Matthew Marsh is a CFP® with 26 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, Dynasty Securities, and Dynasty Wealth Management. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, using both active and passive strategies across public and private asset classes.

Michael Mc Daid is a CFP® with 11 years of industry experience, currently serving as an investment advisor at Integrated Wealth Concepts LLC since 2025. His prior roles include positions at OneDigital Investment Advisors LLC, Cetera Advisor Networks LLC, CLG LLC, TD Ameritrade, Guardian Life Insurance, and Park Avenue Securities. He is also licensed to sell life, health, disability, annuities, and long-term care insurance. Integrated Wealth Concepts LLC 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, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Blake Christensen is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and KPMG, LLP, and spent time at Brigham Young University in both an academic and professional capacity. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ryan Petry is a financial advisor at Key Investment Services LLC with 20 years of industry experience. His prior roles include positions at CORDA Investment Management, Zenith Investment Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He holds the Series 66 and Series 63 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

William Mc Nary is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer since 2019 and previously spent time at Confluence Financial Advisors. 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 alongside financial planning, retirement consulting, tax planning, and estate coordination.

Amanda Tortorelli is a financial advisor at Mariner with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Inspira Financial Services, Howard Capital Management, Edelman Financial Engines, E*TRADE (formerly Trust Company of America), and National Planning Holdings. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, as well as integrated tax, accounting, and financial wellness solutions.

Alana Macy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2022. She has prior experience with Bloom Wealth Advisors, Cetera Advisor Networks, Amy Noel, Inc., LPL Financial, LLC, and Fidelity Brokerage Services LLC. Macy also serves as an associate board member for Reach Out and Read Colorado, a pediatric literacy nonprofit focused on promoting reading among underprivileged children. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Thomas Gonnella is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with several firms including PRISM Financial Strategies, LLC, Advisory Consulting Group, LLC, and Strategies Capital Management. He is also the managing member of TAG Capital Investments, a personal investment entity. 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, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, and employs a primarily long-term investment approach.

Nour Alkayali is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, Nour worked at Charles Schwab & Co. for 17 years. Outside of financial advising, Nour is involved in elderly care through caretaker roles at two related businesses, 1st Call to Care, LLC and Care On Call Colorado, LLC. 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 with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and tax and estate-planning support.

James Mcmanus is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 license, bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also operates his own financial services company, McManus Wealth Bldg & Mgmt, which provides insurance and investment advisory services. Mcmanus is a notary public, occasionally witnessing client signatures for convenience. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Diljeet Masuda is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company of America, and New York Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Cooper Wygant is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and no prior industry experience before joining in 2026. His work history includes roles at Charles Schwab & Co., All Roads Travel, and Veracyte Inc., among others. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary approaches and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

Logan Donovan is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO, holding a Series 65 credential with five years of industry experience. His work history includes roles at Klaas Financial Asset Advisors, LLC and Googins Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Christopher Biren is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at Eagle Strategies, Mahoney Financial Organization, NYlife Securities, and New York Life Insurance Company. Biren is also a passive investor in cryptocurrency as part of his personal investment activities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through multiple program types, emphasizing non-discretionary advisory relationships primarily within an integrated New York Life affiliate structure.

John Shevlin is a CFP® and holds a Series 65 license with ten years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors, Hewins Financial Advisors, and All Star Financial Inc. He is based in Denver, CO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting, and manages approximately $295.6 billion in assets across more than 1,100 advisors.

David Mc Millen is a financial advisor with Money Concepts Capital Corp in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Crown Capital Securities, LP for 21 years and is currently affiliated with the Federal Benefits Academy as an agent and educator. He is also a director of Foundation Wealth Management, LLC and the sole shareholder of Foundation Financial Group, Inc., both non-investment related entities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Jared Schuster is a financial advisor with D.A. Davidson & Co. in Denver, CO. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and Charles Schwab & Co., Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Laura Combs is a CFP®-certified financial advisor with 16 years of industry experience. She has worked continuously at Mercer Global Advisors Inc. since 2015. 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 investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Cody Bartusiak is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services and has held positions in both academia and capital markets. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.