John Warren is a CFP® with 25 years of industry experience. He is currently with William Blair, joining the firm in 2023, and previously worked at Morgan Stanley and Citigroup Global Markets. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary model portfolios and access to private funds and co-investment opportunities.

Luke Vinnola is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He previously worked for Envestnet Asset Management, Inc. for 11 years before joining D.A. Davidson in 2022. Outside of his advisory role, he serves as secretary on the board of the Arvada West High School Boy’s Soccer Booster Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards and incorporates both qualitative and quantitative analyses in its investment recommendations and financial planning processes.

Evan Alexander is a financial advisor at Valic Financial Advisors with the Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Enviz Capital for one year and spent ten years in education. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and uses discretionary unified managed accounts with third-party model managers and optional overlay services.

Whitney Spalding Spencer is a CFP® with eight years of industry experience, currently advising at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Relative Value Partners, Brownson, Rehmus & Foxworth, and NACSA. She holds the Series 65 license in addition to her CFP® designation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies through an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized portfolio management techniques.

Alexander Hansen is a Series 66-licensed financial advisor with Valic Financial Advisors in Lakewood, CO. He has one year of industry experience and previously worked in logistics and food service while completing his education at Colorado State University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts with a focus on technology-driven solutions.

Ryan Hickey is a financial advisor with PNC Wealth Management in Denver, CO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining PNC in 2026, he worked at Bokf, Na and BOK Financial Securities, Inc., as well as Woodbury Financial Services INC and Next Financial Group, Inc. Outside of his advisory work, he is the lead singer and director of a tribute band called Mode for the Masses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that implements investments via approved strategies managed by PNC or third parties. The program uses mutual funds and ETFs with annual rebalancing and relies on algorithmic risk assessment to select investment models.

Michael Robb is a financial advisor at The Huntington Investment Company with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including U.S. Bancorp Investments, Morgan Stanley, and BOK Financial Securities. He serves on the executive board of Scouting Colorado, where he participates in fundraising and awareness activities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank strategies.

Carey Sullivan is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been associated with Eagle Strategies since 2011 and previously worked with Five Peaks Capital Group LLC. Sullivan is involved in insurance brokering through multiple entities and holds ownership interests in various investment-related businesses. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm deploys a range of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Melissa Constant is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 11 years of industry experience. She has worked at Kestra Advisory since 2018 and previously was with Royal Alliance from 2015 to 2018. Outside of her advisory role, she is involved in a short-term rental business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers a broad range of services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts.

David Goodman is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Personal Capital Advisors Corporation for five years before joining Mercer Global Advisors in 2023. 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, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Jennifer Baham is a CFP® and holds a Series 66 license. She has two years of industry experience and currently works at MAI Capital Management, LLC. Prior to joining MAI Capital Management, she spent nine years at Harbor Wealth Management. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into client relationships.

Chase Lederer is a financial advisor at CWM, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at Carson Wealth, Pinnacle Wealth Management, Empower Retirement, and Personal Capital Advisors Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Cade Hammarquist is a CFP® professional at Corient with four years of industry experience. He previously worked at M. S. HOWELLS & Co., Ashton Thomas Private Wealth, Wells Fargo Clearing, and Charles Schwab. Outside of advisory roles, he has experience as an insurance agent. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Michelle Dockter is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. She currently works at D.A. Davidson & Co., where she has been since 2021, following nine years at Ameriprise Financial Services, Inc. She serves on the Board of Directors of the Financial Planning Association as Treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Adam Oliver is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with four years of industry experience. His prior roles include positions at Transitions Wealth Management, First Western Trust, BMO Harris Bank, and involvement with the Dr. David Robinson Institute of Jewish Heritage - Yeshiva. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, along with specialized offerings such as retirement plan consulting and charitable advisory services.

Tanya Thomasson is a CFP® professional affiliated with Mercer Global Advisors Inc. in Denver, CO, with nine years of industry experience. She has been with Mercer Global Advisors in various capacities since 2016. 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, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing using low-cost ETFs, index funds, separate account managers, and other specialized investment vehicles.

Linda Vigil is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Vigil is also the managing director of Aero Wealth Management, an independent RIA specializing in customized portfolio construction and asset management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. 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 strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Cooper Peters is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Legend Equities Corporation, Raymond James Financial, Equitable Advisors, and Stanford Group Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm manages a range of advisor-managed and firm-managed model portfolios using both strategic and dynamic investment approaches.