Jeremy Robbins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to this, he held roles at Frontier Wealth Management, Moss Adams LLP, Ernst & Young, and the University of Illinois-Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, integrating proprietary quantitative screens with third-party managers and individual securities, and also maintains affiliated practices in pension consulting, insurance, venture investing, and private market offerings.

Anna Walters is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Walters has been with Sanctuary Advisors and its related affiliate Sanctuary Securities since 2022. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to multiple account platforms, employing diverse analytical approaches and maintaining a fiduciary standard when agreements are in place.

Peggy Timm is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Life Insurance Company since 2012. Additionally, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting management of retirement account information across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation solutions.

Toria Troxel is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including True Peak Partners LLC and Capital Edge Insurance & Financial Services, Inc. Troxel serves as a board member for several alumni and community organizations focused on Asian networks and education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Mc Guire is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at JPMorgan Private Bank for 12 years before joining Cresset in 2021. Outside of his advisory role, he is a partial owner of an investment-related entity based in Denver. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Keri Cordova is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of managed accounts with varying levels of customization and applies a fiduciary standard to its advisory services.

Douglas Wills is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Wills has worked with Nylife Securities Inc. and New York Life Insurance Company since 1994 and operates High Point Financial Group, LLC, an outside insurance business. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis.

Robert Woolwine is a Series 66–licensed financial advisor with Key Investment Services LLC in Denver, Colorado. He has one year of industry experience, including prior roles at the University of Colorado - Boulder and in educational institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and oversees third-party advisory products through ongoing due diligence and supervisory review.

Katherine Kellen is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with The Huntington Investment Company, where she has worked since 2022, following previous roles at Wells Fargo Advisors from 2011 to 2022. Kellen serves on the board of Lotus Network, a community organization focused on empowering and connecting women. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Thomas Dameron IV is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Denver, CO. He previously worked at Alpha Capital Family Office, LLC and Jackson National Life Distributors LLC. Dameron is also a managing member of TD4, LLC, a business entity used for tax purposes. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Maria Lucido Mustard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She has held her current position at Benjamin F. Edwards since 2014. Mustard holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a range of investment strategies monitored by an Investment Strategy Committee.

Angela Stowell is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and has worked at several related First Command entities since 2017. Stowell also served in the Colorado Army National Guard for ten years. In addition to her advisory role, she owns and operates Angela Stowell LLC, a business tied to her work as a financial advisor. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved managers and model portfolios.

Steven Heifetz is a CFP® professional based in Denver, Colorado, with 36 years of industry experience. He has been with Kestra Financial Services, Inc. since 2016 and has a longstanding tenure at Texas Instruments dating back to 1984. Outside of his financial advisory work, Heifetz serves on the boards of Colorado Feeding Kids and the South Denver Kiwanis Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Vincent Bishop is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at KeyBank and Key Investment Services LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

Megan Green is a CFP® professional affiliated with NewEdge Advisors in Denver, CO, with two years of industry experience. She previously worked at Abound Wealth Management and held roles within the education sector, including positions at Lady Bird Johnson - Irving School District and Baylor University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm provides a range of investment management and consulting services supported by centralized due diligence, technology integration, and a variety of program structures.

Ryan Walsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, as well as various positions affiliated with Colorado State University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver personalized portfolio recommendations.

Stephen Kolaga is a CFP®, ChFC®, and Series 66 registered financial advisor with 17 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 16 years at TIAA. Based in Denver, CO, Kolaga provides wealth management services through Cerity Partners. Cerity Partners offers customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Tina Rogers is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Wealthnet Investments, LLC and Cherry Hills Community Church. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes Partner-led Teams supported by a centralized Investment Department to provide diversified, multi-asset allocations and ongoing monitoring, with a client base that includes uncommon institutional relationships such as sovereign wealth funds and banking institutions.

Colton Adams is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and one year of industry experience. His prior roles span several firms including Fidelity Investments, New York Life Insurance Company, and Uber. Eagle Strategies serves a diverse client base comprising individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management and tailored solutions including co-advisory relationships and variable annuities.

Michael Simmons is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. He previously worked at Transitions Wealth Management, LLC for 16 years. 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 approach, focusing on globally diversified, risk-appropriate portfolios with strategic factor tilts and utilizes a range of investment vehicles and platforms.