Joshua Fremit is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Mariner Wealth Advisors and Equitable Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach employs globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside various specialized advisory and educational offerings.

Alexandra Schmidt is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with five years of industry experience. She previously worked at Northstar Investment Advisors and has held roles at Fine Expectations, LLC and Hair Ventures, LLC earlier in her career. Beacon Pointe Advisors serves individual investors, corporations, pension and profit-sharing plans, and other institutional clients by providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Colleen Harvey is a CFA® charterholder with 11 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2018, following prior roles at Colorado Capital Management, Inc. from 2014 to 2018. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, with notable assets under management per advisor and specialized services for investment companies.

Matthew Collins is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and has worked at Charles Schwab in various capacities since 2018. Prior to his financial career, he worked at Red Lobster for five years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Agnieszka Skolik is a CFP® and Series 66 licensed financial advisor with Schwab Wealth Advisory in Lone Tree, CO, with 10 years of industry experience. She has been with Schwab Wealth Advisory Inc and Charles Schwab since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Megan Sandbothe is a Certified Financial Planner® with 19 years of industry experience. She has worked at \u0026Partners since 2024 and previously spent 18 years at Edward Jones. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and a range of financial and tax planning services, utilizing a blend of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

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.

Richard Simms is a financial advisor with Kestra Advisory who holds the PFS™ credential and has four years of industry experience. He has been associated with Kestra Advisory Services LLC since 2011 and also operates Richard S. Simms PC, which has been in existence since 1985. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan-level investment advice, employee education, and pooled plan solutions, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.

Roger Pierce is a financial advisor at Farther with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HPCA Services Group LLC, Dwpm LLC, and First Financial Equity Corporation. Pierce also operates under the name Harmony Private Client Advisers. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

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.

Clayton Thomas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, Bbva Securities Inc., Bbva Wealth Solutions Inc., and COMPASS Bank, where he worked for extensive periods before joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees. The firm uses algorithm-driven portfolio selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Eric Haberkorn is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously held positions at TIAA-CREF and Charles Schwab. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by an internal investment committee and offers integrated tax services and administrative family office capabilities uncommon for a firm of its size.

Scott Branish is a financial advisor with PNC Wealth Management in Castle Pines, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining PNC, he worked with several mortgage and financial services firms, including Lifemark Securities Corp and Front Range Financial. He is also a part owner of Branish Holdings LLP, a family business involved in property management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes approved strategies implemented via mutual funds and ETFs, with a focus on algorithm-driven risk assessment and annual rebalancing.

Michael Rabbitt is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Creative Planning since 2010. Outside of his advisory role, he owns rental property in Denver, Colorado. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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.