Gregg Marsh is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2014. Marsh serves as a member of the board of directors for Jubilee Fellowship Church in Centennial, Colorado. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both model-based and customized portfolio management within a vertically integrated group that applies a fiduciary standard to its advisory services.

Matthew Casinelli is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation and Charles Schwab. Outside of his advisory role, Casinelli owns Casinelli Custom Storage, LLC, a handyman business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Brian Eller is a CFP® with nine years of industry experience and is currently with Moneta Group Investment Advisors, LLC. He previously worked at Aveo Capital Partners, FORVIS Wealth Advisors, LLC, and BKD Wealth Advisors, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services through a partner-led team structure and a multi-criteria investment selection process. The firm also offers specialized services for clients with complex needs and manages proprietary multi-strategy funds.

Peter Dreifuss is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Agia and Valic Financial Advisors, as well as academic positions at Metropolitan State University of Denver and the University of Northern Iowa. He has also been involved with the Greater St. Louis Area Council of the Boy Scouts of America. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Lynae Douthit is a financial advisor with Kestra Advisory in Lakewood, Colorado, holding Series 63 and Series 66 licenses and two years of industry experience. She previously spent 12 years with Personal Benefit Financial and has experience as a financial associate and advisor providing insurance and investment services. Outside of advisory work, she is a half owner of a cattle business managed by her husband. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Ryan Heffernan is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Personal Capital Advisors Corporation and Northwestern Mutual Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s services are integrated with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates.

Michael Stark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Clark Brothers Investments, Sigma Financial Corporation, and Wells Fargo Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm’s investment approach relies on Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary guidance to a large client base.

James Haass is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, following positions at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory role, Haass serves as a director for the Frisco Sanitation District and is involved in real estate development through a family-related LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and consulting services, managing equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation, and provides both discretionary and non-discretionary advisory solutions.

Kent Zeidman is a financial advisor with Integrated Wealth Concepts LLC in Westminster, CO. He holds a Series 66 designation and has 24 years of industry experience, including prior roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory work, he holds ownership in Pawnee Trail Power, LLC, a holding company involved in bookkeeping and bill payment. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income and a primarily long-term investment approach.

Michael Mittman is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and Sanctuary Securities. He serves as a board member for GEAR, a Detroit-based charity supporting public school sports programs. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who employ various investment approaches and provides both discretionary and non-discretionary account management options.

Kevin Checa Huerta is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Empower Retirement and Wells Fargo Clearing, as well as Wells Fargo Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Blaze Heuga is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Personal Capital and Fidelity Brokerage Services. Outside of advising, he is a partner in a home development LLC and serves on the board of Can Do MS, a nonprofit supporting people with Multiple Sclerosis. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm offers integrated services through its proprietary platforms, focusing on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Joesette Schmitz is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 19 years of industry experience. She has worked extensively with TIAA-CREF and Tiaa since 2002, with a brief period at LPL Financial in 2021-2022 and a role at Soccer Shots in 2021. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, with portfolio options ranging from model-based to fully customized management under client-approved investment policies.

Seth Schafer is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at U.S. Bancorp Investments, Inc., Oracle, Anthem, and the University of Cincinnati. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a diverse range of investment strategies through a network of over 400 independent advisors and offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms.

Patsi Gonzalez Ibarra is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Empower, she worked at TIAA and Fidelity. She also has experience in the hospitality sector, including managing The Coffee Joint. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Leann Canty is a CFP® professional with 25 years of experience in financial advising. She is currently with Commonwealth Financial Network, where she has worked since 2020. Prior to that, she held roles at Avantax Advisory Services and National Guardian Life Insurance Company. Canty is also the owner of Canty's Financial Strategies, Inc., a private entity that provides securities, advisory, insurance, and tax preparation services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and practice-management support while enabling advisors to construct client portfolios using a broad selection of securities and insurance products.

Alec Quaid is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Private Advisor Group, Novem Group, American Portfolios Advisors, and Northwestern Mutual in various advisory roles. Alec is actively involved in the Colorado Financial Planning Association, where he holds leadership positions as President and Treasurer. Mercer Global Advisors provides advisory services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based investment approach, focusing on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Lorelei Deruiter is a financial advisor with Principal Financial Services in Denver, CO. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Principal, she spent eight years as a real estate agent and team leader, and she continues to receive referral fees from her past real estate activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through distinct adviser and promoter arrangements.

Matthew Enser is a financial advisor at Empower Advisory Group with a Series 66 designation. He has experience working at several firms, including Key Bank NA and Key Investment Services LLC, and joined Empower Advisory Group in 2026. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Joshua Park is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alpha 1 Tax & Wealth Management, Epiqwest Culver Wealth Advisors LLC, and Culver Investment Company, LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and offers a range of services including investment management, tax coordination, and sub-advisory arrangements.