Shelby Trinkino is a CFP® professional with 35 years of industry experience, currently serving at Commonwealth Financial Network since 2013 and also associated with Independent Wealth Strategies since 2022. She holds multiple securities licenses including Series 63, 65, and 66. Outside of her advisory work, Shelby owns a private securities business and is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering a range of discretionary model portfolios and program structures to affiliated advisors.

Robert Woolwine is a financial advisor at Key Investment Services LLC in Denver, CO. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Key Investment Services, he worked in educational roles at the University of Colorado - Boulder, Collegiate School Richmond, and Tuckahoe Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategies with non-binding professional recommendations and maintains oversight through a Product Due Diligence Committee.

Jesse Maggio is a CFP® with 13 years of industry experience, currently serving at Mariner. His prior roles include positions at Msec, LLC, Kummer Financial Strategies, LLC, Key Investment Services, and Key Bank. Mariner is an enterprise firm serving a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized portfolios and also emphasizes tax and accounting integration, administrative CFO services, and employer financial-wellness tools.

Thomas Dameron IV is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding CFP®, Series 66, and Series 63 credentials with 11 years of industry experience. His prior roles include positions at Alpha Capital Family Office, LLC and Jackson National Life Distributors LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Steven Heifetz is a CFP® professional based in Denver, Colorado, with 36 years of industry experience. He has been with Kestra Financial Services, Inc. since 2016 and has a longstanding tenure at Texas Instruments dating back to 1984. Outside of his financial advisory work, Heifetz serves on the boards of Colorado Feeding Kids and the South Denver Kiwanis Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Megan Green is a CFP® professional at NewEdge Advisors with one year of industry experience. Her prior roles include two years at Abound Wealth Management and teaching experience at Lady Bird Johnson - Irving School District. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client needs.

Ryan Walsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, as well as various positions affiliated with Colorado State University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver personalized portfolio recommendations.

Colton Adams is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and one year of industry experience. His prior roles span several firms including Fidelity Investments, New York Life Insurance Company, and Uber. Eagle Strategies serves a diverse client base comprising individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management and tailored solutions including co-advisory relationships and variable annuities.

Michael Simmons is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. He previously worked at Transitions Wealth Management, LLC for 16 years. 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, focusing on globally diversified, risk-appropriate portfolios with strategic factor tilts and utilizes a range of investment vehicles and platforms.

Daniel Biondi is a CFA® charterholder with 10 years of industry experience, currently serving at Cresset Asset Management, LLC. His prior experience includes multiple roles at JP Morgan Private Bank from 2015 to 2021. 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, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies and integrates thorough due diligence and monitoring in its portfolio management.

Tristan Pohren is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds a Series 65 designation and has been with Mercer since 2021. Prior to joining Mercer, he held positions at Members 1st Credit Union, Landus, FIRST NATIONAL BANK, and worked at Iowa State University. 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, and nonprofit organizations. The firm’s approach emphasizes globally diversified portfolios based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of implementation options and planning services.

Ian Freemire is a CFP® professional with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Windsor Capital Management, LLC and FIDELITY Brokerage Services LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios, and offers a range of investment solutions alongside financial planning, retirement consulting, tax planning, and estate coordination.

Jacqueline Beauprez is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2017, following prior roles at Raymond James & Associates. Beauprez also serves as a director of her family’s contracting and excavation business in Denver. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including individual investors, retirement plans, and charitable organizations. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards with a distinctive focus on municipal advisory and underwriting activities.

Jefferson Puckette is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at BlackRock Investments LLC and Class VI Family Office, LLC. Outside of advising, he co-owns JH Hut Holdings LLC, which provides bookkeeping and operational services for rental units. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm leverages its large institutional scale and unique market roles to provide a broad range of advisory and execution services.

Barry Eastman is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63, 65, and 66 credentials and has 21 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2010, and he operates High Point Financial Group, LLC, focusing on insurance and financial services. Outside of his advisory work, he is involved with United Soccer Club as a coach and referee and serves on the board of Hope Lives!, a breast cancer support organization. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, offering multiple program types within an integrated New York Life affiliate structure.

David Kuzia is a financial advisor at William Blair with Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Advisors Asset Management, Inc. and OppenheimerFunds Distributor, Inc. He is based in Denver, CO. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across equities, fixed income, and alternative strategies.

Kristy Lash is a financial advisor with Key Investment Services LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work history includes several roles within Key Investment Services and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Richard Martin is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at BNP Paribas Securities Corp. and Janus Henderson Distributors. Outside of his advisory role, Martin is a CPA involved in tax return preparation and also assists clients as a mortgage loan originator. 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 services, utilizing a mix of discretionary and non-discretionary arrangements.

Shawnee Anderson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 22 years of industry experience. She has worked at Valic Financial Advisors since 2016 and also holds an agent position with Agia, where she is involved in non-securities insurance products. Prior to Valic, she held roles at Kaiser Permanente, World Financial Group, Inc., and Transamerica Financial Advisors, Inc. 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, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Brenda Wooten is a financial advisor with VALIC Financial Advisors and holds Series 63 and Series 65 licenses. She has three years of industry experience, including prior roles at TIAA-CREF Individual & Institutional Services and Tiaa. Outside of advising, she writes for a local public interest newspaper and operates a sewing business, in addition to serving as treasurer for the Wheat Ridge High School PTSA and vice president of its football booster club. 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 uses discretionary unified managed accounts with third-party model managers and offers portfolio management and financial planning through a large network of investment advisors.