Kevin Christensen is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including roles at Principal Life Insurance Company, Waddell & Reed, Inc., and The Standard Insurance Company. Outside of his advisory work, he serves as Membership Committee Chair for the local NAIFA chapter and is a High Councilor for the Church of Jesus Christ of Latter-day Saints. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sean Koutsakis is a financial advisor at PNC Wealth Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC, BMO Bank NA, Bancwest Investment Services, Inc., and Bank of the West. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Melony Harris is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. She holds Series 65 and Series 63 designations and has worked with Avantax firms for over two decades prior to joining Commonwealth in 2020. In addition to her advisory work, she owns Harris Tax & Wealth Management, PC, which provides tax preparation, payroll processing, and accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody/clearing services.

Kenneth Middleton is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, JPMorgan Chase Bank, and Fidelity Investments. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities, offering a range of wrap-fee programs through an open-architecture platform that incorporates third-party and proprietary portfolio management strategies.

Shawn Mc Goveran is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Hornor, Townsend & Kent in 2024, he worked at Equitable Advisors and held various roles in the mortgage and real estate sectors. He is also a partner at New Everyday Wealth Strategies, providing wealth management services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Brendan Morrison is a financial advisor at Eagle Strategies (NY Life) in Denver, CO, holding Series 66 and Series 63 licenses with six years of industry experience. His career includes positions at Blue Sky Wealth Group, NYLIFE Securities LLC, New York Life Insurance Co, and prior roles in the U.S. Census Bureau and the US Army National Guard. Morrison is involved in several nonprofit organizations serving the Denver community, including board roles with the Denver Indian Family Resource Center and the Native Futures Giving Circle, and he owns a professional networking and event business called Denver Socials. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Matthew Michalak is a CFP® professional with five years of industry experience, currently affiliated with Valic Financial Advisors in Lakewood, CO. His prior roles include positions at NorthRock Partners LLC and JPMorgan Chase Bank. Outside of advisory work, he is an agent authorized to sell non-securities insurance products and also works as a delivery driver. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and impact overlay services.

Samuel Dechtman is a CFP® professional with 13 years of experience in the financial services industry. He has held roles at Hightower Advisors since 2025 and previously led Dechtman Wealth Management, LLC for five years. He also worked at Securities America and Nuveen Investments earlier in his career. Outside of his advisory work, he is an Independent Insurance Agent. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and trusts. The firm emphasizes multi-manager solutions, manager selection, and uses both affiliated and third-party managers along with proprietary research to construct portfolios that incorporate a range of investment vehicles and strategies.

Ian Rothrock is a financial advisor at PlanMember Securities Corporation with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at TIAA-CREF Individual & Institutional Services and LPL Financial LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage unitized, risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Kimberly Curtis is a financial advisor at Cerity Partners LLC with 26 years of industry experience. She holds the CFP® and ChFC® designations and previously worked for Wealth Legacy Institute, Inc. for 17 years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on customized, diversified asset allocation.

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.

Gilad Halzel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner with three years of industry experience. Before joining Mariner, he worked in events planning and catering as well as at Valley Country Club. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and supported by in-house research combined with third-party manager allocations.

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.

Michael Neil is a financial advisor with TIAA-CREF in Littleton, Colorado, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and acts as adviser to a donor-advised fund.

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.

Sean Mcginnis is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner and has prior experience as an independent insurance agent and working in various management and business roles. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by in-house and third-party managers, along with integrated tax and accounting services and financial wellness tools.