Michael Rabbitt is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Creative Planning since 2010. Outside of his advisory role, he owns rental property in Denver, Colorado. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Devin Mc Combs is a CFP® professional with two years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to his current role, he worked at Traverse Planning and has a background that includes positions at Virginia Tech and Midlothian High School. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering comprehensive wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis with a broad network of affiliated service companies and product relationships.

Jennifer Nelson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2020 and previously spent seven years at Sagepoint Financial. Nelson is the owner and principal of Pursuit Wealth Planning, where she manages operations and human resources alongside her advisory role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors.

Susan Buford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 34 years of industry experience. She previously worked at Charles Schwab & Co., Inc. for 13 years and has been with Wealth Enhancement firms since 2024. Buford also provides administrative support to Wealth Enhancement Advisory Services as part of a registered investment advisor hybrid business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research that targets factor premiums such as value and momentum.

Benton Rowse is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His work history includes roles at Mercer Global Advisors and several other firms such as GCG Financial, Triad Advisors, and Invesco Distributors. 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 investment 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.

Marc Wheeler is a financial advisor with Centaurus Financial, Inc. in Highlands Ranch, CO, holding Series 65 and Series 63 credentials with 14 years of industry experience. He has worked at Centaurus Financial since 2012 and is also involved in several other ventures, including a marketing director role at Charter Financial Resources and service technician work in HVAC for close friends and family. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and specialized retirement-plan consulting with both discretionary and non-discretionary arrangements.

Daniel Sier is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Valic Financial Advisors since 2008 and also serves as an agent for Agia, offering 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, consulting, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Jessica Silverman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked at Charles Schwab since 2019 and previously held positions at The Vanguard Group and Fidelity. Outside of financial advising, she provides occasional consulting in creative strategy, including brand design and artistic direction, through her role as Principal Consultant at Ag Alchemy. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and tailored investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab, with a distinctive fee and management structure.

Craig Weidenfeller is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Envestnet Inc., Merrill, and Bank of America. 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 emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Stephen West is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. West serves as Chair of the Board and an executive committee member for the United Way of Larimer County. 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 and retirement consulting.

Teresa Sanders is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with CWM, LLC and has prior experience at Carson Wealth, Cetera Advisor Networks, GPS Wealth Strategies Group, and LPL Financial. She also holds a license to sell fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios on a discretionary basis using model portfolios and combines various analytical approaches and sub-advisors, with a focus on fiduciary retirement plan services and comprehensive client reporting.

Charles Pastor is a CFP® and holds a Series 65 license, with four years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has prior experience at intellicents investment solutions, Inc. and Damn Good Planning LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by various specialized advisory programs.

Scott Wubbena is a financial advisor with TIAA-CREF in Denver, CO, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with TIAA and TIAA-CREF since 2000. Outside of his advisory role, he is a 50% part owner of farmland through a family-owned farming business. TIAA‑CREF Individual & Institutional Services, LLC 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’s advisory approach separates one-time planning services from ongoing discretionary management and includes access to customized portfolio management under a fiduciary standard.

Edward Simon is a financial advisor at \u0026PARTNERS with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Johnson Financial Group LLC, JFG Wealth Management, RK Capital, and Fidelity Investments. \u0026PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party managers while employing fundamental, technical, and quantitative analysis.

Kimberly Gustafson is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including The O.N. Equity Sales Company, Colorado Financial Advisors, PrimeLending, Wells Fargo Bank, Fortis Private Bank, and Georgetown Mortgage. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client direction and model selection, providing non-binding recommendations and ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

Anna Walters is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Walters has been with Sanctuary Advisors and its affiliated broker-dealer since 2022. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs a range of investment philosophies supported by sub-advisors and third-party model platforms.

Heather Lore is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked with Hightower Advisors since 2017 and previously spent ten years at UBS Financial Services. Outside of her advisory role, she works part-time as a waitress at a restaurant. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach and proprietary research. The firm’s services include portfolio management, financial planning, and retirement plan consulting, with experience managing both domestic and international mandates.

Colton Jones is a financial advisor with PlanMember Securities Corporation in Littleton, CO. He holds Series 63 and Series 65 licenses and has recently begun his advisory career. Outside of advisory work, he is the owner of Helios Visionary LLC, a tax-related entity. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment process uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Kevin Mc Guire is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at JPMorgan Private Bank for 12 years before joining Cresset in 2021. Outside of his advisory role, he is a partial owner of an investment-related entity based in Denver. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Douglas Wills is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Wills has worked with Nylife Securities Inc. and New York Life Insurance Company since 1994 and operates High Point Financial Group, LLC, an outside insurance business. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis.