Jackson Wegner is a CFP® professional with six years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2026 and previously held roles at Moneta Group Investment Advisors, LCL, Valeo Financial Advisors, and PNC. He is based in Denver, CO. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management using a range of investment vehicles and employs fundamental, technical, and cyclical analysis supplemented by third-party research.

Adam Oliver is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with four years of industry experience. His prior roles include positions at Transitions Wealth Management, First Western Trust, BMO Harris Bank, and involvement with the Dr. David Robinson Institute of Jewish Heritage - Yeshiva. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, along with specialized offerings such as retirement plan consulting and charitable advisory services.

Marielle Stockdale is a financial advisor with Schwab Wealth Advisory in Highlands Ranch, CO, holding the CFA® designation along with Series 65 and Series 63 licenses. She has seven years of industry experience, including roles at Charles Schwab, First Command Financial Planning, and USAA Group, as well as 11 years of service in the U.S. Army. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers wealth management services primarily through annual reviews and investment recommendations without discretionary trading authority.

Tanya Thomasson is a CFP® professional affiliated with Mercer Global Advisors Inc. in Denver, CO, with nine years of industry experience. She has been with Mercer Global Advisors in various capacities since 2016. 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, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing using low-cost ETFs, index funds, separate account managers, and other specialized investment vehicles.

Steven Moats is a financial advisor with NewEdge Advisors in Denver, CO, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He spent over two decades with Northwestern Mutual and its affiliated entities before joining NewEdge Advisors. Moats is also involved in the sale of non-variable life, health, Medicare, annuity, disability, and long-term care insurance products through unaffiliated insurance companies. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs a combination of in-house manager selection, third-party model portfolios, and advisor discretion, supported by technology and centralized due diligence.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Joseph Hamad is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to this, he worked for nine years at Empower Advisory Group. He holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Kyle Kersting is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2024, he worked for nine years at Janiczek Wealth Management. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP. Cerity Partners provides customized wealth management and related services to a diverse national client base, utilizing tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities.

Cooper Peters is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Legend Equities Corporation, Raymond James Financial, Equitable Advisors, and Stanford Group Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm manages a range of advisor-managed and firm-managed model portfolios using both strategic and dynamic investment approaches.

Jeffrey Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory work, he is involved in educational activities as a financial advisor at White Glove 567. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Gary Sloan is a financial advisor with Valic Financial Advisors in Lakewood, Colorado, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Valic Financial Advisors since 2001, with a brief period of unemployment from 2020 to 2021, and also holds an agent position at Agia, offering non-securities insurance products. 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, providing discretionary managed-account programs, financial planning, and brokerage services.

Min Jung Tavella is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Arbor Capital Management Inc., MJT Inspire Growth LLC, Planterra Foods, and WhiteWave Foods/Danone North America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and uses a diversified investment approach combining passive and active management with quantitative and fundamental analysis.

Myra Donovan is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO. She holds a Series 63 designation and has 36 years of industry experience, including longstanding roles at New York Life Insurance Company and Nylife Securities Inc. since 1989 and 1990, respectively. In addition to her advisory work, she is active as an insurance broker appointed with outside carriers for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans, charitable organizations, and corporate entities.

Dennis Collins is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Raymond James Financial Services and his own firms, Chapel & Collins, LLC and Collins Wealth Strategies, Inc. He is also a Reserve Rear Admiral in the U.S. Navy and volunteers as a financial advisor for Advisers Give Back, a nonprofit focused on financial literacy and pro bono planning. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base that includes 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 strategic factor tilts and tax management.

Benjamin Porter is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and previously spent four years at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Cory Davern is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Agia, AXA Distributors, LLC, and Presidential Brokerage, Inc. Outside of advisory work, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Sandra Knecht is a CFA® charterholder with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, CoBiz Wealth, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management 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.

William Baber is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 65, 63, and 66 licenses with 17 years of industry experience. Prior to joining Mercer in 2025, he spent 11 years with Personal Capital Advisors Corporation and Westamerica Bank. Baber is also involved as an owner in Stone Corral Farms, an almond farming business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by a range of specialized planning and advisory capabilities.

Ashley Flynn is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining D.A. Davidson in 2019, Flynn worked at Charles Schwab from 2012 to 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.