Kent Zeidman is a financial advisor with Integrated Wealth Concepts LLC in Westminster, CO. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory work, he holds ownership in Pawnee Trail Power, LLC, a holding company involved in bookkeeping and bill payment. 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 customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income and a primarily long-term investment approach.

Seth Schafer is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at U.S. Bancorp Investments, Inc., Oracle, Anthem, and the University of Cincinnati. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and affiliated broker-dealers, offering both discretionary and non-discretionary solutions across various investment platforms and strategies.

Leann Canty is a CFP® professional with 25 years of experience in financial advising. She is currently with Commonwealth Financial Network, where she has worked since 2020. Prior to that, she held roles at Avantax Advisory Services and National Guardian Life Insurance Company. Canty is also the owner of Canty's Financial Strategies, Inc., a private entity that provides securities, advisory, insurance, and tax preparation services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support while enabling advisors to construct client portfolios using a broad selection of securities and insurance products.

Alec Quaid is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Private Advisor Group, Novem Group, American Portfolios Advisors, and Northwestern Mutual. He holds leadership roles as President and Treasurer of the Colorado Financial Planning Association. 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 approach, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Bernard Young is a financial advisor at TIAA-CREF with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved as an author through his business, BGY Enterprises. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, and corporate entities. The firm provides a range of services from one-time planning to ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund administration.

Brittany Rice is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Her prior roles include positions at Raymond James Financial Services and MJ Smith and Associates. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Shawn Hoke is a financial advisor with Citigroup Global Markets in Denver, Colorado. He holds Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at Raymond James Financial Services for over a decade. Outside of his advisory role, he serves as a board member and treasurer for the Stanton Farms Townhomes Home Owners' Association in Littleton, Colorado. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including swap dealing and futures commission merchant activities.

Mark Morrison is a financial advisor with Citigroup Global Markets, holding a Series 66 license and seven years of industry experience. He previously worked at TIAA and the University of North Carolina at Chapel Hill. Outside of his advisory role, Morrison creates and sells his own photographs as NFTs, receiving cryptocurrency payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Drake Turner is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and two years of industry experience. He previously worked at Heartland Retirement Group, where he was a licensed insurance agent involved in life and health insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing a range of strategies such as direct indexing and tactical asset allocation.

Christopher Murphy is a CFP® and holds a Series 65 license, currently affiliated with Mercer Global Advisors Inc. He has seven years of industry experience, including prior work at Confluence Financial Advisors and FirstBank. Murphy is based in Boulder, CO. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs and tax-management options.

Adam Wager is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with two years of industry experience. His entire work history has been with Mercer Global Advisors and includes multiple roles since 2020. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers specialized programs such as Market Series and tax-managed options.

Jessica Creevy is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and one year of industry experience. She previously worked at Charles Schwab and has experience with her own business, Jessica Creevy LLC. Outside of advisory roles, she serves as Chair of the Board of Trustees for Jarrow Montessori, a nonprofit private Montessori school. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations delivered through Schwab’s research tools and asset allocation models.

Joshua Chebul is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following previous roles at Buckingham Strategic Wealth, LLC and Holistiplan, LLC. His background also includes experience in the energy sector with Northwoods Energy, SM Energy, and Noble Energy. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs 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.

Derek Moore is an investment advisor representative with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked with New York Life and affiliated firms since 2004 and owns Five Peaks Capital Group LLC, through which he brokers non-registered insurance products. Outside of financial advising, he is an investor in Alpine Media Technology, a company developing digital advertising technology for ski lifts and gondolas in North America. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate and charitable clients. The firm offers multiple program types and emphasizes tailored recommendations while managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patric Mclaughlin is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. Based in Denver, CO, he participates as a passive partner in Bigelow Asset Management, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Stephen Bogosian is a financial advisor at CWM, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Management, Northern Lights Distributors, Swan Global Investments, and Athenainvest Advisors. 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 manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of portfolio management and retirement-plan services.

David Manley Jr. is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Summit Financial Strategies, Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in insurance brokering through his ownership of Summit Financial Strategies, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions via multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and individual investors.

Barry Cohen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Wealth Advice and Management LLC for nine years. 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 approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Ivana Stanisic is a financial advisor at TIAA-CREF in Boulder, CO, with 21 years of industry experience. She has held her position at TIAA-CREF since 2007 and holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also manages a donor-advised fund and operates a vertically integrated advisory model using affiliated funds and fiduciary standards tailored to the type of service provided.

Troy Tannenholz is a financial advisor at OSAIC Institutions, INC. based in Denver, CO, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2018, following a three-year tenure at National Planning Holdings. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.