Thomas Maxfield is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Northern Trust Bank and Northern Trust Securities, as well as Kovitz Investment Group Partners, Transform Wealth LLC, and TMG, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

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.

Cole Stephenson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His background includes roles at Silicon Mountain Technologies and various positions in the hospitality industry. He has also worked with Park Avenue Securities since 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Corey Walter is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner. In addition to his advisory role, Walter is the owner and founder of Wealth Management by Design, LLC, and he has been involved in catering services through Epicurean Catering since 2016. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, utilizing an open-architecture platform with multiple custodians and money managers.

Angelo Harper Ribera is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab & Co., the University of Colorado: Boulder, and the Boulder Country Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews while allowing clients to make final trading decisions. The firm operates as an internal advisory unit within Schwab, utilizing proprietary research tools and asset allocation models without charging clients directly for its advisory services.

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.

Kevin Healy is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab & Co., Fidelity Investments, and T Rowe Price. He also spent time working outside the financial industry at Chaney Landscaping. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients fees directly.

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.

Robert Mainz is a CFP® professional with 12 years of industry experience, currently affiliated with Schwab Wealth Advisory in Lone Tree, Colorado. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many enterprise wealth managers.

Nathan Jensen is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWFS Equities, Inc., Heartland Payment Systems, and Yield Solutions Group. 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 account holders. The firm’s integrated model, aligned with Empower’s recordkeeping and administrative platforms, offers point‑in‑time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

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.

David Nader is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Labatt Food Service and the European Space Policy Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Phillip Davis Jr. is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm employs an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Rachel Kramarchuk is a financial advisor at CWM, LLC with a Series 65 designation and two years of industry experience. She previously worked at Carson Wealth and Colton Alexander. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of portfolio management and retirement plan services.

Andrew Schaad is a financial advisor with Transamerica Financial Advisors in Englewood, Colorado, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Schaad Consulting, a corporate consulting service focused on business planning and analysis. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

William Buehler is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Key Investment Services since 2011. Outside of his advisory role, he is a small minority investor in Balance Beer Company, a brewpub in Golden, Colorado. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and oversight, while leveraging its connections within the KeyCorp group.

Krista Aliga is a CFP® professional with eight years of industry experience, currently serving at Empower Advisory Group since 2023. Prior to this, she worked with Personal Capital Advisors Corporation from 2016 to 2023. 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 emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Marvin Davies IV is a CFP® professional at Focus Partners Wealth, LLC with experience in the financial industry since 2022. Prior to his current role, he held positions at MAI Capital, Stratos Wealth Partners, and Envisage Wealth. He worked at The Ohio State University and in the Orange City School District before entering the advisory field. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Derik Harrison is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. His career includes roles at Empower Financial Services, LPL Financial LLC, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s services focus on long-term portfolio returns and integrate with Empower’s recordkeeping and administrative platforms.