Diljeet Masuda is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services LLC, MassMutual Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company of America, and New York Life. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Cooper Wygant is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and no prior industry experience before joining in 2026. His work history includes roles at Charles Schwab & Co., All Roads Travel, and Veracyte Inc., among others. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary approaches and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

William Cassidy is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Bellco Credit Union, CUSO Financial Services, LPL Financial, and Equitable Advisors. Outside of his advisory work, he is involved as an investor and partner in a private business focused on business management and marketing. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing both discretionary and non-discretionary account management.

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.

Tiffani Boskovich is a CFA® charterholder based in Denver, CO, with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at CFO4Life Group, LLC and U.S. Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes.

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 with D.A. Davidson & Co. in Denver, CO. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and Charles Schwab & Co., Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment 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.

Devin Statham is a financial advisor with First Command Advisory Services in Aurora, Colorado. He holds a Series 66 designation and has seven years of industry experience, including 25 years of prior service in the United States Air Force. He is the owner of Collaborative Works LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Joseph Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. His prior roles include positions at Principal Asset Management, Israel Investment Advisors, and OppenheimerFunds. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO services to a diverse client base, including individual and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs active and passive strategies across various asset classes.

James Franklin is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. He holds a Series 65 designation and has been with Beacon Pointe since 2022. Prior to joining the firm, he worked at Advocate Roofing and spent several years in full-time education. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach with a proprietary “Focus List” and offers a range of wealth management and fiduciary services.

Michael Whitmore is a Series 65-licensed financial advisor at Farther with 10 years of industry experience. He has worked at several firms, including Brookstone Capital Management and The Retirement Solution Inc. Outside of his advisory role, he serves as Advisory Board President for Tech9, a software development firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management with retirement plan consulting and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Craig Jones is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado, holding 27 years of industry experience. He previously worked at Jones Barclay Boston & Company for 22 years before joining The Colony Group, LLC, where he spent nine years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that blends active and passive strategies alongside specialized tools and legacy strategies.