Peter Lush is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering planning supported by an online tool and telephone access to advisors.

Brandalyn Harvey is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF and TIAA since 2020 and previously held roles at Key Investment Services, LLC and KeyBank. TIAA-CREF Individual & Institutional Services, LLC provides 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 also acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Steven Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Denver, Colorado. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bluegreen Vacations, and Stratos Global. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Dylan Birkinsha is a CFP® with one year of industry experience, currently serving as a financial advisor at Kestra Advisory. Prior to this, he worked at Signature Estate & Investment Advisors and Powercat Financial, and served in the U.S. Navy for seven years. He is also involved with Personal Benefit Advisory, Inc., where he provides financial services including third-party money management and retirement solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, providing fiduciary consulting, plan design, and employee education among other services. The firm manages substantial assets and serves large investors, including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Brendan Wise is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and has worked at firms including UBS Financial Services, RBC Wealth Management, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, he serves as a rink director for a hockey facility in St. Louis Park, MN. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Gregory Blanchard is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 37 years of industry experience, including long-term roles at NYLife Securities LLC and New York Life Insurance Company since 1986. He serves as a board member for Senior Resources of Broomfield, an organization providing programs for seniors. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Fred Brandenburg is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, delivering managed-account programs, financial planning, and brokerage services.

Luke Wood is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe, he worked at Verus Specialty Insurance and Axiom Wealth Alliance. Outside of his advisory role, he is involved with Legends Baseball. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Jessica Gay is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and four years of industry experience. She previously worked for Wells Fargo Clearing and Wells Fargo Bank, NA for ten years prior to joining TIAA-CREF. 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 with existing ties to TIAA employer retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.

John Wattles is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Cresset since 2022. Prior to his advisory role, he held positions at ServiceSource Inc, Pioneer Landscape Centers, and Arrow Electronics. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes comprehensive due diligence and ongoing monitoring of third-party managers across various asset classes.

Mitchell Powers is a financial advisor with Hightower Advisors in Denver, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Investment Security Group, Inc. and Integrated Concepts Inc. Mitchell has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Jacob Brown is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at 1st University Credit Union and Baylor University. Outside of finance, Brown was involved with OALA Shuttle Service and Wahfles LLC. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, strategic allocation models, and a range of service platforms, leveraging resources across the broader Goldman Sachs ecosystem.

Dana Sikora is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Lido Advisors, Goldman Sachs PFM, and Eaton Corp. Sikora is based in Denver, CO. 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 a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joel Martin is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Denver Money Manager, LLC, and Merrill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies within a tax- and fee-sensitive framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Brian Samson is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked for TIAA-CREF from 1998 to 2023. Samson holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and tax management strategies.

Micah Lang is a CFP® professional with 28 years of experience in financial advisory. He is currently with Independent Financial Partners and has previously worked at firms including IFP Securities, BDO Wealth Advisors, Cosyntris Advisory Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as a residential property manager for a family trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individuals, charities, and corporations.

Alexandra Haass is a financial advisor at Oppenheimer with two years of industry experience. She holds the Series 66 designation and previously worked at Getro, CultureIQ, and ReWork. Outside of her advisory role, she is a manager of a real estate development business called 706 Frisco 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 broad range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Meghan O'Donnell is a financial advisor at Corient with seven years of industry experience. She holds a Series 65 designation and has previously worked at Segall Bryant & Hamill and Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, supported by ongoing portfolio monitoring and risk management tools.

Brandon Long is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Bank of America, N.A. and Merrill from 2015 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Matthew Marsh is a CFP® with 26 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, Dynasty Securities, and Dynasty Wealth Management. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, using both active and passive strategies across public and private asset classes.