Jason Sandry is a CFP® professional with 12 years of experience in financial advising. He currently works at Moneta Group Investment Advisors, LLC and has previously been with IWP Wealth PCA, LLC, Aveo Capital Partners, LLC, and Stephen A. Kohn & Associates, Ltd. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Joy Rollins is a financial advisor with PNC Wealth Management in Denver, CO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for 19 years. Outside of her advisory role, she serves as a pianist for a church affiliated with Easton Senior Communities in Lakewood, CO. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios primarily composed of mutual funds and ETFs.

Eddie Holguin Sosa is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Empower Financial Services, TIAA-CREF, Robinhood Markets, GWFS Equities, Westerra Credit Union, and Bank of the West. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Daniel Moore is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 registrations and 14 years of industry experience. He has been advising clients at Advised Assets Group, LLC since 2014. 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 account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Ruel Borromeo is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower, he worked in various roles across multiple companies including Infosys BPM Limited and IntouchCX. 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 select retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Schoep is a financial advisor at Principal Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked predominantly within the Cetera network before joining Principal in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions. The firm supports various client types including individual investors, retirement plans, trusts, charitable organizations, and military personnel.

Devin Mc Combs is a CFP® professional with two years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Traverse Planning. Before entering the financial advisory field, he spent time working in education at Virginia Tech and Midlothian High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Darren Levinthal is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined total of 19 years. Outside of financial advising, he owns a graphic design business focused on clothing and sells collectible comics and sports cards online. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and wrap-fee programs, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jennifer Nelson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2020 and previously spent seven years at Sagepoint Financial. Nelson is the owner and principal of Pursuit Wealth Planning, where she manages operations and human resources alongside her advisory role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors.

Garrick Sasa is a financial advisor with Principal Financial Services in Arvada, CO, holding a Series 66 designation and 17 years of industry experience. He has previously worked at U.S. Bancorp Investments, LPL Financial, and Wells Fargo Advisors. He also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the U.S. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Bittner is a CFA® with 19 years of experience in financial advising. He has worked at Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Dilmurod Adkhamov is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes prior roles at Mutual of Omaha, Prudential Insurance Company of America, LPL Enterprise, and Transamerica Financial Advisors. In addition to his advisory work, he is involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Benton Rowse is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His work history includes roles at Mercer Global Advisors and several other firms such as GCG Financial, Triad Advisors, and Invesco Distributors. 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 financial planning, retirement consulting, and tax and estate planning support.

J Nossaman is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Denver, CO. He holds a Series 65 designation and has four years of industry experience, having worked at CIBC Private Wealth Management since 2002. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process leveraging internal teams and committees to create customized portfolios and managed account programs, with a notable focus on portfolio management for investment companies and a higher advisor-to-assets ratio compared to peers.

Lauren Young is a CFP® professional with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2024 and previously held roles at Ratio Wealth Group, LLC and Graham Gerlach. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Zorah Riley is a financial advisor with TLG Advisors, Inc. in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with TLG Advisors since 2000 and previously at Lfi Advisory, Inc. from 2017 to 2021. Outside of her advisory role, she is a distributor of essential oils through DoTerra. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory with a range of services including investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer platform called Starlight Portfolios.

Kayla Foster is a financial advisor at Rockefeller Financial LLC with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Ryan Seifert is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior roles include positions at Wipfli Financial Advisors, BP, and SVA Plumb. 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 assets and offers a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity options.

Katelynn Bresler is a Series 65 licensed financial advisor at Corient with three years of industry experience. She has held positions at Corient and Socius Family Office, LLC, and has a background that includes work at Rhodes College and Chick-fil-A. Corient provides investment advisory and financial planning services to a diverse range of clients including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investment options where appropriate.

Daniel Sier is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Valic Financial Advisors since 2008 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.