Trevor Hancock is a CFA® charterholder with 12 years at CIBC Private Wealth Management and four years of overall industry experience. He is based in Denver, CO, and works with CIBC Private Wealth Advisors, Inc. 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, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to offer customized portfolio management, financial planning, and specialized strategies, distinguished by its high assets under management per advisor and involvement with investment company clients.

Robert Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs for individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Gayle Conrad is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Schwab Wealth Advisory since 2016 and with Charles Schwab since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standardized allocation models and research tools while leaving final trading decisions to clients.

Ike Kutter is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Parkland Securities, LLC, Triad Advisors, and Triad Hybrid Solutions. Outside of advisory work, he owns Clearview Financial, LLC, which offers financial services and insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a range of advisory services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Sarah Keys is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cardan Capital Partners, LLC and Purshe Kaplan Sterling Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Erik Brandt is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at High Point Financial Group, Ethos Wealth Strategies, and Noble Capital Group, among others. Outside of finance, Brandt coaches and leads fitness classes at CrossFit Cherry Creek and owns an e-commerce store specializing in office supplies. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored solutions, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kenneth Perrin is a financial advisor with SPC in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Parkland Securities, LLC since 2014. Outside of advising, he is involved in fixed insurance compensation through his DBA, Financial Foundation Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Nicholas Murphy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at Commonwealth since 2017 and previously at Cantella & Co., Inc. in 2017. Outside of finance, he is involved with Midway Pest Control, a business he has been associated with since 2012. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custodial services.

Zachary Frauhiger is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Empower Financial Services, Volly, Broadly, EdgeLink, Elewraps, and Enterprise Holdings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jose Castaneda is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior work includes roles at Foothills Moving & Storage, LLC, and the University of Colorado, Boulder. 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, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory principles and emphasizes multi-factor tilts, tax management, and a variety of implementation options.

Tess Bosley is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and University of Vermont. Outside of financial advisory, she has experience in the hospitality sector with positions at Spot on the Dock and BV's Grill. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide 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 within an enhanced open architecture framework.

Hieu Tran is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated firms since 1999. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, providing clients with annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, delivering advice without discretionary trading authority, and operates as an internal advisory unit within the Schwab ecosystem.

Jesse Melville is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with TIAA and TIAA-CREF since 2015. 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, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Amie Toyama is a financial advisor at Cetera Planning Partners in Denver, CO, holding the PFS™ designation. She has been in the industry since 2026 and previously worked at Watson Coon Ryan LLC and related firms for a combined nine years. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, using a diversified investment process tailored to client objectives and risk tolerance.

Todd Burnaford is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Personal Capital Advisors Corporation and Prudential Investment Management Services LLC. Outside of his advisory work, he is co-owner of a bagel shop with his spouse, assisting with administrative duties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm offers integrated services linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both point-in-time plans and optional managed accounts.

Aaron Leffingwell is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes positions at GWFS Equities, Inc. and Icon Advisers, Inc. 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 retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jared Barkmeier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at HK Financial Services, Inc. for four years before joining Mariner in 2020. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines discretionary, customized portfolios with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services alongside portfolio management.

Zachary Bloemen is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual in various capacities, including wealth management and investment services. He is also affiliated with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of December 2025.

Alexander Boyd is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at the University of Missouri Curators Office. In addition to his advisory role, he is involved as an agent with Agia, offering non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, managing roughly $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

Melvin Ventura is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase & Company for five years. Ventura’s work history also includes roles at Uber 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.