John Ranieri III is a financial advisor at Key Investment Services LLC in Aurora, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Key Investment Services, he held positions at UBS and MVision Private Equity Advisers and completed his education at the University of Colorado Boulder. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model and offers various wrap programs alongside custodial and trade execution services, integrating resources from KeyCorp affiliates.

Kate Cihon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at several related entities including Ameritas Investment Corp and Randy R. Kilgore & Company, where she is vice president. Cihon is also president-elect of the local NAIFA-Colorado chapter. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions that utilize model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Mckenna Wieser is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Charles Schwab and Fruitful Inc. Outside of finance, she has experience in the hospitality industry, having worked at Better Than Sex Dessert Restaurant. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor tilts, and tax management where appropriate.

Bruce Bendell is a PFS™ credentialed advisor at Mercer Global Advisors Inc. with 26 years of industry experience. He previously worked at Transitions Wealth Management, LLC for 25 years and at Wenner, Silvestain & Co., CPAs for 25 years. Bendell serves as the Finance Chair for the Congregation Hebrew Educational Alliance and as Treasurer for the Southmoor Vista Homeowners Association. 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 employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a range of implementation options including ETFs, mutual funds, and direct indexing.

Jeffrey Southern is a CFP® and CFA® with three years of industry experience, currently serving as a financial advisor at Kestra Advisory in Denver, CO. Prior to joining Kestra, he worked at Charles Schwab for five years and was affiliated with Colorado State University for four years. Outside of his advisory role, Jeffrey is the owner of Grayson Capital LLC, a company focused on assisting landlords with property management tasks. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Sean French is a financial advisor at TIAA-CREF with seven years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His work history includes multiple roles within TIAA and TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

John Dilivio is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes seven years at Personal Capital and a brief tenure at Empower Advisory Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach, utilizing globally diversified, risk-appropriate portfolios through a variety of investment vehicles and offers specialized programs and client education initiatives.

Patricia Ellerby is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes positions with LPL Financial Corporation, First Interstate Bank, Great Western Investments and Insurance, Raymond James Financial Services, and Cetera Investment Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plan relationships.

Craig Korth is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Capernaum Strategies Inc., WealthWave, Wfgia, and a 22-year tenure at Raytheon Corporation. He is also a passive member of Korth Family Farms, involved in agricultural cultivation. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Brett Landstrom is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. in Denver, where he has worked for several periods since 2016. Prior to Mercer, he was with MissionSquare Retirement and Mutual Of Omaha Investor Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and direct indexing, alongside specialized client education and integrated affiliated service lines.

Hakan Ibisi is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, Wells Fargo, and Citizens Bank. Ibisi also operates a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Cynthia Rosendale is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. She is based in Denver, Colorado. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Victoria Cunningham is a financial advisor with Corient in Denver, CO, holding a Series 65 designation and seven years of industry experience. Her prior work includes five years at Segall Bryant & Hamill and eighteen years at Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Gregg Marsh is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2014. Marsh serves as a member of the board of directors for Jubilee Fellowship Church in Centennial, Colorado. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both model-based and customized portfolio management within a vertically integrated group that applies a fiduciary standard to its advisory services.

Peter Dreifuss is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Agia and Valic Financial Advisors, as well as academic positions at Metropolitan State University of Denver and the University of Northern Iowa. He has also been involved with the Greater St. Louis Area Council of the Boy Scouts of America. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Lynae Douthit is a financial advisor with Kestra Advisory in Lakewood, Colorado, holding Series 63 and Series 66 licenses and two years of industry experience. She previously spent 12 years with Personal Benefit Financial and has experience as a financial associate and advisor providing insurance and investment services. Outside of advisory work, she is a half owner of a cattle business managed by her husband. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

James Haass is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, following positions at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory role, Haass serves as a director for the Frisco Sanitation District and is involved in real estate development through a family-related LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and consulting services, managing equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation, and provides both discretionary and non-discretionary advisory solutions.

Kent Zeidman is a financial advisor with Integrated Wealth Concepts LLC in Westminster, CO. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory work, he holds ownership in Pawnee Trail Power, LLC, a holding company involved in bookkeeping and bill payment. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income and a primarily long-term investment approach.

Joesette Schmitz is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 19 years of industry experience. She has worked extensively with TIAA-CREF and Tiaa since 2002, with a brief period at LPL Financial in 2021-2022 and a role at Soccer Shots in 2021. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, with portfolio options ranging from model-based to fully customized management under client-approved investment policies.

Seth Schafer is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at U.S. Bancorp Investments, Inc., Oracle, Anthem, and the University of Cincinnati. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a diverse range of investment strategies through a network of over 400 independent advisors and offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms.