Shaun Cavanagh is a CFP® professional with 10 years of industry experience, currently serving with CWM, LLC. His prior roles include positions at Carson Wealth, Wambolt & Associates, and Charles Schwab Bank. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

Andrew Glaspey is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and six years of industry experience. He has worked with Eagle Strategies since 2022 and has additional experience at Nylife Securities LLC and High Point Financial Group. Outside of his advisory role, Glaspey serves as an elder at Platte Canyon Community Church in Bailey, CO. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Sandra Perkin is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliates since 1996. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Kate Cihon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at several related entities including Ameritas Investment Corp and Randy R. Kilgore & Company, where she is vice president. Cihon is also president-elect of the local NAIFA-Colorado chapter. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions that utilize model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Mckenna Wieser is a CFP®-certified financial advisor with eight years of industry experience, currently with Mercer Global Advisors Inc. in Denver, CO. Prior to joining Mercer, Wieser worked at Fruitful Inc. and Charles Schwab & Co., Inc., as well as Charles Schwab Bank. Wieser also has experience outside finance, having worked in the hospitality sector at Better Than Sex Dessert Restaurant. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers specialized services including retirement plan consulting and charitable advisory.

Mark Phillips is a financial advisor with Eagle Strategies (New York Life) and holds the Chartered Financial Consultant (ChFC®) designation along with a Series 63 license. He has 44 years of industry experience, including over 30 years at New York Life and Nylife Securities Inc., as well as more than 35 years with Business Men's Assurance. He is also a 7% owner of a family farm, Phillips Farm Inc., which is unrelated to his financial advisory work. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Bruce Bendell is a PFS™ credentialed advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He previously worked at Transitions Wealth Management, LLC for 25 years and at Wenner, Silvestain & Co., CPAs for 25 years. Bendell serves as the Finance Chair for the Congregation Hebrew Educational Alliance and as Treasurer for the Southmoor Vista Homeowners Association. 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 investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a range of implementation options including ETFs, mutual funds, and direct indexing.

Jeffrey Southern is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Kestra Advisory in Denver, CO. Prior to joining Kestra, he worked at Charles Schwab for five years and was affiliated with Colorado State University for four years. Outside of his advisory role, Jeffrey is the owner of Grayson Capital LLC, a company focused on assisting landlords with property management tasks. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

John Dilivio is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes seven years at Personal Capital and a brief tenure at Empower Advisory Group. 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 approach, utilizing globally diversified, risk-appropriate portfolios through a variety of investment vehicles and offers specialized programs and client education initiatives.

Brett Landstrom is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. in Denver, where he has worked for several periods since 2016. Prior to Mercer, he was with MissionSquare Retirement and Mutual Of Omaha Investor Services. 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, and family office services. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and direct indexing, alongside specialized client education and integrated affiliated service lines.

Hakan Ibisi is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, Wells Fargo, and Citizens Bank. Ibisi also operates a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Peter Dreifuss is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Agia and Valic Financial Advisors, as well as academic positions at Metropolitan State University of Denver and the University of Northern Iowa. He has also been involved with the Greater St. Louis Area Council of the Boy Scouts of America. 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 for portfolio construction and management.

Brian Benson is a financial advisor with CWM, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has four years of industry experience and has previously worked with Carson Wealth, Cetera Advisor Networks, Charles Schwab, and Northwestern Mutual. Outside of his advisory role, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. 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, retirement plan services, and access to alternative investments through a model portfolio approach guided by an Investment Committee.

Lynae Douthit is a financial advisor with Kestra Advisory in Lakewood, Colorado, holding Series 63 and Series 66 licenses and two years of industry experience. She previously spent 12 years with Personal Benefit Financial and has experience as a financial associate and advisor providing insurance and investment services. Outside of advisory work, she is a half owner of a cattle business managed by her husband. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Michael Stark is a financial advisor at Transamerica Retirement Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wells Fargo Clearing, and Clark Brothers Investments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and advisory services focused on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management as an independent financial expert for portfolio construction and operates with a large client base and primarily non-discretionary assets.

Michael Mittman is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and Sanctuary Securities. He serves as a board member for GEAR, a Detroit-based charity supporting public school sports programs. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who employ various investment approaches and provides both discretionary and non-discretionary account management options.

Leann Canty is a CFP® professional with 25 years of experience in financial advising. She is currently with Commonwealth Financial Network, where she has worked since 2020. Prior to that, she held roles at Avantax Advisory Services and National Guardian Life Insurance Company. Canty is also the owner of Canty's Financial Strategies, Inc., a private entity that provides securities, advisory, insurance, and tax preparation services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support while enabling advisors to construct client portfolios using a broad selection of securities and insurance products.

Alec Quaid is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Private Advisor Group, Novem Group, American Portfolios Advisors, and Northwestern Mutual in various advisory roles. Alec is actively involved in the Colorado Financial Planning Association, where he holds leadership positions as President and Treasurer. Mercer Global Advisors provides advisory services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based investment approach, focusing on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Brittany Rice is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Her prior roles include positions at Raymond James Financial Services and MJ Smith and Associates. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Shawn Hoke is a financial advisor with Citigroup Global Markets in Denver, Colorado. He holds Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at Raymond James Financial Services for over a decade. Outside of his advisory role, he serves as a board member and treasurer for the Stanton Farms Townhomes Home Owners' Association in Littleton, Colorado. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including swap dealing and futures commission merchant activities.