Jordan Sayler is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 16 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios and serves as adviser to a donor-advised fund.

Stephen Marsters is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2009, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Marsters serves on the finance and development committees of St. Elizabeth's School, a community involvement role separate from his investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Kyle Kane is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Kyle serves as a board member and treasurer for the Barclays Tower's Condominiums Home Owners Association in Denver, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing goal-based plans with model portfolios and tax-aware strategies.

Troy Tannenholz is a financial advisor at OSAIC Institutions, INC. based in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at National Planning Holdings from 2015 to 2018 and Infinex Investments, Inc. since 2018. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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 and lending solutions, operating under a hybrid adviser/broker-dealer model with a mix of discretionary and non-discretionary accounts.

Susan Mitchell is a financial advisor at Oppenheimer with 45 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2012, previously serving at RBC Capital Markets and Piper Sandler & Co. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary accounts and maintaining custody of client assets.

John Riecke is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Northstar Investment Advisors before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base including individuals, corporations, pension plans, and institutional investors. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive investment strategies across public and private asset classes.

David Rivkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at United Capital Financial Advisors, Goldman Sachs, Morgan Stanley, and Merrill. Outside of his advisory work, he operates RivKing LLC and works part-time delivering food through various platforms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Christopher Blair is a CFP® with over 31 years of experience in financial planning and advisory services. He has been with Money Concepts Capital Corp since 1995 and serves as the National Director of Financial Planning for Money Concepts International, where he is involved in teaching and coaching. Blair also owns Blair Financial Planning, operating under Maestro Associates, focusing exclusively on planning sales through Money Concepts, and holds an officer position at Blue Devils 1999 LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a range of investment programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers using fundamental and technical analysis alongside modern portfolio theory.

Dennis Whyte is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Kestra Advisory Services, LLC, where he has worked since 2016, and has been involved with related Kestra entities since 2008. Dennis also serves as a youth deacon at the University Church of Christ, where he participates in mentoring and youth activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments through thorough due diligence.

Aaron Grey is a CFP® with 21 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Denver Money Manager, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and retirement plan consulting. 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.

Mitchell Windemuller is a Series 65 licensed advisor at Mercer Global Advisors Inc. in Denver, CO, with six years of industry experience. His background includes roles at Broadridge Financial Solutions and multiple positions within Mercer Global Advisors. Prior to his financial career, he worked in the restaurant industry at Rib City Grill. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Andrew Roitz is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018, following two years at Wells Fargo. Outside of advising, he is an owner of a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both one-time financial planning and ongoing portfolio management services within a vertically integrated structure that includes affiliated funds.

Christopher Barfoot is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has held positions at Cantor Fitzgerald & Co and JPMorgan Securities LLC prior to joining Citigroup. Barfoot holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Mariza Bonilla is a Series 66-licensed advisor at NewEdge Advisors with 20 years of industry experience. She worked at TIAA-CREF from 2001 to 2025 before joining NewEdge Advisors in 2025. Bonilla conducts advisory services through NewEdge Advisors, LLC, doing business as Generate Wealth, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party models and advisor discretion.

Lynn Parrott is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and having 13 years of industry experience. She has been affiliated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary technology and model portfolios from Morningstar Investment Management.

Kevin Hollis is a CFP®-certified financial advisor with 32 years of experience, currently with First Command Advisory Services since 2015. He has worked extensively within the First Command organization since 1994. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Thomas Beuerman is a Series 66 licensed advisor with First Command Advisory Services in Aurora, CO, bringing seven years of industry experience. Prior to his advisory role, he served 11 years with the United States Navy and currently holds an officer position in the US Navy Reserves. Outside of his financial advisory work, he owns and operates a business called HouseBuyingTom and manages TB Advisory Group LLC, which supports his First Command activities. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management teams to oversee model portfolios and third-party managers within a discretionary framework.

Andrew Trujillo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., Northwestern Mutual, and Transamerica-related entities. Before entering the financial industry, he was involved in a fencing business for six years. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners with programs focused on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

Sarah Pham is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has previously worked at firms including Lido Advisors, U.S. Bancorp Investments, Schwab Private Client Investment Advisers, and TIAA. Outside of her advisory role, she is a licensed notary public and operates a book re-selling business specializing in rare and collector books. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Gracie Horton is a CFP® professional with two years of experience at Mercer Global Advisors Inc. She previously worked at American Century Investments and has an academic background from the University of Kansas. 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 employs a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios with multi-factor tilts and offers a variety of implementation options including ETFs, mutual funds, and separate account solutions.