Cary Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO. He has been with CIBC Private Wealth Management since 2005. CIBC Private Wealth Advisors delivers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a structured investment process involving an internal team and committees to offer customized portfolios, combining proprietary and external strategies, and manages significant assets with fewer advisors compared to typical peers.

Ryan Mitchell is a CFP® professional at Focus Partners Wealth, LLC with 14 years of industry experience. His prior roles include seven years each at Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. Additionally, he worked in media relations at the University of Denver for 15 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Michelle Sandt Wade is a CFP® with 22 years of industry experience. She is currently with Mercer Global Advisors Inc. and was previously with Transitions Wealth Management, LLC. 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 with multi-factor tilts and strategic use of low-cost index vehicles.

Joshua Fremit is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Mariner Wealth Advisors and Equitable Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach employs globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside various specialized advisory and educational offerings.

Alexandra Schmidt is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with five years of industry experience. She previously worked at Northstar Investment Advisors and has held roles at Fine Expectations, LLC and Hair Ventures, LLC earlier in her career. Beacon Pointe Advisors serves individual investors, corporations, pension and profit-sharing plans, and other institutional clients by providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Colleen Harvey is a CFA® charterholder with 11 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2018, following prior roles at Colorado Capital Management, Inc. from 2014 to 2018. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, with notable assets under management per advisor and specialized services for investment companies.

Megan Sandbothe is a Certified Financial Planner® with 19 years of industry experience. She has worked at \u0026Partners since 2024 and previously spent 18 years at Edward Jones. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and a range of financial and tax planning services, utilizing a blend of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

Timothy Hardy is a financial advisor with Transamerica Financial Advisors in Westminster, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously was associated with Rick P Cline Agency, DBA All Access Insurance & 303 Insurance Brokers, and Hardie And Co LLC. Outside of his advisory role, he is involved in property and casualty insurance sales through the Rick P Cline Agency. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jason Sandry is a CFP® professional with 12 years of experience in financial advising. He currently works at Moneta Group Investment Advisors, LLC and has previously been with IWP Wealth PCA, LLC, Aveo Capital Partners, LLC, and Stephen A. Kohn & Associates, Ltd. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Joy Rollins is a financial advisor with PNC Wealth Management in Denver, CO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for 19 years. Outside of her advisory role, she serves as a pianist for a church affiliated with Easton Senior Communities in Lakewood, CO. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios primarily composed of mutual funds and ETFs.

Devin Mc Combs is a CFP® professional with two years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Traverse Planning. Before entering the financial advisory field, he spent time working in education at Virginia Tech and Midlothian High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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, third-party managers, and private funds within an enhanced open architecture framework.

Darren Levinthal is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 19 years. Outside of financial advising, he owns a graphic design business focused on clothing and sells collectible comics and sports cards online. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and wrap-fee programs, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Garrick Sasa is a financial advisor with Principal Financial Services in Arvada, CO, holding a Series 66 designation and 17 years of industry experience. He has previously worked at U.S. Bancorp Investments, LPL Financial, and Wells Fargo Advisors. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Bittner is a CFA® with 19 years of experience in financial advising. He has worked at Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Dilmurod Adkhamov is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes prior roles at Mutual of Omaha, Prudential Insurance Company of America, LPL Enterprise, and Transamerica Financial Advisors. In addition to his advisory work, he is involved in insurance brokering with outside carriers for non-registered products. 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 investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Benton Rowse is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His work history includes roles at Mercer Global Advisors and several other firms such as GCG Financial, Triad Advisors, and Invesco Distributors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, and tax and estate planning support.

J Nossaman is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Denver, CO. He holds a Series 65 designation and has four years of industry experience, having worked at CIBC Private Wealth Management since 2002. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process leveraging internal teams and committees to create customized portfolios and managed account programs, with a notable focus on portfolio management for investment companies and a higher advisor-to-assets ratio compared to peers.

Lauren Young is a CFP® professional with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2024 and previously held roles at Ratio Wealth Group, LLC and Graham Gerlach. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Zorah Riley is a financial advisor with TLG Advisors, Inc. in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with TLG Advisors since 2000 and previously at Lfi Advisory, Inc. from 2017 to 2021. Outside of her advisory role, she is a distributor of essential oils through DoTerra. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory with a range of services including investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios.

Kayla Foster is a financial advisor at Rockefeller Financial LLC with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. 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 securities transactions, variable insurance products, and placement and investment banking services.