Isaiah Hinds is a Series 66-licensed advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. His career includes roles at Transamerica Life Insurance Company, Fidelity Brokerage Services LLC, and Bank of America Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and investment education focused on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management for portfolio construction and oversight and operates at scale with a broad client base.

Craig Fischer is a financial advisor with Valic Financial Advisors who holds Series 65 and Series 63 registrations and has seven years of industry experience. He has also been involved with Sample Supports, a sole proprietorship providing care for an individual with a disability. Valic Financial Advisors 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, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Thomas Gonnella is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with several firms including PRISM Financial Strategies, LLC, Advisory Consulting Group, LLC, and Strategies Capital Management. He is also the managing member of TAG Capital Investments, a personal investment entity. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, and employs a primarily long-term investment approach.

Charlotte Jay is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Commonwealth Financial Network and Jay Financial Group since 2019 and previously spent ten years at SagePoint Financial, Inc. Jay is a co-owner of Jay Financial Group, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice management, enabling advisors to offer customized portfolio solutions.

Darryl Hudspeth is a financial advisor with Eagle Strategies (New York Life) based in Lakewood, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Eagle Strategies since 2008 and also operates High Point Financial Group, LLC, which sells New York Life products and other insurance offerings. Hudspeth serves as a board member of the National African American Insurance Association Colorado Chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Nour Alkayali is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, Nour worked at Charles Schwab & Co. for 17 years. Outside of financial advising, Nour is involved in elderly care through caretaker roles at two related businesses, 1st Call to Care, LLC and Care On Call Colorado, LLC. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and tax and estate-planning support.

Diljeet Masuda is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company of America, and New York Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

William Cassidy is a financial advisor at Osaic Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked in roles at Bellco Credit Union and CUSO Financial Services, LP. Outside of his advisory work, Cassidy is an investor and partner in a private business focused on property management and research. Osaic Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a diverse platform that includes lending solutions and third-party asset manager referrals.

Logan Donovan is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO, holding a Series 65 credential with five years of industry experience. His work history includes roles at Klaas Financial Asset Advisors, LLC and Googins Advisors. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Christopher Biren is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at Eagle Strategies, Mahoney Financial Organization, NYlife Securities, and New York Life Insurance Company. Biren is also a passive investor in cryptocurrency as part of his personal investment activities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through multiple program types, emphasizing non-discretionary advisory relationships primarily within an integrated New York Life affiliate structure.

John Shevlin is a CFP® and holds a Series 65 license with ten years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors, Hewins Financial Advisors, and All Star Financial Inc. He is based in Denver, CO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting, and manages approximately $295.6 billion in assets across more than 1,100 advisors.

Thomas Peterson is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with VALIC Financial Advisors since 2006 and also holds a role as an agent with Agia. Outside of his advisory work, he serves as the second counselor in the bishopric of his local congregation of The Church of Jesus Christ of Latter-day Saints, where he assists in administrative and financial duties. VALIC Financial Advisors primarily serves U.S.-based 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 UMA models with multiple overlay options to tailor client portfolios.

Jared Schuster is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Fidelity Investments and Charles Schwab & Co., Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Laura Combs is a CFP®-certified financial advisor with 16 years of industry experience. She has worked continuously at Mercer Global Advisors Inc. since 2015. 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’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Larry Blair is a financial advisor at Kestra Advisory with 48 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Kestra Investment Services, LLC and Royal Alliance Associates, Inc. He also conducts seminars and prepares related materials for federal employees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Helan Kim is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Dominic Dina is a CFP® professional with three years of industry experience, currently with Focus Partners Wealth, LLC. His prior experience includes roles at Altair Advisers, DHJJ, and First American Bank. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a wide range of wealth management and advisory services, utilizing a tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad network of affiliated service companies and product relationships.

Todd Lang is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent 12 years at Wells Fargo Advisors. Lang is co-trustee for the Lang Investment Group 401(k) plan and holds a partial ownership interest in Lang Investment Group, which supports his independent practice. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutional investors, offering both advisory and brokerage services. The firm’s investment approach integrates proprietary models and third-party manager solutions, employing fundamental, technical, and quantitative analysis.

Gabrielle Sherry is a financial advisor at &PARTNERS with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for 12 years. Outside of her advisory role, she serves on the architecture committee of the Meadowglenn HOA in Westminster, CO. &PARTNERS serves a diverse client base, including individual and institutional investors, offering investment advisory and brokerage services through a combination of proprietary models and third-party managers. The firm operates as both a broker-dealer and registered investment adviser, providing services such as financial planning, retirement plan consulting, and investment banking.

Amy Ungles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has previously worked with Nationwide Investment Services Corporation before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Ungles is based in Denver, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs, utilizing proprietary software and portfolio models from Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning with a large client base and a significant portion of non-discretionary assets.