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.

David Schwendtner is a financial advisor with GWN Securities Inc. in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and Rock Solid Wealth Management. Outside of advising, he participates in the Dave Ramsey SmartVestor Pro program and serves as an independent insurance agent offering various insurance products. He is also a part-time caregiver for his son, who has special medical needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Wayne Bellinger Jr. is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Bellco Credit Union and CUSO Financial Services, LP. 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Jacob Phillippi is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Valic Financial Advisors and has prior experience with Agia, Cerner Corporation, and the University of Missouri. Outside of advisory services, he is involved as an agent offering non-securities insurance products. 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 provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services on Envestnet’s platform.

Samantha Martinez is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, previously working at T. Rowe Price from 2017 to 2021. Prior to her finance career, she held management roles in the restaurant industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many other enterprise wealth managers.

Jill Ruckle is a financial advisor with Kestra Advisory who holds the Series 66 and Series 63 designations and has 15 years of industry experience. She has worked at Kestra Advisory since 2025 and previously held roles at Kestra Investment Services, Royal Alliance Associates, and Rountree & Associates. Outside of her advisory work, she is involved as a securities manager at Personal Benefit Advisory, Inc., where she serves as the primary point of contact for advisors providing financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as sovereign wealth funds and providing access to multiple management platforms and third-party solutions.

Michael Castillo is a financial advisor with Key Investment Services LLC in Denver, CO. He holds Series 63 and Series 66 designations and has 37 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Fidelity, Northern Trust Securities, and Banc of America Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Jacob Schwinn is a CFA® charterholder with 17 years of industry experience. He is currently with Cresset Asset Management, LLC and has worked there since 2021. Prior to joining Cresset, he spent 12 years at J.P. Morgan Private Bank. Outside of finance, Schwinn serves as Vice President of Schwinn Construction Company. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that includes strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

John Carrillo is a financial advisor at NewEdge Advisors in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Athens Real Estate Group, Tidewater Equipment Co., and Sea Island Resort, alongside four years dedicated to full-time education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Robert Gorski is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and has also worked with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models and operating at scale with over 1,200 advisors.

Dane Winter is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the CFP® and Series 63 credentials and has been with Kestra Advisory since 2018. Winter serves on the AssetMark Field Advisory Board, which involves providing feedback on platform initiatives and participating in strategic discussions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Kate Morstad is a financial advisor with Kestra Advisory in Denver, CO, holding a Series 66 credential and 15 years of industry experience. She has worked at Kestra Advisory and affiliated entities since 2017 and previously spent eight years with Ameriprise Financial Services. Outside of advisory work, she serves as a notary and has responsibilities supporting office administration. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts, supporting clients such as large institutional investors and sovereign wealth funds.

Jason Timpe is a CFP® certificant with 22 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been employed since 2020. His prior experience includes roles at Polaris Greystone Financial Group and Fidelity, where he worked for over 15 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses proprietary Schwab research tools and standard asset allocation models to deliver investment recommendations, focusing on annual reviews without discretionary trading authority.

Jacob Litzau is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and has 28 years of industry experience. He has been with TIAA and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management within a fiduciary framework while also serving as adviser to a donor-advised fund.

Robert Ladislao is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm operates a vertically integrated advisory model that includes customized portfolio management and acts as adviser to a donor-advised fund.

John Roberts is a financial advisor with Corient, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investment Advisors over the course of his career. Roberts is currently based in Denver, Colorado. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and emphasizes risk management and customized asset allocation.

Matthew Klaess is a financial advisor with AE Wealth Management, LLC in Denver, CO, holding a Series 65 credential and 13 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with MSK Insurance Agency, LLC as an owner and agent since 2010. Klaess also facilitates access to estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from AEWM, third-party strategists, and advisor-managed models, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

Robert Siegrist is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to joining Cerity Partners, he worked at Janiczek Wealth Management for 16 years. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP, a role for which he receives no compensation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios and private market programs.

Ethan Pace is a financial advisor at Cetera Planning Partners in Denver, CO, holding the CFP® designation with 13 years of industry experience. His prior roles include positions at American Century Investments and Northwestern Mutual. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.