Derek Moore is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2012 and is also associated with Five Peaks Capital Group LLC. Outside of his advisory work, he is an investor in Alpine Media Technology, a company developing digital advertising technology for ski chair lifts and gondolas in North America. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm employs multiple program types with an emphasis on tailoring recommendations to client goals, managing a substantial asset base primarily on a non-discretionary basis and operating within an integrated New York Life affiliate structure.

Patric Mclaughlin is a CFA® charterholder with 27 years of industry experience, currently serving at D.A. Davidson & Co. in Denver, Colorado, where he has worked since 2007. He holds a passive partnership interest in Bigelow Asset Management, LLC, from which he receives distributions but is not actively involved. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Stephen Bogosian is a financial advisor at CWM, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Carson Wealth, Beacon Capital Management, Swan Global Investments, Northern Lights Distributors, Athenainvest Advisors, and Assetmark. 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, combines fundamental and technical analysis with third-party sub-advisors, and offers a range of retirement-plan services.

Erin Hadary is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2019, following roles at Dunston Financial Group and ELH Consulting Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and tailored client plans.

David Manley Jr. is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Summit Financial Strategies, Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in insurance brokering through his ownership of Summit Financial Strategies, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions via multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and individual investors.

Valeria Vallecillo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Merrill. Vallecillo is based in Denver, CO. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and supports both discretionary and non-discretionary accounts.

David Griffith is a financial advisor at Independent Financial Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he spent two years involved with 88 Keys Piano Bar and Cafe. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with notable retirement-plan and pension consulting capabilities and manages over $12 billion in assets.

Paul Hojnicki is a CFA® charterholder with over 18 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2019. Prior to joining CIBC, he spent 15 years at Wells Fargo Private Bank. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal and external management resources with governance committees to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets across 175 advisors.

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.

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.

Ivana Stanisic is a financial advisor at TIAA-CREF in Boulder, CO, with 21 years of industry experience. She has held her position at TIAA-CREF since 2007 and holds Series 63 and Series 65 licenses. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also manages a donor-advised fund and operates a vertically integrated advisory model using affiliated funds and fiduciary standards tailored to the type of service provided.

Troy Tannenholz is a financial advisor at OSAIC Institutions, INC. based in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at National Planning Holdings from 2015 to 2018 and Infinex Investments, Inc. since 2018. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with a mix of discretionary and non-discretionary accounts.

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.

Aaron Grey is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Denver Money Manager, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

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.

Maxwell Deoreo is a CFP®-certified financial advisor with 13 years of industry experience, currently with PNC Wealth Management since 2026. He previously worked for TIAA and TIAA-CREF for 12 years. Outside of his advisory role, he owns and manages rental property in Denver, Colorado. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithm-driven risk assessment and implements investments through mutual funds and ETFs with annual rebalancing.

Christopher Barfoot is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has held positions at Cantor Fitzgerald & Co and JPMorgan Securities LLC prior to joining Citigroup. Barfoot holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Mariza Bonilla is a Series 66-licensed advisor at NewEdge Advisors with 20 years of industry experience. She worked at TIAA-CREF from 2001 to 2025 before joining NewEdge Advisors in 2025. Bonilla conducts advisory services through NewEdge Advisors, LLC, doing business as Generate Wealth, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party models and advisor discretion.

Lynn Parrott is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and having 13 years of industry experience. She has been affiliated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary technology and model portfolios from Morningstar Investment Management.

Colby Valenta is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and previously spent over a decade at Cambridge Investment Research. Valenta also operates an individual life insurance agency in Colorado. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services supported by a network of approximately 286 advisors.