Lisa Robinson is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with TIAA and TIAA-CREF since 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm offers financial planning, discretionary managed account programs, and broker-dealer services, operating within a vertically integrated structure that includes advisory roles for a donor-advised fund.

Mark Wren is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Voya Financial Advisors, and other firms. In addition to his advisory work, he owns Third Day Business Advocates, an LLC focused on financial analysis to improve business cash flow and debt structure. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, and nonprofit entities. The firm provides investment management, financial planning, retirement plan consulting, and related services using a variety of program models and third-party platforms.

Derek Rollingson is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Icon Distributors, Inc. and Icon Advisors, Inc. Rollingson also provides mathematical and financial modeling, analysis, and teaching through his own firm, Rollingson FMA. Additionally, he consults on business operations for a voice-over and audiobook narration company operated by his wife. Independent Financial Partners serves a nationwide client base with investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform allowing individualized investment strategies alongside centralized services, and it has a notable retirement-plan advisory and pension consulting practice.

Bryan Nielson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cetera Advisors LLC. Outside of his advisory work, he hosts a radio show on KRKS 94.7 - THE WORD, where he talks, hosts, and educates listeners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

John Trotter is a financial advisor at SPC with 12 years of industry experience. He holds a Series 66 designation and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he operates John Trotter Investments and is licensed as an insurance agent with appointments in multiple companies, including Flowers & McKeller Insurance Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Steven Caldara is a financial advisor with TLG Advisors, Inc. based in Castle Rock, Colorado. He holds the ChFC® designation and Series 63 license, with 34 years of industry experience. Caldara has been associated with The Leaders Group, Inc. since 1998 and is president and owner of The Caldara Company, a financial services and insurance business he founded in 1996. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Joshua Schmitt is a CFP®-certified financial advisor with eight years of industry experience. He has worked at Creative Planning since 2017 and was previously with Waddell & Reed, Inc. from 2015 to 2017. Joshua is based in Castle Rock, CO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Kevin Mcintosh is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at CNR Securities, LLC since 2016. Outside of his advisory role, he is a limited partner in a fitness franchise business and provides input on its operations. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management through an active, multi-strategy investment process that combines quantitative and fundamental analysis. The firm manages approximately $73 billion in assets and sponsors the City National Rochdale mutual and interval funds.

Justin Hawksley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to this, he worked at Ethos Financial Partners for three years. He holds a Series 63 license and is based in Elizabeth, CO. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Melissa Harper is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Morgan Stanley, Regal Investment Advisors, and Brookstone Capital Management since 2018. Harper is a licensed insurance agent and actively sells insurance and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

David Harper II is a financial advisor with Brookstone Capital Management LLC in Castle Rock, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Regal Investment Advisors, LLC since 2016 and has been associated with Cornerstone Financial Consultants since 1997, which is the name he uses for marketing. Outside of advisory work, he is a licensed insurance agent and sells insurance and annuity products. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with back-office and turnkey asset management platform services.

Lauren Richardson is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. She has held advisory roles at Kestra Advisory Services and Kestra Investment Services, among other positions, since 2017. Outside of her advisory work, she is involved with PROPLANCO MANAGEMENT LLC, focusing on insurance client management, and manages a real estate property in Denver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Joseph Gard is a financial advisor with PNC Wealth Management in Castle Rock, Colorado, holding Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Bank of America, Merrill, Charles Schwab, and the Credit Union of Colorado. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved third-party strategies to manage client portfolios with mutual funds and ETFs.

Scott Branish is a financial advisor with PNC Wealth Management in Castle Pines, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining PNC, he worked with several mortgage and financial services firms, including Lifemark Securities Corp and Front Range Financial. He is also a part owner of Branish Holdings LLP, a family business involved in property management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes approved strategies implemented via mutual funds and ETFs, with a focus on algorithm-driven risk assessment and annual rebalancing.

Beth Richardson is a CFP® with 36 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. She is also the owner and property manager of Maleta Lane LLC and holds several real estate-related board positions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, with a broad range of services such as fiduciary consulting, plan design, and investment management supported by due diligence.

Jesse Crispe is a financial advisor with Eagle Strategies (NY Life) based in Castle Pines, CO, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and previously worked with New York Life Insurance and Nylife Securities Inc. since 1994. Crispe also engaged in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and corporate plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Katherine Garrus is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools, with recommendations made by advisors while clients retain final trading decisions.

Dustin Gale is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Kayne Anderson Rudnick and VP Distributors LLC since 2015. He serves as an advisory board member for Project ECHO, a nonprofit organization focused on providing at-risk students with vocational skills and entrepreneurship training. Kayne Anderson Rudnick offers discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets as of December 31, 2024.

Jay Cheney is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked within the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Valerie Pate is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab in various capacities since 2018 and spent a decade at Fidelity Investments prior to that. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers comprehensive financial reviews and investment recommendations but does not exercise discretionary trading authority.