Benjamin Slater is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent four years at Loring Ward. Outside of his advisory role, he is an owner of a private startup in Colorado that manufactures cannabis oil. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages roughly $41 billion in regulatory assets, emphasizing systematically invested mutual fund and ETF portfolios from providers such as Dimensional, Vanguard, and BlackRock.

David Pringle Jr. is a financial advisor at PNC Wealth Management with 23 years of industry experience and holds a Series 66 designation. His career includes roles at firms such as LPL Financial, Blue Federal Credit Union, The Prudential Insurance Company of America, and Ameriprise. Outside of his advisory work, he is involved with the Pringle Project Group, a real estate rental business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary online model account that uses algorithm-driven risk assessment and third-party managed strategies utilizing mutual funds and ETFs.

Bradly Hoggatt is a CFP® professional with 10 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. His prior experience includes roles at AMG National Trust, 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 strategies overseen by an internal Investment Committee.

Stephen Jacobson is a CFP® professional at Mercer Global Advisors Inc. in Denver, CO, with three years of industry experience. His prior roles include positions at Verdence Capital Advisors, LLC and Sullivan and Company. Outside of his advisory work, he has participated as a DoorDash Dasher on a limited basis. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach incorporating low-cost ETFs, index funds, separate account managers, and private funds, and it offers various specialized programs and client education initiatives.

Thomas Post is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with High Point Financial Group, LLC since 2007 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since the late 1990s. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm’s approach includes tailored financial plans, retirement plan consulting, and co-advisory relationships, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Telfer is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer in multiple periods since 2018 and has prior experience with DeVere Group and the American Red Cross. He also worked on the Sylvia Garcia congressional campaign in 2018. 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 uses a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.

Frederic Han is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience with firms including Personal Capital Advisors and Confidence Wealth Management. 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 uses a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Brian Kerns is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025. His prior experience includes roles at Empower Financial Services, Inc., Empower Advisory Group, Personal Capital, and Highland Capital Funds Distributor, Inc. Outside of his advisory work, he is the owner of a rental property business in Denver, Colorado. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Van Boening is a CFP®-certified financial advisor with five years of industry experience, currently with Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Magellan Federal, JPMorgan Chase Bank, Collegeinvest, Rimini Street, and Edward Jones. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, along with educational content and specialized client programs.

Kathryn Westhuis is a financial advisor with Oppenheimer in Denver, CO, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked at Nimble Health and held roles with U.S. Imaging Network and Marwood Group. Outside of her advisory work, she serves on the board of directors for the Summit Yacht Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment consulting and retirement services through both discretionary and non-discretionary programs.

Lalani Jensen is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She has been with Valic Financial Advisors since 2019. Jensen is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions at scale.

Brandalyn Harvey is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF and TIAA since 2020 and previously held roles at Key Investment Services, LLC and KeyBank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Dylan Birkinsha is a CFP® with one year of industry experience, currently serving as a financial advisor at Kestra Advisory. Prior to this, he worked at Signature Estate & Investment Advisors and Powercat Financial, and served in the U.S. Navy for seven years. He is also involved with Personal Benefit Advisory, Inc., where he provides financial services including third-party money management and retirement solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, providing fiduciary consulting, plan design, and employee education among other services. The firm manages substantial assets and serves large investors, including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Gregory Blanchard is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 37 years of industry experience, including long-term roles at NYLife Securities LLC and New York Life Insurance Company since 1986. He serves as a board member for Senior Resources of Broomfield, an organization providing programs for seniors. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Fred Brandenburg is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, delivering managed-account programs, financial planning, and brokerage services.

Jessica Gay is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and four years of industry experience. She previously worked for Wells Fargo Clearing and Wells Fargo Bank, NA for ten years prior to joining TIAA-CREF. 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, often serving clients with existing ties to TIAA employer retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.

John Wattles is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Cresset since 2022. Prior to his advisory role, he held positions at ServiceSource Inc, Pioneer Landscape Centers, and Arrow Electronics. 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, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes comprehensive due diligence and ongoing monitoring of third-party managers across various asset classes.

Jacob Brown is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at 1st University Credit Union and Baylor University. Outside of finance, Brown was involved with OALA Shuttle Service and Wahfles LLC. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, strategic allocation models, and a range of service platforms, leveraging resources across the broader Goldman Sachs ecosystem.

Dana Sikora is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Lido Advisors, Goldman Sachs PFM, and Eaton Corp. Sikora is based in Denver, CO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joel Martin is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Denver Money Manager, LLC, and Merrill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.