Cory Davern is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Agia, AXA Distributors, LLC, and Presidential Brokerage, Inc. Outside of advisory work, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

William Baber is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 65, 63, and 66 licenses with 17 years of industry experience. Prior to joining Mercer in 2025, he spent 11 years with Personal Capital Advisors Corporation and Westamerica Bank. Baber is also involved as an owner in Stone Corral Farms, an almond farming business. 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 employs a Modern Portfolio Theory-based investment approach focused on globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by a range of specialized planning and advisory capabilities.

Ashley Flynn is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining D.A. Davidson in 2019, Flynn worked at Charles Schwab from 2012 to 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Patrick Forde is a financial advisor with Ameritas Advisory Services, LLC in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Folio Investments, Inc., Transamerica Capital, Inc., and Portfolio Brokerage Services, Inc. He has also been affiliated with Envestnet Asset Management, Inc. during his career. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing both discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.

Christopher Milinazzo is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network in Denver, CO. He has worked with Commonwealth since 2019 and has prior experience at HD Vest Insurance Agency and related entities. Outside of his advisory role, he is a co-owner of private investment entities MIL OPS, LLC and MilWealth, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Andrew Moel is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Cresset since 2023, with prior experience at Monograph Wealth Advisors, Peer Street Inc, and Canterbury Consulting Inc. In addition to his advisory role, Mr. Moel serves as a trustee for two non-investment-related trusts, performing administrative and fiduciary duties. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and multiple related entities.

Elyse Foster is a CFP® with 27 years of industry experience. She currently works at MAI Capital Management, LLC and previously spent 36 years at Harbor Financial Group. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 31, 2026.

Guy Tomasky is a financial advisor with TIAA-CREF in Denver, CO, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC 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 retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Adam Werther is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with 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 to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, using both model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Matthew Baity is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at PNC Investments, TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

John Arredondo is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates its planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013. Outside of his advisory role, he is involved in managing rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with connections to third-party discretionary managers and integrated services through its affiliation with the KeyCorp group.

Andrew Glaspey is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and six years of industry experience. He has worked with Eagle Strategies since 2022 and has additional experience at Nylife Securities LLC and High Point Financial Group. Outside of his advisory role, Glaspey serves as an elder at Platte Canyon Community Church in Bailey, CO. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Jonathan Moss II is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and JPMorgan Securities LLC. He is also involved with Integrity Wealth Partners, an investment advisory business associated with his LPL affiliation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model using a mix of technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

Sandra Perkin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 1996 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s standard asset allocation models and research tools, delivering advice without discretionary trading authority.

William Baird is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Denver, CO. His prior roles include positions at Ameriprise Financial Services, Charles Schwab Bank, and Charles Schwab & Co. Inc. before joining Huntington. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank portfolios, offering multiple wrap-fee programs through the Envestnet MAS platform.

Robert Single is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding a Series 66 designation and nine years of industry experience. He has previously worked at Edward Jones and concurrently operates at PRISM Financial Strategies, LLC. Outside of his advisory roles, Mr. Single has experience as a petroleum geologist involved in royalty and working interests. Integrated Wealth Concepts LLC serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Liliana Zwart is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 credential and has worked at TIAA-CREF since 2021, with prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she volunteers on the finance committee of the Montessori Academy of Colorado, a nonprofit educational institution. 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 TIAA retirement plan relationships. The firm provides customized portfolio management alongside model portfolio options and serves as adviser to donor-advised funds within a vertically integrated structure.

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.