO, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. He has worked at PlanMember since 2020 and previously held roles at Empower Retirement and GWFS Equities. Outside of his advisory work, Bresler serves as Vice President of Business Development for Client 4 Life, a business software sales company. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on a top-down strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Cari Smith is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. She has 22 years of industry experience, including multiple roles at LPL Financial and Western Wealth Management prior to joining Private Advisor Group in 2020. Smith also provides investment advisory services through Independent Advisor Alliance, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to various third-party strategists and technology platforms.

Tammy Santi is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Schwab Wealth Advisory in 2021, she was affiliated with Charles Schwab and has work experience in the technology and healthcare sectors, including roles at Lyft, Uber, and Medix IT. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Charles Schwab ecosystem.

Ross Ferrin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Integrity Alliance, LLC since 2025. He has previously worked at Lion Street Advisors and Financial, Park Avenue Securities, Guardian Life Insurance, and Equitable Advisors. Outside of his advisory role, Ferrin is a silent partner in a golf club rental business and serves as a board member for Outfitters for Christ, a nonprofit that connects youth development with outdoor ranch activities. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services to individual investors, corporations, and qualified retirement plans, utilizing a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Amanda Tortorelli is a financial advisor at Mariner with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Inspira Financial Services, Howard Capital Management, Edelman Financial Engines, E*TRADE (formerly Trust Company of America), and National Planning Holdings. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, as well as integrated tax, accounting, and financial wellness solutions.

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.

Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

James Mc Kinnon is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones for five years and JPMorgan Chase for nine years. Mc Kinnon holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.