Gregory Bjork is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following a 14-year tenure at Jefferies & Company. Based in Denver, CO, he focuses on investment advisory services within a large enterprise firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a variety of investment programs and provides both discretionary and non-discretionary portfolio management, maintaining custody of client assets while delivering a broad range of consulting and financial planning services.

Evan Schumacher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. He previously worked at Wipfli Financial Advisors and Hewins Financial Advisors. 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 assets and employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

Matthew Heim is a financial advisor at Cresset Asset Management, LLC with a Series 65 credential and four years of industry experience. Prior to joining Cresset in 2022, he held positions at the University of Colorado at Boulder, The Walsh Group, The Roaring Fork Club, and Berkshire School. 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, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and a range of advisory and family office services.

Nathanael Southard is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of his advisory role, he owns and manages a rental investment property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers model and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Ryan Hill is a CFA® charterholder with four years of industry experience. He has worked at Wells Fargo Investment Institute, Inc. since 2021 and was previously employed at Wells Fargo from 2008 to 2021. He is based in Denver, CO. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo wealth and fiduciary businesses as well as select external clients. The firm’s work is organized across specialized divisions that produce research and model guidance without exercising investment discretion or holding custody of client assets.

Shane Dunican is a CFP® at Moneta Group Investment Advisors, LLC with six years of industry experience. He has held positions at RKFin and Team Hewins prior to joining Moneta. Outside of finance, he was involved with Take Charge Cats and spent time at the University of Arizona. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing a range of portfolio management, financial planning, and family office services. The firm utilizes a partner-led team structure and an open-architecture investment process that emphasizes asset allocation and manager due diligence.

Michael Holliger is a financial advisor with Independent Financial Partners in Denver, CO, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Fidelity Investments, LPL Financial, Western Wealth Management, and IFP Securities. He also operates Holliger Financial Consultants, providing financial planning and investment management services. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model that allows advisors to set their own investment strategies while offering centralized asset management options. The firm is noted for its retirement-plan advisory and pension consulting capabilities, including compliance with DOL rollover guidance.

Duncan Macdougall is a CFP® and Series 65 credentialed advisor at Mercer Global Advisors Inc. in Denver, CO, with five years of industry experience. His prior work includes roles at First National Bank of Omaha, the University of Colorado Bookstore, Zepheira, and the University of Colorado. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a broad range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Marc Macaluso is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and also serves as an insurance agent for Bankers Life & Casualty, specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves 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 tolerances.

Jason Halko is a CFP® with 21 years of industry experience currently with Mercer Global Advisors Inc. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co., Inc. for nearly two decades. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and various specialized programs.

Fred Apodaca III is a CFP® professional with two years of experience currently affiliated with Kestra Advisory. His work history includes roles at Kestra Investment Services, Private Capital Management, and Northwestern Mutual. In addition to advisory duties, he assists with seminars for federal employees and provides financial services through a fiduciary firm offering money management, 529 plans, and annuities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary oversight, and plan-level investment advice. The firm serves large institutional investors, including sovereign wealth funds, and offers a range of management platforms and third-party solutions.

Thomas Ziegler is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with TIAA-CREF since 2016 and was previously involved with Charco Broiler from 2015 to 2023. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its registered investment adviser services.

Bethany Alas is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at Crimson Resource Management Corp, Transamerica Financial Advisors, Inc., Alas Financial Corporation, World Financial Group, Inc., and ONDRISH and ASSOCIATES, P.C. Outside of advising, she works as a senior revenue accountant in the oil and gas industry, handling data analysis and revenue distribution. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through multiple program platforms. The firm supports individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Austin Hamlett is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. 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 create tailored portfolios aligned with clients’ goals and risk tolerances.

Trevor Hancock is a CFA® charterholder with 12 years at CIBC Private Wealth Management and four years of overall industry experience. He is based in Denver, CO, and works with CIBC Private Wealth Advisors, Inc. 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, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to offer customized portfolio management, financial planning, and specialized strategies, distinguished by its high assets under management per advisor and involvement with investment company clients.

Robert Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs for individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Sarah Keys is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cardan Capital Partners, LLC and Purshe Kaplan Sterling Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Erik Brandt is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at High Point Financial Group, Ethos Wealth Strategies, and Noble Capital Group, among others. Outside of finance, Brandt coaches and leads fitness classes at CrossFit Cherry Creek and owns an e-commerce store specializing in office supplies. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored solutions, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Heidi Halus is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Eagle Strategies since 2014 and New York Life since 2001. Halus serves as an instructor at Colorado Free University, teaching courses on Women & Finance and positive thinking. She is also a board member of the UCCS Accounting & Finance Advisory Board and engages in speaking engagements for various community and business groups. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jose Castaneda is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior work includes roles at Foothills Moving & Storage, LLC, and 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 nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory principles and emphasizes multi-factor tilts, tax management, and a variety of implementation options.