Marc Schmeeckle is a financial advisor with Creative Planning holding a Series 66 designation and 23 years of industry experience. His prior career includes 16 years at Principal Life Insurance Company and Princor Financial Services, followed by roles at Cetera Advisor Networks and Creative Planning Institutional Advisors. He also serves as a retirement plan consultant and provides administrative support for SageView Advisory Group, LLC. Creative Planning delivers wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individual high-net-worth clients and institutional investors. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Ashleigh Kurzweil is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2009. Outside of her advisory role, she serves as a co-leader for the Girls Scouts of the USA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with connections to TIAA-administered employer retirement plans.

Mark Sindrich is a CFP® professional with 43 years of industry experience, currently serving at Kestra Advisory since 2016. He has operated Sindrich & Associates since 1980 and is involved in business development and investment planning through multiple entities. Sindrich is also a member of Diversified Financial Partners LLC and Moneypenny Management LLC, with business interests that include insurance and office operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages multiple platforms with a focus on serving large institutional clients.

Jennifer Krueger is a CFP® and holds a Series 66 license, with 16 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Destiny Capital Corporation, Charles Schwab, and T. Rowe Price Investment Services. Outside of her advisory role, she owns a small rental property management business in Denver. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Ana Maria Harding is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 registrations and has worked at TIAA-CREF and TIAA since 2019, following three years at Oppenheimerfunds Distributor, Inc. Outside of her advisory role, Harding is the owner of Rogersons Enterprises LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized managed accounts.

Antonio Campos Vera I is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at KeyBank and TFC Bank. Outside of financial services, he supervises cashiers at a grocery store and holds a retail position at Walmart. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based advisory products with custodial and trading services, utilizing a multi-provider platform and integrating with KeyCorp affiliates for additional financial services.

Stephen Huff is a financial advisor with Integrity Alliance, LLC in Denver, CO, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Securities Management & Research, Inc. and American National Insurance Co for over 40 years each. Outside of his advisory work, Huff serves as a board member for Fourth Avenue Gospel Hall, a religious organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using various portfolio strategies and platforms.

Brian Brown is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Retirement Solutions of Colorado, LLC, Medvidofskey & Brown Retirement Partners, and Principal Life Insurance Co. He serves as Council Commissioner for the Greater Colorado Council of the Boy Scouts of America, a volunteer board member role focused on supporting youth programs. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Ralph Jones Jr. is a financial advisor at Oppenheimer with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior roles include positions at UBS Financial Services, Piper Sandler & Co., and RBC Capital Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection, with a notable portion of its advisory assets managed on a non-discretionary basis.

Nicholas Park is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with New York Life Insurance Company and NYLIFE Securities LLC among other firms. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Jeffery Kelly is a financial advisor with Hightower Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Hightower Advisors and HighTower Securities since 2017 and previously at UBS Financial Services from 2013 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct customized portfolios.

David Arndt is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing portfolio management, offering model-based and customized investment solutions within a fiduciary framework.

Thomas Biren is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 12 years with Eagle Strategies and 24 years with New York Life Insurance Company. Outside of his advisory work, he is employed part-time as a handyman providing basic household maintenance and repairs. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Darrell Quam is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2021, he worked at Lockton Financial Advisors, LLC, Lockton Investment Advisors, LLC, and Lockton Companies, LLC from 2013 to 2021. 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 assets and employs a financial planning-led investment approach featuring low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Elizabeth Courson is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Achieve, Root Insurance, Limited Brands, and The Ohio State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and specialized programs.

Cris McBride is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 1999. McBride operates a financial services business, M&D Financial Services, where he serves as owner and advisor, providing financial planning, securities, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Samuel Bennett is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Edward Jones and Four Seasons Company before joining Mercer Global Advisors, where he has worked since 2017. 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Jack Terwilliger is a financial advisor with Valic Financial Advisors in Lakewood, CO. He holds the Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to his current role, Terwilliger worked at Fort Collins Country Club and attended Colorado State University and the University of Colorado - Boulder. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra–high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors and utilizes a centralized technology platform to manage a significant client base.

Emil Musgrove is a financial advisor with Eagle Strategies (New York Life) based in Arvada, Colorado. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining New York Life in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2017 to 2020, and METLIFE SECURITIES Inc from 2014 to 2017. Outside of his advisory work, Emil is a professional singer and guitarist who performs at church services, company events, weddings, and receptions. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a notable focus on non-discretionary asset management and fiduciary responsibilities in retirement planning.

Glenn Rippey is a CFA® charterholder with nine years of industry experience. He is currently with Corient in Denver, CO, where he has worked since 2023. Prior to that, he was with Segall Bryant & Hamill from 2018 to 2023 and Denver Investments from 2001 to 2018. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments.