Geoffrey Luchetta is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He is associated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, where he brokers non-registered insurance products alongside selling New York Life products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Kenneth Lang is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with \u0026PARTNERS since 2025 and previously worked at Wells Fargo Advisors for 13 years. Lang serves as a FINRA arbitrator in New York. \u0026PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment advisory and brokerage services, employing fundamental, technical, and quantitative analysis, and operates with both RIA and broker-dealer registrations.

Estelle Gonzalez is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Colony Group, LLC, The AmeriFlex Group, Inc., Sagepoint Financial, Inc., KOHLS, and Voya Financial Advisors. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a comprehensive range of investment management, financial counseling, and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a broad platform including discretionary and nondiscretionary advice, alternative investments, and affiliated service companies beyond typical custody or manager platforms.

Daniel Cass is a financial advisor at OSAIC Institutions, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CUSO Financial Services, LP for 11 years before joining OSAIC Institutions in 2023. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm uses a combination of fundamental and technical analysis and provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Mark Lohmann is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. His prior roles include positions at Merrill and JPMorgan Securities LLC. Outside of his advisory work, Lohmann serves as a board member for SeriesFest, an organization that supports episodic storytellers. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs combined with institutional-scale resources and specialized market roles.

Amber Chang is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs, Folio Investments, Inc., and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other platforms, alongside a range of specialized client services.

Luke Vinnola is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 66 and Series 63 licenses and possessing 20 years of industry experience. He previously worked at Envestnet Asset Management, Inc. for 11 years before joining D.A. Davidson in 2022. Outside of his advisory role, he serves as secretary on the board of directors for the Arvada West High School Boy’s Soccer Booster Club, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA-related plan advisory, comprehensive financial planning, and a Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its recommendations.

Evan Alexander is a financial advisor at Valic Financial Advisors with the Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Enviz Capital for one year and spent ten years in education. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and uses discretionary unified managed accounts with third-party model managers and optional overlay services.

Whitney Spalding Spencer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Prior to joining Focus Partners, she worked at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and NACSA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes 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.

Alexander Hansen is a Series 66-licensed financial advisor with Valic Financial Advisors in Lakewood, CO. He has one year of industry experience and previously worked in logistics and food service while completing his education at Colorado State University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts with a focus on technology-driven solutions.

Kimberly Jestrab Rindt is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has worked previously at D.A. Davidson & Co. and Independent Wealth Strategies. She is also involved in fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Carey Sullivan is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been associated with Eagle Strategies since 2011 and previously worked with Five Peaks Capital Group LLC. Sullivan is involved in insurance brokering through multiple entities and holds ownership interests in various investment-related businesses. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm deploys a range of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Melissa Constant is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 11 years of industry experience. She has worked at Kestra Advisory since 2018 and previously was with Royal Alliance from 2015 to 2018. Outside of her advisory role, she is involved in a short-term rental business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers a broad range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts.

David Goodman is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Personal Capital Advisors Corporation for five years before joining Mercer Global Advisors in 2023. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Lisabeth Durbin is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. She is also involved in insurance brokerage, working as an agent for Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines broker-dealer services with investment advice and utilizes third-party asset managers in both discretionary and non-discretionary accounts.

Michelle Dockter is a CFP®, ChFC®, and Series 66-registered financial advisor with 18 years of industry experience. She is currently with D.A. Davidson & Co., where she has worked since 2021, following nine years at Ameriprise Financial Services, Inc. Dockter serves as treasurer on the Board of Directors for the Financial Planning Association in Minneapolis. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and its Private Wealth program for clients with over $20 million in net worth.

Adam Oliver is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with four years of industry experience. His prior roles include positions at Transitions Wealth Management, First Western Trust, BMO Harris Bank, and involvement with the Dr. David Robinson Institute of Jewish Heritage - Yeshiva. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, along with specialized offerings such as retirement plan consulting and charitable advisory services.

Marielle Stockdale is a financial advisor with Schwab Wealth Advisory in Highlands Ranch, CO, holding the CFA® designation along with Series 65 and Series 63 licenses. She has seven years of industry experience, including roles at Charles Schwab, First Command Financial Planning, and USAA Group, as well as 11 years of service in the U.S. Army. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers wealth management services primarily through annual reviews and investment recommendations without discretionary trading authority.

Tanya Thomasson is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in Denver, CO, with nine years of industry experience. She has been with Mercer Global Advisors throughout her career. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through a variety of investment vehicles and specialized programs.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2016 and previously worked at AGIA. Outside of his advisory role, Jensen is a certified flight instructor, providing FAA-required flight reviews through his business, Journeys Aviation. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, utilizing Envestnet’s platform and third-party UMA model managers to implement discretionary unified managed accounts.