Michael Whitmore is a Series 65-licensed financial advisor at Farther with 10 years of industry experience. He has worked at several firms, including Brookstone Capital Management and The Retirement Solution Inc. Outside of his advisory role, he serves as Advisory Board President for Tech9, a software development firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management with retirement plan consulting and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Michael DiCroce is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining D.A. Davidson in 2025, he worked for Charles Schwab and its affiliated entities for a decade. Outside of his advisory role, he owns Wild Warrior Nutrition LLC, a private label supplement company, and operates WR Basketball Academy, organizing monthly basketball camps. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Rachel Kramarchuk is a financial advisor at CWM, LLC with a Series 65 designation and two years of industry experience. She previously worked at Carson Wealth and Colton Alexander. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of portfolio management and retirement plan services.

Andrew Schaad is a financial advisor with Transamerica Financial Advisors in Englewood, Colorado, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Schaad Consulting, a corporate consulting service focused on business planning and analysis. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

William Buehler is a Series 66 licensed advisor with Key Investment Services LLC, where he has worked for 15 years and has 18 years of industry experience. He is a small minority investor in Balance Beer Company, a brewpub in Golden, Colorado. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and due diligence of third-party advisory products.

Richard Soat is a CFP® and holds a Series 65 license. He was previously employed at BDO USA, PC from 2013 to 2026 and has no industry experience since then. He is currently affiliated with Independent Financial Partners in Denver, CO. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform with approximately 261 advisors managing over $12 billion in assets and offers a decentralized advisory model alongside specialized retirement-plan advisory and pension consulting services.

Jennifer Nichols is a financial advisor at William Blair with a CFA® designation and Series 63 license. She has 12 years of industry experience, including 10 years at Janus Henderson Investors and 2 years at William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing active, research-driven strategies across equities, fixed income, and alternatives.

Eric Sirjord is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Thrivent Financial. 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 as well as family office services. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by educational content and specialized services.

Jarred Johnson is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2007. Outside of his advisory work, he is involved in short-term rental property ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio solutions.

Gregory Wambolt is a CFP® and ChFC® with 24 years of experience in financial advising. He is currently with CWM, LLC and has previously worked at Carson Wealth, Centric Investment Group, and Metis Wealth Management, as well as operating his own firm, Wambolt & Associates, LLC. Outside of his advisory work, he serves as an investor and board member of a labor platform company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, while emphasizing fiduciary processes for retirement plans and regular client reporting.

Matthew Jennings is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Jennings serves on the board of directors for Isham Land Company, a corporation involved in ranch management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with net worth exceeding $20 million.

Michael Uyemura is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Mercer since 2016. Outside of his advisory role, Uyemura is a co-owner of a trading card business, where he manages preparation and administrative tasks. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private funds, complemented by retirement plan consulting and specialized services.

Daniel Maurer is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Mercer Global Advisors Inc. since 2018, with prior experience at Personal Capital Corporation. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of implementation options from ETFs to private funds.

Jason Dohrman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked for JPMorgan Securities LLC from 2014 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.

Christopher Eaton is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. He currently operates under Five Peaks Capital Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Pamela Rodriguez is a financial advisor at Integrated Wealth Concepts LLC in Golden, CO, holding CFP® and ChFC® designations with 22 years of industry experience. She has been with Integrated Wealth Concepts since 2019 and has prior experience at LPL Financial and DaVinci Financial Designs. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income.

Eric Kee is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Kestra Advisory and Kestra Investment Services since 2018. Prior to that, he was affiliated with Royal Alliance Associates. Kee is also a professional speaker providing information on federal retirement benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, employee education, plan-level investment advice, and utilizes multiple management platforms and third-party solutions, serving both large institutional investors and individual clients.

Dana Pollard is a CFP® certificant with 26 years of industry experience. She is currently with &PARTNERS and previously worked at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. Pollard is a co-founder and managing director of Lumitas Wealth Strategies. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis through proprietary and third-party investment solutions.

Matthew Maiers is a financial advisor at Mariner Wealth Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and time spent at the University of St. Thomas. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios managed by an internal team and an Investment Committee, with a notable emphasis on integrated tax and accounting capabilities alongside traditional portfolio management.

Mark Sindrich is a CFP® professional with 43 years of industry experience, currently serving at Kestra Advisory since 2016. He has operated Sindrich & Associates since 1980 and is involved in business development and investment planning through multiple entities. Sindrich is also a member of Diversified Financial Partners LLC and Moneypenny Management LLC, with business interests that include insurance and office operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages multiple platforms with a focus on serving large institutional clients.