Derek Rollingson is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Icon Distributors, Inc. and Icon Advisors, Inc. Rollingson also provides mathematical and financial modeling, analysis, and teaching through his own firm, Rollingson FMA. Additionally, he consults on business operations for a voice-over and audiobook narration company operated by his wife. Independent Financial Partners serves a nationwide client base with investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform allowing individualized investment strategies alongside centralized services, and it has a notable retirement-plan advisory and pension consulting practice.

Chevie Walerowicz is a financial advisor at Mariner Wealth Advisors based in Englewood, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Mariner, Chevie worked in hospitality and retail roles, including positions at St. Julien Hotel & Spa and Lucky's Bakehouse & Cafe. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and CFO services uncommon at this scale.

Bryan Nielson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cetera Advisors LLC. Outside of his advisory work, he hosts a radio show on KRKS 94.7 - THE WORD, where he talks, hosts, and educates listeners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Gene Almy Jr is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, 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 Schwab research tools while leaving final trading decisions to clients.

Kyle Johnson is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Gwfs Equities, Inc. since 2016. 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.

Jason Young is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Scottrade, TD Ameritrade, Nuview Analytics, and other firms. Outside of advising, he is co-owner of a retail party store, Parker Party America, assisting with accounting and operational tasks. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s approach integrates proprietary planning tools with recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Brett Heuertz is a financial advisor with Eagle Strategies (NY Life) based in Littleton, CO. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Mogul Wealth Strategies, DA Davidson, and NYLIFE Securities LLC. Outside of his advisory work, Heuertz is a partner in Axe Management, LLC, a holding company involved in managing a rental property. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Paul Larance is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Sanctuary Securities, Inc. and the Investment & Wealth Institute. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and other advisory services through a network of over 400 independent advisers using various investment approaches and platforms.

Neill Turner is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, where he has worked since 2014 and 2010, respectively. Outside of advising, Turner teaches a weekly yoga class, co-creates financial advisor-related podcasts, and serves as a board member of the Colorado Entrepreneur Organization Chapter. Park Avenue Securities serves a broad retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple platforms.

Sebastian Zacharias Jr. is a financial advisor with Eagle Strategies (NY Life) in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been affiliated with New York Life Insurance Company since 2007. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice across multiple program types and managing a substantial amount of assets on a largely non-discretionary basis.

Benjamin York is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with several other ventures, including owning Herding Cats Consulting Inc. and acting as a real estate broker with Hart Realty Group. Additionally, he provides financial education through the Heartland Institute of Financial Education and works as a care provider with Integrated Life Choices, supporting individuals with disabilities. Transamerica Financial Advisors serves a diverse client base comprising individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary management options.

Omkar Shinde is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes positions at Qualia and WFGIA, and he is engaged in copywriting activities alongside his advisory role. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party investment models, with discretionary and non-discretionary program options.

Scott Van Tonningen is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses. He has five years of industry experience, including nine years at T. Rowe Price and over two years with Empower Retirement prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jeremiah Forrest is a CFP® with eight years of industry experience, currently advising at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab, along with service in the US Army Reserve from 2009 to 2018. 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 clients. The firm’s services utilize an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Kristopher Yates is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, U.S. Bank, and BBVA. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

John Trotter is a financial advisor at SPC with 12 years of industry experience. He holds a Series 66 designation and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he operates John Trotter Investments and is licensed as an insurance agent with appointments in multiple companies, including Flowers & McKeller Insurance Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Daniel Atkin is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Advised Assets Group Inc. He serves as a board member and coaching coordinator for the Cherry Creek Little League. 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 integrates its services with Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Casey Zeringue is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and ten years of industry experience. His career includes roles at Schwab Wealth Advisory since 2026, TD Ameritrade from 2021 to 2024, and Charles Schwab Bank between 2017 and 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Matthew Blake is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moss Adams Wealth Advisors, First Western Trust Financial, Centric Investment Group, Wambolt & Associates, and My Portfolio Guide, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers and alternative investment strategies.

Kenneth Tillman is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Carnick & Kubik, and Valued Investment Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analyses alongside specialized tools and strategies.