Kyle Shelley is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EdgeRock Wealth Management, Red Coaching & Consulting, Verus Global, and Freeway Ford. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Bartley Corfee is a ChFC® with 42 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has held roles at several firms including Canvas Financial and Cetera Advisors LLC, and has operated his own advisory business, Corfee & Associates, since 1993. Corfee’s background includes financial advisory, asset management, and insurance services. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms to support portfolio construction and ongoing management.

James Bagnato is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Mercer Global Advisors Inc. in Denver, CO, joining the firm after a 16-year tenure at Charter Communications. 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 services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified portfolios with multi-factor tilts and regular rebalancing, utilizing a mix of low-cost ETFs, index funds, and private funds.

James Werner is a financial advisor at Mercer Global Advisors Inc. in New York, NY, holding a Series 65 designation with seven years of industry experience. He has been with Mercer Global Advisors since 2018. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a variety of implementation options and public content programs.

Daniel Morris is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, focusing on brokering non-registered insurance products. Morris is also the owner of Austin Group Investments, LLC, where he provides instructional coaching for professional advisors, and serves on the boards of two nonprofits, MindSpark Learning and Colorado Gives Foundation. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice delivered through multiple program types, with the majority of its assets managed on a non-discretionary basis.

Christopher Springer is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 66 and Series 63 licenses and has three years of industry experience, including roles at Five Peaks Capital Group and NYLife Securities LLC. Outside of his advisory work, he is an investor in a manufacturing company producing speed skating wheels and volunteers to support athlete training and development. He also serves on the board of USA Roller Sports, the national governing body recognized by the US Olympic Committee. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on institutional relationships within an integrated New York Life affiliate structure.

Brian Rodriguez is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at The Colony Group, LLC, Bank of America, N.A., and Merrill. 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 using a blend of active and passive strategies alongside private funds and third-party managers.

Deborah Eggleston is a CFP® with 33 years of experience in the financial industry. She is currently associated with United Planners' Financial Services of America as a Limited Partner, a position she has held since 2020. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of finance, she works at the Lone Tree Arts Center concession stand. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm manages approximately $12.77 billion in assets and employs a primarily non-discretionary investment approach.

Nicholas Sauro is a CFP® certificant and licensed financial advisor with eight years of industry experience. He joined Creative Planning in 2023 after five years at Merrill. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by selective private market exposure and tax-loss harvesting.

Geoffrey Luchetta is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He is associated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, where he brokers non-registered insurance products alongside selling New York Life products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Kenneth Lang is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 56 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 36 years. Lang serves as a FINRA arbitrator outside of his advisory role. &PARTNERS serves a diverse client base including individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Addison Dunbar is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Northern Trust. Outside of finance, he has experience working in the food service industry at Grinders Stonewall Pizza. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services.

Monica Ie Tan is a financial advisor at TIAA-CREF in Denver, CO, with 23 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. Outside of her advisory role, Monica operates online stores selling photo prints and artwork through Shopify and Etsy. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Lauren Culver is a CFA® charterholder and holds a Series 66 license with five years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. in Denver, CO since 2015. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving an internal team, relationship managers, and governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Jessica Semones is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Estelle Gonzalez is a Series 66 licensed advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, The Ameriflex Group, Sagepoint Financial, KOHLS, VOYA Financial Advisors, and Cetera Advisors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nicholas Blackner is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and 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 offers discretionary portfolio management through model-based and customized approaches and acts as adviser to a donor-advised fund.

Thanh Le is a financial advisor at TIAA-CREF with 4 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Premier Financial Alliance, Inc. He also manages a small business selling hand-made goods on Etsy. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Ian Barclay is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He previously worked at Jones Barclay Boston and Company for 22 years before joining The Colony Group, LLC, where he worked for 9 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside tools such as trend-following and options overlay strategies.

Daniel Cass is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at CUSO Financial Services, LP for 11 years before joining Osaic Institutions in 2023. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.