David Schoep is a financial advisor at Principal Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked predominantly within the Cetera network before joining Principal in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions. The firm supports various client types including individual investors, retirement plans, trusts, charitable organizations, and military personnel.

Devin Mc Combs is a CFP® professional with two years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Traverse Planning. Before entering the financial advisory field, he spent time working in education at Virginia Tech and Midlothian High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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, third-party managers, and private funds within an enhanced open architecture framework.

Darren Levinthal is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 19 years. Outside of financial advising, he owns a graphic design business focused on clothing and sells collectible comics and sports cards online. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and wrap-fee programs, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Garrick Sasa is a financial advisor with Principal Financial Services in Arvada, CO, holding a Series 66 designation and 17 years of industry experience. He has previously worked at U.S. Bancorp Investments, LPL Financial, and Wells Fargo Advisors. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Bittner is a financial advisor with Oppenheimer in Denver, CO, holding CFA® and Series 66 designations and has 20 years of industry experience. He has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients, offering a broad range of investment and consulting services with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating its advisory and broker-dealer businesses and manages a significant amount of non-discretionary assets.

Dilmurod Adkhamov is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Mutual of Omaha, Prudential Insurance Company of America, and Transamerica Financial Advisors. He is also involved in insurance brokering with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm works with various client types and provides tailored advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Benton Rowse is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His work history includes roles at Mercer Global Advisors and several other firms such as GCG Financial, Triad Advisors, and Invesco Distributors. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and tax and estate planning support.

J Nossaman is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Denver, CO. He holds a Series 65 designation and has four years of industry experience, having worked at CIBC Private Wealth Management since 2002. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process leveraging internal teams and committees to create customized portfolios and managed account programs, with a notable focus on portfolio management for investment companies and a higher advisor-to-assets ratio compared to peers.

Lauren Young is a CFP® professional with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2024 and previously held roles at Ratio Wealth Group, LLC and Graham Gerlach. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Zorah Riley is a financial advisor with TLG Advisors, Inc. in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with TLG Advisors since 2000 and previously at Lfi Advisory, Inc. from 2017 to 2021. Outside of her advisory role, she is a distributor of essential oils through DoTerra. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory with a range of services including investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios.

Kayla Foster is a financial advisor at Rockefeller Financial LLC with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Katelynn Bresler is a Series 65 licensed financial advisor at Corient with three years of industry experience. She has held positions at Corient and Socius Family Office, LLC, and has a background that includes work at Rhodes College and Chick-fil-A. Corient provides investment advisory and financial planning services to a diverse range of clients 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 combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investment options where appropriate.

Daniel Sier is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Valic Financial Advisors since 2008 and also serves as an agent for 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. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Alexandra Beach is a financial advisor at TIAA-CREF in Glendale, Colorado, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, BOFA Securities, Raymond James & Associates, Brady Financial, Investacorp Inc, and GWM Group Inc. 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, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it acts as adviser to a donor-advised fund sponsored by Charityvest.

Dillion Galdi is a financial advisor with Key Investment Services LLC in Denver, CO, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at KeyBank NA, PFS Investments Inc., Primerica Financial Services, and Gpac. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary implementation and model-based advisory products, integrating services from KeyCorp affiliates including banking and investment capabilities.

Carlos Diaz Montoya is a financial advisor with Beacon Pointe Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Beacon Pointe Advisors and Beacon Pointe Insurance Services, where he also serves as an insurance agent. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm employs a blend of active and passive investment strategies and manages proprietary private funds alongside third-party manager selections.

Craig Weidenfeller is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Envestnet Inc., Merrill, and Bank of America. 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’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Samuel Henderson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Life Insurance Company, Financial Engines Advisors L.L.C., and Fidelity Brokerage Services LLC. Henderson is based in Glendale, Colorado. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers models ranging from point-in-time financial planning to ongoing portfolio management under a fiduciary standard.

Stephen West is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. West serves as Chair of the Board and an executive committee member for the United Way of Larimer County. 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 with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and retirement consulting.

Mark Delucia is a financial advisor with Goldman Sachs Wealth Services in Denver, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining Goldman Sachs in 2018, he worked for The AYCO Company, L.P./Mercer Allied from 2011 to 2018. He serves on the advisory board of Jewish Vocational Services, a nonprofit focused on employment skills development for young adults. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, institutions, and corporate participants. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored wealth solutions integrated across its broader financial services network.