Ann Milinazzo is a CFP® professional with over 31 years of industry experience. She is affiliated with Commonwealth Financial Network and serves as President and Owner of Hadad-Milinazzo Financial Group, Inc., which provides tax preparation and advisory services. Her career includes extensive experience with H.D. Vest entities and tax accounting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a broad range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Daniel Biondi is a CFA® charterholder with 10 years of industry experience, currently serving at Cresset Asset Management, LLC. His prior experience includes multiple roles at JP Morgan Private Bank from 2015 to 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies and integrates thorough due diligence and monitoring in its portfolio management.

Michelle Baker is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Bankers Life Advisory Services since 2018 and previously spent two years with Jefferson County Public Schools. In addition to her advisory role, she operates as an independent consultant. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerance.

Thomas Cousins IV is a CFP® with nine years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked for Citibank, N.A. and Citigroup Global Markets, Inc. for eight years. Outside of his advisory role, he serves as a director on the board of the Mile High Duck Club, a recreational hunting club in Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client needs.

Tristan Pohren is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds a Series 65 designation and has been with Mercer since 2021. Prior to joining Mercer, he held positions at Members 1st Credit Union, Landus, FIRST NATIONAL BANK, and worked at Iowa State University. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s approach emphasizes globally diversified portfolios based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of implementation options and planning services.

Ian Freemire is a CFP® professional based in Denver, CO, affiliated with Mercer Global Advisors Inc. He has 11 years of industry experience, including roles at Mercer Global Advisors, Windsor Capital Management, and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Jacqueline Beauprez is a financial advisor at D.A. Davidson & Co. in Denver, CO, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2017. Prior to that, she worked at Raymond James & Associates from 2013 to 2017. Beauprez serves as a director of her family-owned contracting and excavation business, which provides services to oil and gas companies, home builders, and commercial projects. D.A. Davidson & Co. offers investment advisory and brokerage services to individual and institutional clients, including retirement plans and high-net-worth individuals. The firm operates under fiduciary standards and provides comprehensive financial planning, equity research, and specialized wealth management programs.

Joseph Koehler is a CFP® and Series 66 registered advisor with 10 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. and has held prior roles at firms including Apex Group, Ultimus Leverpoint, and SS&C Technologies. Outside of advisory work, he was involved with Garden For Freedom LLC from 2016 to 2020. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, and investment companies. The firm utilizes a combination of proprietary and external investment strategies managed through committees and relationship managers, offering customized portfolios, model portfolios, and managed account programs.

Darwin Dekruif is a CFP® with 28 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and holds long-term roles at Kestra Investment Services, Partners Securities, and DK Advisors Group. Dekruif also serves as president of Dickinson, De Kruif & Hess, P.C., a CPA firm, and is a board member of nonprofit organizations including Roundup Fellowship, Inc. and JESUS ON COLFAX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and maintains extensive third-party relationships to support a diverse range of investment solutions.

Marc Friedman is a financial advisor at Hightower Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Princeton Fund Advisors and Investment Security Group. He serves on the Investment Committee of the Puksta Foundation, a Colorado-based nonprofit that provides college scholarships. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers across a range of asset types and strategies.

Jefferson Puckette is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at BlackRock Investments LLC and Class VI Family Office, LLC. Outside of advising, he co-owns JH Hut Holdings LLC, which provides bookkeeping and operational services for rental units. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm leverages its large institutional scale and unique market roles to provide a broad range of advisory and execution services.

Christopher Farr is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rockefeller Capital Management since 2021. Prior to joining Rockefeller, Farr was employed at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, placement, and investment banking services.

Daniel Brascetta is a CFP® professional with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Lord and Richards, AE Wealth Management, SHJ Wealth Advisors, Pathway Advisors Group, and Charles Schwab. Outside of financial advising, he owns and operates Vantage Fitness, LLC, a personal training business based in Aurora, CO. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. 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.

Barry Eastman is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63, 65, and 66 credentials and has 21 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2010, and he operates High Point Financial Group, LLC, focusing on insurance and financial services. Outside of his advisory work, he is involved with United Soccer Club as a coach and referee and serves on the board of Hope Lives!, a breast cancer support organization. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, offering multiple program types within an integrated New York Life affiliate structure.

Kristy Lash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes multiple roles at Key Investment Services spanning from 2015 to the present, as well as a position at Equity Services Inc and prior experience at Keybank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Tony Parkin is a financial advisor at Cerity Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DeVoe & Company. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Surai Quimby is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 14 years of industry experience. Quimby has been with TIAA and its affiliated entity since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides customized portfolio management as well as model portfolio options and acts as adviser to a donor-advised fund.

Gianna Viele is a CFP® professional with nine years of industry experience. She currently works at Allworth Financial, L.P. and previously held roles at Facet Wealth, First National Bank of Omaha, Private Capital Management, and Wagner Wealth Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a range of model strategies and provides both discretionary and non-discretionary asset management and financial planning services.

Shawnee Anderson is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 22 years of industry experience. She has worked at Valic Financial Advisors since 2016 and also holds an agent position with Agia, where she is involved in non-securities insurance products. Prior to Valic, she held roles at Kaiser Permanente, World Financial Group, Inc., and Transamerica Financial Advisors, Inc. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Mark Mentasti is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and Tiaa since 2001, as well as with Charles Schwab and other firms in recent years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, along with trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.