Tess Bosley is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding a Series 65 credential with two years of industry experience. Her prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, as well as experience outside finance with organizations such as Spot on the Dock and BV's Grill. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with specialized tools and access to private and registered pooled vehicles.

Erica Hinrichs is a financial advisor at Integrated Wealth Concepts LLC in Westminster, CO, with 13 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 27 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach and customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Jesse Melville is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with TIAA and TIAA-CREF since 2015. 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 through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Alexander Boyd is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at the University of Missouri Curators Office. In addition to his advisory role, he is involved as an agent with Agia, offering non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, managing roughly $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

Allen Andes is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals Inc, Valic Financial Advisors, and PNC Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors among others.

Seth Jefferies is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Jefferies serves as a member of the RMA Commission for the Investments and Wealth Institute, which provides strategic guidance on retirement industry trends and education initiatives. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts related to affiliated funds.

Sarah Burney is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan for 11 years before joining Cresset in 2021. Burney serves as a foundation board member for the Denver Museum of Nature and Science. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations, and employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations.

David Shuler is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Co. Outside of his advisory work, he serves as Vice Chairman of Finance for the Rocky Mountain Elk Foundation and is a board member of the USMC Memorial Foundation. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, managing the majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Jonathan Swofford is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Personal Capital Advisors Corporation and Empower Financial Services, Inc. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active management overseen by an internal Investment Committee.

Edward Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Western Wealth Management, and A. G. Edwards & Sons, Inc. He also operates under the DBA Integrity Wealth Partners, providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party investment solutions.

John Hostak is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and three years of industry experience. He has worked at OSAIC Institutions since 2023 and has prior roles at Bellco Credit Union and CUSO Financial Services. Outside of finance, he is a Guest Experience Representative for the Colorado Rockies baseball team. OSAIC Institutions, Inc. serves 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 services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary account management.

Bernard Salamone is a CFP® professional with 25 years of industry experience, currently with Mercer Global Advisors Inc. since 2021. He previously worked at Leigh Baldwin & CO., LLC and Mirsky Financial Management Corp., and he owns Salamone & Salamone Law Firm, where he provides legal services related to real estate and estate planning. 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’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles.

Thomas Green is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Osaic Institutions, Inc. He has held roles at Bellco Credit Union and CUSO Financial Services, Inc., among others. Outside of his advisory work, he is a co-owner of an Orangetheory Fitness franchise. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Andranik Khachatryan is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Northwestern Mutual, Charles Schwab, and Chase Bank. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a digital discretionary model account pilot available to select employees. The firm utilizes approved investment strategies managed internally or by third parties and executes portfolios with mutual funds and ETFs, emphasizing algorithm-driven risk assessment and annual rebalancing.

Jeffrey M Iller is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. His prior experience includes roles at Cardan Capital Partners, LLC, Bank of America, N.A., and Merrill. 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’s investment approach combines passive and active management with strategic allocation and incorporates quantitative and fundamental research overseen by an internal Investment Committee.

Traci Bryson is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Robert W. Baird, Northwestern Mutual Investment Management, and B. C. Ziegler And Company. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and concierge services. The firm employs a partner-led team structure with a focus on asset allocation and manager due diligence, managing proprietary multi-strategy funds and offering specialized services for clients with complex needs.

Paula Mcmanus is a Series 66-credentialed financial advisor with 12 years of industry experience, currently serving at Kestra Advisory since 2016. She has also been involved with Kestra Investment Services, LLC since 2013 and owns McManus Wealth Building and Management, a business focused on registered representative activities and insurance services in Louisville, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Bradley Beyer is a CFP® and holds a Series 65 license with five years of industry experience. He is currently an advisor at Corient in Denver, CO, where he has worked since 2022. Prior to joining Corient, he held roles at Balasa Dinverno Foltz LLC and has experience in both academic and business settings. Outside his advisory work, he serves as a mentor providing financial education and budgeting assistance to young adults through 3rd Decade. Corient offers investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates both in-house and third-party strategies, along with advanced risk management tools, to align portfolios with client objectives.

Gabrielle Mollick is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has been with Mercer Global Advisors since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through a range of vehicles including low-cost ETFs, separate account managers, and private funds, complemented by educational programming and integrated service lines.

Rafe Kinder is a CFP® professional with Moneta Group Investment Advisors, LLC in Denver, CO. He joined Moneta in 2022 and has prior experience working at Black Pepper Pho and in educational roles at the University of Colorado - Boulder and Valor Christian High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.