Sarah Burney is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan for 11 years before joining Cresset in 2021. Burney serves as a foundation board member for the Denver Museum of Nature and Science. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations, and employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations.

Eloy Leal is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He previously worked at TIAA and TIAA-CREF for 17 years and has held various roles within the Charles Schwab organization since 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients make final trading decisions.

David Shuler is a financial advisor with Eagle Strategies (NY Life) based in Thornton, CO, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2007. Outside of his advisory work, Shuler serves as Vice Chairman of Finance for the Rocky Mountain Elk Foundation and is a board member of the USMC Memorial Foundation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and specialized relationships with institutional plan sponsors.

Paula Degener is a CFP® professional with eight years of industry experience. She has worked at Mariner Wealth Advisors, LLC since 2018 and previously spent four years at Kummer Financial Strategies, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Jonathan Swofford is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Personal Capital Advisors Corporation and Empower Financial Services, Inc. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active management overseen by an internal Investment Committee.

Gregory Harris is a CFP®, ChFC®, and holds a Series 66 license, with 18 years of industry experience. He has been with Guardian Life and its affiliated entities since 2008 and currently works at Park Avenue Securities. Outside of his advisory role, he also acts as an independent contractor selling insurance products other than those offered by Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Alexander Hock is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC and Jones Barclay Boston. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds, focusing on long-term, tax- and fee-sensitive portfolio construction.

Troy Coon is a financial advisor with Cetera Planning Partners, holding Series 65 and Series 63 licenses and bringing five years of industry experience. He manages Watson Coon Ryan LLC, a partnership that offers strategic tax consulting and IRS representation for businesses and individuals. Additionally, he provides tax consulting and planning through a sole proprietorship serving family and friends. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach centers on diversified allocations constructed from mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Jessica Norwood is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Janus Henderson, TIAA-CREF, and Catalyst Coaching and Consulting LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Joshua Shafer is a CFP® and CFA® with 12 years of industry experience. He currently works at Schwab Wealth Advisory and has previous experience with Charles Schwab and Gwfs Equities, Inc. He holds Series 63 and Series 65 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations supported by Schwab’s research tools and asset allocation models. The firm acts as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Addison Colgrove is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of advising, he is the owner of Natural Medicinals LLC, a company focused on cultivating and selling Lion's Mane mushrooms, which are used for gourmet cooking and potential medicinal benefits. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Brandon Hoff is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Jordan Reynolds is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2023 and is also associated with Reynolds Financial Group, where he provides life insurance and annuities. Additionally, he facilitates estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and a range of internal and external investment solutions.

Robert Campbell is a Certified Financial Planner® with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Valued Investment Partners, and Campbell Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services with an investment approach that integrates active and passive strategies, fundamental and quantitative analysis, and access to private and registered pooled vehicles.

Vincent Fraraccio is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, he worked at Carolina Financial Services Group and has experience in various industries including hospitality and delivery services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated approach leverages Empower’s recordkeeping and administrative platforms to deliver both point-in-time financial plans and optional managed account solutions.

Michael Graziano is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2017. Prior to Commonwealth, he worked at UBS Financial Services for four years. He is co-owner and Chief Investment Officer of Graziano Budny Wealth Management Group, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, including discretionary model portfolios and personalized investment options. The firm provides operations, compliance, technology, and practice-management support while allowing advisors discretion in portfolio construction.

Jason Clouse is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. He has been with Benjamin F. Edwards since 2014 and holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a variety of managed strategies and an internal trading desk.

May Nguyen is a CFP® professional with one year of experience currently affiliated with Sequoia Financial Group, L.L.C. She previously worked at Resolute Wealth Partners and Northwestern Mutual for three years and has held roles in both educational and corporate settings. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model portfolios and custom solutions across various investment vehicles, supported by research and ongoing portfolio reviews.

Eric Arthurs is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Brokerage Services LLC for four years. His background also includes roles at Edward Jones, AXA Advisors, and Brian F Arthurs CPA, PC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Carlos Alas is a CFP® professional with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He has previously worked at Summit Wealth Group and Charles Schwab & Co., Inc. Aside from his advisory career, Carlos has been involved with B-Elite Soccer Academy/CASA Soccer Academy for six years. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services, constructing customized model portfolios with ongoing monitoring and rebalancing.