Michael Walsh is a CFP® with 28 years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and previously spent 15 years at Wells Fargo Advisors Financial Network LLC. Walsh is based in Boulder, Colorado. 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 employs Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Alan Beugg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Kovitz Investment Group Partners, Ifam Capital, PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. 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.

Brittany Del Favero is a Series 65-licensed financial advisor with Creative Planning, LLC, based in Arvada, Colorado. She has two years of industry experience and has worked previously with Lockton Companies and Westmark Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Adam Peters is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Peters has worked at Hanson McClain Securities and Hanson McClain Advisors since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers and specialized technology to manage held-away retirement accounts.

Lucas Bisbee is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to his financial services career, he was involved with the American Hockey League as an on-ice official and currently works as an independent contractor for the National Collegiate Hockey Conference in the same capacity. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, serving both retail and institutional clients within an integrated New York Life affiliate structure.

Marques Brewer is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2012. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and offers a range of managed account options alongside affiliated trust and donor-advised fund services.

Monroe Mc Anuff is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2019 and with New York Life Insurance Company since 2016. Outside of his advisory role, he is an investor in a personal training business, Fit Life Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Breila O Halloran is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 66 and Series 63 licenses and has been with TIAA-CREF since 2019. Prior to this, she worked in the dental field and the hospitality industry. Outside of finance, she participates as a user tester on a third-party platform providing product feedback for various companies. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm combines point-in-time planning with ongoing portfolio management through model and customized portfolios.

Chad Mcdonnell is a CFP® professional with 27 years of industry experience, currently working at Corient in Denver, CO. His prior experience includes roles at Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investment Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Devonee Quinn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. She is currently with Creative Planning, where she has worked since 2022, and previously held roles at WIPFLI Financial Advisors, LotusGroup Advisors, and Lee Financial Corp. Outside of financial advising, she works as an independent consultant in wine sales through Wine Retriever, LLC. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, serving a diverse client base that includes individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process focused on low-cost indexing and offers a range of supplemental strategies along with affiliated non-investment businesses such as legal and trust services.

Micheal Paul is a financial advisor with Eagle Strategies (NY Life) in Broomfield, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2016. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan consulting.

Rebeca Melendez is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at TIAA-CREF and TIAA since 2000, with a brief tenure at Transamerica Retirement Advisors. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, including customized portfolios and model-based strategies.

Steven Bresler is a financial advisor with PlanMember Securities Corporation in Golden, CO, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. He has worked at PlanMember since 2020 and previously held roles at Empower Retirement and GWFS Equities. Outside of his advisory work, Bresler serves as Vice President of Business Development for Client 4 Life, a business software sales company. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on a top-down strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Cary Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO. He has been with CIBC Private Wealth Management since 2005. CIBC Private Wealth Advisors delivers 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 utilizes a structured investment process involving an internal team and committees to offer customized portfolios, combining proprietary and external strategies, and manages significant assets with fewer advisors compared to typical peers.

Ryan Mitchell is a CFP® professional at Focus Partners Wealth, LLC with 14 years of industry experience. His prior roles include seven years each at Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. Additionally, he worked in media relations at the University of Denver for 15 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Travis Mayberry is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 credential and has previously worked at Fidelity in various capacities from 2015 to 2022. Outside of advising, he is involved in managing a rental property with his wife. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios.

Michelle Sandt Wade is a CFP® with 22 years of industry experience. She is currently with Mercer Global Advisors Inc. and was previously with Transitions Wealth Management, LLC. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Joshua Fremit is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Mariner Wealth Advisors and Equitable Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach employs globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside various specialized advisory and educational offerings.

Alexandra Schmidt is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with five years of industry experience. She previously worked at Northstar Investment Advisors and has held roles at Fine Expectations, LLC and Hair Ventures, LLC earlier in her career. Beacon Pointe Advisors serves individual investors, corporations, pension and profit-sharing plans, and other institutional clients by providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Colleen Harvey is a CFA® charterholder with 11 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2018, following prior roles at Colorado Capital Management, Inc. from 2014 to 2018. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, with notable assets under management per advisor and specialized services for investment companies.