David Martin is a CFP® professional at Mariner with 26 years of industry experience. His career includes roles at E*Trade Securities, E*TRADE Capital Management, and Charles Schwab prior to joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers to provide discretionary portfolios and maintains specialized tax and financial wellness capabilities uncommon at its enterprise scale.

Paul Hojnicki is a CFA® charterholder with over 18 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2019. Prior to joining CIBC, he spent 15 years at Wells Fargo Private Bank. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal and external management resources with governance committees to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets across 175 advisors.

Aaron Walles is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Fidelity Brokerage Services and Charles Schwab Bank. Outside of his advisory role, he operates BikeDoor2Door LLC, a mobile bicycle repair and maintenance business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations delivered through Schwab’s standard asset allocation models and research tools.

Mikel Uribarren Ortiz is a financial advisor with CIBC Private Wealth Advisors, Inc. in Denver, CO, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at IWP Wealth Management LLC, Ameriprise, and Charles Schwab. Outside of finance, he worked at Good Times Frozen Custard and Auraria Library earlier in his career. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios and manages approximately $67.8 billion in assets with a focus on sophisticated investment solutions, including services for investment company clients.

Clark Kemsley is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial since 2024. His prior roles include positions at Portside Wealth Group, Townsquare Capital, Horter Investment Management, and Oxford Wealth Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and governance solutions through affiliated subsidiaries.

Megan Andrews Covell is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Charles Schwab and its affiliated advisory firms since 1999, including 12 years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, offering clients annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions rather than discretionary portfolio management.

Barry Cohen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Wealth Advice and Management LLC for nine years. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Jordan Sayler is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 16 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios and serves as adviser to a donor-advised fund.

Robert Lee is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of Schoolday, Inc., an education technology company, and Verotouch, LLC, a construction and manufacturing technology firm. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers.

Stephen Marsters is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2009, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Marsters serves on the finance and development committees of St. Elizabeth's School, a community involvement role separate from his investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lauretta Moell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 39 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing both discretionary and non-discretionary wrap programs with multiple investment strategies monitored by an Investment Strategy Committee.

Jeanie Boymel is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at Northwestern Mutual and New York Life. Outside of her advisory role, she is involved in physical fitness coaching and serves as vice president on the board of a local booster club, as well as president of the Denver chapter of Women in Insurance and Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, employing third-party asset managers in both discretionary and non-discretionary arrangements under a dual registration structure.

Zachary Tomek is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at T. Rowe Price for seven years and holds a Series 66 designation. Outside of his advisory role, he is involved in reptile and fish breeding and coaches hockey as a referee and coach. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail account holders. The firm’s integrated services emphasize long-term portfolio returns and operate within plan lineups selected by plan sponsors.

Kyle Kane is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Kyle serves as a board member and treasurer for the Barclays Tower's Condominiums Home Owners Association in Denver, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing goal-based plans with model portfolios and tax-aware strategies.

Michael Dibala is a Certified Financial Planner® with 27 years of industry experience. He has been with Hightower Advisors since 2021 and previously spent 16 years at Investment Security Group, Inc. in Denver, CO. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet the needs of its clients.

Crystal Sullings is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at GWFS Equities since 2018 and National Planning Holdings from 2016 to 2017. Outside of her advisory role, she serves as President of the Colorado Firefighters Calendar Board of Directors, which benefits the Children's Hospital of Colorado. 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 account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Ronald Johnson is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Hybrid Solutions, Sigma Planning Corporation, and Parkland Securities. Outside of advisory work, he is the owner of American Legacy Partners, a non-investment marketing business, and a published author. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and partnerships with major custodians and asset management platforms.

Steven Stanzyk is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and Empower Financial Services, where he has been since 2025. Prior to that, he worked at TIAA and TIAA-CREF for seven years and has also held roles at Edward Jones, Evolution Builders, and the University of Colorado Boulder. 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 operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Troy Tannenholz is a financial advisor at OSAIC Institutions, INC. based in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at National Planning Holdings from 2015 to 2018 and Infinex Investments, Inc. since 2018. 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, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with a mix of discretionary and non-discretionary accounts.

Camilo Salazar is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at firms including Deutsche Bank and Bowman Financial Strategies. Outside of advising, he was involved with a restaurant business, SuperPerros Colombian Restaurant, from 2016 to 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized family office capabilities.