Mark Mentasti is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and Tiaa since 2001, as well as with Charles Schwab and other firms in recent years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, along with trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Gary Merlette is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining TIAA-CREF in 2019, he worked at TD Ameritrade, Transamerica Investors Securities Corporation, Transamerica Retirement Advisors, and Great West Life & Annuity Insurance Company. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management using either model or customized portfolios under a fiduciary standard.

Harold Graper Jr. is a CFP® and Series 65 credentialed advisor with 6 years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. located in Denver, CO. He has been with CIBC Private Wealth since 2005 and previously worked at BMO Family Office, LLC for one year. CIBC Private Wealth Advisors provides wealth advisory and investment services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to deliver customized portfolio management, including options strategies and coordinated Family Office services.

Brenda Wooten is a financial advisor with Valic Financial Advisors holding Series 63 and Series 65 licenses, and has four years of industry experience. Prior to joining Valic in 2026, she worked at TIAA-CREF Individual & Institutional Services and TIAA. Outside of her advisory role, she is a writer for a local public interest newspaper, operates a sewing business, and serves in leadership and financial roles for Wheat Ridge High School PTSA and its football booster club. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts across a large advisor network and combines technology-driven portfolio management with optional tax-aware and ESG overlay services.

Charles Wetmore is a CFP®-designated financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He previously worked at Transitions Wealth Management, LLC and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Elva Fako is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Commonwealth and Garden Street Financial Group in 2025, she held roles at Centura Health and Charles Schwab & Co., Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Benjamin Kastrul is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and currently based in Denver, CO. He has one year of industry experience, including prior roles at Garden Street Financial Group and Clearwater Analytics, as well as work in hospitality and education sectors. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, and custody/clearing services.

Jake Locker is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining PNC Investments LLC in 2023, he worked at CUSO Financial Services, LP and Bellco Credit Union from 2017 to 2023. He also served at the University of Arizona from 2013 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to implement approved model strategies via mutual funds and ETFs.

Joseph Wittels II is a CFA® charterholder with 12 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2022. Prior to that, he held positions at Bank of the West and JPMorgan Securities LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, supported by a combined internal investment team and external managers.

Zachary Yeager is a financial advisor at Kestra Advisory with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Mosaic Retirement Planning and CreativeOne Wealth. Yeager is based in Denver, CO. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Nicholas Randolph is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and five years of industry experience. He previously worked with Larson Financial Securities, LLC and Larson Financial Group from 2015 to 2023. His current tenure includes roles at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advisory programs focused on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary software and model portfolios to provide personalized advice and operates at scale with a large client base primarily using non-discretionary assets.

Brian Holmes is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors Corporation for 10 years and briefly at Empower Advisory Group. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Zareen Church is a financial advisor at TIAA-CREF in Denver, CO, with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and various entities. The firm separates point-in-time planning from ongoing management and serves as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Elizabeth Deitch is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. Her prior work includes roles at Goldman, Sachs & Co., Peregrine Global Advisors, Wealthgate Trust Company, Wealthgate Family Office, LLC, and Walton Enterprises. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and offering educational programming and integrated affiliated service lines.

Joshua Wilcox is a financial advisor with Ameritas Advisory Services, LLC in Denver, CO, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at several Ameritas affiliates since 2013 and previously held roles at Mutual of Omaha and Orion Advisor Services. Wilcox is also the owner of Wilcox Consulting, providing organizational consulting for small, advisor-led financial firms, and serves as Director of Development at United Wealth Advisors Group. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment products and platforms, combining firm-developed and third-party model portfolios with mutual funds, ETFs, and individual securities.

Julia Grose is a CFP®-certified financial advisor with 12 years of industry experience, currently with TIAA-CREF. Her prior experience includes roles at Schwab Wealth Advisory and Charles Schwab. Outside of financial advising, she works as an independent contractor in data annotation focused on creative writing and evaluating artificial intelligence responses. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard for its advisory services and manages both model and customized portfolios.

Jeffrey Schuler is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2013 and is also associated with High Point Financial Group, LLC. Additionally, he owns Linus Enterprises, LLC, which has been in operation since 2000. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement plans and charitable organizations.

Matthew Leeke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2015. Outside of his advisory role, he is a singer and guitarist for the performing band "Sincerely Ours," which performs music for compensation approximately once per month. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm utilizes model portfolios and proprietary software developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Mark Hauschild is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. He previously spent 20 years at TIAA and has engaged in non-securities insurance activities as an agent for AGIA. Outside of financial advising, he has worked in event staffing and traffic management roles. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts and offers tax-aware and ESG overlay services, operating at scale with a strong focus on centralized technology and model solutions.

Jordan Wessell is a financial advisor at Corient in Denver, Colorado, with six years of industry experience. He holds a Series 66 designation and has worked previously at Ayco/Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and offers specialized services including family office, tax, and corporate trustee functions.