Dominic Dina is a CFP® professional with three years of industry experience, currently serving at Focus Partners Wealth, LLC in Denver, CO. Prior to joining Focus Partners, he held roles at Altair Advisers, DHJJ, and First American Bank. 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 using both active and passive strategies within an enhanced open architecture framework.

Todd Lang is a CFP® professional with 30 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent over 25 years at Wells Fargo Advisors and Wells Fargo Clearing. Lang is co-trustee for the Lang Investment Group 401(k) plan and has significant ownership in Lang Investment Group, supporting a separate financial practice. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm provides investment management, financial and tax planning, and a range of advisory services, utilizing a mix of in-house and third-party investment strategies with ongoing portfolio monitoring.

Gabrielle Sherry is a financial advisor at &Partners with 39 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of advising, she serves on the Meadowglenn HOA Architecture Committee in Westminster, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and third-party managers. The firm operates as a registered investment adviser and broker-dealer with capabilities in municipal advisory and underwriting services.

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 at D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He previously worked at various Charles Schwab entities from 2015 to 2025. Outside of his advisory role, he owns a private label supplement company, Wild Warrior Nutrition LLC, and operates a basketball camp called WR Basketball Academy. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Rachel Kramarchuk is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Carson Wealth and Colton Alexander. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

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 financial advisor with 18 years of industry experience. He has been with Key Investment Services LLC for 15 years. Outside of his advisory work, he is a small minority investor in Balance Beer Company, a brewpub and brewery in Golden, Colorado. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a broad network of financial professionals. The firm utilizes a multi-provider platform model and offers various wrap fee programs with custodial and trade execution services supported by KeyCorp affiliates.

Richard Soat is a CFP® and Series 65 credentialed advisor affiliated with Independent Financial Partners. He has 13 years of experience, having worked at BDO USA, PC from 2013 to 2026 before his current unemployment status. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while also providing centralized asset management options and notable retirement-plan and pension consulting services.

Emily Arnold is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works with Foundations Investment Advisors LLC in Denver, CO, and has prior experience at firms including Madison Avenue Securities, Buck Wealth Strategies, and MassMutual Life Insurance Company. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

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 with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Optimity, Mutual of Omaha Investor Services, and Thrivent Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified portfolios with multi-factor tilts, using low-cost ETFs, index funds, separate account managers, and private funds, supported by extensive educational content and integrated service lines.

Gregory Wambolt is a CFP® and ChFC® professional with 25 years of industry experience. He is currently with CWM, LLC and Carson Wealth, and has previously worked at firms including Centric Investment Group, Metis Wealth Management, and Northwestern Mutual. He serves as a board member of Personos, a labor platform. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services through a model portfolio approach supported by an Investment Committee and integrated custodial and technology platforms.

Matthew Jennings is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and 21 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 role unrelated to his securities business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, distinguishing itself with municipal advisory activities and affiliated custodial services.

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 financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with eight years of industry experience. His prior experience includes a role at Personal Capital Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

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 CFP® and ChFC® professional with 22 years of industry experience. She currently serves as a financial advisor at Integrated Wealth Concepts LLC, where she has worked since 2019. Her prior experience includes roles at LPL Financial, DaVinci Financial Designs, LLC, and First Command. Integrated Wealth Concepts LLC 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 customized portfolios with a long-term approach and oversight of third-party asset managers.

Eric Kee is a financial advisor with Kestra Advisory in Lakewood, Colorado, holding Series 63 and 66 licenses and bringing 29 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2018 and has been affiliated with Royal Alliance Associates since 2008. Outside of his advisory work, Kee is a professional speaker providing information on federal retirement and benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.