Kate Cihon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. She is also Vice President of Randy R. Kilgore & Company, a partnership formed with her father focused on employee benefit packages, personal life insurance, retirement planning, and investment strategies. Additionally, she serves as Vice President of the Kilgore Cihon Advisor Group and is President Elect of the Colorado chapter of the National Association of Insurance and Financial Advisors (NAIFA). Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to assist in portfolio construction and monitoring.

Thomas Stefaniak is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Denver, CO, and has previously worked at Pinnacle Wealth Management and LPL Financial. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles, serving as an operating general partner for multiple private funds.

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.

Brian Frank is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, BBVA, Guaranteed Rate, and BMO Harris Financial Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and proprietary portfolio management options, primarily offering wrap-fee programs through the Envestnet MAS platform.

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 financial advisor at Kestra Advisory with CFP® and CFA® designations and two years of industry experience. He previously worked at Charles Schwab for five years and was employed at Colorado State University for four years. Outside of his advisory role, he owns Grayson Capital Limited Liability Company, which assists landlords with property rentals and maintenance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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 possessing 11 years of industry experience. He has been associated with Transamerica Financial Advisors since 2014 and is also involved with Capernaum Strategies Inc. and WealthWave. Outside of finance, he is a passive member of Korth Family Farms, a family-owned agricultural business. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, operating uniquely as both a registered investment adviser and broker-dealer.

John Schweitzer Jr. is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO, holding Series 63 and 65 licenses and bringing 13 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a fiction writer. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and a largely non-discretionary asset management approach.

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 65 and Series 63 designations and has been with TIAA-CREF since 2014. Outside of his advisory role, Marsh serves as a member of the board of directors at Jubilee Fellowship Church in Centennial, Colorado. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates within a vertically integrated group and manages donor-advised funds, applying 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, CO, holding Series 66 and Series 63 licenses and two years of industry experience. She previously spent 12 years at Personal Benefit Financial and is a partial owner of a cattle business, though she does not actively participate in its operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions.

Michael Stark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Clark Brothers Investments, Sigma Financial Corporation, and Wells Fargo Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary guidance to a large client base.

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.