Nicholas Holmes is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Golden, Colorado. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include work with Cetera Advisors LLC and Jackson National Life Distributors LLC. In addition to his advisory work, Holmes is the managing partner of Semloh Solutions, LLC, an IT and compliance consulting firm. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with investment oversight led by a CFA who employs long-term, buy-and-hold strategies using mutual funds, ETFs, and collective investment trusts.

Richard Pratt is a financial advisor at Prairie Capital Management Group, LLC in Denver, CO, holding a Series 66 designation with 13 years of industry experience. He joined Prairie Capital in 2021 after previous roles at Umb and Morgan Stanley, where he worked for several years including within Morgan Stanley Private Bank. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach by developing investment policy statements, selecting third-party portfolio managers, and conducting performance reviews, offering both discretionary and non-discretionary services.

Michaela Speer is a CFP® and ChFC® with eight years of industry experience, currently serving at Larson Financial Group, LLC since 2022. Her prior roles include positions at Physicians Thrive, LLC, Northwestern Mutual, and Miss Molly's Coffee Co. She has a background that spans financial advising and previous entrepreneurial activities. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses. The firm employs a blend of strategic and tactical investment approaches, including model portfolios, discretionary programs, and third-party manager recommendations, supported by AI-assisted research and documentation tools.

Michael Schumar is a financial advisor with Western Wealth Management LLC in Denver, Colorado, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a role with LPL Financial since 2013. Outside his advisory work, Schumar is involved in real estate rental activities. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

Kenneth Acampora is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 65 designations and having 31 years of industry experience. He has been with Western Wealth Management since 2016 and also affiliated with LPL Financial since 2013. Outside of his advisory work, he has participated in firearm instruction. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of advisors offering comprehensive portfolio management and financial planning, utilizing firm-designed model portfolios alongside a broad range of investment strategies.

Robert Holland Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Western Wealth Management, LPL Financial, and Kestra Financial Services. He is also the president of Holland Financial Inc. and the owner of several business entities. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and representatives. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and various wrap program solutions.

Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC based in Denver, CO, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. She also has academic experience from Loyola University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Theodore Swenson is a CFP® professional with 28 years of experience in financial advisory roles. He is affiliated with CWM, LLC and has previously worked at firms including Carson Group Partners, Cetera Wealth Services, Western Wealth Management, and LPL Financial. Swenson is a co-founder of Valorem Financial, a financial services firm. 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 provides portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services, employing a discretionary account management approach guided by an in-house Investment Committee and utilizing various analytical techniques and customization tools.

Stephen Prinster is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mercer Global Advisors since 2008. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joshua Gustafson is a CFP® professional with 26 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. in various periods since 2015, with a brief retirement in 2024-2025. He is based in Denver, CO. 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’s approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

Matthew Schmidt is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management using model or customized portfolios and acts as adviser to a donor-advised fund sponsored by Charityvest.

Michael Stahl is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds the ChFC® and Series 63 designations and has 23 years of industry experience. His career includes long-term roles at New York Life Insurance Company, Nylife Securities, and High Point Financial Group, LLC, where he is also involved in insurance brokering outside registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Chad Williams is a CFP®-certified financial advisor with 26 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior experience includes roles at Aveo Capital Partners, DMK Advisor Group, Stephen A. Kohn & Associates, First Allied Advisory Services, and Capital Investment Management. He is also involved with Rockhaven LLC, which manages revenue from his advisory and insurance activities under Aveo Capital Partners and DMK Advisor Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team structure with an open-architecture investment process emphasizing asset allocation and manager due diligence, and it manages proprietary multi-strategy retirement funds.

Nathaniel Francescato is a financial advisor with TLG Advisors, Inc. based in Golden, CO, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His work history includes roles at Simplicity Investments, Aeterna Capital LLC, Upmarket Securities LLC, and Townsend & Associates, Inc., among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm focuses on manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Vanessa Ramich is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She previously worked at J.P. Morgan and Walton Enterprises before joining Cresset in 2021. Outside of her advisory role, she serves as a trustee for a client’s family trust. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, and institutional entities. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities providing comprehensive wealth management and advisory services.

Jennifer Litsas is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Her prior experience includes three years at William Buck before joining Moneta, with a one-year sabbatical in 2019-2020. She has been with Moneta since 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

John Snyder is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at ROYAL FUND MANAGEMENT, LLC, Jo-Ann Holst Advisers, Inc., The Rye Consortium Limited, Coalfire, and Westcon Group. 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 with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Lynn Dunston is a CFP® with 13 years of industry experience and is currently an advisor at Moneta Group Investment Advisors, LLC in Denver, CO. Prior to joining Moneta in 2019, Dunston was the principal at Dunston Financial Group, LLC from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and foundations. The firm uses a Partner-led team approach supported by a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Carlon Parks is a CFP® professional at TIAA-CREF with 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. He owns a rental property managed by a third party. TIAA-CREF provides financial planning and discretionary managed account programs primarily serving individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including customized portfolio management and acts as advisor to a donor-advised fund.