Mark Delucia is a financial advisor with Goldman Sachs Wealth Services in Denver, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining Goldman Sachs in 2018, he worked for The AYCO Company, L.P./Mercer Allied from 2011 to 2018. He serves on the advisory board of Jewish Vocational Services, a nonprofit focused on employment skills development for young adults. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, institutions, and corporate participants. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored wealth solutions integrated across its broader financial services network.

Tamara Ristau is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Jacob Miller is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he spent nine years at SolTerra Engineering, where he was a 50% owner, and served on the boards of two nonprofit organizations related to construction and materials certification. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Alan Gappinger is a CFP® and ChFC® with 25 years of industry experience. He is currently with Farther and has previously worked at Heartland Institute for 18 years. Gappinger is also involved as a consultant and partner in financial literacy and business management initiatives. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, and fixed income.

Charles Pastor is a CFP® and holds a Series 65 license, with four years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has prior experience at intellicents investment solutions, Inc. and Damn Good Planning LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by various specialized advisory programs.

Colton Marschik is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Lockheed Martin, Ring Central, and Whole Foods Market, and has a background that includes full-time education and student government involvement. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Hugo Gandarilla is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014 and has been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and retail brokerage account holders. The firm offers a financial planning service focused on long-term portfolio returns and annual rebalancing, integrated with Empower’s recordkeeping and administrative platforms.

Sinee O'Brien is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Securities LLC and JP Morgan Chase Bank. 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 and focuses on long-term portfolio returns and clients’ savings rates.

Matthew Palumbo is a financial advisor with Empower Advisory Group based in Greenwood Village, CO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, AEWealth Management, Madison Avenue Securities, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts within plan lineups selected by plan sponsors.

Jeffrey Engelman is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Integrated Wealth Concepts LLC and has previously worked at PRISM Financial Strategies, Vision Brokerage Services, Highland Financial Group, and Vision Investment Advisors. In addition to his advisory work, Mr. Engelman is an insurance agent with Prism Insurance Strategies. Integrated Wealth Concepts LLC 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 services, and retirement plan advisory, utilizing a range of investment vehicles with a primarily long-term approach.

Edward Berra is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and 30 years of industry experience. He has been with TIAA-CREF since 1997. Outside of his advisory work, he serves as vice president and independent distributor for Whole Spectrum, Inc., a company involved in nutritional products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolios managed under fiduciary standards within a vertically integrated structure that includes affiliated funds.

Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Jeremy Robbins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to this, he held roles at Frontier Wealth Management, Moss Adams LLP, Ernst & Young, and the University of Illinois-Chicago. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, integrating proprietary quantitative screens with third-party managers and individual securities, and also maintains affiliated practices in pension consulting, insurance, venture investing, and private market offerings.

Alex Graesser is a CFP®, ChFC®, and holds a Series 63 license with nine years of industry experience. He currently works at Empower Advisory Group and has prior experience with Personal Capital Advisors Corporation and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated model linked to Empower’s administrative platforms.

Anna Walters is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Walters has been with Sanctuary Advisors and its related affiliate Sanctuary Securities since 2022. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to multiple account platforms, employing diverse analytical approaches and maintaining a fiduciary standard when agreements are in place.

Peggy Timm is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Life Insurance Company since 2012. Additionally, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting management of retirement account information across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation solutions.

Toria Troxel is a financial advisor at Eagle Strategies (NY Life) based in Denver, CO, with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including True Peak Partners LLC and Capital Edge Insurance & Financial Services, Inc. Troxel serves as a board member for several alumni and community organizations focused on Asian networks and education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Mc Guire is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at JPMorgan Private Bank for 12 years before joining Cresset in 2021. Outside of his advisory role, he is a partial owner of an investment-related entity based in Denver. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Keri Cordova is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of managed accounts with varying levels of customization and applies a fiduciary standard to its advisory services.

Douglas Wills is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Wills has worked with Nylife Securities Inc. and New York Life Insurance Company since 1994 and operates High Point Financial Group, LLC, an outside insurance business. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis.