Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.

Theodore Swenson is a CFP® professional with 28 years of experience in financial advisory roles. He is affiliated with CWM, LLC and has previously worked at firms including Carson Group Partners, Cetera Wealth Services, Western Wealth Management, and LPL Financial. Swenson is a co-founder of Valorem Financial, a financial services firm. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services, employing a discretionary account management approach guided by an in-house Investment Committee and utilizing various analytical techniques and customization tools.

Stephen Prinster is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mercer Global Advisors since 2008. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joshua Gustafson is a CFP® professional with 26 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. in various periods since 2015, with a brief retirement in 2024-2025. He is based in Denver, CO. 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 approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

Matthew Schmidt is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. 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 connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management using model or customized portfolios and acts as adviser to a donor-advised fund sponsored by Charityvest.

Michael Stahl is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds the ChFC® and Series 63 designations and has 23 years of industry experience. His career includes long-term roles at New York Life Insurance Company, Nylife Securities, and High Point Financial Group, LLC, where he is also involved in insurance brokering outside registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Chad Williams is a CFP®-certified financial advisor with 26 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior experience includes roles at Aveo Capital Partners, DMK Advisor Group, Stephen A. Kohn & Associates, First Allied Advisory Services, and Capital Investment Management. He is also involved with Rockhaven LLC, which manages revenue from his advisory and insurance activities under Aveo Capital Partners and DMK Advisor Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team structure with an open-architecture investment process emphasizing asset allocation and manager due diligence, and it manages proprietary multi-strategy retirement funds.

Nathaniel Francescato is a financial advisor with TLG Advisors, Inc. based in Golden, CO, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His work history includes roles at Simplicity Investments, Aeterna Capital LLC, Upmarket Securities LLC, and Townsend & Associates, Inc., among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm focuses on manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at People's Securities, Inc. and TD Asset Management. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and utilizes qualitative and quantitative analysis to provide retirement plan advisory, financial planning, and wealth management services.

Vanessa Ramich is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She previously worked at J.P. Morgan and Walton Enterprises before joining Cresset in 2021. Outside of her advisory role, she serves as a trustee for a client’s family trust. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, and institutional entities. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities providing comprehensive wealth management and advisory services.

Soo Lee is a financial advisor with The Huntington Investment Company in Arvada, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Huntington in 2026, Soo worked at J.P. Morgan Securities and JPMorgan Chase Bank for seven years combined. Outside of finance, Soo participates in ride-share programs as a contractor for both Lyft and Uber. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a range of wrap-fee programs and portfolio management options.

Ari Litvin is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 26 years of industry experience with prior roles at Wells Fargo Clearing, RBC Capital Markets, and Raymond James & Associates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Rachel Carlson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at D.A. Davidson and Merrill. 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 combines passive and active managers with quantitative, momentum, and fundamental analysis.

Patricia Rizzi is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Sanctuary Advisors in 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives through a platform that offers multiple portfolio management options and employs diverse analytical approaches while acting as a fiduciary when engaged under a written advisory agreement.

Jennifer Litsas is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Her prior experience includes three years at William Buck before joining Moneta, with a one-year sabbatical in 2019-2020. She has been with Moneta since 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

John Snyder is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at ROYAL FUND MANAGEMENT, LLC, Jo-Ann Holst Advisers, Inc., The Rye Consortium Limited, Coalfire, and Westcon Group. 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 with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Lynn Dunston is a CFP® with 13 years of industry experience and is currently an advisor at Moneta Group Investment Advisors, LLC in Denver, CO. Prior to joining Moneta in 2019, Dunston was the principal at Dunston Financial Group, LLC from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and foundations. The firm uses a Partner-led team approach supported by a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Carlon Parks is a CFP® professional at TIAA-CREF with 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. He owns a rental property managed by a third party. TIAA-CREF provides financial planning and discretionary managed account programs primarily serving individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including customized portfolio management and acts as advisor to a donor-advised fund.

Melanie Francis is a financial advisor with Principal Financial Services based in Denver, CO, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Princor Financial Services since 2004 and Principal Life Insurance Company since 2003. Outside of her advisory role, Melanie serves as a bank trust officer, providing accounting services and supporting the management of Principal retirement account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Gregory Bjork is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following a 14-year tenure at Jefferies & Company. Based in Denver, CO, he focuses on investment advisory services within a large enterprise firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a variety of investment programs and provides both discretionary and non-discretionary portfolio management, maintaining custody of client assets while delivering a broad range of consulting and financial planning services.