Paul Larance is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Sanctuary Securities, Inc. and the Investment & Wealth Institute. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and other advisory services through a network of over 400 independent advisers using various investment approaches and platforms.

Sebastian Zacharias Jr. is a financial advisor with Eagle Strategies (NY Life) in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been affiliated with New York Life Insurance Company since 2007. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice across multiple program types and managing a substantial amount of assets on a largely non-discretionary basis.

Thomas Green is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Osaic Institutions, Inc. He has held roles at Bellco Credit Union and CUSO Financial Services, Inc., among others. Outside of his advisory work, he is a co-owner of an Orangetheory Fitness franchise. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Andranik Khachatryan is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Northwestern Mutual, Charles Schwab, and Chase Bank. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a digital discretionary model account pilot available to select employees. The firm utilizes approved investment strategies managed internally or by third parties and executes portfolios with mutual funds and ETFs, emphasizing algorithm-driven risk assessment and annual rebalancing.

Cassandra Anderson is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding CFP® and CFA® designations and Series 63 and 65 licenses. She has 23 years of industry experience, including 14 years at Valic Financial Advisors and a current role at Agia involving non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including 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 UMA models with discretionary portfolio management.

Matthew Blake is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moss Adams Wealth Advisors, First Western Trust Financial, Centric Investment Group, Wambolt & Associates, and My Portfolio Guide, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers and alternative investment strategies.

Jeffrey M Iller is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. His prior experience includes roles at Cardan Capital Partners, LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic allocation and incorporates quantitative and fundamental research overseen by an internal Investment Committee.

Michael Abbott is a financial advisor at Schwab Wealth Advisory, Inc. with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations that utilize Schwab’s proprietary research and asset allocation models.

Traci Bryson is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Robert W. Baird for nine years. Bryson is based in Denver, Colorado. 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 employs a Partner-led Team structure with a centralized Investments Department and an open-architecture selection process focused on asset allocation and manager due diligence.

Eric Zemp is a financial advisor at Osaic Institutions, Inc. holding a Series 66 designation. He has one year of industry experience, having joined Osaic Institutions in 2025. Prior to his current role, he worked in various positions across multiple industries including automotive, retail, and coding education. 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, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and extensive use of third-party promoters and co-advisory arrangements.

David Jay is a financial advisor with Commonwealth Financial Network based in Littleton, Colorado. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Sagepoint Advisors, Inc. for 10 years. He is also co-owner and executive vice president of Jay Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to advisors who deliver client advice under Commonwealth’s supervision.

Jonathan Lore is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Farther and has previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Outside of his advisory work, he is the managing member of Apex Pattern Group, LLC, a consulting firm focused on management, strategic planning, and technology-driven educational initiatives. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory implemented via bespoke allocations and proprietary algorithmic model portfolios, emphasizing periodic rebalancing and diversified asset allocation.

Bradley Beyer is a financial advisor at Corient with the CFP® designation and Series 65 license, holding four years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC. He participates as a mentor providing financial education and budgeting assistance to young adults through 3rd Decade. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team approach that combines in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, along with affiliated private fund capabilities.

Gabrielle Mollick is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has been with Mercer Global Advisors since 2018. 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 solutions. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through a range of vehicles including low-cost ETFs, separate account managers, and private funds, complemented by educational programming and integrated service lines.

Rafe Kinder is a CFP® professional with Moneta Group Investment Advisors, LLC in Denver, CO. He joined Moneta in 2022 and has prior experience working at Black Pepper Pho and in educational roles at the University of Colorado - Boulder and Valor Christian High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Bruce Kendrick is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower since 2020, following four years at Frontier Investment Management Co. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Joseph Defrank is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, with nine years of industry experience. He has held roles at Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, TD Ameritrade, and Ameritas-related firms. Outside of advisory work, he is involved as a life insurance agent with Corfee & Associates/Unbridled Wealth and Canvas Financial/Boom Planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.

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.

Wayne Bellinger Jr. is a financial advisor with OSAIC Institutions, Inc., holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has worked at Bellco Credit Union since 2012 and was previously with CUSO Financial Services, LP. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with significant discretionary and non-discretionary assets under management.