Bryce Rodgers is a financial advisor at Empower Advisory Group in Greenwood Village, CO, with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Financial Services in 2026, Rodgers worked at TIAA and Financial One and also has a background with Colorado Mesa University and The Perfect Workout. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s services emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Vance Rusley is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. Prior to that, he worked at Personal Capital Advisors from 2016 to 2023. 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 clients. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within an integrated model tied to Empower’s administrative platforms.

Lu Hartley is a financial advisor at Empower Advisory Group with two years of industry experience. Hartley holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC. Outside of finance, Hartley has experience in the wellness and hospitality industries, including roles at Renew Massage Studio and The Woodhouse Day Spa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients' savings rates through point-in-time financial plans and optional managed account solutions.

Angelo Patrick Tarol is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds the Series 66 and Series 63 licenses and has prior experience at Wells Fargo and ADP Philippines. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates.

John Carrillo is a financial advisor at NewEdge Advisors in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Athens Real Estate Group, Tidewater Equipment Co., and Sea Island Resort, alongside four years dedicated to full-time education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Harrison Hodges is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors Corporation and Charles Schwab. Outside of his advisory role, Hodges is involved in mortgage loan origination, assisting clients with home financing through his business, Hodges Strategies LLC. 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 services combine proprietary and third-party financial planning methodologies with integrated recordkeeping and administrative platforms.

Dane Winter is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the CFP® and Series 63 credentials and has been with Kestra Advisory since 2018. Winter serves on the AssetMark Field Advisory Board, which involves providing feedback on platform initiatives and participating in strategic discussions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Kate Morstad is a financial advisor with Kestra Advisory in Denver, CO, holding a Series 66 credential and 15 years of industry experience. She has worked at Kestra Advisory and affiliated entities since 2017 and previously spent eight years with Ameriprise Financial Services. Outside of advisory work, she serves as a notary and has responsibilities supporting office administration. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts, supporting clients such as large institutional investors and sovereign wealth funds.

Robert Ladislao is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm operates a vertically integrated advisory model that includes customized portfolio management and acts as adviser to a donor-advised fund.

Robyn Loftin is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Gwfs Equities, Inc. since 2014. 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 clients. The firm’s approach integrates planning and management services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates.

Matthew Klaess is a financial advisor with AE Wealth Management, LLC in Denver, CO, holding a Series 65 credential and 13 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with MSK Insurance Agency, LLC as an owner and agent since 2010. Klaess also facilitates access to estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from AEWM, third-party strategists, and advisor-managed models, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

Robert Siegrist is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to joining Cerity Partners, he worked at Janiczek Wealth Management for 16 years. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP, a role for which he receives no compensation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios and private market programs.

Jonathan Blomquist is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes positions at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services, 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Alexander Noonan is a financial advisor with Empower Advisory Group, holding a Series 65 designation and six years of industry experience. He has previously worked at Personal Capital Advisors Corporation and RSM US LLP. 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 tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Samuel Jay Bayad is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Wells Fargo Internation Solution LLC-Philippines and Directed Services LLC, as well as Cognizant Technology Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with IRA and select retail brokerage clients. The firm operates through a large integrated platform linking financial advice to Empower’s recordkeeping and administrative services.

Ayeesha Salinas is a financial advisor with PNC Wealth Management in Englewood, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Kyle Shelley is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EdgeRock Wealth Management, Red Coaching & Consulting, Verus Global, and Freeway Ford. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Bartley Corfee is a ChFC® with 42 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has held roles at several firms including Canvas Financial and Cetera Advisors LLC, and has operated his own advisory business, Corfee & Associates, since 1993. Corfee’s background includes financial advisory, asset management, and insurance services. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms to support portfolio construction and ongoing management.

Cynthia Egger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.

Phillip Woodford is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience and a Series 65 designation. His prior experience includes roles at Strategic Capital Advisors, Transform Wealth, LLC, and Kovitz Investment Group Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.