Charles Wetmore is a CFP®-designated financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He previously worked at Transitions Wealth Management, LLC and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, 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 including ETFs, mutual funds, and separate accounts.

Alexander Barrios is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. His career includes roles at Charles Schwab since 2017 and prior experience at Transamerica Capital Inc. from 2013 to 2017. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm provides investment recommendations and annual account reviews but does not exercise discretionary trading authority.

Elva Fako is a financial advisor at Commonwealth Financial Network in Denver, CO, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Garden Street Financial Group LLC, Charles Schwab & Co., Inc., and Centura Health. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and retirement consulting, managing roughly $212.7 billion in client assets.

Andrew Lang is a financial advisor with &Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors for 12 years before joining &Partners in 2025. Lang serves on the Business and Entrepreneurship Education Committee for Littleton Public Schools and is a board member of the Littleton Business Chamber. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services combined with financial planning and retirement consulting, utilizing a mix of proprietary and third-party investment strategies.

Benjamin Kastrul is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and currently based in Denver, CO. He has one year of industry experience, including prior roles at Garden Street Financial Group and Clearwater Analytics, as well as work in hospitality and education sectors. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, and custody/clearing services.

Jordan Rice is a CFP® with 10 years of industry experience, currently serving at Mariner Wealth Advisors since 2023. He previously worked at Edgerock Wealth Management, Innovest Portfolio Solutions, and GWFS Equities/Empower Retirement. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an investment committee and combines in-house research with third-party strategies, also providing integrated tax services and family office capabilities.

Nicholas Randolph is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Larson Financial Securities, LLC and Larson Financial Group. Randolph is based in Denver, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of programs that offer both managed portfolios and non-discretionary recommendations. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to guide asset allocation and retirement planning for its approximately 212,700 clients.

Brian Holmes is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors Corporation for 10 years and briefly at Empower Advisory Group. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Elizabeth Deitch is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. Her prior work includes roles at Goldman, Sachs & Co., Peregrine Global Advisors, Wealthgate Trust Company, Wealthgate Family Office, LLC, and Walton Enterprises. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and offering educational programming and integrated affiliated service lines.

Joshua Wilcox is a financial advisor with Ameritas Advisory Services, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Mutual of Omaha Insurance Company and Ameritas entities. Wilcox is also the owner of Wilcox Consulting, providing organizational consulting services to small financial advising firms, and serves as Director of Development at United Wealth Advisors Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Cari Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. She has worked at Private Advisor Group since 2020 and previously at LPL Financial and Western Wealth Management. Smith provides investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Peter Lampert is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and leadership of his own firms focused on educational resources, tax services, and insurance brokerage. He serves as president of the National College Affordability Group, a nonprofit organization addressing college affordability issues. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than routine discretionary trading.

Jeffrey Schuler is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2013 and is also associated with High Point Financial Group, LLC. Additionally, he owns Linus Enterprises, LLC, which has been in operation since 2000. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement plans and charitable organizations.

Matthew Leeke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He has been with Transamerica Retirement Solutions since 2015. Outside of his advisory role, he is a singer and guitarist for a performing band called "Sincerely Ours." Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary models and technology to deliver personalized portfolio recommendations at scale.

Kevne Sharpe is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Mariner Wealth Advisors, where he has worked since 2022. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Presidential Brokerage, Inc., Northern Lights Distributors, LLC, and Toews Corporation. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, retirement plan consulting, coordinated tax services, and family office solutions, supported by a combination of in-house research and third-party managers.

Mark Hauschild is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. He previously spent 20 years at TIAA and has engaged in non-securities insurance activities as an agent for AGIA. Outside of financial advising, he has worked in event staffing and traffic management roles. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts and offers tax-aware and ESG overlay services, operating at scale with a strong focus on centralized technology and model solutions.

Tammy Santi is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Schwab Wealth Advisory in 2021, she was affiliated with Charles Schwab and has work experience in the technology and healthcare sectors, including roles at Lyft, Uber, and Medix IT. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Charles Schwab ecosystem.

Benjamin Slater is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent four years at Loring Ward. Outside of his advisory role, he is an owner of a private startup in Colorado that manufactures cannabis oil. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages roughly $41 billion in regulatory assets, emphasizing systematically invested mutual fund and ETF portfolios from providers such as Dimensional, Vanguard, and BlackRock.

Brady Jones is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with Carson Wealth and Wambolt & Associates, LLC. Jones also serves in the United States Marine Corps and was involved with The Wooden Table from 2014 to 2019. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines various analytical approaches and third-party sub-advisors, with a focus on retirement-plan and institutional services.

Stephen Jacobson is a CFP® professional at Mercer Global Advisors Inc. in Denver, CO, with three years of industry experience. His prior roles include positions at Verdence Capital Advisors, LLC and Sullivan and Company. Outside of his advisory work, he has participated as a DoorDash Dasher on a limited basis. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach incorporating low-cost ETFs, index funds, separate account managers, and private funds, and it offers various specialized programs and client education initiatives.