Michael Stahl is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds the ChFC® and Series 63 designations and has 23 years of industry experience. His career includes long-term roles at New York Life Insurance Company, Nylife Securities, and High Point Financial Group, LLC, where he is also involved in insurance brokering outside registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. based in Denver, Colorado, holding Series 65 and Series 63 licenses with four years of industry experience. He has previously worked at People's Securities, Inc. and TD Asset Management. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard, including retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

Vanessa Ramich is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She previously worked at J.P. Morgan and Walton Enterprises before joining Cresset in 2021. Outside of her advisory role, she serves as a trustee for a client’s family trust. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, and institutional entities. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities providing comprehensive wealth management and advisory services.

Charles Arnold is a financial advisor with TLG Advisors, Inc., holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His work history includes roles at Winbak Farms LLC and The Leaders Group Inc. Arnold is also licensed as an independent life insurance agent. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm provides investment supervisory services, portfolio management, and fiduciary services, utilizing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer digital investment program called Starlight Portfolios.

Patricia Rizzi is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Sanctuary Advisors in 2024. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party model platforms to implement strategies.

Brooke Miller is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2023. Prior to this, she worked at IWP Wealth PCA for six years and held roles at Kummer Financial Strategies, Inc. and Mutual Securities, Inc. from 2014 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services alongside traditional portfolio management.

John Snyder is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at ROYAL FUND MANAGEMENT, LLC, Jo-Ann Holst Advisers, Inc., The Rye Consortium Limited, Coalfire, and Westcon Group. 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 approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Evan Schumacher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. He previously worked at Wipfli Financial Advisors and Hewins Financial Advisors. 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 approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

Matthew Heim is a financial advisor at Cresset Asset Management, LLC with a Series 65 credential and four years of industry experience. Prior to joining Cresset in 2022, he held positions at the University of Colorado at Boulder, The Walsh Group, The Roaring Fork Club, and Berkshire School. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, 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 process and a range of advisory and family office services.

Douglas Barker is a CFP® professional with 11 years of industry experience. He is currently an advisor at Mariner, where he has worked since 2021, following five years at First Western Trust Bank and a brief period as a self-employed advisor. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to specialized investment vehicles. The firm employs discretionary, customized portfolios supported by internal and third-party resources and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Jennifer Pena is a CFP® professional with 10 years of experience in financial planning and advisory services. She is currently with Kestra Advisory and serves as Co-President of Pursuit Wealth Planning. Her prior experience includes roles at Sagepoint Financial and Comprehensive Financial Services. Outside of advisory work, she is involved in firm management duties for Pursuit, LLC. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms with access to complex products and discretionary trading.

Ryan Hill is a CFA® charterholder with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and was previously employed at Wells Fargo from 2008 to 2021. He is based in Denver, CO. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is organized across specialized divisions that produce research and model guidance without exercising investment discretion or holding custody of client assets.

Michael Holliger is a financial advisor at Independent Financial Partners with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, LPL Financial, and Western Wealth Management. In addition to his advisory role, he operates Holliger Financial Consultants, providing financial planning and investment management services. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm is notable for its retirement-plan advisory and pension consulting services, supported by comprehensive compliance and supervisory processes.

Duncan Macdougall is a CFP® with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior work experience includes roles at First National Bank of Omaha, the University of Colorado Bookstore, Zepheira, and the University of Colorado. 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 strategic use of low-cost index vehicles and tax management.

Jason Halko is a CFP® with 20 years of industry experience, currently affiliated with Mercer Global Advisors Inc. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co., Inc. for nearly two decades. 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, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Fred Apodaca III is a CFP® professional with two years of experience currently affiliated with Kestra Advisory. His work history includes roles at Kestra Investment Services, Private Capital Management, and Northwestern Mutual. In addition to advisory duties, he assists with seminars for federal employees and provides financial services through a fiduciary firm offering money management, 529 plans, and annuities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary oversight, and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions.

Thomas Ziegler is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with TIAA-CREF since 2016 and was previously involved with Charco Broiler from 2015 to 2023. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its registered investment adviser services.

Erik Brandt is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at High Point Financial Group, Ethos Wealth Strategies, and Noble Capital Group, among others. Outside of finance, Brandt coaches and leads fitness classes at CrossFit Cherry Creek and owns an e-commerce store specializing in office supplies. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored solutions, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Jose Castaneda is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior work includes roles at Foothills Moving & Storage, LLC, and the University of Colorado, Boulder. 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’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory principles and emphasizes multi-factor tilts, tax management, and a variety of implementation options.