William Carron is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at GWFS Equities, Charles Schwab, Waddell & Reed, and OppenheimerFunds Distributor, Inc. 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’s approach emphasizes integrated services linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Carolyn Meske is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2010. Prior to that, she was with AllianceBernstein L.P. and Neuberger Berman BD LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Ethan Smith is a financial advisor with Key Investment Services LLC holding a Series 66 designation and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Ethan is also involved as a member and manager of DONATI LLC, a company managing rental property. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios with ancillary insurance offerings and integration with KeyCorp affiliates.

Jeffrey Peters is a CFP® with three years of industry experience, currently advising at Cerity Partners LLC. He previously worked at Ashfield Capital Partners for 11 years before joining Cerity Partners. Cerity Partners serves a wide range of clients, including individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework based on client-specific profiles, combining proprietary quantitative methods with third-party strategies and direct security selection.

Samim Syed is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is the CEO of a greentech company, EVChargeMe, and owns an insurance brokerage specializing in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and integrates third-party asset managers under a comprehensive supervisory framework.

Kristiana Martin is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab, she held various roles at Kendra Scott and Crumbl Cookies and spent several years in full-time education. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s investment guidance relies on internal research tools and asset allocation models, with client authorization required for all trades.

Valeria Vallecillo is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and six years of industry experience. Her career includes roles at Merrill and Fidelity Investments prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Richard Colwell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. 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 integrated model is closely tied to Empower’s recordkeeping and administrative platforms and includes both point-in-time financial plans and optional managed account solutions.

Douglas Disbrow is a Series 66-credentialed financial advisor with 10 years of industry experience, currently with Voya Financial Advisors, Inc. in Littleton, Colorado. His prior work includes positions at Fidelity, Merrill, Bank of America, and a role as a delivery driver for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individual, institutional, and corporate clients through a broad network of advisers. The firm’s investment approach includes a combination of in-house and external strategies, with a focus on both discretionary and non-discretionary management.

Jeff Sampson is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Gwfs Equities, Inc. since 2016. 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 integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Martin is a CFP® professional at Mariner with 26 years of industry experience. His career includes roles at E*Trade Securities, E*TRADE Capital Management, and Charles Schwab prior to joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers to provide discretionary portfolios and maintains specialized tax and financial wellness capabilities uncommon at its enterprise scale.

Paul Hojnicki is a CFA® charterholder with over 18 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2019. Prior to joining CIBC, he spent 15 years at Wells Fargo Private Bank. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal and external management resources with governance committees to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets across 175 advisors.

Aaron Walles is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Brokerage Services and Charles Schwab Bank, among other firms. Outside of finance, he operates a mobile bicycle repair and maintenance business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on internal asset-allocation models and research, offering tailored investment guidance with trades executed only upon client authorization.

Clark Kemsley is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial since 2024. His prior roles include positions at Portside Wealth Group, Townsquare Capital, Horter Investment Management, and Oxford Wealth Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and governance solutions through affiliated subsidiaries.

Megan Andrews Covell is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Schwab Wealth Advisory since 2014 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Barry Cohen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Wealth Advice and Management LLC for nine years. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Amer Tipura is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has 8 years of industry experience, including prior roles at Raymond James Financial Services Advisors, Inc. and MassMutual Life Insurance Co. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap-fee programs supported by a multi-provider platform and integrates services from KeyCorp affiliates.

Jordan Sayler is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 16 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios and serves as adviser to a donor-advised fund.

Robert Lee is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of Schoolday, Inc., an education technology company, and Verotouch, LLC, a construction and manufacturing technology firm. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers.

Stephen Marsters is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2009, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Marsters serves on the finance and development committees of St. Elizabeth's School, a community involvement role separate from his investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.