Reagan Blissard is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2018, previously working at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC. Outside of advising, he manages real estate rental properties through Bliss Management LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Drake Turner is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and two years of industry experience. He previously worked at Heartland Retirement Group, where he was a licensed insurance agent involved in life and health insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing a range of strategies such as direct indexing and tactical asset allocation.

Steven Warshawsky is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and two years of industry experience. His career background includes roles at Transamerica Financial Advisors, World Financial Group, TransAmerica Life Insurance Company, and Oracle. Outside of advisory work, he is involved as a lead software engineer developing software services for TransAmerica Life Insurance Company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, with discretionary and non-discretionary program options.

Adam Wager is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with two years of industry experience. His entire work history has been with Mercer Global Advisors and includes multiple roles since 2020. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers specialized programs such as Market Series and tax-managed options.

Mark Erickson is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning and management services, including customized portfolio management under a fiduciary standard.

Alex Avila is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Principal Securities, E*TRADE, and various Charles Schwab entities. Outside of his advisory role, Avila is the owner of Trinviark/Sunny Out West Media, where he produces, acts, and writes fiction screenplays, books, novels, and short stories. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

James Kimber is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of his advisory role, he serves as an assistant coach for high school track and field and is involved in insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both advisory and broker-dealer capabilities, with a focus on tailored asset allocation and diversified investment strategies supported by third-party asset managers.

Thomas Wolf is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Oppenheimer. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. In addition to his advisory work, he mentors business students at the University of Colorado Leeds School of Business, advising them on entering the professional world. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Charles Walsh is a CFP® with 26 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Adams Wealth Advisors, Thrivent Financial, GWFS Equities, Target Corporation, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients, delivering solutions integrated with Empower’s administrative platforms.

Joshua Chebul is a CFP® and Series 65-licensed financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Holistiplan, LLC before joining Focus Partners. Chebul is based in Denver, CO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, multiple portfolio management tools, and access to private and registered pooled vehicles.

Derek Moore is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2012 and is also associated with Five Peaks Capital Group LLC. Outside of his advisory work, he is an investor in Alpine Media Technology, a company developing digital advertising technology for ski chair lifts and gondolas in North America. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm employs multiple program types with an emphasis on tailoring recommendations to client goals, managing a substantial asset base primarily on a non-discretionary basis and operating within an integrated New York Life affiliate structure.

John Swailes II is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities for several years. Outside of finance, he operated Steady Hands Limited, a painting business, for four years. 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 services with broker-dealer capabilities and collaborates with third-party asset managers to provide both discretionary and non-discretionary account options.

Hannah Werling is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Legacy Private Wealth Partners, Holly Hunt Inc., and Coyote Logistics. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Ryan Milinazzo is a financial advisor with Commonwealth Financial Network based in Denver, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at HD Vest Investment Services and Andarko Petroleum Corporation. Outside of advisory services, he provides tax preparation as a CPA through Hadad-Milinazzo Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios using internal models or third-party platforms.

Patric Mclaughlin is a CFA® charterholder with 27 years of industry experience, currently serving at D.A. Davidson & Co. in Denver, Colorado, where he has worked since 2007. He holds a passive partnership interest in Bigelow Asset Management, LLC, from which he receives distributions but is not actively involved. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Stephen Bogosian is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Carson Wealth, Beacon Capital Management, Northern Lights Distributors, Swan Global Investments, and Athenainvest Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services.

Ivan Kostadinov is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at KeyBank and Allied Universal Security, along with eight years at BestBuy before entering the financial sector. Kostadinov has worked at Empower since 2024 in both Empower Financial Services, Inc. and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio strategies with annual rebalancing.

Keith Morrow Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Empower in 2023, he worked at GWFS Equities, Inc. from 2017 to 2023 and has experience with Dickinson Fleet Services. Outside of his advisory role, he serves as a referee for sports programs in Denver. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

George Verbrugge is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Transamerica Capital, Inc., WFG, and Advocate Health Advisors. He also serves as a referral partner for NetLaw, assisting clients with affordable legal documents such as wills and trusts. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and supports its large advisor network through multiple program platforms.

Ilario Kane is a financial advisor at Empower Advisory Group with the Series 66 designation and less than one year of industry experience. Prior to joining Empower, he has held various roles across multiple industries, including positions at Power Home Remodeling and Alpine Modern Cafe. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.