Eric Kee is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Kestra Advisory and Kestra Investment Services since 2018. Prior to that, he was affiliated with Royal Alliance Associates. Kee is also a professional speaker providing information on federal retirement benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, employee education, plan-level investment advice, and utilizes multiple management platforms and third-party solutions, serving both large institutional investors and individual clients.

Dana Pollard is a CFP® certificant with 26 years of industry experience. She is currently with &PARTNERS and previously worked at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors. Pollard is a co-founder and managing director of Lumitas Wealth Strategies. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis through proprietary and third-party investment solutions.

Sufia Setjoadi is a financial advisor with Lincoln Investment in Aurora, CO, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Lincoln Investment since 2010 and also maintains roles at Great American Advisors, Inc. and Asian Paradise LLC. Outside of her advisory work, she is involved in health insurance and Medicare services, assisting senior clients through multiple broker and agent positions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a mix of advisor-managed and firm-managed investment programs, utilizing both strategic and dynamic investment approaches.

Mark Stone is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

James Schindelar is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Transamerica Capital, Inc. and Gwfs Equities, Inc. 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.

James Milleville is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007, with a brief tenure at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services in 2020-2021. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

James Allen is a financial advisor at Principal Financial Services based in Denver, CO, with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Principal Securities since 1994 and Principal Life Insurance since 1993. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephanie Gudka is a CFP® with 32 years of industry experience. She is currently with OSAIC Institutions, INC. and has previously worked at Bellco Credit Union and CUSO Financial Services, LP. In addition to her advisory role, she serves as a notary public for credit union members. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

David Mauka is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower, Mauka worked at Charles Schwab & Co., Inc. for six years and has experience in various other roles, including positions at Amazon and Randstad. 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 clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Daniel Galindo is a Series 63 licensed financial advisor with 17 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2026 and previously held roles at several Janus Henderson entities from 2017 to 2026. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Ashleigh Kurzweil is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2009. Outside of her advisory role, she serves as a co-leader for the Girls Scouts of the USA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with connections to TIAA-administered employer retirement plans.

Mark Sindrich is a CFP® professional with 43 years of industry experience, currently serving at Kestra Advisory since 2016. He has operated Sindrich & Associates since 1980 and is involved in business development and investment planning through multiple entities. Sindrich is also a member of Diversified Financial Partners LLC and Moneypenny Management LLC, with business interests that include insurance and office operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages multiple platforms with a focus on serving large institutional clients.

Jennifer Krueger is a CFP® and holds a Series 66 license, with 16 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Destiny Capital Corporation, Charles Schwab, and T. Rowe Price Investment Services. Outside of her advisory role, she owns a small rental property management business in Denver. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Ana Maria Harding is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 registrations and has worked at TIAA-CREF and TIAA since 2019, following three years at Oppenheimerfunds Distributor, Inc. Outside of her advisory role, Harding is the owner of Rogersons Enterprises LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized managed accounts.

Adam Erganbright is a financial advisor with Empower Advisory Group, holding the Series 66 and Series 63 designations and five years of industry experience. His work history includes roles at Empower Retirement and prior experience outside financial services at Whole Foods and Behavioral Health 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 certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Emily Cronkey is a financial advisor with Empower Advisory Group and holds Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at First Command Advisory Services and Ent Credit Union. 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 retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and client savings rates, delivered within the framework of Empower’s recordkeeping and administrative platforms.

Antonio Campos Vera I is a financial advisor with Key Investment Services LLC in Denver, CO, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at KeyBank since 2017 and TFC Bank from 2012 to 2017. Outside of finance, he supervises cashiers at a grocery store and works part-time in retail. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment solutions, emphasizing client-directed model selection and ongoing portfolio oversight within the KeyCorp group.

Ryan Ocken is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Empower Retirement, B3 Insight, Bradsby Group, and US Bank. Outside of his advisory role, Ocken serves as a board member of Wellington Square Homeowners Association and as Vice President of the Foundation Board at MileHi Church. He has also worked as a food delivery driver. 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 offers integrated services linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Stephen Huff is a financial advisor with Integrity Alliance, LLC in Denver, CO, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Securities Management & Research, Inc. and American National Insurance Co for over 40 years each. Outside of his advisory work, Huff serves as a board member for Fourth Avenue Gospel Hall, a religious organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using various portfolio strategies and platforms.

Lane Ewton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Empower Advisory Group since 2023. His prior experience includes roles at Personal Capital Advisors Corporation and 7300 Wealth Management, LLC. 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 retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.