Jaclyn Marshall is a financial advisor at Farther with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Farther, she worked at Modern Capital Group LLC and Regiment Securities. She is also the founder of J Blue Production, an independent communications consultancy focused on strategic communications. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Dean Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously founded and led Lewis Wealth Management, LLC for 15 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and tax-managed strategies.

Wayne Bellinger Jr. is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Bellco Credit Union and CUSO Financial Services, Lp. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, providing access to alternative investments, lending, and cash-management solutions.

Jacob Phillippi is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Valic Financial Advisors and has prior experience with Agia, Cerner Corporation, and the University of Missouri. Outside of advisory services, he is involved as an agent 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services on Envestnet’s platform.

Kyle Ohnstad is a financial advisor with TIAA-CREF in Denver, CO, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a mix of model and customized portfolio management within a fiduciary framework.

Jill Ruckle is a financial advisor at Kestra Advisory with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Kestra Advisory since 2025, previously serving seven years at Royal Alliance Associates and concurrently with Rountree & Associates for 19 years. Outside of advising, she serves as Securities Manager for Personal Benefit Advisory, Inc., where she acts as the primary point of contact for advisors providing financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design and compliance testing, and various investment solutions, serving clients that include large institutional investors such as sovereign wealth funds.

Michael Castillo is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments and Fidelity Investments. Castillo is based in Denver, Colorado. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence of third-party products.

Jacob Schwinn is a CFA® charterholder with 17 years of industry experience. He is currently with Cresset Asset Management, LLC and has worked there since 2021. Prior to joining Cresset, he spent 12 years at J.P. Morgan Private Bank. Outside of finance, Schwinn serves as Vice President of Schwinn Construction Company. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Robert Gorski is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and has also worked with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models and operating at scale with over 1,200 advisors.

Dane Winter is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the CFP® and Series 63 credentials and has been with Kestra Advisory since 2018. Winter serves on the AssetMark Field Advisory Board, which involves providing feedback on platform initiatives and participating in strategic discussions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Jason Timpe is a CFP® certificant with 22 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been employed since 2020. His prior experience includes roles at Polaris Greystone Financial Group and Fidelity, where he worked for over 15 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses proprietary Schwab research tools and standard asset allocation models to deliver investment recommendations, focusing on annual reviews without discretionary trading authority.

Ayeesha Salinas is a financial advisor at PNC Wealth Management with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes approved model strategies managed internally or by third parties, with investments executed via mutual funds and ETFs and rebalancing conducted annually.

Bartley Corfee is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Canvas Financial and Ameritas Life Insurance Corp since 2017. Corfee also operates his own advisory business, Corfee & Associates, which provides financial advisory, asset management, and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

James Bagnato is a financial advisor at Mercer Global Advisors Inc. in Denver, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mercer, he worked at Charter Communications for sixteen years. 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, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

James Werner is a financial advisor at Mercer Global Advisors Inc. in New York, NY, holding a Series 65 designation with seven years of industry experience. He has been with Mercer Global Advisors since 2018. Mercer Global Advisors provides investment advisory and related 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, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a variety of implementation options and public content programs.

Daniel Morris is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, focusing on brokering non-registered insurance products. Morris is also the owner of Austin Group Investments, LLC, where he provides instructional coaching for professional advisors, and serves on the boards of two nonprofits, MindSpark Learning and Colorado Gives Foundation. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice delivered through multiple program types, with the majority of its assets managed on a non-discretionary basis.

Christopher Springer is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 66 and Series 63 licenses and has three years of industry experience. He has worked with firms including Five Peaks Capital Group and NYLife Securities LLC. Outside of his advisory role, Springer is involved in athlete development as a volunteer with Inline to Ice, serves on the board of USA Roller Sports, and is an investor in a manufacturing company producing speed skating products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Rodriguez is a financial advisor with Focus Partners Wealth, LLC in Denver, CO, holding Series 65 and Series 66 licenses and two years of industry experience. His prior roles include positions at The Colony Group, LLC, Bank of America, N.A., and Merrill. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Deborah Eggleston is a CFP® professional with 32 years of industry experience, currently serving as an advisor at United Planners' Financial Services of America. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of financial advising, she is involved with the Lone Tree Arts Center, where she works the concession stand. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Nicholas Sauro is a CFP® certificant and licensed financial advisor with eight years of industry experience. He joined Creative Planning in 2023 after five years at Merrill. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by selective private market exposure and tax-loss harvesting.