Bryce Hefner is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation with seven years of industry experience. His prior roles include positions at Harold W Hawkey and Northwestern Mutual Wealth Management Company. He serves as a board member for Blue & Gray Resources, a petroleum engineering company owned by his family. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Cris McBride is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 1999. McBride operates a financial services business, M&D Financial Services, where he serves as owner and advisor, providing financial planning, securities, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Samuel Bennett is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and eight years of industry experience. His career includes prior roles at Edward Jones and Four Seasons Company before joining Mercer Global Advisors, where he has worked since 2017. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Jack Terwilliger is a financial advisor with Valic Financial Advisors in Lakewood, CO. He holds the Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to his current role, Terwilliger worked at Fort Collins Country Club and attended Colorado State University and the University of Colorado - Boulder. 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 wrap programs, portfolio management, and financial planning through a large network of advisors and utilizes a centralized technology platform to manage a significant client base.

Jacob Chandler is a financial advisor with TLG Advisors, Inc. based in Littleton, Colorado, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has previously worked at The Leaders Group, Inc., American Global Wealth Management, Capital Choice Financial Services, Ameritas Investment Corp, and CCF Investments, Inc. Outside of his advisory role, he operates an eBay business focused on purchasing and reselling video games and also works as an Uber Eats delivery driver. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed portfolios and a direct-to-consumer digital program, Starlight Portfolios.

Stephen Gordon is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at PFG Advisors, Securities America, Foothill Securities, and Cue Financial Group. Outside of advising, he is involved as an investor and board member of an ice rink in Superior, Colorado. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Emil Musgrove is a financial advisor with Eagle Strategies (New York Life) based in Arvada, Colorado. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining New York Life in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2017 to 2020, and METLIFE SECURITIES Inc from 2014 to 2017. Outside of his advisory work, Emil is a professional singer and guitarist who performs at church services, company events, weddings, and receptions. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a notable focus on non-discretionary asset management and fiduciary responsibilities in retirement planning.

Roger Martin is a financial advisor with Centaurus Financial, Inc. in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Centaurus Financial since 2008 and maintains involvement with Charter Financial Resources and Legacy Marketing Group. Outside of advising, he operates a 1950s event center for meetings and celebrations. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of investment approaches and discretionary arrangements.

Glenn Rippey is a CFA® charterholder with nine years of industry experience. He is currently with Corient in Denver, CO, where he has worked since 2023. Prior to that, he was with Segall Bryant & Hamill from 2018 to 2023 and Denver Investments from 2001 to 2018. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments.

Laura Hessel is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2016. She is based in Denver, CO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a partner-led team structure with a centralized investment department and emphasizes asset allocation and manager due diligence through an open-architecture selection process.

Jonathan Rains is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Sparks Financial, and Russell Investments. Outside of advising, he is a partial minority owner of a doughnut and coffee retail business in the Seattle area and manages an LLC that administers inherited mineral rights royalties. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of account options and third-party asset manager relationships.

Chelsea Kessler is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she has held positions at NYLIFE Securities LLC and New York Life Insurance Co. Kessler is also involved with S.H.E Suite, an organization that helps organize women's networking events. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers a range of financial planning and investment management services, with a focus on tailored recommendations and largely non-discretionary asset management.

Kael Stoaks is a financial advisor with Cetera Planning Partners in Westminster, CO. He holds a Series 66 credential and has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. Before entering financial services, he worked at Starbucks and IntelliFarms. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies.

Anthony Cheang is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Buckingham Strategic Wealth and LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial and tax planning services. The firm employs an investment approach that combines active and passive strategies, third-party separate account managers, and private funds within a long-term, tax- and fee-sensitive framework.

Bradley Scoular is a financial advisor at Farther with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Global Wealth Strategies and Associates and MassMutual. Outside of his advisory role, he is the founder and CEO of Simplified Financial Concepts, where he presents financial literacy workshops and speaking engagements. He also produces and sells woodworking goods. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios, algorithmic rebalancing, and a range of asset types while integrating AI tools under internal oversight.

Brian Wohlner is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, following three years at UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Brian Picariello is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, having worked there in various capacities since 2018, and previously at Traust Sollus Wealth Management, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios incorporating multi-factor tilts and tax management, offering a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

John Singleton is a CFP® with 21 years of industry experience, currently serving as a Senior Wealth Advisor and Director at Mercer Global Advisors Inc. He has spent over two decades with Heim Young & Associates, Inc. and its affiliated entities prior to his current role. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside various specialized service lines.

Aaron Sandry is a financial advisor with Key Investment Services LLC in Denver, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Raymond James Financial Services and U.S. Bancorp Investments. Outside of finance, he is active as a musician performing at events such as weddings. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Timothy Keating is a financial advisor with Cerity Partners LLC in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously led Keating Wealth Management, LLC for nine years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a comprehensive range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a variety of affiliated capabilities.