James Mcmanus is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 license, bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also operates his own financial services company, McManus Wealth Bldg & Mgmt, which provides insurance and investment advisory services. Mcmanus is a notary public, occasionally witnessing client signatures for convenience. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

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.

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.

Cody Bartusiak is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services and has held positions in both academia and capital markets. 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 primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

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.

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.

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.

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.

Devin Moore is a financial advisor with Eagle Strategies (NY Life) in Broomfield, CO, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Hilltop Securities, and a nine-year tenure at Gradivus, LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated structure affiliated with New York Life.

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.

Matthew Benz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at The Mather Group, LLC, Doyle Wealth Management, Inc., BancWest Investment Services, and Bank of the West. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized consulting with an investment approach that combines strategic asset allocation, active and passive management, and quantitative and fundamental research.