Jennifer Litsas is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Her prior experience includes three years at William Buck before joining Moneta, with a one-year sabbatical in 2019-2020. She has been with Moneta since 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

John Snyder is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at ROYAL FUND MANAGEMENT, LLC, Jo-Ann Holst Advisers, Inc., The Rye Consortium Limited, Coalfire, and Westcon Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Lynn Dunston is a CFP® with 13 years of industry experience and is currently an advisor at Moneta Group Investment Advisors, LLC in Denver, CO. Prior to joining Moneta in 2019, Dunston was the principal at Dunston Financial Group, LLC from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and foundations. The firm uses a Partner-led team approach supported by a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Carlon Parks is a CFP® professional at TIAA-CREF with 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. He owns a rental property managed by a third party. TIAA-CREF provides financial planning and discretionary managed account programs primarily serving individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including customized portfolio management and acts as advisor to a donor-advised fund.

Christian Stromgren is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation, American Century Investments, and Integrity Advisory, LLC. Before his financial advisory career, he held roles at Uber, Lyft, and Community 1st National Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans focused on long-term returns and client savings rates.

Michael Snyder is a Certified Financial Planner® with 17 years of industry experience. He is currently with Empower Advisory Group and has prior experience at GWFS Equities, JPMorgan Chase Bank, and Think Mutual Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as individual IRA and brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Melanie Francis is a financial advisor with Principal Financial Services based in Denver, CO, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Princor Financial Services since 2004 and Principal Life Insurance Company since 2003. Outside of her advisory role, Melanie serves as a bank trust officer, providing accounting services and supporting the management of Principal retirement account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dawne Waltz is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at T. Rowe Price. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Leslie Sandusky III is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Xel Exchange, a cryptocurrency mining business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Gregory Bjork is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following a 14-year tenure at Jefferies & Company. Based in Denver, CO, he focuses on investment advisory services within a large enterprise firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a variety of investment programs and provides both discretionary and non-discretionary portfolio management, maintaining custody of client assets while delivering a broad range of consulting and financial planning services.

Paul Krepinski is a financial advisor at The Huntington Investment Company with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Edward Jones, Empower Advisory Group, and Charles Schwab in various capacities from 2015 to 2025. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate portfolio management, with custodial services through National Financial Services.

Evan Schumacher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. He previously worked at Wipfli Financial Advisors and Hewins Financial Advisors. 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 assets and employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

Thomas Bevington is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to Creative Planning, he worked at Matter Family Office, Charles Schwab Bank, Charles Schwab, and FIDELITY Brokerage Services LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Mark Whaley is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds Series 65 and Series 63 designations. In addition to his advisory role, Whaley is co-founder and managing director of Everest Microbial Defense, LLC, where he oversees antimicrobial product development and business operations. He also serves as a trustee board member for Bergen Park Church and provides business consulting in carpet and flooring maintenance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes tactical strategies, including market-timing and momentum approaches, supported by technology platforms and model-based portfolio construction.

Matthew Heim is a financial advisor at Cresset Asset Management, LLC with a Series 65 credential and four years of industry experience. Prior to joining Cresset in 2022, he held positions at the University of Colorado at Boulder, The Walsh Group, The Roaring Fork Club, and Berkshire School. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and a range of advisory and family office services.

Nathanael Southard is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of his advisory role, he owns and manages a rental investment property. 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 with existing relationships through employer retirement plans. The firm offers model and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Joshua Vanderschuere is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Denver Public Schools, and the University of Denver. Outside of his advisory work, he owns and manages a single home rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and serves a large participant base relative to its advisor headcount.

Robert Jones is a financial advisor at Cerity Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Ayco/Goldman Sachs & Co. LLC and United Capital Financial Advisers, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified asset allocation and private market programs for qualified clients.

Douglas Barker is a CFP®-certified financial advisor at Mariner with 12 years of industry experience. He previously worked at First Western Trust Bank for five years and was self-employed for one year before joining Mariner in 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and administrative CFO capabilities alongside traditional portfolio management.

Steven Hagedon is a financial advisor at Empower Advisory Group with 12 years of industry experience. He has held roles at Empower Financial Services, Fidelity Brokerage Services, and Wells Fargo, among others. Hagedon holds Series 63 and Series 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered through a platform tied closely to Empower’s recordkeeping and administrative services.