Jeffrey Bauer is a CFP® professional with 25 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2001 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily 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 and management.

Kurt Beerline is a financial advisor with Valic Financial Advisors in Lakewood, Colorado. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Agia, Mass Mutual Life Insurance Company, Fidelity Investments, and Aflac. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts and a combination of technology and third-party model managers.

Tiffany Kobs is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior experience includes roles at Charles Schwab and Charles Schwab Bank. Outside of her advisory work, she is a business owner of Solidarity Dental Solutions, PPLC in Denver, where she is involved in bookkeeping and membership voting. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Rebecca Leonard is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Cetera Advisor Networks, Summit Financial Group, and Summit Brokerage Services. Leonard operates a marketing DBA under the name Bartleys Wealth Management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national field force, utilizing multiple advisory programs and third-party asset managers.

Rian Morrissey is a CFP® with 18 years of industry experience, currently serving as a wealth manager at Kestra Advisory since 2019. He previously worked at Edward Jones and Oppenheimer Funds. Outside of advisory work, he co-owns and manages an Airbnb rental property in Tabernash, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers comprehensive services including plan design, fiduciary consulting, and pooled plan solutions, supported by extensive third-party relationships and multiple management platforms.

Benjamin Bender is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, Capitas Financial, and Raymond James Financial Services. Outside of advisory work, he is the owner of Epicurus Holdings, LLC, a holding company established for employee payments and tax purposes. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning, portfolio management, and retirement-plan services.

Julia Curry is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including LPL Financial, Bloom Wealth Advisors, and Cetera Advisor Networks. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis and offers a broad range of wealth management, fiduciary, and advisory services.

Cory Underwood is a CFP® and CFA® with 22 years of industry experience. He is currently with OSAIC Advisory Services, LLC and has previously worked at firms including Triad Hybrid Solutions, B. Riley Wealth Advisors Inc., National Asset Management, and RubinBrown Advisors. He serves as chair and past president of the Financial Planning Association’s local chapter. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models and utilizing both proprietary and third-party platforms.

John Freemire is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at TMF Investments, Motley Fool Wealth Management, and Fidelity in both advisory and brokerage roles. 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of investment vehicles and platforms.

Maeve Lehman is a CFP® and holds a Series 65 license with seven years of experience in the financial services industry. She has worked primarily at Mercer Global Advisors Inc. since 2018, with brief prior roles at Charles Schwab and J Crew. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of implementation options and affiliated services.

Warren Mann is a financial advisor with TLG Advisors, Inc. in Littleton, Colorado, holding a Series 66 designation and 12 years of industry experience. He has worked at The Leaders Group Inc since 2016 and is also involved with Fermaentra LLC. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Mara Otley is a financial advisor at Independent Financial Partners with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and SCOTTRADE. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients using a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

John Winterscheidt is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC; Winterscheidt and Widegren, LLC; Buckingham Asset Management, LLC; Winterscheidt & Autterson, LLP; and Win Wealth Management, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary services, tax and business management, and sub‑advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture with a blend of fundamental and quantitative analysis and third-party managers, and it maintains an extensive network of affiliated service companies and product relationships.

Ruben Rosas is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, JPMorgan Chase, and US Bank. Outside of finance, he is the owner of Rosas Electric LLC, an electrical contracting business based in Denver. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio program offered as an invitation-only pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Joseph Lomeo is a Certified Financial Planner® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. 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 through a large advisor network and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

William Sands is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2021 and previously worked at the University of Colorado Boulder. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including 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 the use of low-cost index vehicles.

Aleksandr Segalchik is a financial advisor with Valic Financial Advisors who holds Series 63, 65, and 66 licenses and has 29 years of industry experience. He has been with Valic since 2014. Outside of his advisory role, he works as a ski instructor in Colorado and participates in a family-based home care program assisting his mother-in-law. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors and employs a technology-driven, model-based investment approach.

Allison Hild is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Private Bank for 11 years. Allison serves as an ex-officio board member of Kent Denver School, a private school in Colorado. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, including private equity, private credit, real estate, and digital assets.

Chad Gildig is a financial advisor with Independent Financial Partners in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Independent Financial Partners and IFP Securities LLC in 2024, he worked for Wells Fargo Advisors Financial Network LLC for 15 years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable specialization in retirement-plan advisory and pension consulting services.

Mark Nenninger is a financial advisor at Centaurus Financial, Inc. in Denver, CO, holding a Series 66 credential with nine years of industry experience. Prior to joining Centaurus Financial in 2017, he worked at ME Engineers for four years. Outside of his advisory role, Nenninger serves as CEO of Rya Kai Asset Management, a separate non-investment related business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management services, employing both discretionary and non-discretionary arrangements supported by a variety of analytical approaches.