Joseph Lomeo is a Certified Financial Planner® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

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.

Aleksandr Segalchik is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 2014. Outside of his advisory role, he works as a ski instructor and serves as a personal care provider for a family member through a Colorado community-based services program. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing centralized technology and model solutions to manage a high client count per advisor.

Allison Hild is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Private Bank for 11 years. Allison serves as an ex-officio board member of Kent Denver School, a private school in Colorado. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, including private equity, private credit, real estate, and digital assets.

Chad Gildig is a financial advisor with Independent Financial Partners in Denver, CO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years before joining Independent Financial Partners in 2024. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base and features a decentralized model allowing advisors to set individual investment strategies, with notable expertise in retirement-plan advisory and pension consulting.

Mark Nenninger is a financial advisor at Centaurus Financial, Inc. in Denver, CO, holding a Series 66 credential with nine years of industry experience. Prior to joining Centaurus Financial in 2017, he worked at ME Engineers for four years. Outside of his advisory role, Nenninger serves as CEO of Rya Kai Asset Management, a separate non-investment related business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management services, employing both discretionary and non-discretionary arrangements supported by a variety of analytical approaches.

Miles Matheson is a financial advisor at Mesirow Financial Investment Management, Inc. with eight years of industry experience. Prior to joining Mesirow in 2017, he worked for Northern Trust Hedge Fund Services from 2014 to 2017. He holds a Series 66 designation. Mesirow Financial Investment Management, Inc.’s Wealth Management division serves private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm provides discretionary and non-discretionary investment management, financial planning, and access to both third-party managers and proprietary private investment products.

Sean Koutsakis is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC, BMO Bank NA, Bancwest Investment Services, Inc., and Bank of the West. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Melony Harris is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked for Avantax Insurance Agency LLC and Avantax Advisory Services, with a career starting in 1995 when she established Melony J. Harris, CPA. Harris is also the owner of Harris Tax & Wealth Management, PC, where she provides tax preparation, payroll processing, and general accounting services. 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 their clients. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody and clearing services.

Shawn Mc Goveran is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Hornor, Townsend & Kent in 2024, he worked at Equitable Advisors and held various roles in the mortgage and real estate sectors. He is also a partner at New Everyday Wealth Strategies, providing wealth management services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Matthew Michalak is a CFP® professional with five years of industry experience, currently affiliated with Valic Financial Advisors in Lakewood, CO. His prior roles include positions at NorthRock Partners LLC and JPMorgan Chase Bank. Outside of advisory work, he is an agent authorized to sell non-securities insurance products and also works as a delivery driver. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and impact overlay services.

Ian Rothrock is a financial advisor at PlanMember Securities Corporation with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TIAA-CREF Individual & Institutional Services and LPL Financial LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage unitized, risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Alan Beugg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Kovitz Investment Group Partners, Ifam Capital, PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Brittany Del Favero is a Series 65-licensed financial advisor with Creative Planning, LLC, based in Arvada, Colorado. She has two years of industry experience and has worked previously with Lockton Companies and Westmark Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Adam Peters is a CFP®, ChFC®, and Series 63 credentialed advisor with 26 years of industry experience. He is currently with Allworth Financial, L.P. and has held roles at Hanson McClain Securities and Hanson McClain Advisors for the past 12 years. Prior to that, he worked at Advisors Asset Management, Inc., A & I Wealth Management, and Kestra Investment Services, LLC. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both quantitative and qualitative analysis through an Investment Committee and offers diverse strategies including model portfolios and specialist options tailored to client needs.

Michael Neil is a financial advisor with TIAA-CREF in Littleton, Colorado, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and acts as adviser to a donor-advised fund.

Monroe Mc Anuff is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2019 and with New York Life Insurance Company since 2016. Outside of his advisory role, he is an investor in a personal training business, Fit Life Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Sean Mcginnis is a CFA® charterholder with nine years of industry experience and is currently an advisor at Mariner. His prior roles include positions at Elk Creek Partners, Wyoming Sand Company, and as an independent insurance agent. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by internal and third-party managers and provides integrated tax, accounting, and family office capabilities uncommon at its enterprise scale.

Devonee Quinn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. She is currently with Creative Planning, where she has worked since 2022, and previously held roles at WIPFLI Financial Advisors, LotusGroup Advisors, and Lee Financial Corp. Outside of financial advising, she works as an independent consultant in wine sales through Wine Retriever, LLC. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, serving a diverse client base that includes individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process focused on low-cost indexing and offers a range of supplemental strategies along with affiliated non-investment businesses such as legal and trust services.

Klint Armitstead is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Colorado Retirement Association. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure, managing over $295 billion in client assets.