Kent Zeidman is a financial advisor with Integrated Wealth Concepts LLC in Westminster, CO. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory work, he holds ownership in Pawnee Trail Power, LLC, a holding company involved in bookkeeping and bill payment. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income and a primarily long-term investment approach.

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.

Seth Schafer is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at U.S. Bancorp Investments, Inc., Oracle, Anthem, and the University of Cincinnati. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a diverse range of investment strategies through a network of over 400 independent advisors and offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms.

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 nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Private Advisor Group, Novem Group, American Portfolios Advisors, and Northwestern Mutual. He holds leadership roles as President and Treasurer of the Colorado Financial Planning Association. 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, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

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.

Jason Salter is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory work, Salter serves as Vice President and coach for the Green Mountain Junior Baseball Association, a community-based youth baseball organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Mark Morrison is a financial advisor with Citigroup Global Markets, holding a Series 66 license and seven years of industry experience. He previously worked at TIAA and the University of North Carolina at Chapel Hill. Outside of his advisory role, Morrison creates and sells his own photographs as NFTs, receiving cryptocurrency payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Adam Wager is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with two years of industry experience. His entire work history has been with Mercer Global Advisors and includes multiple roles since 2020. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers specialized programs such as Market Series and tax-managed options.

Alex Avila is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab & Co., Fidelity Investments, Principal Securities, and E*TRADE. Outside of finance, Avila is the owner of Trinviark/Sunny Out West Media, where he produces and acts in fiction works, as well as writes and publishes screenplays, books, and short stories. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab's asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client engagement without discretionary trading authority.

James Kimber is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of his advisory role, he serves as an assistant coach for high school track and field and is involved in insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both advisory and broker-dealer capabilities, with a focus on tailored asset allocation and diversified investment strategies supported by third-party asset managers.

Joshua Chebul is a CFP® and Series 65-licensed advisor at Focus Partners Wealth, LLC with four years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and Holistiplan, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement consulting. The firm employs a long-term investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Derek Moore is an investment advisor representative with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked with New York Life and affiliated firms since 2004 and owns Five Peaks Capital Group LLC, through which he brokers non-registered insurance products. Outside of financial advising, he is an investor in Alpine Media Technology, a company developing digital advertising technology for ski lifts and gondolas in North America. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and corporate and charitable clients. The firm offers multiple program types and emphasizes tailored recommendations while managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Swailes II is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities for several years. Outside of finance, he operated Steady Hands Limited, a painting business, for four years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities and collaborates with third-party asset managers to provide both discretionary and non-discretionary account options.

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 with CWM, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Carson Wealth, Beacon Capital Management, Northern Lights Distributors, Swan Global Investments, and Athenainvest Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services.

Ethan Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is also a member and manager of DONATI LLC, a company involved in managing rental properties. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence of third-party advisory products.

Samim Syed is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is the CEO of a greentech company, EVChargeMe, and owns an insurance brokerage specializing in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and integrates third-party asset managers under a comprehensive supervisory framework.

Valeria Vallecillo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Fidelity Investments and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm integrates multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.