Victoria Cunningham is a financial advisor with Corient in Denver, CO, holding a Series 65 designation and seven years of industry experience. Her prior work includes five years at Segall Bryant & Hamill and eighteen years at Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Gregg Marsh is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 65 and Series 63 designations and has been with TIAA-CREF since 2014. Outside of his advisory role, Marsh serves as a member of the board of directors at Jubilee Fellowship Church in Centennial, Colorado. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates within a vertically integrated group and manages donor-advised funds, applying 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, CO, holding Series 66 and Series 63 licenses and two years of industry experience. She previously spent 12 years at Personal Benefit Financial and is a partial owner of a cattle business, though she does not actively participate in its operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms and third-party solutions.

Ryan Heffernan is a Series 66–licensed financial advisor with 11 years of industry experience. He has worked at Empower Advisory Group since 2023 and was previously with Personal Capital Advisors Corporation from 2016 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

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 with Empower Advisory Group, holding Series 66 and Series 63 designations and eight years of industry experience. His career includes roles at Empower Advisory Group since 2026, Empower Retirement since 2020, and Wells Fargo Clearing and Wells Fargo Bank NA from 2016 to 2020. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, featuring 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 nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Private Advisor Group, Novem Group, American Portfolios Advisors, and Northwestern Mutual. He holds leadership roles as President and Treasurer of the Colorado Financial Planning Association. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

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.

Kamren Tinsley is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 credential and has previous experience at Bank of America and Merrill. Outside of finance, he has worked with Easter Seals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.