Brandon Wilson is a CFP® and ChFC® with five years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Fidelity Investments and Northwestern Mutual in various advisory and wealth management roles. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, delivering services through a large network of affiliated offices and investment adviser representatives.

Bryce Baker is a CFP® and holds a Series 65 license, with 11 years of experience in the financial advisory industry. He has been with Brighton Jones LLC in Denver, CO since 2012. Brighton Jones LLC provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Kenneth Acampora is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 65 designations and having 31 years of industry experience. He has been with Western Wealth Management since 2016 and also affiliated with LPL Financial since 2013. Outside of his advisory work, he has participated in firearm instruction. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of advisors offering comprehensive portfolio management and financial planning, utilizing firm-designed model portfolios alongside a broad range of investment strategies.

Robert Holland Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at The AmeriFlex Group. His prior roles include positions at Cambridge Investment Research, OSAIC, Western Wealth Management, LPL Financial, and Kestra Financial Services. He is also the president of Holland Financial Inc. and the owner of several business entities. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and representatives. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through model asset allocations and various wrap program solutions.

Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.

Melissa Rupe is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors Inc. She is based in Lone Tree, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering a range of services including annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many enterprise wealth managers.

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Blomgren is a CFP® professional with 26 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2021. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities.

Stephen Prinster is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mercer Global Advisors since 2008. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joshua Gustafson is a CFP® professional with 26 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. in various periods since 2015, with a brief retirement in 2024-2025. He is based in Denver, CO. 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 approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

Connor Schutt is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. He has approximately one year of experience in the industry, with prior roles including positions at T. Rowe Price and State Farm VP Management Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering services through proprietary planning methodologies and managed account solutions.

Matthew Schmidt is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF and TIAA 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 connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management using model or customized portfolios and acts as adviser to a donor-advised fund sponsored by Charityvest.

Ruchita Mickelsen is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. Prior to joining Empower in 2025, she worked at Equitable Advisors and held roles outside of finance including positions at Certified Language International and Trans Perfect. Mickelsen also owns a dropshipping Shopify store, managing it outside of normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Michael Stahl is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds the ChFC® and Series 63 designations and has 23 years of industry experience. His career includes long-term roles at New York Life Insurance Company, Nylife Securities, and High Point Financial Group, LLC, where he is also involved in insurance brokering outside registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Spencer Kozmata is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2022, and has prior experience at Charles Schwab and Raymond James Financial Services. Kozmata also worked at Chatham Financial and was affiliated with the University of Colorado early in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and the firm conducting at least annual account reviews.

Chad Williams is a CFP®-certified financial advisor with 26 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior experience includes roles at Aveo Capital Partners, DMK Advisor Group, Stephen A. Kohn & Associates, First Allied Advisory Services, and Capital Investment Management. He is also involved with Rockhaven LLC, which manages revenue from his advisory and insurance activities under Aveo Capital Partners and DMK Advisor Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team structure with an open-architecture investment process emphasizing asset allocation and manager due diligence, and it manages proprietary multi-strategy retirement funds.

Olena Shevchenko is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GWFS Equities Inc since 2016. Outside of her advisory role, she has worked as an image processor for the E-470 Toll Road, reading and entering license plate characters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Nathaniel Francescato is a financial advisor with TLG Advisors, Inc. based in Golden, CO, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His work history includes roles at Simplicity Investments, Aeterna Capital LLC, Upmarket Securities LLC, and Townsend & Associates, Inc., among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm focuses on manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Ross Walker is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been advising clients at Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at People's Securities, Inc. and TD Asset Management. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and utilizes qualitative and quantitative analysis to provide retirement plan advisory, financial planning, and wealth management services.