Derek Moore is an investment advisor representative with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked with New York Life and affiliated firms since 2004 and owns Five Peaks Capital Group LLC, through which he brokers non-registered insurance products. Outside of financial advising, he is an investor in Alpine Media Technology, a company developing digital advertising technology for ski lifts and gondolas in North America. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate and charitable clients. The firm offers multiple program types and emphasizes tailored recommendations while managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Swailes II is a financial advisor at Hornor, Townsend & Kent, LLC, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Hornor, Townsend & Kent in 2026, he worked at Northwestern Mutual Wealth Management Company for four years and has been associated with various Northwestern Mutual entities since 2021. Outside of finance, he was involved with Steady Hands Limited, a painting business, from 2016 to 2020. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering discretionary and non-discretionary account options supported by a network of third-party asset managers.

Patric Mclaughlin is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. Based in Denver, CO, he participates as a passive partner in Bigelow Asset Management, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Ethan Smith is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. in various roles. Outside of his advisory work, he is a member and manager of DONATI LLC, a company involved in managing rental properties. 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 choices supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that provide additional access to financial products and services.

Samim Syed is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior roles include positions at Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he serves as CEO of a greentech company, EVChargeMe. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Valeria Vallecillo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Fidelity Investments and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm integrates multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Douglas Disbrow is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Voya, he worked at Fidelity Personal and Workplace Advisors, Merrill, and Bank of America. Outside of his advisory role, he also works as a delivery driver for DoorDash. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs, combining model portfolios and manager-driven strategies, with an emphasis on non-discretionary advice alongside discretionary management options.

David Martin is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at E*Trade Securities LLC and Kummer Financial Strategies, Inc. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, tax services, and coordinated family office solutions, implementing customized portfolios supported by in-house research and third-party managers.

Barry Cohen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Wealth Advice and Management LLC for nine years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Robert Lee is a CFP® professional at Mariner with five years of industry experience. Before joining Mariner Wealth Advisors in 2021, he held roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of education technology company Schoolday, Inc. and construction and manufacturing technology firm Verotouch, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes discretionary, customized portfolios supported by both in-house research and third-party managers, and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Jeanie Boymel is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Her career includes roles at Penn Mutual Life Insurance Company, Northwestern Mutual, and New York Life. Outside of her advisory work, she is involved in personal training and serves as vice president on the board of the Conifer Lobos Unified Boosters, as well as president of the Denver chapter of Women in Insurance and Financial Services (WIFS). Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Kyle Kane is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Kyle serves as a board member and treasurer for the Barclays Tower's Condominiums Home Owners Association in Denver, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing goal-based plans with model portfolios and tax-aware strategies.

Troy Tannenholz is a financial advisor at OSAIC Institutions, INC. based in Denver, CO, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2018, following a three-year tenure at National Planning Holdings. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

Camilo Salazar is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at firms including Deutsche Bank and Bowman Financial Strategies. Outside of advising, he was involved with a restaurant business, SuperPerros Colombian Restaurant, from 2016 to 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized family office capabilities.

David Rivkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at United Capital Financial Advisors, Goldman Sachs, Morgan Stanley, and Merrill. Outside of his advisory work, he operates RivKing LLC and works part-time delivering food through various platforms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Nasimul Khan is a CFP® with 10 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Mather Group, LLC, Mercer Global Advisors Inc., AllianceBernstein Investments, Inc., and Fidelity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers a range of financial planning, asset management, and retirement plan consulting services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Dennis Whyte is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Kestra Advisory Services, LLC, where he has worked since 2016, and has been involved with related Kestra entities since 2008. Dennis also serves as a youth deacon at the University Church of Christ, where he participates in mentoring and youth activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments through thorough due diligence.

Colleen Maldonado is a CFP® with 19 years of industry experience, currently serving at Creative Planning since 2018. Prior to this, she worked at TIAA-CREF and the University of Arizona Foundation. 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 employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplementary active management and private market investments.

Aaron Grey is a CFP® professional with 20 years of industry experience, currently affiliated with Focus Partners Wealth, LLC in Denver, CO. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, and institutions. The firm employs a long-term investment approach that integrates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Mitchell Windemuller is a Series 65 licensed advisor at Mercer Global Advisors Inc. in Denver, CO, with six years of industry experience. His background includes roles at Broadridge Financial Solutions and multiple positions within Mercer Global Advisors. Prior to his financial career, he worked in the restaurant industry at Rib City Grill. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.