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.

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.

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.

Jordan Wessell is a financial advisor at Corient in Denver, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Corient in 2025, he worked at Ayco/Goldman Sachs & Co. LLC from 2021 to 2024 and The Ayco Company, L.P./Mercer Allied from 2018 to 2021. Corient provides investment advisory and financial planning services to a broad 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 combining proprietary and third-party strategies, with ongoing portfolio monitoring and risk management tools.

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.

Bradly Hoggatt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at AMG National Trust, TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

Thomas Post is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with High Point Financial Group, LLC since 2007 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since the late 1990s. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm’s approach includes tailored financial plans, retirement plan consulting, and co-advisory relationships, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Telfer is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer in multiple periods since 2018 and has prior experience with DeVere Group and the American Red Cross. He also worked on the Sylvia Garcia congressional campaign in 2018. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.

Brian Kerns is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025. His prior experience includes roles at Empower Financial Services, Inc., Empower Advisory Group, Personal Capital, and Highland Capital Funds Distributor, Inc. Outside of his advisory work, he is the owner of a rental property business in Denver, Colorado. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Van Boening is a CFP® professional at Mercer Global Advisors Inc. in Denver, CO, with five years of industry experience. His prior roles include positions at Magellan Federal, JPMorgan Chase Bank, and Collegeinvest. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Kathryn Westhuis is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Nimble Health, U.S. Imaging Network, and Marwood Group. Outside of her advisory role, she serves on the Board of Directors of the Summit Yacht Club. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and diverse investment strategies.

Lalani Jensen is a financial advisor at Valic Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic since 2019. Jensen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion across nearly 300,000 clients and utilizes centralized technology and model solutions to support its advisors.

Dylan Birkinsha is a CFP® with one year of industry experience, currently serving as a financial advisor at Kestra Advisory. Prior to this, he worked at Signature Estate & Investment Advisors and Powercat Financial, and served in the U.S. Navy for seven years. He is also involved with Personal Benefit Advisory, Inc., where he provides financial services including third-party money management and retirement solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, providing fiduciary consulting, plan design, and employee education among other services. The firm manages substantial assets and serves large investors, including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Gregory Blanchard is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 37 years of industry experience, including long-term roles at NYLife Securities LLC and New York Life Insurance Company since 1986. He serves as a board member for Senior Resources of Broomfield, an organization providing programs for seniors. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Fred Brandenburg is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, delivering managed-account programs, financial planning, and brokerage services.

John Wattles is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Cresset since 2022. Prior to his advisory role, he held positions at ServiceSource Inc, Pioneer Landscape Centers, and Arrow Electronics. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes comprehensive due diligence and ongoing monitoring of third-party managers across various asset classes.

Jacob Brown is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at 1st University Credit Union and Baylor University. Outside of finance, Brown was involved with OALA Shuttle Service and Wahfles LLC. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, strategic allocation models, and a range of service platforms, leveraging resources across the broader Goldman Sachs ecosystem.

Dana Sikora is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Lido Advisors, Goldman Sachs PFM, and Eaton Corp. Sikora is based in Denver, CO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.