Jacob Schwinn is a CFA® charterholder with 17 years of industry experience. He is currently with Cresset Asset Management, LLC and has worked there since 2021. Prior to joining Cresset, he spent 12 years at J.P. Morgan Private Bank. Outside of finance, Schwinn serves as Vice President of Schwinn Construction Company. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

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.

James Bagnato is a financial advisor at Mercer Global Advisors Inc. in Denver, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mercer, he worked at Charter Communications for sixteen years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

James Werner is a financial advisor at Mercer Global Advisors Inc. in New York, NY, holding a Series 65 designation with seven years of industry experience. He has been with Mercer Global Advisors since 2018. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a variety of implementation options and public content programs.

Christopher Springer is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 66 and Series 63 licenses and has three years of industry experience. He has worked with firms including Five Peaks Capital Group and NYLife Securities LLC. Outside of his advisory role, Springer is involved in athlete development as a volunteer with Inline to Ice, serves on the board of USA Roller Sports, and is an investor in a manufacturing company producing speed skating products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Mark Lohmann is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. His prior roles include positions at Merrill and JPMorgan Securities LLC. Outside of his advisory work, Lohmann serves as a board member for SeriesFest, an organization that supports episodic storytellers. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs combined with institutional-scale resources and specialized market roles.

David Thorne is a CFP® professional with 29 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2010 and is also associated with LPL Financial since 2009. In addition to his advisory work, he operates an independent insurance agency selling fixed insurance products including health, life, disability, dental, and annuities. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and sub-advisors.

Amber Chang is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs, Folio Investments, Inc., and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other platforms, alongside a range of specialized client services.

Luke Vinnola is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 66 and Series 63 licenses and possessing 20 years of industry experience. He previously worked at Envestnet Asset Management, Inc. for 11 years before joining D.A. Davidson in 2022. Outside of his advisory role, he serves as secretary on the board of directors for the Arvada West High School Boy’s Soccer Booster Club, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA-related plan advisory, comprehensive financial planning, and a Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its recommendations.

Whitney Spalding Spencer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and NACSA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, and ETFs.

Carey Sullivan is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been associated with Eagle Strategies since 2011 and previously worked with Five Peaks Capital Group LLC. Sullivan is involved in insurance brokering through multiple entities and holds ownership interests in various investment-related businesses. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm deploys a range of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

David Goodman is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Personal Capital Advisors Corporation for five years before joining Mercer Global Advisors in 2023. 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, foundations, and nonprofits. 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, tax planning, and estate coordination.

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.

Chase Lederer is a financial advisor at CWM, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at Carson Wealth, Pinnacle Wealth Management, Empower Retirement, and Personal Capital Advisors Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Michelle Dockter is a CFP®, ChFC®, and Series 66-registered financial advisor with 18 years of industry experience. She is currently with D.A. Davidson & Co., where she has worked since 2021, following nine years at Ameriprise Financial Services, Inc. Dockter serves as treasurer on the Board of Directors for the Financial Planning Association in Minneapolis. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and its Private Wealth program for clients with over $20 million in net worth.

Adam Oliver is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with four years of industry experience. His prior roles include positions at Transitions Wealth Management, First Western Trust, BMO Harris Bank, and involvement with the Dr. David Robinson Institute of Jewish Heritage - Yeshiva. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, along with specialized offerings such as retirement plan consulting and charitable advisory services.

Tanya Thomasson is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in Denver, CO, with nine years of industry experience. She has been with Mercer Global Advisors throughout her career. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through a variety of investment vehicles and specialized programs.

Linda Vigil is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Vigil is also the managing director of Aero Wealth Management, an independent RIA specializing in customized portfolio construction and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.