Lindsey Kemsley is a financial advisor at Prime Capital Financial with four years of industry experience. She holds a Series 65 designation and has worked previously at Advisor Success Consulting, Buck Wealth Strategies, TownSquare Capital, and Oxford Wealth. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm uses various investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Barry Eastman is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63, 65, and 66 credentials and has 21 years of industry experience. He has been associated with Eagle Strategies and New York Life since 2010, and he operates High Point Financial Group, LLC, focusing on insurance and financial services. Outside of his advisory work, he is involved with United Soccer Club as a coach and referee and serves on the board of Hope Lives!, a breast cancer support organization. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, offering multiple program types within an integrated New York Life affiliate structure.

Kristy Lash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes multiple roles at Key Investment Services spanning from 2015 to the present, as well as a position at Equity Services Inc and prior experience at Keybank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Seth Brunsvold is a CFA® charterholder with 16 years of experience in the financial services industry. He is currently with Empower Advisory Group and previously worked at Charles Schwab 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 certain IRA and retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Courtney Nix is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower Advisory Group, Courtney worked at Empower Retirement and has a background that includes experience at Whiting-Turner and the University of Colorado, Boulder. 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 client savings rates through point-in-time financial plans and optional managed account solutions.

Tony Parkin is a financial advisor at Cerity Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DeVoe & Company. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Paula Porras Gonzalez is a Series 66 licensed financial advisor at Empower Advisory Group with six years of industry experience. She previously worked at TIAA-CREF from 2018 to 2025 before joining Empower in 2026. 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, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

William Childs is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated entities since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools, with final trading decisions made by clients.

Jesse Crispe is a financial advisor with Eagle Strategies (NY Life) based in Castle Pines, CO, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and previously worked with New York Life Insurance and Nylife Securities Inc. since 1994. Crispe also engaged in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and corporate plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Tonya Harper is a financial advisor at Osaic Institutions, Inc. with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Bellco Credit Union, Cuso Financial Services, U.S. Bancorp Investments, and St Johns Wealth Management. Harper is also the managing member of TM Harper Ltd, a private business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a range of co-advisory and third-party manager arrangements.

Surai Quimby is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 14 years of industry experience. Quimby has been with TIAA and its affiliated entity since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides customized portfolio management as well as model portfolio options and acts as adviser to a donor-advised fund.

Christian Haviland is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including T Rowe Price and Performance Dynamics. Haviland is based in Greenwood Village, Colorado. 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 ties services to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Mark Schweizer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Outside of his advisory role, he is involved with Schweizer Dairy, Inc., where he acts as Secretary and Treasurer. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Nicholas Keener is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Charles Schwab entities since 2015. Keener is based in Lone Tree, Colorado. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Rogelio Hernandez Sandoval is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF and Public Service Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm’s approach includes point-in-time financial plans and optional managed account solutions tailored to long-term portfolio returns and savings rates.

Gianna Viele is a CFP® professional with nine years of industry experience. She currently works at Allworth Financial, L.P. and previously held roles at Facet Wealth, First National Bank of Omaha, Private Capital Management, and Wagner Wealth Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a range of model strategies and provides both discretionary and non-discretionary asset management and financial planning services.

Richard Martin is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at BNP Paribas Securities Corp. and Janus Henderson Distributors. Outside of his advisory role, Martin is a CPA involved in tax return preparation and also assists clients as a mortgage loan originator. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of discretionary and non-discretionary arrangements.

Michael Meador is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC, Transform Wealth (formerly Carnick & Kubik Group, LLC), and Sanford C. Bernstein & Co., LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Justin Scalcucci is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He previously worked at Protective Life Corporation and has been with Charles Schwab & Co., Inc. since 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Daniel Ferszt is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with GWFS Equities Inc / Great West Financial since 2012. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.