Kristen Stockland is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Cardan Capital Partners, LLC and Purshe Kaplan Sterling Investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

John Suarez is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch from 2010 to 2019. Suarez is also involved with River Basin Distillery, LLC, a distillery business based in New Orleans. NewEdge Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services and employs a combination of in-house and third-party investment strategies supported by technology tools and centralized due diligence.

James Clark is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF, Clark worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Matthew Hopson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has previous experience at World Financial Group, INC. In addition to his advisory role, he has worked as an Uber driver since 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment program options.

Laura Saunders is a CFP® with 14 years of industry experience, currently serving at OSAIC Institutions, Inc. since 2023. She has held roles with Gateway Services Group and CUSO Financial Services, L.P. from 2011 onward. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments within a hybrid adviser and broker-dealer structure.

Adam Kucsan is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes positions at Fidelity, Scottrade, Wag Labs, and multiple Transamerica affiliates. Outside of his advisory role, he is CEO of KATIES KLOZET, an app development company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs focused on asset allocation, contribution rates, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and models to guide portfolio construction and operates at scale with over 200,000 clients.

Jeffrey Bauer is a CFP® with 26 years of industry experience, currently serving as an advisor at VALIC Financial Advisors in Lakewood, CO. He has been with VALIC since 2001 and has also been associated with Agia since 2022. Outside of his advisory role, he is involved as an agent offering non-securities insurance products. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm employs a large network of advisors to provide portfolio management, financial planning, and discretionary unified managed accounts using third-party UMA model managers and Envestnet’s platform.

Ryan Kaszycki is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. His prior roles include positions at LPL Financial and Brown & Tedstrom Estate Planning, Inc. He holds the Series 66 designation and is based in Aurora, CO. 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 featuring low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Kurt Beerline is a financial advisor with Valic Financial Advisors in Lakewood, Colorado. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Agia, Mass Mutual Life Insurance Company, Fidelity Investments, and Aflac. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts and a combination of technology and third-party model managers.

Tristan Beck is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Bank and KeyBank. Outside of his advisory work, he operates a video game content channel on Twitch under the business name XXSIXER. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic risk assessments and delegates portfolio implementation to approved strategists and third-party managers.

Rebecca Leonard is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group. She also operates under the DBA Bartleys Wealth Management. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with both active and passive investment approaches.

Rian Morrissey is a CFP® with 18 years of industry experience, currently serving as a wealth manager at Kestra Advisory since 2019. He previously worked at Edward Jones and Oppenheimer Funds. Outside of advisory work, he co-owns and manages an Airbnb rental property in Tabernash, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers comprehensive services including plan design, fiduciary consulting, and pooled plan solutions, supported by extensive third-party relationships and multiple management platforms.

Brendan Manna is a CFP®-certified financial advisor at Corient with nine years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and Securities Service Network, Inc. He is based in Denver, CO. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security strategies, third-party managers, and customized asset allocation, with continuous portfolio monitoring and risk management.

Dannie Westlake is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining Mercer in 2026, Westlake worked at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, featuring globally diversified, risk-appropriate portfolios managed through a mix of ETFs, index funds, separate accounts, and private funds, along with educational content and integrated service platforms.

Lauren Mc Carroll is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Charles Schwab & Co., Inc., Charles Schwab Investment Advisory, Inc., and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations reviewed at least annually.

Julia Curry is a Series 66-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners in 2026, she held positions at several firms including CWM, LLC, Bloom Wealth Advisors, Cetera Advisor Networks, and LPL Financial. She has also worked at the University of Denver and has a varied background including roles outside financial services. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sarah Meiser is a financial advisor at Cerity Partners LLC with seven years of experience at the firm and six years previously at Brad Borncamp CPA. She holds the Series 65 designation and is based in Louisville, Colorado. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Max Valenta is a CFP® with four years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Morgan Stanley and Valenta Capital Management. Outside of finance, he has experience working in media and entertainment with Fox Sports and Fox News. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investments.

Maeve Lehman is a CFP® and holds a Series 65 license with seven years of experience in the financial services industry. She has worked primarily at Mercer Global Advisors Inc. since 2018, with brief prior roles at Charles Schwab and J Crew. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of implementation options and affiliated services.

Edward Bennett is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He previously worked at Caldara, Wunder & Associates for 14 years and has been associated with The Leaders Group Inc since 2022. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.