Darryl Hudspeth is a financial advisor with Eagle Strategies (New York Life) based in Lakewood, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Eagle Strategies since 2008 and also operates High Point Financial Group, LLC, which sells New York Life products and other insurance offerings. Hudspeth serves as a board member of the National African American Insurance Association Colorado Chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Nour Alkayali is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, Nour worked at Charles Schwab & Co. for 17 years. Outside of financial advising, Nour is involved in elderly care through caretaker roles at two related businesses, 1st Call to Care, LLC and Care On Call Colorado, LLC. 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, retirement consulting, and tax and estate-planning support.

Deborah Towers is a financial advisor with Commonwealth Financial Network based in Denver, CO, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has held roles at multiple firms, including Hadad-Milinazzo Financial Group and Towers Wealth Management, Inc. Outside of advisory work, Towers is involved in tax preparation, accounting, payroll, and bill pay services through her business activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.

Arthur Garcia Jr. is a financial advisor with Eagle Strategies (New York Life) in Denver, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Eagle Strategies since 2017 and has been affiliated with New York Life Insurance Company since 2001. Outside of his advisory role, he serves on the board of Judi's House, a bereavement services nonprofit. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

James Mcmanus is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 license, bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also operates his own financial services company, McManus Wealth Bldg & Mgmt, which provides insurance and investment advisory services. Mcmanus is a notary public, occasionally witnessing client signatures for convenience. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.

Diljeet Masuda is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 15 years of industry experience with prior roles at NYLIFE Securities, Prudential Insurance Company of America, MassMutual Life Insurance Company, and Park Avenue Securities. He is based in Denver, CO. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Cooper Wygant is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials. He has recently entered the industry and has prior experience at Charles Schwab & Co., Inc. and various non-financial roles. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Logan Donovan is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO, holding a Series 65 credential with five years of industry experience. His work history includes roles at Klaas Financial Asset Advisors, LLC and Googins Advisors. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Shelly Schell is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at PRISM Financial Strategies, Bancwest Investment Services, and Bank of the West. She is also an author with involvement in Sunshine Inc. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Christopher Biren is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at Eagle Strategies, Mahoney Financial Organization, NYlife Securities, and New York Life Insurance Company. Biren is also a passive investor in cryptocurrency as part of his personal investment activities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through multiple program types, emphasizing non-discretionary advisory relationships primarily within an integrated New York Life affiliate structure.

John Shevlin is a CFP® and holds a Series 65 license with ten years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors, Hewins Financial Advisors, and All Star Financial Inc. He is based in Denver, CO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting, and manages approximately $295.6 billion in assets across more than 1,100 advisors.

Thomas Peterson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and has served at Agia since 2022. Outside of his advisory role, Peterson serves as a Second Counselor in the bishopric of his local congregation of The Church of Jesus Christ of Latter-day Saints, where he assists with spiritual leadership and financial administration. Valic Financial Advisors, Inc. 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 portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, managing approximately $29.2 billion across a large client base through over 1,200 advisors.

Jared Schuster is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. 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 and utilizing both qualitative and quantitative analysis.

Laura Combs is a CFP®-certified financial advisor with 16 years of industry experience. She has worked continuously at Mercer Global Advisors Inc. since 2015. 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 is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Cody Bartusiak is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services and has held positions in both academia and capital markets. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, 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, employing a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Larry Blair is a financial advisor at Kestra Advisory with 48 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Kestra Investment Services, LLC and Royal Alliance Associates, Inc. He also conducts seminars and prepares related materials for federal employees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Helan Kim is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Dominic Dina is a CFP® professional with three years of industry experience, currently serving at Focus Partners Wealth, LLC in Denver, CO. Prior to joining Focus Partners, he held roles at Altair Advisers, DHJJ, and First American Bank. 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 using both active and passive strategies within an enhanced open architecture framework.

Marilyn Anstey is a financial advisor at TIAA-CREF with 39 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

William Crampton is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 66 designations and 21 years of industry experience. His career includes multiple periods at TIAA-CREF and Tiaa dating back to 2004, along with roles at Advised Assets Group, LLC and GWFS Equities, Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.