Jacob Brown is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at 1st University Credit Union and Baylor University. Outside of finance, Brown was involved with OALA Shuttle Service and Wahfles LLC. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, strategic allocation models, and a range of service platforms, leveraging resources across the broader Goldman Sachs ecosystem.

Dana Sikora is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Lido Advisors, Goldman Sachs PFM, and Eaton Corp. Sikora is based in Denver, CO. 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 a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joel Martin is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Denver Money Manager, LLC, and Merrill. 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 an investment approach that blends active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Brian Samson is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked for TIAA-CREF from 1998 to 2023. Samson holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and tax management strategies.

Micah Lang is a CFP® professional with 28 years of experience in financial advisory. He is currently with Independent Financial Partners and has previously worked at firms including IFP Securities, BDO Wealth Advisors, Cosyntris Advisory Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as a residential property manager for a family trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individuals, charities, and corporations.

Meghan O'Donnell is a financial advisor at Corient with seven years of industry experience. She holds a Series 65 designation and has previously worked at Segall Bryant & Hamill and Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, supported by ongoing portfolio monitoring and risk management tools.

Brandon Long is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Bank of America, N.A. and Merrill from 2015 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Matthew Marsh is a CFP® with 26 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, Dynasty Securities, and Dynasty Wealth Management. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, using both active and passive strategies across public and private asset classes.

Michael Mc Daid is a CFP® with 11 years of industry experience, currently serving as an investment advisor at Integrated Wealth Concepts LLC since 2025. His prior roles include positions at OneDigital Investment Advisors LLC, Cetera Advisor Networks LLC, CLG LLC, TD Ameritrade, Guardian Life Insurance, and Park Avenue Securities. He is also licensed to sell life, health, disability, annuities, and long-term care insurance. Integrated Wealth Concepts LLC 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, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Blake Christensen is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and KPMG, LLP, and spent time at Brigham Young University in both an academic and professional capacity. 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 that combines active and passive strategies within an enhanced open architecture framework.

Ryan Petry is a financial advisor at Key Investment Services LLC with 20 years of industry experience. His prior roles include positions at CORDA Investment Management, Zenith Investment Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He holds the Series 66 and Series 63 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Thomas Martin is a financial advisor at Brookstone Capital Management LLC in Aurora, Colorado, holding Series 63 and Series 65 credentials with nine years of industry experience. He has worked at Brookstone since 2020 and owns Martin Heritage Group, LLC, which focuses on life insurance sales and promoting financial literacy through literature and seminars. Prior to these roles, he held positions at Premier Insurance Partners, American Income Life, Teletech, and Allstate Financial. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Thomas Gonnella is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with several firms including PRISM Financial Strategies, LLC, Advisory Consulting Group, LLC, and Strategies Capital Management. He is also the managing member of TAG Capital Investments, a personal investment entity. 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, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, and employs a primarily long-term investment approach.

Jessica Mckane is a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation with 14 years of industry experience. Her prior work includes roles at CIBC World Markets Corp and various Wells Fargo entities from 2011 to 2021. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal expertise with external managers to create customized portfolios, offering a range of services from portfolio management to coordinated Family Office solutions.

Darryl Hudspeth is a financial advisor with Eagle Strategies (New York Life) based in Lakewood, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Eagle Strategies since 2008 and also operates High Point Financial Group, LLC, which sells New York Life products and other insurance offerings. Hudspeth serves as a board member of the National African American Insurance Association Colorado Chapter. 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 entities. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Nour Alkayali is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, Nour worked at Charles Schwab & Co. for 17 years. Outside of financial advising, Nour is involved in elderly care through caretaker roles at two related businesses, 1st Call to Care, LLC and Care On Call Colorado, LLC. 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 with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and tax and estate-planning support.

James Mcmanus is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 license, bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also operates his own financial services company, McManus Wealth Bldg & Mgmt, which provides insurance and investment advisory services. Mcmanus is a notary public, occasionally witnessing client signatures for convenience. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Diljeet Masuda is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company of America, and New York Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Cooper Wygant is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and no prior industry experience before joining in 2026. His work history includes roles at Charles Schwab & Co., All Roads Travel, and Veracyte Inc., among others. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary approaches and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.