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.

Amer Tipura is a financial advisor at Key Investment Services LLC with 8 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and MassMutual Life Insurance Company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and managed accounts. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while maintaining affiliations with KeyCorp and related entities.

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® professional at Mariner with five years of industry experience. Before joining Mariner Wealth Advisors in 2021, he held 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 education technology company Schoolday, Inc. and construction and manufacturing technology firm Verotouch, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes discretionary, customized portfolios supported by both in-house research and third-party managers, and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Stephen Marsters is a financial advisor at Oppenheimer in Denver, CO, with 42 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the finance and development committees of St. Elizabeth's School and manages a family-owned summer property in Ontario, Canada. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client portfolios, with distinctive features including its role as a qualified custodian and the use of both discretionary and non-discretionary advisory programs.

Lauretta Moell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 39 years of industry experience. She has worked at Benjamin F. Edwards since 2019 and previously spent seven years with Wells Fargo Advisors LLC and three years with Wells Fargo Clearing. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, including model-based and customized portfolios, and combines ongoing due diligence and monitoring with a range of financial planning and consulting services.

Jeanie Boymel is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Her career includes roles at Penn Mutual Life Insurance Company, Northwestern Mutual, and New York Life. Outside of her advisory work, she is involved in personal training and serves as vice president on the board of the Conifer Lobos Unified Boosters, as well as president of the Denver chapter of Women in Insurance and Financial Services (WIFS). Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Zachary Tomek is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Empower Advisory Group since 2023 and spent seven years at T. Rowe Price prior to that. Outside of finance, he is involved in reptile and fish breeding and coaches hockey as a referee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

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 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors and Sigma Planning Corporation. Outside of his advisory role, Johnson is a published author and owner of American Legacy Partners, a marketing company unrelated to securities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various investment and financial planning services delivered through multiple program models, with custody and execution primarily arranged through Schwab and Fidelity.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2018, following a three-year tenure at National Planning Holdings. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

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.

Susan Mitchell is a financial advisor at Oppenheimer in Denver, CO, with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions, with accounts reviewed periodically and client objectives documented in investment policy statements.

John Riecke is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Northstar Investment Advisors before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base including individuals, corporations, pension plans, and institutional investors. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive investment strategies across public and private asset classes.

David Rivkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at United Capital Financial Advisors, Goldman Sachs, Morgan Stanley, and Merrill. Outside of his advisory work, he operates RivKing LLC and works part-time delivering food through various platforms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Sean Carroll is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior roles include positions at Advised Assets Group, GWFS Equities, and T. Rowe Price. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Eric Kaltenbach is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation and Fidelity Personal and Workplace Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.