Jeffrey Engelman is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Integrated Wealth Concepts LLC and has previously worked at PRISM Financial Strategies, Vision Brokerage Services, Highland Financial Group, and Vision Investment Advisors. In addition to his advisory work, Mr. Engelman is an insurance agent with Prism Insurance Strategies. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing a range of investment vehicles with a primarily long-term approach.

Edward Berra is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and 30 years of industry experience. He has been with TIAA-CREF since 1997. Outside of his advisory work, he serves as vice president and independent distributor for Whole Spectrum, Inc., a company involved in nutritional products. 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 offers model and customized portfolios managed under fiduciary standards within a vertically integrated structure that includes affiliated funds.

Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Jeremy Robbins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to this, he held roles at Frontier Wealth Management, Moss Adams LLP, Ernst & Young, and the University of Illinois-Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, integrating proprietary quantitative screens with third-party managers and individual securities, and also maintains affiliated practices in pension consulting, insurance, venture investing, and private market offerings.

Edward Simon is a financial advisor at \u0026PARTNERS with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Johnson Financial Group LLC, JFG Wealth Management, RK Capital, and Fidelity Investments. \u0026PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services using a combination of proprietary models and third-party managers while employing fundamental, technical, and quantitative analysis.

Alex Graesser is a CFP®, ChFC®, and holds a Series 63 license with nine years of industry experience. He currently works at Empower Advisory Group and has prior experience with Personal Capital Advisors Corporation and Northwestern Mutual. 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 certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated model linked to Empower’s administrative platforms.

Anna Walters is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Walters has been with Sanctuary Advisors and its related affiliate Sanctuary Securities since 2022. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to multiple account platforms, employing diverse analytical approaches and maintaining a fiduciary standard when agreements are in place.

Peggy Timm is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Life Insurance Company since 2012. Additionally, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting management of retirement account information across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation solutions.

Toria Troxel is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including True Peak Partners LLC and Capital Edge Insurance & Financial Services, Inc. Troxel serves as a board member for several alumni and community organizations focused on Asian networks and education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Mc Guire is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at JPMorgan Private Bank for 12 years before joining Cresset in 2021. Outside of his advisory role, he is a partial owner of an investment-related entity based in Denver. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Keri Cordova is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides a range of managed accounts with varying levels of customization and applies a fiduciary standard to its advisory services.

Michael Tomlin is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes positions at Prudential Insurance Company of America and Massachusetts Mutual Life Insurance Company. 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 offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Robert Woolwine is a financial advisor at Key Investment Services LLC in Denver, CO. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Key Investment Services, he worked in educational roles at the University of Colorado - Boulder, Collegiate School Richmond, and Tuckahoe Middle School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategies with non-binding professional recommendations and maintains oversight through a Product Due Diligence Committee.

Katherine Kellen is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with The Huntington Investment Company, where she has worked since 2022, following previous roles at Wells Fargo Advisors from 2011 to 2022. Kellen serves on the board of Lotus Network, a community organization focused on empowering and connecting women. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Jamie Cremeans is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations and has worked at GWFS Equities, Inc., TD Ameritrade, and Empower Retirement Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Thomas Dameron IV is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding CFP®, Series 66, and Series 63 credentials with 11 years of industry experience. His prior roles include positions at Alpha Capital Family Office, LLC and Jackson National Life Distributors LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial net worth.

Maria Lucido Mustard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She has been with Benjamin F. Edwards since 2014 and holds the Series 63 and Series 66 designations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Angela Stowell is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and has worked at several related First Command entities since 2017. Stowell also served in the Colorado Army National Guard for ten years. In addition to her advisory role, she owns and operates Angela Stowell LLC, a business tied to her work as a financial advisor. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved managers and model portfolios.

Steven Heifetz is a CFP® professional based in Denver, Colorado, with 36 years of industry experience. He has been with Kestra Financial Services, Inc. since 2016 and has a longstanding tenure at Texas Instruments dating back to 1984. Outside of his financial advisory work, Heifetz serves on the boards of Colorado Feeding Kids and the South Denver Kiwanis Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Vincent Bishop is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at KeyBank and Key Investment Services LLC. 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. The firm operates a vertically integrated advisory model that distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.