Nour Alkayali is a CFP® professional with 17 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, Nour worked at Charles Schwab & Co. for 17 years. Outside of financial advising, Nour is involved in elderly care through caretaker roles at two related businesses, 1st Call to Care, LLC and Care On Call Colorado, LLC. 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 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.

Michael Harper is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 11 years of industry experience. He previously worked at T. Rowe Price from 2015 to 2021 and currently advises through Advised Assets Groups, LLC and GWFS Equities, Inc. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Deborah Towers is a financial advisor with Commonwealth Financial Network based in Denver, CO, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has held roles at multiple firms, including Hadad-Milinazzo Financial Group and Towers Wealth Management, Inc. Outside of advisory work, Towers is involved in tax preparation, accounting, payroll, and bill pay services through her business activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and model portfolios, serving both retail and institutional clients.

Derek Woodward is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked with Empower Advisory Group since 2026 and has prior experience with Empower Financial Services and J.P. Morgan, including roles in institutional investments and retirement plan services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach and operates at a large scale with a high client-to-advisor ratio.

Arthur Garcia Jr. is a financial advisor with Eagle Strategies (New York Life) in Denver, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked with Eagle Strategies since 2017 and has been affiliated with New York Life Insurance Company since 2001. Outside of his advisory role, he serves on the board of Judi's House, a bereavement services nonprofit. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Diljeet Masuda is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, Prudential Insurance Company of America, and MML Investors Services LLC. Outside of his advisory role, he is involved in managing rental property. Guardian Life, through its Park Avenue Wealth Management division, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and access to both proprietary and third-party advisory solutions.

Cooper Wygant is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials. He has recently entered the industry and has prior experience at Charles Schwab & Co., Inc. and various non-financial roles. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

William Cassidy is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Bellco Credit Union, CUSO Financial Services, LPL Financial, and Equitable Advisors. Outside of his advisory work, he is involved as an investor and partner in a private business focused on business management and marketing. 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, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing both discretionary and non-discretionary account management.

Logan Donovan is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO, holding a Series 65 credential with five years of industry experience. His work history includes roles at Klaas Financial Asset Advisors, LLC and Googins Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational programs and integrated service lines.

Tiffani Boskovich is a CFA® charterholder based in Denver, CO, with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at CFO4Life Group, LLC and U.S. Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes.

Shelly Schell is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at PRISM Financial Strategies, Bancwest Investment Services, and Bank of the West. She is also an author with involvement in Sunshine Inc. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Joshua Lewis is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. He has worked at Empower Financial Services, Carson Wealth, and Edward Jones. Outside of his advisory role, he facilitates a premarital communication workshop. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering point-in-time financial plans and optional managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Christopher Biren is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at Eagle Strategies, Mahoney Financial Organization, NYlife Securities, and New York Life Insurance Company. Biren is also a passive investor in cryptocurrency as part of his personal investment activities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through multiple program types, emphasizing non-discretionary advisory relationships primarily within an integrated New York Life affiliate structure.

Graham Harms is a financial advisor at Empower Advisory Group with a Series 65 designation and two years of industry experience. He previously worked at Covered Insurance and Berkeley Research Group LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as 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 and annual rebalancing.

Ryan Eslinger is a financial advisor at Empower Advisory Group with 8 years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at DePuy Synthes, Hanson Clinic, and Citigroup Global Markets. 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 clients. The firm’s integrated approach leverages proprietary and third-party methodologies to focus on long-term portfolio returns, annual rebalancing, and client savings rates.

John Shevlin is a CFP® and holds a Series 65 license with ten years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Wipfli Financial Advisors, Hewins Financial Advisors, and All Star Financial Inc. He is based in Denver, CO. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-loss harvesting, and manages approximately $295.6 billion in assets across more than 1,100 advisors.

Jared Schuster is a financial advisor at D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Laura Combs is a CFP®-certified financial advisor with 16 years of industry experience. She has worked continuously at Mercer Global Advisors Inc. since 2015. 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’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Devin Statham is a financial advisor with First Command Advisory Services in Aurora, Colorado. He holds a Series 66 designation and has seven years of industry experience, including 25 years of prior service in the United States Air Force. He is the owner of Collaborative Works LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Cody Bartusiak is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services and has held positions in both academia and capital markets. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.