James Milleville is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007, with a brief tenure at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services in 2020-2021. 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 to trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

James Allen is a financial advisor at Principal Financial Services based in Denver, CO, with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Principal Securities since 1994 and Principal Life Insurance since 1993. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephanie Gudka is a CFP® professional with over 33 years of industry experience. She is currently with Osaic Institutions, Inc. and has previously worked at Bellco Credit Union, Cuso Financial Services, LP, and several other firms. She also serves as a notary public for credit union members. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating under a distinctive hybrid adviser/broker-dealer structure.

Daniel Galindo is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds a Series 63 designation and has prior experience at Janus Henderson in multiple capacities from 2017 to 2026. Focus Partners Wealth 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.

Jonathan Vergara is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Colorado Credit Union, among other firms. Outside of his advisory role, he coaches the U12 team for Colorado United Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithm-driven risk assessments and mutual funds or ETFs for investment implementation.

Matthew Maiers is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, and it offers integrated tax, accounting, and employer financial-wellness solutions.

Ashleigh Kurzweil is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2009. Outside of her advisory role, she serves as a co-leader for the Girls Scouts of the USA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with connections to TIAA-administered employer retirement plans.

Milton Murphy is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2018, after seven years at Sammons Financial Network. Outside of his advisory work, he owns and oversees a fitness testing facility, Body Fat USA, and conducts educational seminars on succession planning for financial advisors. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting, employing both discretionary and non-discretionary arrangements that incorporate a range of analytical approaches.

Mark Sindrich is a CFP® professional with 43 years of industry experience, currently serving at Kestra Advisory since 2016. He has operated Sindrich & Associates since 1980 and is involved in business development and investment planning through multiple entities. Sindrich is also a member of Diversified Financial Partners LLC and Moneypenny Management LLC, with business interests that include insurance and office operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages multiple platforms with a focus on serving large institutional clients.

Jennifer Krueger is a CFP® and holds a Series 66 license, with 16 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Destiny Capital Corporation, Charles Schwab, and T. Rowe Price Investment Services. Outside of her advisory role, she owns a small rental property management business in Denver. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Ana Maria Harding is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 registrations and has worked at TIAA-CREF and TIAA since 2019, following three years at Oppenheimerfunds Distributor, Inc. Outside of her advisory role, Harding is the owner of Rogersons Enterprises LLC. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized managed accounts.

Antonio Campos Vera I is a financial advisor at Key Investment Services LLC based in Denver, CO, with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Investment Services since 2019, following roles at KeyBank and TFC Bank. Outside of his financial advisory work, he also supervises cashier operations at a grocery store. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in investment strategy selection and provides oversight of third-party advisory products while operating within the KeyCorp group and collaborating with affiliated entities.

Joseph Janiczek is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Cerity Partners LLC, having joined in 2024 after 34 years at Janiczek Wealth Management. Outside of advisory work, Janiczek is an award-winning author and the creator of Strength Based Wealth Management®, as well as the inventor of a patented system for optimizing wealth, which he licenses through affiliated entities. He also founded Flourish Worldwide, LLC, which develops educational programs on flourishing across multiple life domains. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in assets. The firm offers customized investment management and financial planning services with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Brian Brown is a financial advisor with Principal Financial Services in Denver, CO. He holds a Series 66 designation and has 15 years of industry experience. His prior experience includes roles at Retirement Solutions of Colorado, Medvidofskey & Brown Retirement Partners, and Principal Life Insurance Co. Brown serves as Council Commissioner for the Greater Colorado Council of the Boy Scouts of America, a volunteer leadership and board position. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ralph Jones Jr. is a financial advisor at Oppenheimer with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior roles include positions at UBS Financial Services, Piper Sandler & Co., and RBC Capital Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection, with a notable portion of its advisory assets managed on a non-discretionary basis.

Nicholas Park is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses with eight years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Jill Swank is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. She joined &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering a range of services such as investment management, financial and tax planning, and municipal advisory through its dual registration as an investment adviser and broker-dealer.

Jeffery Kelly is a financial advisor with Hightower Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Hightower Advisors and HighTower Securities since 2017 and previously at UBS Financial Services from 2013 to 2017. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct customized portfolios.

David Arndt is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time financial planning and ongoing portfolio management, offering model-based and customized investment solutions within a fiduciary framework.

Justina Pearman is a financial advisor at Cerity Partners LLC with 10 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Cerity Partners in 2024, she worked at Janiczek Wealth Management, Charles Schwab, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.