Devin Statham is a financial advisor with First Command Advisory Services in Aurora, Colorado. He holds a Series 66 credential and has six years of industry experience, including a 25-year career in the United States Air Force. Devin is the owner of Collaborative Works LLC, a business related to his work with First Command and real estate holdings. 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 offers financial planning and multiple wrap-fee asset management programs managed through 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.

Larry Blair is a financial advisor at Kestra Advisory with 48 years of industry experience. He holds the CFP® and Series 63 designations and has worked with Kestra Investment Services, LLC and Royal Alliance Associates, Inc. He also conducts seminars and prepares related materials for federal employees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Elizabeth O Connor is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with The Huntington Investment Company and The Huntington National Bank since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Helan Kim is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Madeline Genita is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Foundever, Infosys BPM Limited, and Concentrix. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using a model integrated with Empower’s recordkeeping and administrative platforms.

Dominic Dina is a CFP® professional with three years of industry experience, currently with Focus Partners Wealth, LLC. His prior experience includes roles at Altair Advisers, DHJJ, and First American Bank. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a wide range of wealth management and advisory services, utilizing a tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad network of affiliated service companies and product relationships.

Joseph Friedman is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His previous roles include positions at Principal Asset Management, Israel Investment Advisors, and OppenheimerFunds. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary Focus List and quantitative due diligence, and sponsors proprietary investment vehicles and private funds.

Todd Lang is a CFP®-designated financial advisor with 30 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent 12 years at Wells Fargo Advisors. Lang is co-trustee for the Lang Investment Group 401(k) plan and holds a partial ownership interest in Lang Investment Group, which supports his independent practice. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutional investors, offering both advisory and brokerage services. The firm’s investment approach integrates proprietary models and third-party manager solutions, employing fundamental, technical, and quantitative analysis.

James Franklin is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. He holds a Series 65 designation and has been with Beacon Pointe since 2022. Prior to joining the firm, he worked at Advocate Roofing and spent several years in full-time education. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach with a proprietary “Focus List” and offers a range of wealth management and fiduciary services.

Gabrielle Sherry is a financial advisor at &PARTNERS with 39 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors for 12 years. Outside of her advisory role, she serves on the architecture committee of the Meadowglenn HOA in Westminster, CO. &PARTNERS serves a diverse client base, including individual and institutional investors, offering investment advisory and brokerage services through a combination of proprietary models and third-party managers. The firm operates as both a broker-dealer and registered investment adviser, providing services such as financial planning, retirement plan consulting, and investment banking.

Amy Ungles is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has previously worked with Nationwide Investment Services Corporation before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Ungles is based in Denver, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs, utilizing proprietary software and portfolio models from Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning with a large client base and a significant portion of non-discretionary assets.

Michael Whitmore is a Series 65-licensed financial advisor at Farther with 10 years of industry experience. He has worked at several firms, including Brookstone Capital Management and The Retirement Solution Inc. Outside of his advisory role, he serves as Advisory Board President for Tech9, a software development firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management with retirement plan consulting and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Craig Jones is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado, holding 27 years of industry experience. He has worked at The Colony Group, LLC since 2017 and spent 22 years at Jones Barclay Boston & Company prior to that. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized investment options.

Orlan Nasol is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked with Wells Fargo International Solutions LLC in the Philippines for four years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Mark Leaf is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at TIAA and various Cetera entities before joining Empower in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Mark Goodside is a financial advisor at Principal Financial Services in Denver, CO, with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Goodside has been with Principal Financial Services since 2016 and also operates Retirement Solutions of Colorado L.L.C., a business managing office expenses and payroll. He has experience brokering group health insurance and selling various insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Marilyn Anstey is a financial advisor at TIAA-CREF with 39 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that utilizes affiliated funds.

Nathan Jensen is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 17 years of industry experience. His work history includes roles at GWFS Equities, Inc., Heartland Payment Systems, Yield Solutions Group, and Jackson National Life Distributors LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Crampton is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 66 designations and 21 years of industry experience. His career includes multiple periods at TIAA-CREF and Tiaa dating back to 2004, along with roles at Advised Assets Group, LLC and GWFS Equities, Inc. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management and serves as adviser to the TIAA Donor Advised Fund.