Adam Peters is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Peters has worked at Hanson McClain Securities and Hanson McClain Advisors since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers and specialized technology to manage held-away retirement accounts.

Rachel Corpuz is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Osaic Institutions, Inc. She previously worked at CUSO Financial Services, L.P. for 22 years and has been with Gateway Services Group for 25 years. Outside of her advisory role, she owns and operates Torched and Twisted Jewelry, a business focused on jewelry production and sales. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, providing clients with access to discretionary and non-discretionary accounts, alternative investments, and lending solutions.

Micheal Paul is a financial advisor with Eagle Strategies (NY Life) in Broomfield, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2016. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan consulting.

Steven Bresler is a financial advisor with PlanMember Securities Corporation in Golden, CO, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. He has worked at PlanMember since 2020 and previously held roles at Empower Retirement and GWFS Equities. Outside of his advisory work, Bresler serves as Vice President of Business Development for Client 4 Life, a business software sales company. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on a top-down strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Ryan Mitchell is a CFP® professional at Focus Partners Wealth, LLC with 14 years of industry experience. His prior roles include seven years each at Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. Additionally, he worked in media relations at the University of Denver for 15 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Travis Mayberry is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity in various capacities from 2015 to 2022. Outside of advising, he is involved in managing a rental property with his wife. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios.

Michelle Sandt Wade is a CFP® with 22 years of industry experience. She is currently with Mercer Global Advisors Inc. and was previously with Transitions Wealth Management, LLC. 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 with multi-factor tilts and strategic use of low-cost index vehicles.

Joshua Fremit is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Mariner Wealth Advisors and Equitable Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach employs globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside various specialized advisory and educational offerings.

Megan Sandbothe is a Certified Financial Planner® with 19 years of industry experience. She has worked at \u0026Partners since 2024 and previously spent 18 years at Edward Jones. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and a range of financial and tax planning services, utilizing a blend of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

Timothy Hardy is a financial advisor with Transamerica Financial Advisors in Westminster, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously was associated with Rick P Cline Agency, DBA All Access Insurance & 303 Insurance Brokers, and Hardie And Co LLC. Outside of his advisory role, he is involved in property and casualty insurance sales through the Rick P Cline Agency. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Joy Rollins is a financial advisor with PNC Wealth Management in Denver, CO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for 19 years. Outside of her advisory role, she serves as a pianist for a church affiliated with Easton Senior Communities in Lakewood, CO. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios primarily composed of mutual funds and ETFs.

Michael Faulhaber is a CFP®, ChFC®, and Series 66-registered financial advisor with 20 years of industry experience. He is currently with First Command Advisory Services and has previously worked at firms including National Life Group, Mutual of Omaha, and Northwestern Mutual. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers within an employee-owned structure.

Devin Mc Combs is a CFP® professional with two years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Traverse Planning. Before entering the financial advisory field, he spent time working in education at Virginia Tech and Midlothian High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Darren Levinthal is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 19 years. Outside of financial advising, he owns a graphic design business focused on clothing and sells collectible comics and sports cards online. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and wrap-fee programs, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Garrick Sasa is a financial advisor with Principal Financial Services in Arvada, CO, holding a Series 66 designation and 17 years of industry experience. He has previously worked at U.S. Bancorp Investments, LPL Financial, and Wells Fargo Advisors. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Benton Rowse is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His work history includes roles at Mercer Global Advisors and several other firms such as GCG Financial, Triad Advisors, and Invesco Distributors. 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 alongside financial planning, retirement consulting, and tax and estate planning support.

Zorah Riley is a financial advisor with TLG Advisors, Inc. in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with TLG Advisors since 2000 and previously at Lfi Advisory, Inc. from 2017 to 2021. Outside of her advisory role, she is a distributor of essential oils through DoTerra. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory with a range of services including investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios.

Craig Weidenfeller is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Envestnet Inc., Merrill, and Bank of America. 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’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Stephen West is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. West serves as Chair of the Board and an executive committee member for the United Way of Larimer County. 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 approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and retirement consulting.

Charles Pastor is a CFP® and holds a Series 65 license, with four years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has prior experience at intellicents investment solutions, Inc. and Damn Good Planning LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by various specialized advisory programs.