Jaclyn Marshall is a financial advisor at Farther with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Farther, she worked at Modern Capital Group LLC and Regiment Securities. She is also the founder of J Blue Production, an independent communications consultancy focused on strategic communications. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Dean Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously founded and led Lewis Wealth Management, LLC for 15 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and tax-managed strategies.

Jacob Phillippi is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Valic Financial Advisors and has prior experience with Agia, Cerner Corporation, and the University of Missouri. Outside of advisory services, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services on Envestnet’s platform.

Kevin Schmeits is a financial advisor at Creative Planning with eight years of industry experience. He holds the Series 65 designation and has worked with Creative Planning Institutional Advisors since 2017, as well as Sageview Advisory Group prior to that. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach, combining low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering institutional and retirement plan services.

Samantha Martinez is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, previously working at T. Rowe Price from 2017 to 2021. Prior to her finance career, she held management roles in the restaurant industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many other enterprise wealth managers.

Jill Ruckle is a financial advisor with Kestra Advisory who holds the Series 66 and Series 63 designations and has 15 years of industry experience. She has worked at Kestra Advisory since 2025 and previously held roles at Kestra Investment Services, Royal Alliance Associates, and Rountree & Associates. Outside of her advisory work, she is involved as a securities manager at Personal Benefit Advisory, Inc., where she serves as the primary point of contact for advisors providing financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as sovereign wealth funds and providing access to multiple management platforms and third-party solutions.

Michael Castillo is a financial advisor with Key Investment Services LLC in Denver, CO. He holds Series 63 and Series 66 designations and has 37 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Fidelity, Northern Trust Securities, and Banc of America Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Jacob Schwinn is a CFA® charterholder with 17 years of industry experience. He is currently with Cresset Asset Management, LLC and has worked there since 2021. Prior to joining Cresset, he spent 12 years at J.P. Morgan Private Bank. Outside of finance, Schwinn serves as Vice President of Schwinn Construction Company. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

John Carrillo is a financial advisor at NewEdge Advisors in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Athens Real Estate Group, Tidewater Equipment Co., and Sea Island Resort, alongside four years dedicated to full-time education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Robert Gorski is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and has also worked with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models and operating at scale with over 1,200 advisors.

Jason Timpe is a CFP® certificant with 22 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been employed since 2020. His prior experience includes roles at Polaris Greystone Financial Group and Fidelity, where he worked for over 15 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses proprietary Schwab research tools and standard asset allocation models to deliver investment recommendations, focusing on annual reviews without discretionary trading authority.

Jacob Litzau is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and has 28 years of industry experience. He has been with TIAA and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management within a fiduciary framework while also serving as adviser to a donor-advised fund.

Robert Ladislao is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm operates a vertically integrated advisory model that includes customized portfolio management and acts as adviser to a donor-advised fund.

John Roberts is a financial advisor with Corient, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investment Advisors over the course of his career. Roberts is currently based in Denver, Colorado. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and emphasizes risk management and customized asset allocation.

Ethan Pace is a financial advisor at Cetera Planning Partners in Denver, CO, holding the CFP® designation with 13 years of industry experience. His prior roles include positions at American Century Investments and Northwestern Mutual. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Ryan Crider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Charles Schwab and Empower Retirement, as well as self-employment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

James Bagnato is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Mercer Global Advisors Inc. in Denver, CO, joining the firm after a 16-year tenure at Charter Communications. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified portfolios with multi-factor tilts and regular rebalancing, utilizing a mix of low-cost ETFs, index funds, and private funds.

James Werner is a financial advisor at Mercer Global Advisors Inc. in New York, NY, holding a Series 65 designation with seven years of industry experience. He has been with Mercer Global Advisors since 2018. Mercer Global Advisors provides investment advisory and related 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, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a variety of implementation options and public content programs.

Daniel Morris is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, focusing on brokering non-registered insurance products. Morris is also the owner of Austin Group Investments, LLC, where he provides instructional coaching for professional advisors, and serves on the boards of two nonprofits, MindSpark Learning and Colorado Gives Foundation. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice delivered through multiple program types, with the majority of its assets managed on a non-discretionary basis.

Christopher Springer is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 66 and Series 63 licenses and has three years of industry experience, including roles at Five Peaks Capital Group and NYLife Securities LLC. Outside of his advisory work, he is an investor in a manufacturing company producing speed skating wheels and volunteers to support athlete training and development. He also serves on the board of USA Roller Sports, the national governing body recognized by the US Olympic Committee. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on institutional relationships within an integrated New York Life affiliate structure.