Tristan Paolo Segovia is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at TELUS International Philippines for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services focus on long-term portfolio returns and annual rebalancing within an integrated platform tied to Empower’s recordkeeping and administrative systems.

Nicolas Korosec is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and JPMorgan Chase. 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 select retail brokerage clients. The firm uses an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Patricia Rizzi is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Sanctuary Advisors in 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives through a platform that offers multiple portfolio management options and employs diverse analytical approaches while acting as a fiduciary when engaged under a written advisory agreement.

Brooke Miller is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2023. Prior to this, she worked at IWP Wealth PCA for six years and held roles at Kummer Financial Strategies, Inc. and Mutual Securities, Inc. from 2014 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services alongside traditional portfolio management.

Carlon Parks is a CFP® professional at TIAA-CREF with 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. He owns a rental property managed by a third party. TIAA-CREF provides financial planning and discretionary managed account programs primarily serving individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including customized portfolio management and acts as advisor to a donor-advised fund.

Christian Stromgren is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation, American Century Investments, and Integrity Advisory, LLC. Before his financial advisory career, he held roles at Uber, Lyft, and Community 1st National Bank. 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’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans focused on long-term returns and client savings rates.

Michael Snyder is a Certified Financial Planner® with 17 years of industry experience. He is currently with Empower Advisory Group and has prior experience at GWFS Equities, JPMorgan Chase Bank, and Think Mutual Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as individual IRA and brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Melanie Francis is a financial advisor with Principal Financial Services based in Denver, CO, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Princor Financial Services since 2004 and Principal Life Insurance Company since 2003. Outside of her advisory role, Melanie serves as a bank trust officer, providing accounting services and supporting the management of Principal retirement account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dawne Waltz is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at T. Rowe Price. 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 account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Leslie Sandusky III is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Xel Exchange, a cryptocurrency mining business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Thomas Bevington is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to Creative Planning, he worked at Matter Family Office, Charles Schwab Bank, Charles Schwab, and FIDELITY Brokerage Services LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

Nathanael Southard is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of his advisory role, he owns and manages a rental investment property. 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 with existing relationships through employer retirement plans. The firm offers model and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Joshua Vanderschuere is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Denver Public Schools, and the University of Denver. Outside of his advisory work, he owns and manages a single home rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and serves a large participant base relative to its advisor headcount.

Robert Jones is a financial advisor at Cerity Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Ayco/Goldman Sachs & Co. LLC and United Capital Financial Advisers, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified asset allocation and private market programs for qualified clients.

Douglas Barker is a CFP®-certified financial advisor at Mariner with 12 years of industry experience. He previously worked at First Western Trust Bank for five years and was self-employed for one year before joining Mariner in 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and administrative CFO capabilities alongside traditional portfolio management.

Steven Hagedon is a financial advisor at Empower Advisory Group with 12 years of industry experience. He has held roles at Empower Financial Services, Fidelity Brokerage Services, and Wells Fargo, among others. Hagedon holds Series 63 and Series 66 licenses. 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. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered through a platform tied closely to Empower’s recordkeeping and administrative services.

Jennifer Pena is a CFP® professional with 10 years of experience in financial planning and advisory services. She is currently with Kestra Advisory and serves as Co-President of Pursuit Wealth Planning. Her prior experience includes roles at Sagepoint Financial and Comprehensive Financial Services. Outside of advisory work, she is involved in firm management duties for Pursuit, LLC. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms with access to complex products and discretionary trading.

Andrew Albers is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Principal Bank and Principal Trust Company, Principal Securities, Inc., and Principal Life Insurance Company since 2023, following prior roles at Cambridge Investment Research Advisors, Inc. and Valenta Capital Management. 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 services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Evans is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Empower Advisory Group and has previously held roles at Personal Capital Advisors Corporation, E*TRADE Securities LLC, and Scottrade Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services feature a “point-in-time” planning approach focused on long-term portfolio returns and annual rebalancing, delivered through a model integrated with Empower’s recordkeeping and administrative platforms.

Jack Chase is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Empower Financial Services, SciLogis, Cushman and Wakefield, and Pepperdine University. 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.