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.

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.

Sergio Lovato is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bluerock Capital Markets and Charles Schwab in various advisory and banking roles. Outside of his advisory work, he is a partner in short-term rental property ventures in Denver, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach features multi-manager solutions and a combination of proprietary and third-party research to support portfolio construction across various asset classes.

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 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.

John Baker is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2016. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

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.

David Fox is a CFP®, CFA®, and Series 65 licensed financial advisor with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC, having previously held positions at Bella Ciao Capital LLC, Cardan Capital Partners, and Citibank. Outside of his advisory work, he owns Bella Ciao Capital LLC, a mobile dog training franchise affiliated with The Dog Wizard. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.

Kittye Tilford is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2017. Prior to this, she worked at Jones Barclay Boston from 2009 to 2016. She is based in Denver, CO. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party separate account managers, and private funds through an enhanced open architecture framework.

Cameron Hinshaw is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He previously worked for Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2008 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including planning, customized portfolio management, and donor-advised fund advisory within a vertically integrated structure.

Ava Bollinger is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. She has held roles at Charles Schwab Bank, SSB and Charles Schwab since 2020. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside brokerage, custody, and financial planning services.

Jens Fonnesbeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Denver, CO. His prior experience includes roles at First National Bank of Omaha, U.S. Bancorp Investments, and Fidelity Brokerage Services. Outside of advisory work, he manages family-held rental properties in the Denver metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm offers advisory programs and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeffrey Nelligan is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the Board of Directors for the Boys and Girls Clubs of Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage capabilities.