David Pringle Jr. is a financial advisor at PNC Wealth Management with 23 years of industry experience and holds a Series 66 designation. His career includes roles at firms such as LPL Financial, Blue Federal Credit Union, The Prudential Insurance Company of America, and Ameriprise. Outside of his advisory work, he is involved with the Pringle Project Group, a real estate rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account that uses algorithm-driven risk assessment and third-party managed strategies utilizing mutual funds and ETFs.

Brady Jones is a Series 65-licensed financial advisor with CWM, LLC in Littleton, Colorado, bringing one year of industry experience. His career includes five years at Wambolt & Associates, LLC, alongside current service in the United States Marine Corps. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan solutions, supported by a centrally managed Investment Committee and a range of tailored portfolio offerings.

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.

Michael Van Boening is a CFP®-certified financial advisor with five years of industry experience, currently with Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Magellan Federal, JPMorgan Chase Bank, Collegeinvest, Rimini Street, and Edward Jones. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, along with educational content and specialized client programs.

Kevin Bodkin is a financial advisor with PNC Wealth Management in Littleton, Colorado, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BOK Financial Securities, and LPS Capital. He serves as a board member for the Metropolitan Loft Homeowners Association in Denver. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Lalani Jensen is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Valic Financial Advisors 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 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, leveraging centralized technology and model solutions at scale.

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.

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.

Timothy Bickley is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked across several Charles Schwab entities since 2013, including roles at Charles Schwab & Co., Charles Schwab Investment Advisory, and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance. The firm operates with a distinctive compensation and oversight structure, serving a broad client base with a focus on separately managed accounts and a combination of proprietary and third-party investment options.

Joel Martin is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Denver Money Manager, LLC, and Merrill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Brian Samson is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked for TIAA-CREF from 1998 to 2023. Samson holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and tax management strategies.

Micah Lang is a CFP® professional with 28 years of experience in financial advisory. He is currently with Independent Financial Partners and has previously worked at firms including IFP Securities, BDO Wealth Advisors, Cosyntris Advisory Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as a residential property manager for a family trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individuals, charities, and corporations.

Brandon Long is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Bank of America, N.A. and Merrill from 2015 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Matthew Marsh is a CFP® with 26 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, Dynasty Securities, and Dynasty Wealth Management. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, using both active and passive strategies across public and private asset classes.

Sean Mccann is a financial advisor with Eagle Strategies (New York Life) based in Littleton, CO, holding a Series 63 designation and over 35 years of industry experience. He has been with Eagle Strategies since 2001 and operates Integrated Financial Strategies, LLC. Outside of his advisory work, he is a 15% owner of House of Speed Holdings, LLC, a company that sells sports training franchises, where he focuses on business and marketing operations. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary assets under management.

Blake Christensen is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and KPMG, LLP, and spent time at Brigham Young University in both an academic and professional capacity. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management 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.

Brook Kramer is a financial advisor with Fifth Third Securities, Inc. in Lakewood, Colorado, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at BMO Bank, Bancwest Investment Services, Bank of the West, Wells Fargo, and First Western Trust. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services within a platform supported by its affiliation with Fifth Third Bank.