Katherine Kellen is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with The Huntington Investment Company, where she has worked since 2022, following previous roles at Wells Fargo Advisors from 2011 to 2022. Kellen serves on the board of Lotus Network, a community organization focused on empowering and connecting women. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Thomas Dameron IV is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Denver, CO. He previously worked at Alpha Capital Family Office, LLC and Jackson National Life Distributors LLC. Dameron is also a managing member of TD4, LLC, a business entity used for tax purposes. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Angela Stowell is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and has worked at several related First Command entities since 2017. Stowell also served in the Colorado Army National Guard for ten years. In addition to her advisory role, she owns and operates Angela Stowell LLC, a business tied to her work as a financial advisor. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved managers and model portfolios.

Steven Heifetz is a CFP® professional based in Denver, Colorado, with 36 years of industry experience. He has been with Kestra Financial Services, Inc. since 2016 and has a longstanding tenure at Texas Instruments dating back to 1984. Outside of his financial advisory work, Heifetz serves on the boards of Colorado Feeding Kids and the South Denver Kiwanis Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Vincent Bishop is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at KeyBank and Key Investment Services LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

Megan Green is a CFP® professional affiliated with NewEdge Advisors in Denver, CO, with two years of industry experience. She previously worked at Abound Wealth Management and held roles within the education sector, including positions at Lady Bird Johnson - Irving School District and Baylor University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm provides a range of investment management and consulting services supported by centralized due diligence, technology integration, and a variety of program structures.

Ryan Walsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, as well as various positions affiliated with Colorado State University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver personalized portfolio recommendations.

Tina Rogers is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Wealthnet Investments, LLC and Cherry Hills Community Church. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes Partner-led Teams supported by a centralized Investment Department to provide diversified, multi-asset allocations and ongoing monitoring, with a client base that includes uncommon institutional relationships such as sovereign wealth funds and banking institutions.

Colton Adams is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and one year of industry experience. His prior roles span several firms including Fidelity Investments, New York Life Insurance Company, and Uber. Eagle Strategies serves a diverse client base comprising individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management and tailored solutions including co-advisory relationships and variable annuities.

Michael Simmons is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. He previously worked at Transitions Wealth Management, LLC for 16 years. 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 employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios with strategic factor tilts and utilizes a range of investment vehicles and platforms.

Ann Milinazzo is a CFP® professional with over 31 years of industry experience. She is affiliated with Commonwealth Financial Network and serves as President and Owner of Hadad-Milinazzo Financial Group, Inc., which provides tax preparation and advisory services. Her career includes extensive experience with H.D. Vest entities and tax accounting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a broad range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Daniel Biondi is a CFA® charterholder with 10 years of industry experience, currently serving at Cresset Asset Management, LLC. His prior experience includes multiple roles at JP Morgan Private Bank from 2015 to 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies and integrates thorough due diligence and monitoring in its portfolio management.

Michelle Baker is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Bankers Life Advisory Services since 2018 and previously spent two years with Jefferson County Public Schools. In addition to her advisory role, she operates as an independent consultant. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerance.

Thomas Cousins IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked for Citibank, N.A. and Citigroup Global Markets, Inc. for eight years. Outside of his advisory role, he serves as a director on the board of the Mile High Duck Club, a recreational hunting club in Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client needs.

Tristan Pohren is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds a Series 65 designation and has been with Mercer since 2021. Prior to joining Mercer, he held positions at Members 1st Credit Union, Landus, FIRST NATIONAL BANK, and worked at Iowa State University. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s approach emphasizes globally diversified portfolios based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of implementation options and planning services.

Ian Freemire is a CFP® professional based in Denver, CO, affiliated with Mercer Global Advisors Inc. He has 11 years of industry experience, including roles at Mercer Global Advisors, Windsor Capital Management, and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Jacqueline Beauprez is a financial advisor at D.A. Davidson & Co. in Denver, CO, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2017. Prior to that, she worked at Raymond James & Associates from 2013 to 2017. Beauprez serves as a director of her family-owned contracting and excavation business, which provides services to oil and gas companies, home builders, and commercial projects. D.A. Davidson & Co. offers investment advisory and brokerage services to individual and institutional clients, including retirement plans and high-net-worth individuals. The firm operates under fiduciary standards and provides comprehensive financial planning, equity research, and specialized wealth management programs.

Joseph Koehler is a CFP® and Series 66 registered advisor with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and has held prior roles at firms including Apex Group, Ultimus Leverpoint, and SS&C Technologies. Outside of advisory work, he was involved with Garden For Freedom LLC from 2016 to 2020. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, and investment companies. The firm utilizes a combination of proprietary and external investment strategies managed through committees and relationship managers, offering customized portfolios, model portfolios, and managed account programs.

Darwin Dekruif is a CFP® with 28 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and holds long-term roles at Kestra Investment Services, Partners Securities, and DK Advisors Group. Dekruif also serves as president of Dickinson, De Kruif & Hess, P.C., a CPA firm, and is a board member of nonprofit organizations including Roundup Fellowship, Inc. and JESUS ON COLFAX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and maintains extensive third-party relationships to support a diverse range of investment solutions.

Timothy Wintemute is a financial advisor with Transamerica Retirement Advisors, LLC in Aurora, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and GWFS Equities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning strategies.