Kristy Lash is a financial advisor at Key Investment Services LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes multiple periods working at Key Investment Services and a four-year tenure at KeyBank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers model-based advisory products and employs a multi-provider platform integrating services from Envestnet, the Key Wealth Chief Investment Office, and third-party managers.

Richard Martin is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at BNP Paribas Securities Corp. and Janus Henderson Distributors. Outside of his advisory role, Martin is a CPA involved in tax return preparation and also assists clients as a mortgage loan originator. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of discretionary and non-discretionary arrangements.

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.

Brenda Wooten is a financial advisor with Valic Financial Advisors holding Series 63 and Series 65 licenses, and has four years of industry experience. Prior to joining Valic in 2026, she worked at TIAA-CREF Individual & Institutional Services and TIAA. Outside of her advisory role, she is a writer for a local public interest newspaper, operates a sewing business, and serves in leadership and financial roles for Wheat Ridge High School PTSA and its football booster club. 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 utilizes discretionary unified managed accounts across a large advisor network and combines technology-driven portfolio management with optional tax-aware and ESG overlay services.

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, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Charles Schwab, Transamerica Capital, AllianceBernstein, and RBC Capital Markets. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach emphasizes asset allocation and investment selection guided by Charles Schwab & Co.’s research and standard models, with client authorization required for all trades.

Andrew Lang is a financial advisor at &PARTNERS with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 26 years. Outside of his advisory role, Lang serves on the Business and Entrepreneurship Education Committee for Littleton Public Schools and is a director of the Littleton Business Chamber. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of financial services such as investment management, financial and tax planning, and ERISA consulting using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Andrew Green is a financial advisor at CWM, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Personal Capital Advisors and Empower Advisory Group. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios and offering tailored solutions such as Orion Custom Indexing and access to alternative investments.

Zachary Yeager is a financial advisor at Kestra Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Mosaic Retirement Planning and CreativeOne Wealth. Yeager is based in Denver, CO. 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 such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Nicholas Randolph is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and five years of industry experience. He previously worked with Larson Financial Securities, LLC and Larson Financial Group from 2015 to 2023. His current tenure includes roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advisory programs focused on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to provide personalized advice and operates at scale with a large client base primarily using non-discretionary assets.

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, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at several Ameritas affiliates since 2013 and previously held roles at Mutual of Omaha and Orion Advisor Services. Wilcox is also the owner of Wilcox Consulting, providing organizational consulting for small, advisor-led financial firms, and serves as Director of Development at United Wealth Advisors Group. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment products and platforms, combining firm-developed and third-party model portfolios with mutual funds, ETFs, and individual securities.

Cari Smith is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. She has 22 years of industry experience, including multiple roles at LPL Financial and Western Wealth Management prior to joining Private Advisor Group in 2020. Smith also provides investment advisory services through Independent Advisor Alliance, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to various third-party strategists and technology platforms.

Peter Lampert is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has worked with Penn Mutual Life Insurance Company and has managed multiple businesses, including Lampert Educational Resources LLC and Lampert Tax Services LLC. Lampert serves as president of the National College Affordability Group, a nonprofit focused on education around college affordability. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering both discretionary and non-discretionary account options through third-party asset manager relationships.

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 designation and 14 years of industry experience. He has been with Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2015. Outside of his advisory role, he is a singer and guitarist for the performing band "Sincerely Ours," which performs music for compensation approximately once per month. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm utilizes model portfolios and proprietary software developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

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, 65, and 66 licenses and has worked at several firms including Charles Schwab, Lyft, UBER, Edward Jones, J.P. Morgan Asset Management, and Banc One Securities Corporation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program, utilizing asset allocation models and internal research tools with recommendations tailored to client goals and risk tolerance.

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.