Ryan Walsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, as well as various positions affiliated with Colorado State University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver personalized portfolio recommendations.

Tina Rogers is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Wealthnet Investments, LLC and Cherry Hills Community Church. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes Partner-led Teams supported by a centralized Investment Department to provide diversified, multi-asset allocations and ongoing monitoring, with a client base that includes uncommon institutional relationships such as sovereign wealth funds and banking institutions.

Colton Adams is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and one year of industry experience. His prior roles span several firms including Fidelity Investments, New York Life Insurance Company, and Uber. Eagle Strategies serves a diverse client base comprising individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management and tailored solutions including co-advisory relationships and variable annuities.

Michael Simmons is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. He previously worked at Transitions Wealth Management, LLC for 16 years. 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 strategic factor tilts and utilizes a range of investment vehicles and platforms.

Daniel Biondi is a CFA® charterholder with 10 years of industry experience, currently serving at Cresset Asset Management, LLC. His prior experience includes multiple roles at JP Morgan Private Bank from 2015 to 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies and integrates thorough due diligence and monitoring in its portfolio management.

Michelle Baker is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Bankers Life Advisory Services since 2018 and previously spent two years with Jefferson County Public Schools. In addition to her advisory role, she operates as an independent consultant. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerance.

Thomas Cousins IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked for Citibank, N.A. and Citigroup Global Markets, Inc. for eight years. Outside of his advisory role, he serves as a director on the board of the Mile High Duck Club, a recreational hunting club in Colorado. 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 employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client needs.

Tristan Pohren is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds a Series 65 designation and has been with Mercer since 2021. Prior to joining Mercer, he held positions at Members 1st Credit Union, Landus, FIRST NATIONAL BANK, and worked at Iowa State University. 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, and nonprofit organizations. The firm’s approach emphasizes globally diversified portfolios based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of implementation options and planning services.

Ian Freemire is a CFP® professional based in Denver, CO, affiliated with Mercer Global Advisors Inc. He has 11 years of industry experience, including roles at Mercer Global Advisors, Windsor Capital Management, and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Jacqueline Beauprez is a financial advisor at D.A. Davidson & Co. in Denver, CO, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2017. Prior to that, she worked at Raymond James & Associates from 2013 to 2017. Beauprez serves as a director of her family-owned contracting and excavation business, which provides services to oil and gas companies, home builders, and commercial projects. D.A. Davidson & Co. offers investment advisory and brokerage services to individual and institutional clients, including retirement plans and high-net-worth individuals. The firm operates under fiduciary standards and provides comprehensive financial planning, equity research, and specialized wealth management programs.

Joseph Koehler is a CFP® and Series 66 registered advisor with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and has held prior roles at firms including Apex Group, Ultimus Leverpoint, and SS&C Technologies. Outside of advisory work, he was involved with Garden For Freedom LLC from 2016 to 2020. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, and investment companies. The firm utilizes a combination of proprietary and external investment strategies managed through committees and relationship managers, offering customized portfolios, model portfolios, and managed account programs.

Timothy Wintemute is a financial advisor with Transamerica Retirement Advisors, LLC in Aurora, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and GWFS Equities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning strategies.

Jefferson Puckette is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at BlackRock Investments LLC and Class VI Family Office, LLC. Outside of advising, he co-owns JH Hut Holdings LLC, which provides bookkeeping and operational services for rental units. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm leverages its large institutional scale and unique market roles to provide a broad range of advisory and execution services.

Christopher Farr is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rockefeller Capital Management since 2021. Prior to joining Rockefeller, Farr was employed at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, placement, and investment banking services.

Barry Eastman is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63, 65, and 66 credentials and has 21 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2010, and he operates High Point Financial Group, LLC, focusing on insurance and financial services. Outside of his advisory work, he is involved with United Soccer Club as a coach and referee and serves on the board of Hope Lives!, a breast cancer support organization. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, offering multiple program types within an integrated New York Life affiliate structure.

Harold Graper Jr. is a CFP® and holds a Series 65 license with five years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2005. Based in Denver, CO, he works within a firm recognized for providing investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. CIBC Private Wealth Advisors combines an internal investment team with governance committees to create customized portfolios and offers access to complex strategies such as options hedging and structured notes.

Charles Wetmore is a CFP®-designated financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He previously worked at Transitions Wealth Management, LLC and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. 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.

Elva Fako is a financial advisor at Commonwealth Financial Network in Denver, CO, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Garden Street Financial Group LLC, Charles Schwab & Co., Inc., and Centura Health. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and retirement consulting, managing roughly $212.7 billion in client assets.

Benjamin Kastrul is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and currently based in Denver, CO. He has one year of industry experience, including prior roles at Garden Street Financial Group and Clearwater Analytics, as well as work in hospitality and education sectors. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, and custody/clearing services.

Jake Locker is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining PNC Investments LLC in 2023, he worked at CUSO Financial Services, LP and Bellco Credit Union from 2017 to 2023. He also served at the University of Arizona from 2013 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement approved model strategies via mutual funds and ETFs.