Matthew Hopson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has previous experience at World Financial Group, INC. In addition to his advisory role, he has worked as an Uber driver since 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment program options.

Laura Saunders is a CFP® with 14 years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has prior experience with Gateway Services Group and CUSO Financial Services, L.P. since 2011. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and a dual broker-dealer/adviser structure that supports a variety of investment and lending solutions.

Adam Kucsan is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Transamerica in 2018, he worked at Scottrade and Wag Labs. Outside of his advisory role, he serves as CEO of Katies Klozet, an app development company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and portfolio oversight from Morningstar Investment Management. The firm operates at scale with a high client-to-advisor ratio and focuses on asset allocation and retirement guidance without targeting high-net-worth clients or offering standalone financial planning.

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.

Ryan Kaszycki is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. His prior roles include positions at LPL Financial and Brown & Tedstrom Estate Planning, Inc. He holds the Series 66 designation and is based in Aurora, CO. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

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.

Tristan Beck is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Bank and KeyBank. Outside of his advisory work, he operates a video game content channel on Twitch under the business name XXSIXER. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic risk assessments and delegates portfolio implementation to approved strategists and third-party managers.

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.

Brendan Manna is a CFP®-certified financial advisor at Corient with nine years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and Securities Service Network, Inc. He is based in Denver, CO. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security strategies, third-party managers, and customized asset allocation, with continuous portfolio monitoring and risk management.

Lauren Mc Carroll is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. She has worked with Charles Schwab Investment Advisory, Inc. since 2014 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and recommends investments but does not exercise discretionary trading authority, distinguishing its operating model within the Schwab ecosystem.

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.

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.

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.

Carol Eddy is a CFP® with 28 years of industry experience, currently serving at Money Concepts Capital Corp since 1997. She is the owner and president of Nixon Financial Planning, Inc., a non-investment related business. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and portfolio strategies.

Stephen Webb is a financial advisor at GWN Securities Inc. in Aurora, CO, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining GWN Securities in 2017, he worked at World Capital Brokerage, Inc. from 2010 to 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and investment strategies.

Jeffrey Faunce is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following three years at BCM Wealth Management. Based in Denver, CO, he provides advisory services to a diverse client base. Oppenheimer serves individuals, corporations, pension plans, charitable organizations, and retirement fiduciaries, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Dale Mehl is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and 9 years of industry experience. He has been affiliated with Bankers Life since 2005, including his role as an agent for Bankers Life and Casualty Company, where he is involved in life insurance, health insurance, and fixed annuities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios across various securities with ongoing management aligned to clients’ goals and risk tolerances.

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.