Larry Blair is a financial advisor at Kestra Advisory with 48 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Kestra Investment Services, LLC and Royal Alliance Associates, Inc. He also conducts seminars and prepares related materials for federal employees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Helan Kim is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Dominic Dina is a CFP® professional with three years of industry experience, currently serving at Focus Partners Wealth, LLC in Denver, CO. Prior to joining Focus Partners, he held roles at Altair Advisers, DHJJ, and First American Bank. 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 using both active and passive strategies within an enhanced open architecture framework.

Michael Dicroce is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He previously worked at various Charles Schwab entities from 2015 to 2025. Outside of his advisory role, he owns a private label supplement company, Wild Warrior Nutrition LLC, and operates a basketball camp called WR Basketball Academy. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Richard Soat is a CFP® and Series 65 credentialed advisor affiliated with Independent Financial Partners. He has 13 years of experience, having worked at BDO USA, PC from 2013 to 2026 before his current unemployment status. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while also providing centralized asset management options and notable retirement-plan and pension consulting services.

Devin Moore is a financial advisor with Eagle Strategies (New York Life) based in Broomfield, Colorado. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Hilltop Securities and spent nine years at Gradivus, LLC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Eric Sirjord is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Optimity, Mutual of Omaha Investor Services, and Thrivent Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified portfolios with multi-factor tilts, using low-cost ETFs, index funds, separate account managers, and private funds, supported by extensive educational content and integrated service lines.

Jarred Johnson is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2007. Outside of his advisory work, he is involved in short-term rental property ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio solutions.

Matthew Jennings is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Jennings serves on the board of directors for Isham Land Company, a role unrelated to his securities business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, distinguishing itself with municipal advisory activities and affiliated custodial services.

Michael Uyemura is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Mercer since 2016. Outside of his advisory role, Uyemura is a co-owner of a trading card business, where he manages preparation and administrative tasks. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private funds, complemented by retirement plan consulting and specialized services.

Margaret McMahon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her work history includes roles at IQVIA, Net Law Group Inc., and WealthWave, alongside her long tenure at Transamerica Financial Advisors since 2013. She is involved with Net Law Group Inc. in estate planning, offering clients additional options in that area. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniel Maurer is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Mercer Global Advisors Inc. since 2018, with prior experience at Personal Capital Corporation. Mercer Global Advisors provides investment advisory and related 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 is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of implementation options from ETFs to private funds.

Christopher Eaton is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. He currently operates under Five Peaks Capital Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Pamela Rodriguez is a financial advisor at Integrated Wealth Concepts LLC in Golden, CO, holding CFP® and ChFC® designations with 22 years of industry experience. She has been with Integrated Wealth Concepts since 2019 and has prior experience at LPL Financial and DaVinci Financial Designs. 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 long-term investment approach with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income.

Eric Kee is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Kestra Advisory and Kestra Investment Services since 2018. Prior to that, he was affiliated with Royal Alliance Associates. Kee is also a professional speaker providing information on federal retirement benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, employee education, plan-level investment advice, and utilizes multiple management platforms and third-party solutions, serving both large institutional investors and individual clients.

Dana Pollard is a financial advisor at &PARTNERS with 26 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining &PARTNERS in 2025, she worked at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. Pollard is a co-founder and managing director of Lumitas Wealth Strategies. &PARTNERS serves a wide range of clients, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services, using a variety of analytical approaches and both proprietary and third-party strategies.

Christopher Kadowaki is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials and has previously worked at Avantax Planning Partners, Facet Wealth, and several other firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, and estate planning, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Stephanie Gudka is a CFP® professional with over 33 years of industry experience. She is currently with Osaic Institutions, Inc. and has previously worked at Bellco Credit Union, Cuso Financial Services, LP, and several other firms. She also serves as a notary public for credit union members. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating under a distinctive hybrid adviser/broker-dealer structure.

Daniel Galindo is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds a Series 63 designation and has prior experience at Janus Henderson in multiple capacities from 2017 to 2026. Focus Partners Wealth 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.

Marc Schmeeckle is a financial advisor with Creative Planning holding a Series 66 designation and 23 years of industry experience. His prior career includes 16 years at Principal Life Insurance Company and Princor Financial Services, followed by roles at Cetera Advisor Networks and Creative Planning Institutional Advisors. He also serves as a retirement plan consultant and provides administrative support for SageView Advisory Group, LLC. Creative Planning delivers wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual high-net-worth clients and institutional investors. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.