Brian Samson is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked for TIAA-CREF from 1998 to 2023. Samson holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and tax management strategies.

Micah Lang is a CFP® professional with 28 years of experience in financial advisory. He is currently with Independent Financial Partners and has previously worked at firms including IFP Securities, BDO Wealth Advisors, Cosyntris Advisory Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as a residential property manager for a family trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individuals, charities, and corporations.

Alexandra Haass is a financial advisor at Oppenheimer with two years of industry experience. She holds the Series 66 designation and previously worked at Getro, CultureIQ, and ReWork. Outside of her advisory role, she is a manager of a real estate development business called 706 Frisco LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Meghan O'Donnell is a financial advisor at Corient with seven years of industry experience. She holds a Series 65 designation and has previously worked at Segall Bryant & Hamill and Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, supported by ongoing portfolio monitoring and risk management tools.

Brandon Long is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Bank of America, N.A. and Merrill from 2015 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Matthew Marsh is a CFP® with 26 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, Dynasty Securities, and Dynasty Wealth Management. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, using both active and passive strategies across public and private asset classes.

Michael Mc Daid is a CFP® with 11 years of industry experience, currently serving as an investment advisor at Integrated Wealth Concepts LLC since 2025. His prior roles include positions at OneDigital Investment Advisors LLC, Cetera Advisor Networks LLC, CLG LLC, TD Ameritrade, Guardian Life Insurance, and Park Avenue Securities. He is also licensed to sell life, health, disability, annuities, and long-term care insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Carly Slonin is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 66 licenses and two years of industry experience. She has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James Financial Services, Inc. Outside of finance, her work history includes roles at DogOn Fitness and Falls Road Veterinary Hospital. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment management, financial and tax planning, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Blake Christensen is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and KPMG, LLP, and spent time at Brigham Young University in both an academic and professional capacity. 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 a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ryan Petry is a financial advisor with Key Investment Services LLC in Westminster, CO, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at CORDA Investment Management, Zenith Investment Management, TD Ameritrade, Scottrade, and Charles Schwab. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model combining discretionary and non-discretionary portfolio management with integration across KeyCorp affiliates.

Brook Kramer is a financial advisor with Fifth Third Securities, Inc. in Lakewood, Colorado, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at BMO Bank, Bancwest Investment Services, Bank of the West, Wells Fargo, and First Western Trust. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services within a platform supported by its affiliation with Fifth Third Bank.

Amanda Tortorelli is a financial advisor at Mariner with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Inspira Financial Services, Howard Capital Management, Edelman Financial Engines, E*TRADE (formerly Trust Company of America), and National Planning Holdings. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, coordinated tax services, and family office support, using discretionary, customized portfolios supplemented by both in-house and third-party resources.

Eliot Mote is a financial advisor at TIAA-CREF with 26 years of industry experience. He has held his current role since 2007. Mote holds Series 63 and Series 65 licenses and is based in Denver, CO. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Douglas Busken is a CFP® with eight years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held roles at Alerus, Infinex Investments, U.S. Bancorp Investments, and U.S. Bank. Outside of his advisory work, he is active as a triathlon coach. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model.

Slava Davidoff is a financial advisor with TIAA-CREF in Glendale, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved as a primary care provider with A&A Homecare Agency, Inc. TIAA-CREF Individual & Institutional Services, LLC offers 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 operates within a vertically integrated model and provides access to affiliated investment funds.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Craig Fischer is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Agia and Alta Vida. Outside of his advisory work, he oversees the care of an individual with a disability through a sole proprietorship involving family as independent contractors. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with model managers and overlay options.

Thomas Martin is a financial advisor at Brookstone Capital Management LLC in Aurora, Colorado, holding Series 63 and Series 65 credentials with nine years of industry experience. He has worked at Brookstone since 2020 and owns Martin Heritage Group, LLC, which focuses on life insurance sales and promoting financial literacy through literature and seminars. Prior to these roles, he held positions at Premier Insurance Partners, American Income Life, Teletech, and Allstate Financial. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Thomas Gonnella is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including PRISM Financial Strategies, Advisory Consulting Group, and Strategies Capital Management. He is also the managing member of TAG Capital Investments, a personal investment entity. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a long-term investment approach supported by customized portfolios and oversight of third-party asset managers.

Jessica Mckane is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at several firms including Wells Fargo Advisors LLC and Wells Fargo Bank N.A. before joining CIBC World Markets Corp in 2019. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios using a mix of proprietary and external strategies.