Amy Shroff is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including M. S. Howells & Co., PRISM Financial Strategies, and Bank of the West. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and managing approximately $23.5 billion in assets under management.

Marc Andersen is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2000 and has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through 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 using Schwab’s standard asset allocation models and research tools while leaving final trading decisions to clients.

Michael Beaulieu is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He has worked at Beacon Pointe since 2022 and previously spent five years at The Retirement Planning Specialists, LLC, as well as a year at T. Rowe Price. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines internally developed asset-allocation models with third-party independent managers, employing both active and passive strategies across multiple asset classes.

John Winterscheidt is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC; Winterscheidt and Widegren, LLC; Buckingham Asset Management, LLC; Winterscheidt & Autterson, LLP; and Win Wealth Management, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary services, tax and business management, and sub‑advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture with a blend of fundamental and quantitative analysis and third-party managers, and it maintains an extensive network of affiliated service companies and product relationships.

Carson Wirges is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc before joining Principal Securities and Principal Life Insurance. Outside of his advisory role, he plays guitar and occasionally performs live or teaches lessons, and he is a licensed Notary Public in Colorado. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Douglas Askins is a CFP® professional with 11 years of experience in financial advisory roles. He has worked at Schwab Wealth Advisory since 2021 and held prior positions at Charles Schwab and USAA, focusing on investment management and financial planning. His credentials include Series 65 and Series 63 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and employs a cost-and-expense plus payment structure rather than directly charging clients.

Matthew Morehead is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds a Series 65 designation and has held prior roles at Janiczek Wealth Management and Carlson Capital Management. He is based in Denver, CO. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Shannon Sassman is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Prudential Investment Management Services and TRANSAMERICA Retirement Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Stephen Webb is a financial advisor at GWN Securities Inc. in Aurora, CO, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining GWN Securities in 2017, he worked at World Capital Brokerage, Inc. from 2010 to 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and investment strategies.

Sean Curley is a CFP® with 27 years of experience in financial advising. He has been with Beacon Pointe Advisors, LLC since 2022 and previously worked for The Retirement Planning Specialists, LLC for 20 years. Based in Denver, CO, he holds Series 63 and Series 65 licenses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and third-party platforms to implement client strategies across various asset classes.

Jeffrey Faunce is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following three years at BCM Wealth Management. Based in Denver, CO, he provides advisory services to a diverse client base. Oppenheimer serves individuals, corporations, pension plans, charitable organizations, and retirement fiduciaries, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Luke Bumanglag is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., using standard asset allocation models and Schwab research tools, with advisors recommending investments while clients retain final trading decisions.

Mark Thompson is a financial advisor at SPC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2004. Thompson is also the owner of Wealth Partners, Inc. and Wealth Partners Insurance Inc., through which he provides financial services and sells non-variable life insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm combines discretionary and nondiscretionary management approaches and maintains affiliations with broker-dealers and insurance agencies to offer a broad service platform.

Ruben Rosas is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, JPMorgan Chase, and US Bank. Outside of finance, he is the owner of Rosas Electric LLC, an electrical contracting business based in Denver. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio program offered as an invitation-only pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Scott Ebert is a CFP® with over 31 years of experience in the financial industry. He is currently with Allworth Financial, L.P., where he has worked since 2019, following prior roles at Charles Schwab and First Western Trust. His outside activities include a limited partnership interest in a family LLC owning a rental property. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management with various model strategies and uses third-party sub-advisers and technology solutions to manage client assets.

Jonathan Bunch is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations and previously worked at T. Rowe Price for four years. His background also includes roles at DJ Maestro and Snoozetown, 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Arthur Updike is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has worked at Empower Retirement since 2020. Prior to that, he was involved in the hospitality sector, including roles at Charcoal Bistro and Swingers Indoor Golf and Sports Lounge. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Matthew Karp is a financial advisor with Transamerica Retirement Advisors, LLC, possessing Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2019 and has prior experience at OppenheimerFunds Distributor, Inc. and Anthem Health Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to deliver asset allocation and retirement guidance at scale.

Michael Denison is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2020. He also operates Aspen Grove Financial Strategies LLC as an owner and partner. His prior experience includes roles at Eagle Strategies (NY Life), New York Life Insurance Company, and NYlife Securities LLC. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, employing a range of managed programs and investment strategies.

Micah Steinwandt is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding a Series 66 designation and six years of industry experience. His prior roles include positions at GWFS Equities, Envoy Financial LLC, and AXA Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.