James Werner is a financial advisor at Mercer Global Advisors Inc. in New York, NY, holding a Series 65 designation with seven years of industry experience. He has been with Mercer Global Advisors since 2018. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a variety of implementation options and public content programs.

Daniel Morris is a financial advisor with Eagle Strategies (New York Life) based in Lakewood, Colorado, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been affiliated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he owns Austin Group Investments, LLC, focusing on instructional coaching for professional advisors, and serves on the boards of two nonprofits involved in educational support and community grant distribution. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Christopher Springer is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 registrations with three years of industry experience. His prior roles include work at Five Peaks Capital Group, Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he serves as an investor in MKC Manufacturing Inc., volunteers to support athlete development at Inline to Ice, and is a board member of USA Roller Sports, the national governing body for roller sports recognized by the US Olympic Committee. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Michael Valenta is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Inc. and Valenta Capital Management, Inc. Valenta is involved as the owner of Valenta Capital Management, LLC, which supports his advisory business. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and various operational tools.

Brian Rodriguez is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at The Colony Group, LLC, Bank of America, N.A., and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies alongside private funds and third-party managers.

Paola Santos is a Series 65 licensed advisor with 23 years of industry experience. She is currently with Creative Planning, where she has worked since 2021. Her prior experience includes roles at Lockton Investment Advisors, BOF Financial, Standard Retirement Services, and StanCorp affiliates. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Nicholas Sauro is a CFP® professional with nine years of experience in financial advising. He has worked at Creative Planning since 2023 and previously held roles at Merrill and TIAA-CREF. He is based in Denver, CO. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and private market investments.

Geoffrey Luchetta is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He is associated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, where he brokers non-registered insurance products alongside selling New York Life products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Addison Dunbar is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Northern Trust. Outside of finance, he has experience working in the food service industry at Grinders Stonewall Pizza. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services.

Monica Ie Tan is a financial advisor at TIAA-CREF in Denver, CO, with 23 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. Outside of her advisory role, Monica operates online stores selling photo prints and artwork through Shopify and Etsy. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Lauren Culver is a CFA® charterholder and holds a Series 66 license with five years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. in Denver, CO since 2015. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving an internal team, relationship managers, and governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Adam Wright is a Series 66-licensed financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. He previously worked at Edward Jones for 11 years and was involved with Wright One Group - Sproutfitters Revolve Resale from 2024 to 2025. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Page Morgan is a financial advisor with Centaurus Financial, Inc. and holds Series 63 and Series 65 licenses. Morgan has four years of industry experience, including prior roles at Goldman Sachs and Ernst and Young. Outside of financial services, Morgan cohosts the Power Stance Podcast and is a board member of Maximizing Stewardship, a non-profit focused on financial education from a faith-based perspective. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Jessica Semones is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Estelle Gonzalez is a Series 66 licensed advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, The Ameriflex Group, Sagepoint Financial, KOHLS, VOYA Financial Advisors, and Cetera Advisors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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.

Nicholas Blackner is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management through model-based and customized approaches and acts as adviser to a donor-advised fund.

Thanh Le is a financial advisor at TIAA-CREF with 4 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Premier Financial Alliance, Inc. He also manages a small business selling hand-made goods on Etsy. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Mark Lohmann is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup, Merrill, and JPMorgan in various capacities. Outside of his advisory role, Lohmann serves as a board member for SeriesFest, a nonprofit organization supporting episodic storytellers. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory, execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique market roles including in-house research and swap dealer activities.

Kaiya Goldenberg is a Series 65-licensed financial advisor with Cerity Partners LLC, based in Louisville, Colorado. She has one year of experience, including prior roles at Scythe Robotics and Hattig CPA. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, offering a range of services from portfolio management to retirement plan consulting and access to alternative investments.

Amber Chang is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 18 years of industry experience. Her prior work includes roles at Goldman Sachs, Folio Investments, Inc., and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, using a range of low-cost ETFs, index funds, separate account managers, and private funds, while also providing educational content and specialized client programs.