James Bagnato is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Mercer Global Advisors Inc. in Denver, CO, joining the firm after a 16-year tenure at Charter Communications. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified portfolios with multi-factor tilts and regular rebalancing, utilizing a mix of low-cost ETFs, index funds, and private funds.

Cynthia Egger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.

Joseph Campobenedetto is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63, 65, and 66 designations and bringing 10 years of industry experience. His prior experience includes roles at USAA over nearly a decade and SVB Wealth. He also owns Joe's Tax Preparation, a business he has operated since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term forecasts.

Phillip Woodford is a Series 65 licensed advisor at Focus Partners Wealth, LLC with 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, Transform Wealth, LLC, and Strategic Capital Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

James Werner is a financial advisor at Mercer Global Advisors Inc. in New York, NY, holding a Series 65 designation with seven years of industry experience. He has been with Mercer Global Advisors since 2018. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a variety of implementation options and public content programs.

Daniel Morris is a financial advisor with Eagle Strategies (New York Life) based in Lakewood, Colorado, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been affiliated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, which sells New York Life products and brokers non-registered insurance products. Outside of his advisory work, he owns Austin Group Investments, LLC, focusing on instructional coaching for professional advisors, and serves on the boards of two nonprofits involved in educational support and community grant distribution. 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 representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Christopher Springer is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 registrations with three years of industry experience. His prior roles include work at Five Peaks Capital Group, Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he serves as an investor in MKC Manufacturing Inc., volunteers to support athlete development at Inline to Ice, and is a board member of USA Roller Sports, the national governing body for roller sports recognized by the US Olympic Committee. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Michael Valenta is a financial advisor at Concurrent Investment Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Inc. and Valenta Capital Management, Inc. Valenta is involved as the owner of Valenta Capital Management, LLC, which supports his advisory business. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and various operational tools.

Brian Rodriguez is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at The Colony Group, LLC, Bank of America, N.A., and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies alongside private funds and third-party managers.

Deborah Eggleston is a CFP® with 33 years of experience in the financial industry. She is currently associated with United Planners' Financial Services of America as a Limited Partner, a position she has held since 2020. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of finance, she works at the Lone Tree Arts Center concession stand. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients through a network of independent advisors. The firm manages approximately $12.77 billion in assets and employs a primarily non-discretionary investment approach.

David Keller is a ChFC® credentialed financial advisor with 54 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Primerica Advisors since 2008 and concurrently at Guardian Life Insurance Company. Keller serves on the board of Colorado Uplift, a nonprofit organization. Park Avenue Securities serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as securities-based lending and donor-advised funds.

Nicholas Sauro is a CFP® professional with nine years of experience in financial advising. He has worked at Creative Planning since 2023 and previously held roles at Merrill and TIAA-CREF. He is based in Denver, CO. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and private market investments.

Johan Forsman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He worked at TIAA-CREF and TIAA for 20 years before joining Empower Advisory Group and Empower Financial Services in 2026. 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 retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Geoffrey Luchetta is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He is associated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, where he brokers non-registered insurance products alongside selling New York Life products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Cameron Roybal is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab, Guardian Life, Cetera Advisor Group, and other firms. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jads Elson Ronario is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked in various roles at firms including Cognizant Technology Solutions Philippines, Wells Fargo International Solutions LLC, and JPMorgan Chase Bank’s Philippine Global Service Center. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Kenneth Lang is a financial advisor at &Partners with Series 63 and Series 65 licenses and 56 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 1990 to 2025. Lang serves as a FINRA arbitrator. &Partners serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Addison Dunbar is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Northern Trust. Outside of finance, he has experience working in the food service industry at Grinders Stonewall Pizza. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services.

Monica Ie Tan is a financial advisor at TIAA-CREF in Denver, CO, with 23 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. Outside of her advisory role, Monica operates online stores selling photo prints and artwork through Shopify and Etsy. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Lauren Culver is a CFA® charterholder and holds a Series 66 license with five years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. in Denver, CO since 2015. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving an internal team, relationship managers, and governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.