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® with two years of industry experience currently affiliated with CWM, LLC and Carson Wealth. He has previously worked at Wambolt & Associates, LLC and Northwestern Mutual. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

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. Outside of his advisory role, he is involved in managing rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with connections to third-party discretionary managers and integrated services through its affiliation with the KeyCorp group.

Shaun Cavanagh is a CFP® professional with 10 years of industry experience, currently affiliated with CWM, LLC. His prior work includes roles at Carson Wealth, Wambolt & Associates, and Charles Schwab, where he spent seven years across multiple divisions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and access to alternative investments.

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 with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 1996 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s standard asset allocation models and research tools, delivering advice without discretionary trading authority.

Kate Cihon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. She is also Vice President of Randy R. Kilgore & Company, a partnership formed with her father focused on employee benefit packages, personal life insurance, retirement planning, and investment strategies. Additionally, she serves as Vice President of the Kilgore Cihon Advisor Group and is President Elect of the Colorado chapter of the National Association of Insurance and Financial Advisors (NAIFA). Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to assist in portfolio construction and monitoring.

Mckenna Wieser is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Charles Schwab and Fruitful Inc. Outside of finance, she has experience in the hospitality industry, having worked at Better Than Sex Dessert Restaurant. Mercer Global Advisors provides investment advisory and 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 and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management where appropriate.

Mark Phillips is a financial advisor with Eagle Strategies (NY Life) based in Highlands Ranch, CO. He holds the ChFC® and Series 63 designations and has 43 years of industry experience. Phillips has worked with New York Life Insurance Company, NYLife Securities Inc., and Business Men’s Assurance for over 30 years. He is also a 7% owner of Phillips Farm Inc., a family farm unrelated to his insurance or investment work. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of 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 financial advisor at Kestra Advisory with CFP® and CFA® designations and two years of industry experience. He previously worked at Charles Schwab for five years and was employed at Colorado State University for four years. Outside of his advisory role, he owns Grayson Capital Limited Liability Company, which assists landlords with property rentals and maintenance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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 CFP® professional at CWM, LLC with four years of industry experience. He has held roles at Carson Wealth, Cetera Advisor Networks, Charles Schwab, Northwestern Mutual, and Balanced Financial Inc. Outside of his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using discretionary model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

Lynae Douthit is a financial advisor with Kestra Advisory in Lakewood, CO, holding Series 66 and Series 63 licenses and two years of industry experience. She previously spent 12 years at Personal Benefit Financial and is a partial owner of a cattle business, though she does not actively participate in its operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions.

Michael Stark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Clark Brothers Investments, Sigma Financial Corporation, and Wells Fargo Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary guidance to a large client base.