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.

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.

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.

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.

Michael Dicroce is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 licenses with 19 years of industry experience. He previously worked at various Charles Schwab entities from 2015 to 2025. Outside of his advisory role, he owns a private label supplement company, Wild Warrior Nutrition LLC, and operates a basketball camp called WR Basketball Academy. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

David Nader is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Labatt Food Service and the European Space Policy Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

William Buehler is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Key Investment Services since 2011. Outside of his advisory role, he is a small minority investor in Balance Beer Company, a brewpub in Golden, Colorado. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and oversight, while leveraging its connections within the KeyCorp group.

Richard Soat is a CFP® and Series 65 credentialed advisor affiliated with Independent Financial Partners. He has 13 years of experience, having worked at BDO USA, PC from 2013 to 2026 before his current unemployment status. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while also providing centralized asset management options and notable retirement-plan and pension consulting services.

Devin Moore is a financial advisor with Eagle Strategies (New York Life) based in Broomfield, Colorado. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Hilltop Securities and spent nine years at Gradivus, LLC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Marvin Davies IV is a CFP® professional at Focus Partners Wealth, LLC with experience in the financial industry since 2022. Prior to his current role, he held positions at MAI Capital, Stratos Wealth Partners, and Envisage Wealth. He worked at The Ohio State University and in the Orange City School District before entering the advisory field. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Eric Sirjord is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Optimity, Mutual of Omaha Investor Services, and Thrivent Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified portfolios with multi-factor tilts, using low-cost ETFs, index funds, separate account managers, and private funds, supported by extensive educational content and integrated service lines.

Thayer Hyland is a CFP®-designated financial advisor with 16 years of industry experience. He has been with TIAA-CREF since 2006 and currently works at their Glendale, CO office. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers separate planning services and ongoing portfolio management through model and customized strategies within a vertically integrated structure.