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 based in Denver, CO, with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Investment Services since 2019, following roles at KeyBank and TFC Bank. Outside of his financial advisory work, he also supervises cashier operations at a grocery store. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment strategy selection and provides oversight of third-party advisory products while operating within the KeyCorp group and collaborating with affiliated entities.

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 with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses with eight years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

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.

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.

Laura Hessel is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2016. She is based in Denver, CO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a partner-led team structure with a centralized investment department and emphasizes asset allocation and manager due diligence through an open-architecture selection process.

Chelsea Kessler is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she has held positions at NYLIFE Securities LLC and New York Life Insurance Co. Kessler is also involved with S.H.E Suite, an organization that helps organize women's networking events. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers a range of financial planning and investment management services, with a focus on tailored recommendations and largely non-discretionary asset management.

Kael Stoaks is a financial advisor with Cetera Planning Partners in Westminster, CO. He holds a Series 66 credential and has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. Before entering financial services, he worked at Starbucks and IntelliFarms. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies.

Colin Gray is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and ARGI Financial Group for 11 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Anthony Cheang is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Buckingham Strategic Wealth and LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial and tax planning services. The firm employs an investment approach that combines active and passive strategies, third-party separate account managers, and private funds within a long-term, tax- and fee-sensitive framework.

Bradley Scoular is a financial advisor at Farther with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Global Wealth Strategies and Associates and MassMutual. Outside of his advisory role, he is the founder and CEO of Simplified Financial Concepts, where he presents financial literacy workshops and speaking engagements. He also produces and sells woodworking goods. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios, algorithmic rebalancing, and a range of asset types while integrating AI tools under internal oversight.

Brian Picariello is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, having worked there in various capacities since 2018, and previously at Traust Sollus Wealth Management, LLC. 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 follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios incorporating multi-factor tilts and tax management, offering a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.