Pamela Rodriguez is a financial advisor at Integrated Wealth Concepts LLC in Golden, CO, holding CFP® and ChFC® designations with 22 years of industry experience. She has been with Integrated Wealth Concepts since 2019 and has prior experience at LPL Financial and DaVinci Financial Designs. 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 long-term investment approach with customized portfolios primarily using mutual funds, ETFs, equities, and fixed income.

J Howell is a financial advisor with Money Concepts Capital Corp in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Money Concepts Capital Corp since 2001. Outside of his advisory role, Howell serves as an officer on the board of directors for the Lemmon Lodge Homeowners Association in Grand Lake, CO, and operates Blair Financial Planning under the DBA Maestro Associates. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

Eric Kee is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Kestra Advisory and Kestra Investment Services since 2018. Prior to that, he was affiliated with Royal Alliance Associates. Kee is also a professional speaker providing information on federal retirement benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, employee education, plan-level investment advice, and utilizes multiple management platforms and third-party solutions, serving both large institutional investors and individual clients.

Dana Pollard is a financial advisor at &PARTNERS with 26 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining &PARTNERS in 2025, she worked at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. Pollard is a co-founder and managing director of Lumitas Wealth Strategies. &PARTNERS serves a wide range of clients, including high-net-worth individuals, institutions, and retirement plans. The firm offers investment management and financial planning services, using a variety of analytical approaches and both proprietary and third-party strategies.

Sufia Setjoadi is a financial advisor with Lincoln Investment in Aurora, CO, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Lincoln Investment since 2010 and also maintains roles at Great American Advisors, Inc. and Asian Paradise LLC. Outside of her advisory work, she is involved in health insurance and Medicare services, assisting senior clients through multiple broker and agent positions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a mix of advisor-managed and firm-managed investment programs, utilizing both strategic and dynamic investment approaches.

James Milleville is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007, with a brief tenure at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services in 2020-2021. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

Stephanie Gudka is a CFP® professional with over 33 years of industry experience. She is currently with Osaic Institutions, Inc. and has previously worked at Bellco Credit Union, Cuso Financial Services, LP, and several other firms. She also serves as a notary public for credit union members. 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 support, and access to alternative investments and lending solutions, operating under a distinctive hybrid adviser/broker-dealer structure.

Daniel Galindo is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds a Series 63 designation and has prior experience at Janus Henderson in multiple capacities from 2017 to 2026. Focus Partners Wealth 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 that combines active and passive strategies within an enhanced open architecture framework.

Marc Schmeeckle is a financial advisor with Creative Planning holding a Series 66 designation and 23 years of industry experience. His prior career includes 16 years at Principal Life Insurance Company and Princor Financial Services, followed by roles at Cetera Advisor Networks and Creative Planning Institutional Advisors. He also serves as a retirement plan consultant and provides administrative support for SageView Advisory Group, LLC. Creative Planning delivers wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual high-net-worth clients and institutional investors. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Ashleigh Kurzweil is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2009. Outside of her advisory role, she serves as a co-leader for the Girls Scouts of the USA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with connections to TIAA-administered employer retirement plans.

Mark Sindrich is a CFP® professional with 43 years of industry experience, currently serving at Kestra Advisory since 2016. He has operated Sindrich & Associates since 1980 and is involved in business development and investment planning through multiple entities. Sindrich is also a member of Diversified Financial Partners LLC and Moneypenny Management LLC, with business interests that include insurance and office operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages multiple platforms with a focus on serving large institutional clients.

Jennifer Krueger is a CFP® and holds a Series 66 license, with 16 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Destiny Capital Corporation, Charles Schwab, and T. Rowe Price Investment Services. Outside of her advisory role, she owns a small rental property management business in Denver. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Ana Maria Harding is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 registrations and has worked at TIAA-CREF and TIAA since 2019, following three years at Oppenheimerfunds Distributor, Inc. Outside of her advisory role, Harding is the owner of Rogersons Enterprises LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized managed accounts.

Antonio Campos Vera I is a financial advisor at Key Investment Services LLC based in Denver, CO, with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Investment Services since 2019, following roles at KeyBank and TFC Bank. Outside of his financial advisory work, he also supervises cashier operations at a grocery store. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment strategy selection and provides oversight of third-party advisory products while operating within the KeyCorp group and collaborating with affiliated entities.

Stephen Huff is a financial advisor with Integrity Alliance, LLC in Denver, CO, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Securities Management & Research, Inc. and American National Insurance Co for over 40 years each. Outside of his advisory work, Huff serves as a board member for Fourth Avenue Gospel Hall, a religious organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using various portfolio strategies and platforms.

Ralph Jones Jr. is a financial advisor at Oppenheimer with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior roles include positions at UBS Financial Services, Piper Sandler & Co., and RBC Capital Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection, with a notable portion of its advisory assets managed on a non-discretionary basis.

Nicholas Park is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses with eight years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Jeffery Kelly is a financial advisor with Hightower Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Hightower Advisors and HighTower Securities since 2017 and previously at UBS Financial Services from 2013 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct customized portfolios.

David Arndt is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing portfolio management, offering model-based and customized investment solutions within a fiduciary framework.

Thomas Biren is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 12 years with Eagle Strategies and 24 years with New York Life Insurance Company. Outside of his advisory work, he is employed part-time as a handyman providing basic household maintenance and repairs. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.