Keefer Whaley is a financial advisor with GWN Securities Inc. in Greenwood Village, CO, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining GWN Securities, he worked with Everest Microbial Defense LLC and ServiceMaster of Downtown. Outside of his advisory role, he provides contract services for direct-to-consumer product sales at Everest Microbial Defense LLC. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning, using a blend of discretionary portfolio management, model portfolios, and technology-driven platforms combined with tactical market-timing and momentum strategies.

Lorie Reid is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Kids Choice Dental. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio strategies and client savings rates.

Jordan Rice is a CFP® professional with 10 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. His prior roles include positions at Edgerock Wealth Management, Innovest Portfolio Solutions, and GWFS EQUITIES, Inc. / Empower Retirement. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a combination of in-house research and third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Drew Harper is a CFP® and CFA® with 16 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. He previously worked with Raymond James Financial Services and M.J. Smith & Associates. Outside of his advisory role, Harper serves as a finance committee member for QuietWaters Ministries, contributing to financial review and strategic planning. Mercer Global Advisors serves a diverse clientele including individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm utilizes a Modern Portfolio Theory-based investment approach with globally diversified portfolios, offering a range of services from retirement plan consulting to family office support.

Eric Fischer is a CFP® and ChFC® with 24 years of industry experience. He is currently with Farther and has concurrently worked at HFG Advisors since 2013. Fischer holds Series 63 and 65 licenses and spends part of his time as an independent insurance advisor selling fixed insurance products. He also provides educational support on tax matters for Triad Education under the direction of another advisor. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, equities, and fixed income.

Nicholas Randolph is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Larson Financial Securities, LLC and Larson Financial Group. Randolph is based in Denver, Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of programs that offer both managed portfolios and non-discretionary recommendations. The firm uses proprietary software and model portfolios provided by Morningstar Investment Management to guide asset allocation and retirement planning for its approximately 212,700 clients.

Brian Holmes is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation and 11 years of industry experience. He previously worked at Personal Capital Advisors Corporation for 10 years and briefly at Empower Advisory Group. 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’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Tyler Nally is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66 and Series 63 designations. His work history includes positions at GWFS Equities from 2018 to the present and at Jackson National Life Distributors LLC from 2009 to 2018. 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 services feature an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Zareen Church is a financial advisor at TIAA-CREF in Denver, CO, with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, and various entities. The firm separates point-in-time planning from ongoing management and serves as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Elizabeth Deitch is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. Her prior work includes roles at Goldman, Sachs & Co., Peregrine Global Advisors, Wealthgate Trust Company, Wealthgate Family Office, LLC, and Walton Enterprises. 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, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and offering educational programming and integrated affiliated service lines.

Carmone Duncan Copeland is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. Prior to joining Focus Partners Wealth, Copeland held positions at Follett Higher Education, MicroCenter, and Brookdale Senior Living, and has been affiliated with the University of Denver since 2010. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joshua Wilcox is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at multiple Ameritas entities and Mutual of Omaha, among others. Wilcox is also the owner of Wilcox Consulting, a firm providing organizational consulting services to small, advisor-led financial firms, and serves as Director of Development for United Wealth Advisors Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Kameron Varney is a financial advisor with Primerica Advisors based in Greenwood Village, CO, holding a Series 66 designation. Kameron has experience at Park Avenue Securities and Guardian Life Insurance Company since 2025. Prior to entering the financial services industry, Kameron worked in retail and veterinary clinic roles. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with various account management options.

Barbara Budny is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 38 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2017. Budny is co-owner and Chief Administrative Officer of Graziano Budny Wealth Management Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.

Austin York is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior experience includes roles at Personal Capital Advisors Corporation and TD Ameritrade. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long‑term portfolio returns and client savings rates.

Sean Whalen is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and one year of industry experience. He has worked at Empower Retirement since 2022 and previously held various roles in education, private security, and customer service. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Peter Lampert is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at Hornor, Townsend & Kent since 2024 and Penn Mutual Life Insurance Company since 2023. Lampert also manages several business ventures focused on education planning, tax services, and insurance brokerage, including serving as president of a nonprofit dedicated to college affordability. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through a network of advisers, combining investment advice with brokerage and custody services.

Nathan Schroeder is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Compass Inc, Transamerica Financial Advisors, and World Financial Group, and is also involved in real estate as an associate broker with Colorado Home Realty. Additionally, he co-owns Money Mailbox, LLC, which provides real estate education, and has been engaged in project management of leadership communications through Futurealign Incorporated since 2014. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Ryan Wargo is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 65 designation and has worked at firms including Personal Capital Advisors Corporation and JP Morgan Chase. Prior to his advisory roles, he held positions at Apex Companies LLC and the City of Fort Collins. 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 account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Matthew Leeke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Transamerica Retirement Solutions and Transamerica Investors Securities Corporation since 2015. Outside of his advisory role, he is a singer and guitarist for the performing band "Sincerely Ours," which performs music for compensation approximately once per month. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm utilizes model portfolios and proprietary software developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.