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.

Joseph Koehler is a CFP® and Series 66 registered advisor with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and has held prior roles at firms including Apex Group, Ultimus Leverpoint, and SS&C Technologies. Outside of advisory work, he was involved with Garden For Freedom LLC from 2016 to 2020. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, and investment companies. The firm utilizes a combination of proprietary and external investment strategies managed through committees and relationship managers, offering customized portfolios, model portfolios, and managed account programs.

Timothy Wintemute is a financial advisor with Transamerica Retirement Advisors, LLC in Aurora, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and GWFS Equities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning strategies.

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.

Christopher Farr is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial and Rockefeller Capital Management since 2021, following nearly a decade at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a distinctive ownership structure and a platform that combines wealth, trust, and insurance capabilities.

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.

Tonya Harper is a financial advisor at Osaic Institutions, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bellco Credit Union since 2012 and CUSO Financial Services, LP from 2012 to 2023. Outside of her advisory work, she is the managing member of TM Harper Ltd, a private business. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, wrap fee programs, and access to alternative investments. The firm operates primarily with non-discretionary assets and integrates brokerage and advisory solutions through a broad network of investment adviser representatives.

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.

Harold Graper Jr. is a CFP® and holds a Series 65 license with five years of industry experience. He has been with CIBC Private Wealth Advisors, Inc. since 2005. Based in Denver, CO, he works within a firm recognized for providing investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. CIBC Private Wealth Advisors combines an internal investment team with governance committees to create customized portfolios and offers access to complex strategies such as options hedging and structured notes.

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.

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.

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.

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.

Joseph Wittels II is a CFA® charterholder with 12 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2022. Prior to that, he held positions at Bank of the West and JPMorgan Securities LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, supported by a combined internal investment team and external managers.

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.