Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Min Jung Tavella is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Arbor Capital Management Inc., MJT Inspire Growth LLC, Planterra Foods, and WhiteWave Foods/Danone North America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and uses a diversified investment approach combining passive and active management with quantitative and fundamental analysis.

Paul Dipalma is a financial advisor at MAI Capital Management, LLC in Boulder, CO, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Libra Wealth LLC, Mutual Trust Asset Management, The Holland Group, Retirement Wealth Advisors, LLC, and Southport Capital. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

Dennis Collins is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Raymond James Financial Services and his own firms, Chapel & Collins, LLC and Collins Wealth Strategies, Inc. He is also a Reserve Rear Admiral in the U.S. Navy and volunteers as a financial advisor for Advisers Give Back, a nonprofit focused on financial literacy and pro bono planning. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base that includes individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with strategic factor tilts and tax management.

William Baber is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 65, 63, and 66 licenses with 17 years of industry experience. Prior to joining Mercer in 2025, he spent 11 years with Personal Capital Advisors Corporation and Westamerica Bank. Baber is also involved as an owner in Stone Corral Farms, an almond farming business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by a range of specialized planning and advisory capabilities.

Ashley Flynn is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Charles Schwab from 2012 to 2019 before joining D.A. Davidson & Co. in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Andrew Moel is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Cresset since 2023, with prior experience at Monograph Wealth Advisors, Peer Street Inc, and Canterbury Consulting Inc. In addition to his advisory role, Mr. Moel serves as a trustee for two non-investment-related trusts, performing administrative and fiduciary duties. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and multiple related entities.

Elyse Foster is a CFP® with 27 years of industry experience. She currently works at MAI Capital Management, LLC and previously spent 36 years at Harbor Financial Group. MAI Capital Management, LLC provides discretionary and non-discretionary investment 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 offers a range of investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 31, 2026.

Matthew Baity is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at PNC Investments, TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

Jonathan Moss II is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Edward Jones and JPMorgan Securities LLC. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and turnkey platforms.

Mckenna Wieser is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Charles Schwab and Fruitful Inc. Outside of finance, she has experience in the hospitality industry, having worked at Better Than Sex Dessert Restaurant. Mercer Global Advisors provides investment advisory and 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 and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management where appropriate.

Brian Frank is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, BBVA, Guaranteed Rate, and BMO Harris Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and proprietary portfolio management options, primarily offering wrap-fee programs through the Envestnet MAS platform.

Bruce Bendell is a PFS™ credentialed advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He previously worked at Transitions Wealth Management, LLC for 25 years and at Wenner, Silvestain & Co., CPAs for 25 years. Bendell serves as the Finance Chair for the Congregation Hebrew Educational Alliance and as Treasurer for the Southmoor Vista Homeowners Association. 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 employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a range of implementation options including ETFs, mutual funds, and direct indexing.

Amy Hiett is a financial advisor at Moneta Group Investment Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. Hiett has a 50% ownership interest in Juniper Wealth Advisors, a financial practice based in Boulder, CO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.

John Dilivio is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes seven years at Personal Capital and a brief tenure at Empower Advisory Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, utilizing globally diversified, risk-appropriate portfolios through a variety of investment vehicles and offers specialized programs and client education initiatives.

Craig Korth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been associated with Transamerica Financial Advisors since 2014 and is also involved with Capernaum Strategies Inc. and WealthWave. Outside of finance, he is a passive member of Korth Family Farms, a family-owned agricultural business. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, operating uniquely as both a registered investment adviser and broker-dealer.

Evan Welch is a CFP® professional based in Boulder, CO, with four years of industry experience. He is affiliated with CWM, LLC and previously worked at Bloom Wealth Advisors and Varra Financial Associates. Outside of finance, his background includes five years with Trek Bicycle Corps. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Brett Landstrom is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds the CFP® and ChFC® designations along with a Series 66 license and has 16 years of industry experience. His entire career has been with Mercer Global Advisors, except for a brief period at Icma Rc in 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private funds, supplemented by educational content and specialized client offerings.

Hakan Ibisi is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, Wells Fargo, and Citizens Bank. Ibisi also operates a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.