Tanya Thomasson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has spent her entire advisory career at Mercer Global Advisors, working at the firm since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Timothy Green is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes over two decades at Wells Fargo Bank and Wells Fargo Securities, as well as roles at Kurtz Fargo, LLP and Choreo Partner Alliance, LLC. 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 broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles including swap dealer and futures commission merchant functions.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Joseph Hamad is a CFP® professional with 11 years of experience in financial advising. He has worked at Creative Planning since 2023 and previously spent nine years at Empower Advisory Group. Hamad holds the Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Cooper Peters is a financial advisor with Lincoln Investment in Golden, Colorado, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation, Raymond James Financial, Equitable Advisors, and Stanford Group Company. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive investment strategies.

Gary Sloan is a financial advisor at Valic Financial Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Valic Financial Advisors in two periods spanning over two decades. He also holds an agent position at Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes Envestnet’s platform for discretionary unified managed accounts and provides tax-aware and impact/ESG overlay services.

Min Jung Tavella is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Arbor Capital Management Inc., MJT Inspire Growth LLC, Planterra Foods, and WhiteWave Foods/Danone North America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and uses a diversified investment approach combining passive and active management with quantitative and fundamental analysis.

Dennis Collins is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Raymond James Financial Services and his own firms, Chapel & Collins, LLC and Collins Wealth Strategies, Inc. He is also a Reserve Rear Admiral in the U.S. Navy and volunteers as a financial advisor for Advisers Give Back, a nonprofit focused on financial literacy and pro bono planning. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base that includes individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with strategic factor tilts and tax management.

Benjamin Porter is a financial advisor with D.A. Davidson & Co. in Highlands Ranch, CO, holding a Series 66 designation and 11 years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and previously spent four years at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million, operating under fiduciary standards and incorporating both qualitative and quantitative investment analyses.

Cory Davern is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Agia, AXA Distributors, LLC, and Presidential Brokerage, Inc. Outside of advisory work, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sandra Knecht is a CFA charterholder with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. Her prior experience includes roles at Transform Wealth, The Milestone Group, CoBiz Wealth, and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

William Baber is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He previously worked at Personal Capital Advisors Corporation and Westamerica Bank for over a decade each, as well as at LPL Financial and Merrill. Outside of his advisory work, he is owner of Stone Corral Farms, an almond farming operation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios, utilizing low-cost ETFs, index funds, separate account managers, and direct indexing.

Ashley Flynn is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining D.A. Davidson in 2019, Flynn worked at Charles Schwab from 2012 to 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Patrick Forde is a financial advisor with Ameritas Advisory Services, LLC in Denver, CO, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His previous roles include positions at Folio Investments, Inc., Transamerica Capital, Inc., and Portfolio Brokerage Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and platform offerings, combining model portfolios, mutual funds, ETFs, and individual securities, while also maintaining a unique corporate structure that includes affiliated broker-dealer and insurance entities.

Andrew Moel is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Cresset since 2023, with prior experience at Monograph Wealth Advisors, Peer Street Inc, and Canterbury Consulting Inc. In addition to his advisory role, Mr. Moel serves as a trustee for two non-investment-related trusts, performing administrative and fiduciary duties. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, 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 program and multiple related entities.

Matthew Baity is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at PNC Investments, TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

William Michener is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with CWM, LLC and has prior experience at Carson Wealth, Wambolt & Associates, LLC, Keystone Resort, Northwestern Mutual, and Valparaiso University. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that constructs model portfolios using fundamental and technical inputs, and provides tailored solutions including custom indexing and access to alternative investments.

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013 and previously worked at Edward Jones from 2010 to 2012. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for discretionary implementation and offers various wrap programs, integrating services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.