Antonio Campos Vera I is a financial advisor with Key Investment Services LLC in Denver, CO, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at KeyBank since 2017 and TFC Bank from 2012 to 2017. Outside of finance, he supervises cashiers at a grocery store and works part-time in retail. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment solutions, emphasizing client-directed model selection and ongoing portfolio oversight within the KeyCorp group.

Jill Swank is a financial advisor with \u0026PARTNERS and holds the Series 66 designation. She has 17 years of industry experience, including 15 years at Wells Fargo Advisors Financial Network LLC before joining \u0026PARTNERS in 2025. \u0026PARTNERS serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, using a combination of proprietary and third-party portfolio management strategies supported by fundamental, technical, and quantitative analysis.

Jeffery Kelly is a financial advisor with Hightower Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Hightower Advisors and HighTower Securities since 2017 and previously at UBS Financial Services from 2013 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct customized portfolios.

Bryce Hefner is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Hornor, Townsend & Kent in 2024, he worked at Harold W Hawkey and Northwestern Mutual Wealth Management Company. Hefner also serves as a board member for Blue & Gray Resources, a family-owned petroleum engineering business. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and emphasizing client-directed implementation with a primarily non-discretionary investment approach.

Cris McBride is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 1999. McBride operates a financial services business, M&D Financial Services, where he serves as owner and advisor, providing financial planning, securities, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Samuel Bennett is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Edward Jones and Four Seasons Company before joining Mercer Global Advisors, where he has worked since 2017. 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Jack Terwilliger is a financial advisor with Valic Financial Advisors in Lakewood, CO. He holds the Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to his current role, Terwilliger worked at Fort Collins Country Club and attended Colorado State University and the University of Colorado - Boulder. 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 wrap programs, portfolio management, and financial planning through a large network of advisors and utilizes a centralized technology platform to manage a significant client base.

Jacob Chandler is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Leaders Group, Inc., American Global Wealth Management, Capital Choice Financial Services, Ameritas Investment Corp, and CCF Investments, Inc. Outside of advising, he is involved in purchasing and reselling video games and works as a delivery driver for a food service. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Roger Martin is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2008. Outside of his advisory role, he owns a 1950s event center in Highlands Ranch, Colorado, which he rents out for meetings and celebrations. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Jonathan Rains is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Sparks Financial, and Russell Investments. Outside of his advisory role, he is a partial minority owner of Top Pot Doughnuts, a retail doughnut and coffee business in the Seattle area, and manages an LLC that administers inherited mineral rights royalties. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Anthony Cheang is a Series 66 licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Madison Avenue Securities, EA Buck Financial Services, LPL Financial, and Edward Jones. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multi-asset portfolios and enhanced open architecture.

Bradley Scoular is a financial advisor at Farther with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Global Wealth Strategies and Associates, Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. Outside of advising, he is the founder of Simplified Financial Concepts, delivering financial literacy workshops, and is involved in woodworking through Bradley Scoular Designs. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary model portfolios, using ETFs, mutual funds, equities, and fixed income, with algorithmic rebalancing and AI tools supporting advisor decisions.

Brian Wohlner is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, following three years at UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Brian Picariello is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, having worked there in various capacities since 2018, and previously at Traust Sollus Wealth Management, LLC. 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 follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios incorporating multi-factor tilts and tax management, offering a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

John Singleton is a CFP® with 21 years of industry experience, currently serving as a Senior Wealth Advisor and Director at Mercer Global Advisors Inc. He has spent over two decades with Heim Young & Associates, Inc. and its affiliated entities prior to his current role. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside various specialized service lines.

Ava Bollinger is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. She has held roles at Charles Schwab Bank, SSB and Charles Schwab since 2020. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside brokerage, custody, and financial planning services.

Blaine Hancock is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, the University of Denver, Cintas, and the YMCA of Greater Des Moines. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

David Young is a CFP®-certified financial advisor with 39 years of industry experience, currently practicing at UBS Financial Services in Denver, Colorado. He has been with UBS since 2013. Outside of his advisory work, he is involved with the Jefferson County Boys & Girls Club and has a privately held computer encryption services business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and delivering customized financial plans based on proprietary research and model-based asset allocations.

Eric Kincade is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2015, initially at Wells Fargo Advisors, LLC and then at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aron Castrejon is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 66 and Series 63 designations. He has one year of experience in the industry, including prior roles at Charles Schwab and a position at the University of Colorado, Denver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.