Jared Barkmeier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at HK Financial Services, Inc. from 2016 to 2020. Barkmeier is based in Highlands Ranch, CO, and holds a Series 65 license. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through services such as investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

Zachary Bloemen is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual in various capacities from 2016 to 2022, as well as Penn Mutual Life Insurance Company since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a dual registration that supports a range of investment options and portfolio management arrangements.

Alexander Boyd is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at the University of Missouri Curators Office. In addition to his advisory role, he is involved as an agent with Agia, offering non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, managing roughly $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

Sarah Burney is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan for 11 years before joining Cresset in 2021. Burney serves as a foundation board member for the Denver Museum of Nature and Science. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations, and employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations.

Paula Degener is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at Mariner Wealth Advisors, LLC since 2018 and previously spent time at Kummer Financial Strategies in both its LLC and Inc. forms. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through a range of services such as investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to offer customized portfolios and maintains integrated tax and accounting services uncommon for firms of its size.

Addison Colgrove is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of advising, he is the owner of Natural Medicinals LLC, a company focused on cultivating and selling Lion's Mane mushrooms, which are used for gourmet cooking and potential medicinal benefits. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Zachary Gregory is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America/Merrill, Bankers Life, USAA, and Medtronic. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and rebalancing, with services delivered through Empower’s recordkeeping and administrative platforms.

Chevie Walerowicz is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining Mariner, Chevie worked in various service roles, including at Raymond James and Lucky's Bakehouse & Cafe. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax and family office services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative CFO capabilities.

Christopher Fox is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior firms include RBC Capital Markets, Empower Retirement, Prudential, and MassMutual. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

Brett Heuertz is a financial advisor with Eagle Strategies (NY Life) based in Littleton, CO. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Mogul Wealth Strategies, DA Davidson, and NYLIFE Securities LLC. Outside of his advisory work, Heuertz is a partner in Axe Management, LLC, a holding company involved in managing a rental property. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Paul Larance is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Sanctuary Securities, Inc. and the Investment & Wealth Institute. Sanctuary Advisors, LLC offers 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 a multi-affiliate platform providing a range of investment solutions through a large network of independent advisors and affiliated entities.

Sebastian Zacharias Jr. is a financial advisor with Eagle Strategies (NY Life) in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been affiliated with New York Life Insurance Company since 2007. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice across multiple program types and managing a substantial amount of assets on a largely non-discretionary basis.

Cassandra Anderson is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding CFP® and CFA® designations and Series 63 and 65 licenses. She has 23 years of industry experience, including 14 years at Valic Financial Advisors and a current role at Agia involving non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with discretionary portfolio management.

Matthew Blake is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moss Adams Wealth Advisors, First Western Trust Financial, Centric Investment Group, Wambolt & Associates, and My Portfolio Guide, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers and alternative investment strategies.

Michael Abbott is a financial advisor at Schwab Wealth Advisory, Inc. with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations that utilize Schwab’s proprietary research and asset allocation models.

Eric Zemp is a financial advisor at Osaic Institutions, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Osaic, he worked in various roles at companies including Schomp Automotive and Amazon. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a notable lending marketplace.

David Jay is a financial advisor with Commonwealth Financial Network based in Littleton, Colorado. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Sagepoint Advisors, Inc. for 10 years. He is also co-owner and executive vice president of Jay Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to advisors who deliver client advice under Commonwealth’s supervision.

Jonathan Lore is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Farther and has previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Outside of his advisory work, he is the managing member of Apex Pattern Group, LLC, a consulting firm focused on management, strategic planning, and technology-driven educational initiatives. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory implemented via bespoke allocations and proprietary algorithmic model portfolios, emphasizing periodic rebalancing and diversified asset allocation.

Gabrielle Mollick is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has been with Mercer Global Advisors since 2018. 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, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through a range of vehicles including low-cost ETFs, separate account managers, and private funds, complemented by educational programming and integrated service lines.

Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has nine years of industry experience, including roles at TD Ameritrade and multiple wealth management firms such as Canvas Financial and Corfee & Associates. In addition to his advisory work, he is involved as a life insurance agent through Corfee & Associates. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm provides a variety of discretionary and non-discretionary programs through in-house models and third-party managers, supported by a platform integrated with Ameritas affiliates.