Michael Mc Daid is a CFP® with 11 years of industry experience, currently serving as an investment advisor at Integrated Wealth Concepts LLC since 2025. His prior roles include positions at OneDigital Investment Advisors LLC, Cetera Advisor Networks LLC, CLG LLC, TD Ameritrade, Guardian Life Insurance, and Park Avenue Securities. He is also licensed to sell life, health, disability, annuities, and long-term care insurance. Integrated Wealth Concepts LLC 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, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Carly Slonin is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 66 and Series 65 credentials and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Raymond James Financial Services. Outside of finance, her background includes roles at DogOn Fitness and Falls Road Veterinary Hospital. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm uses an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Blake Christensen is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and KPMG, LLP, and spent time at Brigham Young University in both an academic and professional capacity. 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 a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Bradley Meyer is a CFP® certified financial advisor with six years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has been employed since 2023. Prior to this, Bradley held positions at Pinnacle Wealth Management, Edward Jones, and Pacific Life. Outside of his advisory role, he also drives for a ride-share service in Denver. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Ryan Petry is a financial advisor at Key Investment Services LLC with 20 years of industry experience. His prior roles include positions at CORDA Investment Management, Zenith Investment Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He holds the Series 66 and Series 63 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Brook Kramer is a financial advisor with Fifth Third Securities, Inc. in Lakewood, Colorado, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at BMO Bank, Bancwest Investment Services, Bank of the West, Wells Fargo, and First Western Trust. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services within a platform supported by its affiliation with Fifth Third Bank.

Jack Fisher is a financial advisor at PNC Wealth Management with one year of industry experience. Prior to joining PNC, he worked at Edward Jones and has 16 years of experience running Fisher DesignWorks, LLC. He is also involved as a trustee of a family real estate trust. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

James Callahan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior roles include positions at Johnson Financial Group LLC, JFG Wealth Management, Saza Wealth Partners LLC, Shine Wealth Partners, The Saza Group, and Janiczek Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities and their employees, charitable organizations, foundations, endowments, and institutional investors. The firm utilizes tailored asset-allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Amanda Phillips De Saverio is a CFP® professional with five years of industry experience, currently serving at WealthSpire Advisors. She previously worked at Sunflower Bank from 2016 to 2020 before joining Corundum Group, Inc. in 2020. WealthSpire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm follows a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Ross Ferrin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Integrity Alliance, LLC since 2025. He has previously worked at Lion Street Advisors and Financial, Park Avenue Securities, Guardian Life Insurance, and Equitable Advisors. Outside of his advisory role, Ferrin is a silent partner in a golf club rental business and serves as a board member for Outfitters for Christ, a nonprofit that connects youth development with outdoor ranch activities. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services to individual investors, corporations, and qualified retirement plans, utilizing a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Amanda Tortorelli is a financial advisor at Mariner with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Inspira Financial Services, Howard Capital Management, Edelman Financial Engines, E*TRADE (formerly Trust Company of America), and National Planning Holdings. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, as well as integrated tax, accounting, and financial wellness solutions.

Eliot Mote is a financial advisor at TIAA-CREF with 26 years of industry experience. He has held his current role since 2007. Mote holds Series 63 and Series 65 licenses and is based in Denver, CO. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Douglas Busken is a CFP® with eight years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held roles at Alerus, Infinex Investments, U.S. Bancorp Investments, and U.S. Bank. Outside of his advisory work, he is active as a triathlon coach. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model.

Slava Davidoff is a financial advisor with TIAA-CREF in Glendale, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved as a primary care provider with A&A Homecare Agency, Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm operates within a vertically integrated model and provides access to affiliated investment funds.

Andrew Babb is a CFP® practitioner with eight years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent, he spent six years with Northwestern Mutual in various capacities. Outside of his advisory role, Babb has experience in insurance brokerage through Streamside Wealth. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes both discretionary and non-discretionary account options, combining advisory services with broker-dealer capabilities.

Craig Fischer is a financial advisor with Valic Financial Advisors who holds Series 65 and Series 63 registrations and has seven years of industry experience. He has also been involved with Sample Supports, a sole proprietorship providing care for an individual with a disability. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Thomas Gonnella is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with several firms including PRISM Financial Strategies, LLC, Advisory Consulting Group, LLC, and Strategies Capital Management. He is also the managing member of TAG Capital Investments, a personal investment entity. 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, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, and employs a primarily long-term investment approach.

Charlotte Jay is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including ten years at SagePoint Financial and over two decades as co-owner of Jay Financial Group. She has been with Commonwealth since 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody services.

Christine Kirk is a CFA® charterholder affiliated with Focus Partners Wealth, LLC, based in Denver, CO. She has over a decade of industry experience, having worked previously at Envestnet Inc. and Strategies Capital Management before joining Focus Partners. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework.

Jessica Mckane is a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO, holding a Series 66 designation with 14 years of industry experience. Her prior work includes roles at CIBC World Markets Corp and various Wells Fargo entities from 2011 to 2021. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach combines internal expertise with external managers to create customized portfolios, offering a range of services from portfolio management to coordinated Family Office solutions.