Matthew Jennings is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Jennings serves on the board of directors for Isham Land Company, a role unrelated to his securities business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, distinguishing itself with municipal advisory activities and affiliated custodial services.

Michael Uyemura is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Mercer since 2016. Outside of his advisory role, Uyemura is a co-owner of a trading card business, where he manages preparation and administrative tasks. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private funds, complemented by retirement plan consulting and specialized services.

Simon Villegas is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Robert W. Baird & Co. and Robert Half International. In addition to advisory work, he is involved as an insurance agent specializing in annuities, group benefits, and various types of insurance coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Margaret McMahon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at IQVIA, WealthWave, Net Law Group Inc., and WFGIA. She has experience related to estate planning through her involvement with Net Law Group Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios.

Megan Kanter is a CFP®-designated financial advisor with 15 years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has previously been employed at firms including The Wealth Conservancy, Personal Capital, and Eaton Vance Management. Outside of her advisory roles, she was involved with BarkPak LLC from 2018 to 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 structure with a centralized Investments Department and utilizes a multi-criteria, open-architecture selection process emphasizing asset allocation and manager due diligence.

Daniel Maurer is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with eight years of industry experience. His prior experience includes a role at Personal Capital Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Christopher Eaton is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. He currently operates under Five Peaks Capital Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jaye Everland is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, Jaye worked for IWP Wealth Private Client Advisors for 10 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm utilizes partner-led teams supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Tristan Latzel is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TIAA‑CREF Individual & Institutional Services, LLC since 2019. His prior work history includes roles at Marine Land, Trane U.S. Inc., BMO Harris Bank, and University of Wisconsin - La Crosse. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing portfolio management, and it serves as investment adviser to the TIAA Donor Advised Fund.

Michelle Hallett is a financial advisor with Principal Financial Services in Denver, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance since 2015. Hallett also serves as a bank/trust officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple financial platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Pamela Rodriguez is a CFP® and ChFC® professional with 22 years of industry experience. She currently serves as a financial advisor at Integrated Wealth Concepts LLC, where she has worked since 2019. Her prior experience includes roles at LPL Financial, DaVinci Financial Designs, LLC, and First Command. Integrated Wealth Concepts LLC 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 customized portfolios with a long-term approach and oversight of third-party asset managers.

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 with Kestra Advisory in Lakewood, Colorado, holding Series 63 and 66 licenses and bringing 29 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2018 and has been affiliated with Royal Alliance Associates since 2008. Outside of his advisory work, Kee is a professional speaker providing information on federal retirement and benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Brian Merrigan is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Merrigan Financial, JD Mellberg, Sun Cities Financial, Wells Fargo Clearing, and Bancwest Investment Services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, supported by a broad network of affiliated offices and third-party sub-advisers.

Dana Pollard is a financial advisor with &PARTNERS in Denver, Colorado, holding a Series 66 designation and 26 years of industry experience. Prior to joining &PARTNERS, Dana worked at Lumitas Wealth Strategies, Commonwealth Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Dana is a co-founder and managing director of Lumitas Wealth Strategies, where she holds a majority ownership interest. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, retirement-plan consulting, and brokerage services, utilizing both proprietary and third-party strategies with ongoing account monitoring.

Sufia Setjoadi is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2010. In addition to her advisory role, she is involved in health insurance and Medicare-related activities, including assisting seniors with Medicare Advantage coverage and other health insurance solutions. She is also a partner and bookkeeper at Asian Paradise LLC, a cemetery construction and development business. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model strategies, access to third-party managers, and utilizes an in-house Investment Management & Research team to develop its investment solutions.

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.

James Allen is a financial advisor at Principal Financial Services based in Denver, CO, with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Principal Securities since 1994 and Principal Life Insurance since 1993. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.